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 docid\ i37w zilmmgog7s0xceb6 feature to help sort your audiences docid 7hl0rjmxrigdirvyxor5n to add a new tag, type in the text box provided and hit enter to save to remove a tag, click the x next to the existing tag in blue note 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