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

October 02, 2017 12:27

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

November 11, 2019 09:37

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

July 06, 2016 16:46

Tags are a powerful tool for organising your constituents, but sometimes you need one of them to be a bit more prominent, such as if the Constituent is a High-Value Donor,  or a certain member of the team is assigned to them - any data point that ...

Graham Bell

June 22, 2022 11:37

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 clic...

Ben Brett

April 29, 2015 09:12

Sometimes it is useful to be able to either add or delete a tag to all constituents on a list. Below guides you through this process. Please note: When Tagging or deleting a Tag from a List, this action can't be undone. It is advisable to downloa...

Ben Brett

November 25, 2015 10:36