Using the WeGive Tag Import Tool

The WeGive Tag Import Tool allows you to import a list of supporters and apply tags, making them usable in communication lists, journeys, impact stories, impact numbers, and more. This tool ensures that you can efficiently segment and organize supporters using predefined identifiers.

Important Considerations

• Supporters Must Already Exist in WeGive: If a supporter is not yet in the system, you must first add them through the Create Import before proceeding with tagging.

• Supported Identifiers: You must include at least one of the following identifiers to match records correctly:

  • WeGive ID

  • CRM ID

  • Custom Reference ID

  • Email 1

Steps to Import and Tag Supporters

1. Initiate a New Import

1. Navigate to the Data > Imports section.

2. Click the blue plus sign to start a new import.

2. Configure the Import

1. Select Tag as the type of import.

2. Choose the record type (Individual or Company).

3. Map the corresponding data fields, ensuring that at least one of the required identifiers is included.

3. Complete the Import Process

1. Upload your file and proceed with the import.

2. Wait for the import to complete successfully.

4. Apply Tags to Imported Supporters

1. Once the import is complete, click the Actions dropdown.

2. Select Tag Records.

3. Assign the appropriate tag(s) to the imported supporters.

Why This Feature is Helpful

• Saves Time: Instead of manually tagging each supporter, you can bulk import and apply tags in just a few steps.

• Improves Engagement: By categorizing supporters into relevant communication lists and journeys, you can send more targeted and meaningful messages.

• Ensures Data Consistency: Using unique identifiers like WeGive ID or Email 1 ensures that supporters are accurately tagged without duplication errors.

Using the WeGive Tag Import Tool, you can streamline your supporter management processes and ensure effective engagement with your audience.