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...

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 ...

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...

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 ...

List Overrides are a special setting within a Tag that is used to add or remove Constituents from manual or combined lists - As with other Tags, List Overrides are shown in the within the Tag Categories panel on the Constituent profile, but displa...

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...