Patrons CRM
Patron Profiles

Add patron tags

1min

Tags are an additional way to segment your patrons. You can add as many tags as you'd like to a patron. For example, you could add the tag "VIP" to important patrons or "Mega Donor" to patrons who have historically donated large amounts. These tags can be used in our Marketing feature to help sort your Audiences

To add a new tag, simply begin typing in the text box provided and hit enter to save. To remove a tag, click the x next to the existing tag in blue.

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Patron Tags - Patron Tags are used for grouping patrons such as VIPs donors, or Volunteers. Paron Tags should not be used for single-use items such as phone numbers, or Nicknames. Private Notes should be used for this instead.