Categorising small groups using labels

Labels will be replacing small group tags

We're super excited about Labels, which are being introduced first to the Small Groups module. In the coming weeks we'll be announcing the removal of small group Tags at the end of 2022; switching instead to Labels. Labels are just as intuitive, and can be used in all the same places as tags can currently, but they're much more versatile. Consider this example...

Currently, you would need a separate tag for each of these categorisation options, but with Labels, these can be combined into a single label with multiple label response options. You can even set the label response type to control whether the group can only be assigned a single response or multiple responses.

Labels also make filtered reporting and targeted group member communication easier, and they give your website users greater granularity when filtering your embedded group lists and group map. And for your Small Groups module users, the process of assigning labels to groups works in the same way as tags do currently.

Good news! You don't have to wait to begin using labels - you can start enjoying them right now! This article explains how to create labels and the different ways you can work with them. We've even built a clever tag migration tool designed to help you transition your existing group tags into labels, perhaps combining multiple tags into a single label with multiple response options. Read on to learn more and get started with labels!

July 2022

In this article

Overview of labels
Adding and editing labels
Working with labels
Tag migration guide

Overview of labels

Within the context of the Small Groups module, Labels are designed to help your further categorise your groups. There's no limit to the number of labels you can add or the number of response options each label might have. The examples below may help you better imagine just some of the possible uses for labels.

Labels can be set to only allow a single response from the options available, or whether multiple response options are permitted. Labels can be optionally set required; module users must select a response when adding or editing groups. Labels come with a splash of colour to help module users visually distinguish each group's assigned label options.

Adding and editing labels

Working from the Labels section of the Small Groups module, click Add label.

On the Add label pop-up, give your label a suitable Name and pick the label's Colour. Next, add Responses as appropriate. The label Type determines whether module users can assign a Single response only to a group, or whether Multiple responses are permitted. Setting label responses as Required will prevent users from adding or editing a group without selecting a required label response. Click Save to add the label.

Continue adding further labels as desired. Note the actions to further Edit, Delete and View changes for a previously-added label, and the label Order action, which determines the order labels are displayed wherever they're surfaced in ChurchSuite and on public-facing pages, like the embeddable Group List and Group Map. The label option counters reflect the number of Active & Future groups that are labelled with that option. Clicking on a label response will open a filtered list of groups that have that label response.

Working with labels

Assigning labels to groups can be done individually - when adding or editing a small group...

You can also bulk-assign labels to multiple selected groups from the Groups section of the module using the batch Edit action...

...ticking the appropriate Labels, and then the label response option/s to be assigned to the selected groups.

Label responses are readily visible on each group's "View" page on the Details tab.

Labels are also an Advanced Search option in the Groups section of the module, enabling you to further filter and list groups matching the selected label criteria.

Many of the Small Groups module's Reports can be further filtered by selected label responses.

And finally, there are Label conditions for use in Smart Tags, enabling you to produce lists of people in labelled groups and roles...

Tag migration guide

We've built a handy, simple-to-use tag migration tool for converting your existing group tags to labels.

For each tag, you can select either an existing Label name to migrate the tagged groups or enter a new Label name if one doesn't yet exist. In the example below 4 group tags are being migrated to one "Group Focus" label, which will create the new Label (if the label doesn't already exist) and the 4 response options (if they don't already exist). In this example, the first tag is not being migrated at this time.

The migration tool migrates the group tags to labels, and it also assigns the appropriate label response options to each of the currently-tagged groups.

Note that your group tags continue to exist once migrated (groups will show tagged and labelled), so you can check everything is in order. You can optionally Delete migrated group tags from the module. Once all your group tags have been migrated and/or deleted, you can Disable tags to prevent module users from inadvertently creating new tags in the future where labels should be used moving forwards.

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