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      Supporter Tags, Custom Questions, and Custom Fields Training Video

      Supporter Tags, Custom Fields & Custom Questions Training

      This video training walks through how to organize, segment, and personalize your supporter data in WeGive using three key tools:

      • Supporter Tags: Create groups of supporters for segmentation, reporting, and targeted communication.

      • Custom Fields: Sync data from your CRM into WeGive for internal use, filtering, or message personalization.

      • Custom Questions: Collect specific answers from donors through checkouts, forms, or events—and optionally save those answers to supporter or transaction records.

      You'll also learn how to:

      • Use Journeys to automatically tag new donors based on activity (e.g., first donation)

      • Export question answers and tag-based segments

      • Connect CRM fields through mapping rules

      • Personalize supporter messaging using custom data fields

      This is a great starting point if you're looking to improve your donor segmentation, gather richer supporter data, or automate your engagement workflows.