Fixed tags

In this article

What are fixed tags?
Assigning people to a fixed tag
Managing tags
Duplicating a tag
Merging fixed tags
Using tags to communicate

What are fixed tags?

Tags are a function of the Active section of ChurchSuite's "people" modules - the Address Book, Children and Giving modules - and enable you to organise people into custom groupings around something they share in common. For example, if you need to group together all the people who are 'members' or those who have opted in to be on your 'missions' subscriber mailing list. Tags are therefore ideal for targeted communications to just certain people groupings but they're also powerful when used as filters in reports to narrow down the matching results to just those in a particular tag. Tags are an admin feature of your ChurchSuite modules only - tags are not surfaced in or visible within the member-facing My ChurchSuite platform. Tags can only be assigned to people in the Active section of a module - tags are unassigned when a person is archived or deleted from a module.

ChurchSuite has two types of Tag: Fixed Tags and Smart Tags. Fixed Tags are a fixed list of people that remains unchanged over time, unless the list is changed by a User. Smart Tags are a list of conditions with the tagged people reflecting a list of those who meet the tag's conditions. With Fixed Tags, people are manually added or removed from the Tag by a User. With Smart Tags the list of tagged people will constantly change and automatically update as your data changes in relation to the conditions of the smart tag.

People can be assigned to multiple Tags. For example, you could have a Tag for your "Senior Leadership Team", a Tag for everyone who has been "Baptised", a Tag for the "Students" in your church or a Tag in your Giving module for people who have an active pledge. How you use Fixed and Smart Tags to create bespoke groupings of contacts/givers is only limited by your own imagination!

A separate Support Article is available for Smart Tags - see the related support article at the end of this article. In the remainder of this article we'll focus on Fixed tags in the Address Book but the identical fixed tag functionality exists in the Children module and Giving module.

Assigning people to a fixed tag

There are several ways to assign people to Fixed Tags, depending on where you are working. One way is from a persons's profile page.

Navigate to a person's profile page and click Edit.

From the Edit view, locate the Tags field. As in the example above, a person may already be assigned to some of your existing fixed tags.

In this box, you can begin typing the name of the Fixed Tag you wish to assign. ChurchSuite will auto-suggest from your existing Tags as you type but if it doesn't exist yet, it can be created by simply pressing <enter> once you've typed the new full Tag name. Save the changes before navigating away from the person's profile page.

Note: by definition, you can't add or remove people from Smart Tags in edit view - a person is automatically assigned to or removed from a smart tag subject to meeting the conditions of the Tag. Therefore, only fixed tags are shown in the edit view.

Managing tags

Tags can also be assigned in the Tags section of the module. In this section you can manage all your existing tags - fixed tags and smart tags. Smart Tags are distinguished by a blue rotating arrows symbol. The cog actions menu for each tag provides options to View, Duplicate, Edit or Delete the selected tag. Deleting a tag does not delete the tagged people; it simply removes the tag assignment from those people. Colours can optionally be assigned to tags, perhaps as a way of distinguishing your different types of tags e.g. 'Discipleship' tags, 'Safeguarding' tags, 'Newcomer' tags. New tags can be added by clicking Add tag.

On the Add tag page, provide a suitable Name, perhaps adding an optional Description to help Users understand what the tag is for - a consistent tag naming convention will help keep long lists of tags better organised. Optionally, assign a Colour and set which Users the tag is to be Visible to (see the related support articles for restricting visibility of certain features).

You can now begin searching and selecting people from the list. The list of names is scrollable but for long lists, the Search by name/tag will auto-suggest as you being to type in the search. As you select names, they are added to the tagged people list in the box on the right. Similarly, selected names can be untagged by clicking the X next to their name in tagged people box. Remember to click Save to apply the changes before navigating away from the page.

From the tag's View page you can see some simple demographic information about the tagged people. You can also switch View between Grid view and List view, depending on your preference. The list of those tagged can be further filtered by other tags using the drop-down Tags filter and you can even Invert the tag to see people Not in the tag. Click Filter to apply any filter changes selected.

You can return to a fixed tag's View page at any time in the future to Edit the tag, perhaps to assign or un-assign people from the tag.

Finally in this section, notice the options to Communicate with the tagged people - perhaps to send an email or SMS to just those people. You can also Print badges, which will be formatted to the label size specified in the module's settings.

A Changes log is maintained at the bottom of each fixed tag's View page showing people who have been added to or removed from a fixed tag (not Smart Tags). Tag changes are not recorded on the person's profile Changes log. When a person is archived from the active section of a module, a profile page Changes log is added for all tags that they are removed from.

Warning - before deleting a User Group!

Before deleting a User Group, consider whether any Notes, Key Dates, Tags or Flows have their visibility restricted to just that User Group. If you proceed with deleting the User Group, no users or administrators will be able to view those tags, notes or flows - they will be hidden from view. This is intentional in order to respect the original visibility restrictions that were intended to ensure privacy of those items.

Therefore, before deleting a User Group, update the visibility restrictions of your Notes, Tags and Flows - either to "All Users", "Just me" or to an alternative User Group; then proceed with the user group deletion. Once a User Group is deleted, only the ChurchSuite support team can restore the visibility of those hidden tags/notes/flows.

Duplicating a tag

You've worked hard to set up your Tags but now you want to create a new Tag for another purpose that's similar to a Tag you already have. Fortunately, you don't have to start from scratch.

Working within the Tags section of the Address Book, Children or Giving module, simply select Duplicate from the cog actions menu of a tag in the list (or select Duplicate from a tag's View page). This will create a complete replica of the tag, including the tagged people (for Fixed Tags) or the tag conditions (for Smart Tags) and all the other tag settings - description, colour and visibility restrictions.

Remember to change the tag's Name, which must be unique.

Merging fixed tags

While it's not possible to directly select and merge two or more fixed tags into a single tag, it is possible to create a new fixed tag that is a combination of two or more tags and then delete the individual tags if they are no longer required. Since people only exist once in a tag, it doesn't matter if people exist in several of the tags being merged - they'll only show once in the final combined tag. You can only combine tags from the same module - it's not possible for contacts, children and givers to be in the same tag.

Working with the Tags section of a module, select to Add tag.

On the Add tag page, begin by giving your new tag a unique Name. Optionally add a Description, assign a Colour and set to whom the new tag is to be Visible to. Next, switch from viewing Contacts to viewing Tags.

The list of all your tags are shown. Use the tick and cross options to select the tags to be combined, selecting whether to match people in Any one of the selected tags (a more inclusive list), or people who match All of the selected tags (a more exclusive list). Click Apply tags to add the matching people to the tagged people box on the right.

Remember to Save your new tag. If you no longer need the individual tags that you have just combined, you can now safely delete each unwanted tag manually using the Delete cog action on the Tags list.

A Deleted Tags report exists in each "people" module.

Using tags to communicate

You can communicate with people in a Tag directly from a Tag 's View page. Click Communicate and select the communication method - either to Send email or Send SMS. Alternatively you can select Communication to 'push' the tagged people into the module's Communication section where you can select a wider variety of communication options, filters and formats.

Another way to communicate with people in Tags is within the module's Communication section, typing tag: in the search will switch from listing people to listing Tags. Simply select the tag(s) you wish to communicate with...

...and then Choose what you want to do with them.

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