Contact Tags

Tags are labels you put on contacts so you can find, filter, and target the right donors.

When To Use This
Use tags for anything your donation data doesn't already capture — roles like "Board Member", relationships like "Major Donor", or event participation like "Gala 2026".

Before You Start

• Required permission: your role must allow managing contacts and organization settings.
• Required setup: define tags in Settings before applying them.

Manual Tagging

1. Open CharityStack and go to Settings, then the Tags section.
2. Create the tags your organization needs. Keep names short and consistent.
3. Apply tags from the Contacts page — open a contact or select several, then add the tag.
4. Filter the Contacts table by tag to find everyone with a label.

Smart Tagging
Smart Tagging uses the AI assistant to do the applying for you: describe who to tag in plain language, and the assistant selects and tags them. For example, "tag everyone who gave to the gala fund this year as Gala 2026." Start a Smart Tagging session from the Tags settings, review the contacts it selected, and confirm.

Tags and Marketing
Tags carry into your marketing: segments can use tag conditions, so a dynamic segment like "everyone tagged Gala 2026" updates itself as you tag more contacts, and your broadcasts reach exactly that group.

Notes
Each tag shows how many contacts it's applied to, so you can spot unused or duplicate tags.

Removing a tag from the dictionary removes that label from your contacts — check where it's used first.