How to add a tag to a person?

A tag is a label you can assign to people in Helpful Village to organize them into specific groups. Tags allow you to send targeted emails to relevant audiences, helping you communicate effectively without sending unnecessary messages to all your members, volunteers, or prospective members.

Step-by-Step Instructions

Step 1: Search for the Person

From the Home screen, search for the person you want to update.

Step 2: Open Their Profile

Select the person's name from the search results and click Edit.

Step 3: Verify Their Membership Status

If the person is a member, make sure their membership status is Active.

Step 4: Select the Desired Tags

In the person's profile, scroll down to the Tags section.

Here, you can select one or more existing tags to assign to the person.

Step 5: Save Your Changes

Once you have selected the desired tags, scroll down and click Update.

A confirmation message will appear at the top of the screen, letting you know that the person's profile has been successfully updated.

That's it! The selected tags are now assigned to the person and can be used to organize your contacts and target your communications more effectively.