Tags (known as Interests inside the app, and Tags in your 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. A variety of available tags will not only pique users' interest and show the depth of your app content, but it will also help admins keep communication relevant and organized.
This article will cover how to create and use tags, and how tags get added to people's profiles.
Use tags to 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.
Send outbound messages
Send a push and/or text message only to people who have expressed an interest in and opted to receive communications about the topic. App usage and giving have a direct correlation to outbound message activity, as the messages often serve as a reminder of the church beyond Sunday!
Tags in Member Directory
App users can see the public tags they have in common with others in the Member Directory, which helps people build connections.
Tags in calendars.
You can make specific calendars exclusively available to segmented groups when you link a tag to a calendar. For example, create a calendar and tag it with 'Staff.' Only users who are part of the 'Staff' tag can see these events, which keeps the calendar content relevant for the specific user.
Read this article to learn how to create a tag-segmented calendar.
Allow users to chat with others who are also part of that tag. For example, allow the women who are part of the 'Women's Group' tag to chat with one another through the Chat feature.
To make tags chat-enabled, follow the steps below:
- Go to the Profiles > Tags page in your portal 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 tags to be private, like 'Staff,' select the Private Tag option.
Create a Tag
Go to the People > Tags page in your portal to create tags.
Manage a 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 are added to the tag by an admin on the back end).
An example of a public tag is 'Volunteer,' where anyone interested in learning more about volunteering can sign up to receive push messages related to volunteering.
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.
In the Tag Details window, select Public Tag if you would like people to be able to see this tag (Interest in the app) and opt-in to receive notifications about it. If you want the tag to remain private and only give admins access to add the tag to profiles, select Private Tag.
Private Tags: Add 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 the Profiles > People page, then check the box to the left of each person you would like to tag. Click Tag [...] People, choose the tag, then save your changes.
Public Tags: Self-Tag 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 the app. Under the side menu, users can click their profile at the top.
They can then click the My Interests section at the bottom of their profile to manage their interests (tags).
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 turn grey, which indicates the user is unsubscribed.
*Note: Send out a push notification encouraging your members to take a peek at different interests in-app by clicking on the My Interest button within their profile. Below is a screenshot of one of our partners who sent out a push notification encouraging their members to check out the My Interests section within their profile in-app.
Tags in Forms
Tags can also be added to a profile via 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, the profiles of all respondents to that form will automatically be tagged.
How to Remove a Tag from a Profile
Read this article to learn how to remove a tag from a profile.
Check out our short video below on how to create tags!
If you have any questions or need help, send us a note at firstname.lastname@example.org!