A tag is a dynamic way of sorting people in your database. You can enter tags on profiles, import people with tags, and enter them on new pages so when someone takes an action they receive a tag.
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Tagging basics
Tags can be automatically added to a person's profile when they take an action in your nation (e.g. sign a petition or donate money or pay an invoice).
When you sort by a tag, the results will be a real-time indication of the people who have that tag. If you would like to use call mode or map mode (for phonebanking, canvassing, and turf cutting) with tags, you'll have to place the people on a list first. A tag can also be used in conjunction with an advanced search filter to sort people in your database. You can quickly sort people by tags under the default view in your People tab.
Adding tags automatically
When you set up a new page on NationBuilder, you can add a tag to people under the settings tab of that new page. This will later help sort people in your database based on a particular action they took.
Tags on a person's profile
Tags also appear on a person's profile. If you click the tag icon next to the list of tags, you can add or delete tags from the list and then save.
Viewing tags
You can view a list of all tags. In the People section click on More and select Tags from the drop-down menu. You can create a new tag from this view as well. Any tag within your system can be added to people on a list via batch update.
Automatically add tags from your website pages
Curious how to automate the process of tagging people who take action on your website? Here is a list of places where these tags can be set.
- In an Event page, you can add a tag to people who RSVP and a different tag to people who attend the event. This distinction is made because typically not everyone who RSVPs for an event will actually attend it. You can specify these tags from Event Details > Advanced.
- In a Donor page you can add a tag via the Donation settings tab. There are two ways to track what happens on a donation page: you can track all donation records with a tracking code, and you can add a tag to every person who donates via the page. Once someone donates to your organization via any donation page, they will be categorized as a donor and can be searched via Advanced Search or the People section of your control panel.
- In a Volunteer page you have two ways to add tags:
- Everyone volunteering via that page can be given a tag via Volunteer Settings > Settings.
- When a person signs up for a specific role. Specify that tag from Volunteer Settings > Roles.
When someone volunteers for your organization, this becomes a searchable characteristic in your database. You can sort for all volunteers from the People section of your control panel or via Advanced search. So, you never have to tag people "volunteer." If you have more than one volunteer page, it can make sense to tag everyone who takes action on a specific page as a way of tracking page performance.
- In a Membership page, you can add a tag to all new members. Specify the tag from Paid membership settings > Settings. As with donors and volunteers, whether someone is a member is a searchable attribute in your database and all members can be found from the People section or via Advanced Search. You can also tag people with a specific membership level from Paid membership settings > Membership options.
- In a Feedback page, you can specify auto-tagging for anyone who leaves feedback from Feedback settings > Settings.
- In a Survey page, anyone who responds to the survey can be tagged from Survey details > Settings. People who select specific answers can be tagged as well. Set answer response tags from Survey details > New question.
- On a Blog, if you allow people to submit posts you can specify a tag for them from the Blog tab.
If your nation has multiple websites, and it is important for you to distinguish which site your supporters are interacting with, one option is to use a structured tag format to help you identify which website your supporters have interacted with. For example, if you have two sites (ex: "site1" and "site2") which both have 'Volunteer' pages, you would want to have them set to automatically tag your supporters with "site1 -- volunteer" and "site2 -- volunteer", respectively. This will allow you to identify not only which of your supporters are volunteers, but which site they opted to volunteer from.
Additionally, if it is important to you that you track every page your supporters are interacting with, you can set your pages to automatically tag people with the "slug" of that page. For example:
- the page yoursite.com/sign_up_now would be set to automatically tag all new signups with "sign_up_now";
- people who sign petitions at yoursite.com/petition would be tagged "petition";
- people who sign up to volunteer on yoursite.com/canvassing would be tagged "canvassing";
- etc.
NationBuilder automatically tracks which page new supporters originate from (People > Advanced Search > Origin), but using this tag method will allow you to additionally see all the pages with which they have interacted.
Additional Information
NationBuilder Expert Avoyer Group on Tagging Strategically
