• Tags - overview

    Tags are ways to label things in Donorfy - primarily Constituents, but also Campaigns. Tags are arranged into Tag Categories. For example, for the Tag Category "Colour of eyes", you could have tags of "Blue", "Green" and "Brown". Having added a Ta...

    Robin Fisk
  • Adding a Constituent Tag

    Firstly you need to set up the tags - this article explains how to set up tags - you need to make sure your Tag Category can be applied to Constituents - see screenshot below:   Depending on how your Constituent Types are set up, you may need to ...

    Graham Bell
  • Adding Extra Fields to Tags

    Donorfy allows you add extra fields to tags - e.g. to collect further information for analysis or reporting, you can  Set up different fields for each type of tag Have 10 text fields, 10 dates, 10 numbers & 10 yes/no fields for each tag The fiel...

    Ben Brett
  • List Overrides

    List Overrides are a special type of tag used to add or remove constituents from manual or combined lists - the List Overrides are shown in a panel on the constituents profile next to communication preferences. To Add a constituent to a list cl...

    Ben Brett
  • Adding or Deleting a Tag from all Constituents on a List

    Sometimes it is useful to be able to either add or delete a tag to all constituents on a list, this can be done as follows: Create your list in the normal way, ensure you add the constituent number to your data view. Press the Tag button shown at...

    Ben Brett