How to create a new tag?

Tags allow you to organize people into specific groups so you can send targeted communications to the right audience. Follow these steps to create a new tag and synchronize it with Mailchimp.

Step 1: Navigate to Groups

Go to Admin → People Management → Groups.

Step 2: Open Tagged People

Click Tagged People to access the page where you can manage your existing tags.

Step 3: Create a New Tag

Click New Group at the top of the page.

Step 4: Enter the Tag Details

Fill in the available fields with the appropriate information for your new tag, then click Save.

For example, you could create a tag called Yoga for Seniors to organize people interested in participating in yoga activities.

Step 5: Add People to Your New Tag

Once the tag has been saved, return to the Tagged People page and locate your newly created group.

Click the group to open it and add the relevant people. You can do this in either of the following ways:

• Search by name: Enter the person's name in the search box provided.
• Select from another group: Find the person in a different group and add them to your new tag.

Step 6: Synchronize the Tag with Mailchimp

Don't forget to select Synchronize with Mailchimp so that your group is also synchronized with Mailchimp.

This allows you to use the group as a targeted audience when creating a marketing campaign in Mailchimp, helping you send relevant messages to the people who belong to that group.

Important Note: Keep Contact Information Updated

Always update users' email addresses and contact information in Helpful Village, not directly in Mailchimp.

Helpful Village synchronizes user information with Mailchimp to keep your mailing lists up to date. However, synchronization works in one direction only: changes made in Mailchimp are not sent back to Helpful Village.