Supporter Tags Guide

Supporter Tags in WeGive are a flexible tool used to segment donors and supporters into dynamic or static groups for targeting, communication, and reporting. Tags can be manually assigned or automatically applied based on rule-based criteria.

What Are Supporter Tags?

Supporter Tags are internal labels used to organize, filter, and group supporters in your database. You can use tags to:

• Create dynamic audiences (e.g., all donors who gave less than $100)
  
  
• Segment supporters for campaigns, messaging, or reporting
  
  
• Trigger automations or journeys
  
  
• Analyze engagement by tagged segments
  
  

How to Access and Create Tags

1. Go to the Data tab in the WeGive dashboard.
   
   
2. Select Supporter Tags.
   
   
3. Click the “+” button to create a new tag.
   
   

In the Supporter Tag Table, you’ll see:

• ID: Internal identifier for the tag.
  
  
• Tag Name: The internal name you assign.
  
  
• Supporter Count: How many supporters are currently tagged.
  
  
• Automations Count: Number of automations tied to the tag.
  
  
• Last Activity: Most recent time the tag was modified or updated.
  
  

You can also filter tags based on:

• Active vs. Archived
  
  
• Number of tagged supporters
  
  
• Number of associated automations
  
  
• Last activity date
  
  

Creating a Tag with Rules

When creating a tag, follow these steps:

1. Name your tag: e.g., “Weekly Email List”
   (This name is internal and should reflect the purpose of the segment.)
   
   
2. Enable Dynamic Rules (optional):
   Toggle the setting “Remove donors when they no longer match the rules” if you want the tag to update automatically.
   
   
3. Add a Rule Group:
   
   
   • Click “Add Rule Group”
     
     
   • Choose a filter category (e.g., “Total Donated”)
     
     
   • Define the logic (e.g., Total Donated is less than $100)
     
     
   • Add as many conditions as needed across categories
     
     
4. Examples of available filter fields include:
   
   
   • Supporter Info: Name, Email, Phone, Tags, Profile Created Date, Last Login
     
     
   • Payment & Giving: Total Donated, Number of Donations, Campaigns Given To, Designations
     
     
   • Fundraising: Fundraiser Name, Goal, Total Raised
     
     
   • Journey & Messaging: Associated Journeys, Communication Lists, Messages Sent
     
     
   • Transactional Activity: Last Checkout Date, Drop-off Step, Custom Field Data
     
     
   • Household & Personal Details: Address, Birthday, Anniversary, Marketing Contact status
     
     
5. Click Done, preview the supporter list, and then click Save.
   
   

Processing may take a few minutes depending on the number of matching supporters.

Managing Tags and Viewing Tagged Supporters

Once your tag is created:

• You'll be brought to the Tag Detail View, where you can:
  
  
  • See tag name and associated rule groups
    
    
  • View tagged supporters, including their:
    
    
    • Name
      
      
    • Email
      
      
    • Last activity date
      
      
    • Date they were tagged
      
      
• Available actions from this view:
  
  
  • Export supporters
    
    
  • Remove selected supporters
    
    
  • Apply an additional tag
    
    
  • Refresh the supporter list
    
    
  • Edit the tag rules
    
    
  • Archive or Duplicate the tag from the “More” dropdown
    
    

Tags on the Supporter Record

Each supporter’s individual record includes a “Tags” section:

• Tags appear at the top of the supporter record.
  
  
• You can remove a tag by clicking the "X" next to it.
  
  
• You can add a new tag using the “Actions” dropdown on the supporter profile.
  
  

Best Practices

• Use clear naming conventions to keep tags organized.
  
  
• Leverage dynamic rules for tags that should change based on behavior or giving.
  
  
• Avoid tag clutter by archiving old or unused tags.
  
  
• Use Supporter Tags in conjunction with Journeys, Messages, and Communication Lists to create highly personalized experiences.