What are Tags and How Can I Use them?
Tags (known as 'Interests' inside of the app Profile, and 'Tags' in the management portal) are a powerful way to segment communication and information in your app. Encourage your app users to create a profile in the app, then opt into interests inside of their profile. Having a variety of different tags available not only piques app users' interest and shows depth of your app content, it also helps admins keep communication relevant and organized.
You can send push notifications to a specific tagged group, display certain calendar events to a specific tagged group, and chat with other app users through tagged groups. Users can also see (public) tags that they have in common with other users in the Member Directory feature.
Tagged push messages. For example, send a message about volunteer opportunities to people who have expressed an interest in volunteering and who have opted to receive communications about volunteering. *App usage and giving have a direct correlation to push message activity, as the messages often serve as a reminder of the church beyond Sunday!
Tagged text messages. Send a message about an upcoming bake sale to all who have expressed interest in baking a treat and have opted into receive communications through text message.
Tagged calendars. For example, create a calendar and tag it with 'Staff.' Only users who are part of the 'Staff' tag will be able to see these events, keeping the calendar content relevant for the specific user.
Chat-enabled Tags. For example, allow the women who are part of the 'Women's Group' tag to chat with one another through the Chat feature.
Tags in Member Directory. App users are able to see public tags that they have in common with other users in the Member Directory, helping people build connection.
Tags in Forms. When creating a form, you can add a tag or multiple tags to any form that includes a Profile. Once a form has been tagged on the back end, any profile response to that form will automatically be tagged.
Getting Started with Tags
To unleash the power of tags for your community, you'll want to start by creating some tags. Go to People > Tags to create tags (e.g. a private tag like 'Staff, that you'll manage on the back end, and another public tag like 'Volunteers,' or 'Men's Group', where users will be able to subscribe from within the app.)
Public Tag or Private Tag?
After a tag has been created, click on it to manage whether it's public (available for users to subscribe to within the app), or private (users will be added to the tag by an admin on the back end).
An example of a public tag is 'VBS Volunteers,' where anyone interested in learning more about volunteering for VBS can sign up to receive push messages related to volunteering for VBS.
An example of a private tab is 'Staff,' a small, select group of people on staff at the church. These people will be added to the 'Staff' tag privately on the back end, and the 'Staff' tag won't be available for users to subscribe to within the app.
Turn on 'People can subscribe from app' if you would like people to be able to see this tag ('interest') and opt into receiving notifications about it (this is a 'public' tag, like VBS Volunteers). If you want the tag to remain 'private' and not be available for people to subscribe to within the app, select the ‘Private Tag’ button (like 'Staff').
In the example below, 'Volunteer' is a 'Public' tag, so people will be able to see this tag under 'My Interests' inside of their profile and will be able to subscribe to it.
Private Tags: Adding Users to a Tag
Since the tag is private and is not available for people to subscribe to within the app, tagging people to be part of this private tag will be done on the back end by the admin.
To add a person to a tag, go to Profiles > People, then check the box to the left of each person you would like to tag. Select “Tag [...] People,” choose the tag, and save your changes.
Public Segmented Push Notifications: Self-Tagging (within the app)
- People can opt into public tags within the app under their Profile. The profile can always be found by clicking the side menu inside of the app.
- Under the side menu, users will select their profile and then select the 'My Interests' section at the bottom of their profile to manage the interests (tags) they're part of.
- To subscribe or opt into an interest (tag), users can select the check mark next to the tag name. A green check mark indicates the user is subscribed to that interest (tag).
- To unsubscribe or opt out of an interest (tag), users can simply click the green check mark again. The icon will be greyed out, showing they are unsubscribed.
Using Tags in Calendars
You can make certain calendars exclusively available to segmented groups by linking tags to a calendar (*tagged calendars available with version 29.2.0 and later).
First, create your calendar and select whether it’s public or linked. Public means it will be available to everyone. Linked means you can have this calendar available for a certain segmented group using tags.
When linking a calendar, click inside the gray box under aware3 tags or the “Link Tags” button and the list of tags that you’ve created will come up. A pop-up will appear. Check all the tags that you would like to link to this calendar and click “Done."*
To add a calendar to your app, navigate to the “App” tab within your aware3 portal. Click the magnify glass on the Event Feature. Click “Select Calendars” and a window will appear. This list will include all of your calendars that you've managed under the Events tab, whether you've created them within aware3, or linked an external calendar.
Using Tags in Chat
Add chat-enabled tags for users to join
- Go to Profiles > Tags in your management hub to create or edit tags.
- Click on a tag to edit the settings, then toggle the button to switch on “Chat enabled."
- For tags to be public, select the “Public Tag” option. For those private tags (like Staff, for example),select the ‘Private Tag’ button.
- After an app user has opted into or been added to a chat-enabled tag, they will be able to chat with other users who also part of that tag.
How to Remove a Tag from a Profile
You can find the article on how to remove a tag from a profile HERE.
We hope this inspires you to put tags in action today. Happy tagging!
Check out our short video below on how to create tags!