What are profile tags? How do I to create profile tags? And why should I use them?
Starting on the Pro plan and above, you can create and assign Profile Tags as a way to customize your database.
- You cannot import profile tags but can only assign them during the import process or once profiles are in your database.
- A profile tag can be anything you need it to be. It is simply a string of text to track a custom data point.
Profile tags are visible to admins only!
Common examples of the use case for profile tags:
- Active, Inactive, Archived
- Group labels
- Tags for reporting purposes
- Communications lists
- T-shirt sizes
- Demographic breakdowns (Adults, Minors, etc.)
Profile tags have three (3) main benefits:
- Grouping people by a label for communication and reporting purposes.
- Tracking completion of onboarding steps. Learn more
- Using the advanced reservation restriction option when publishing shifts. Learn more
How do I create profile tags?
- From your left-navigation menu > Click Database
- On the top-right > Click Actions
- Click Manage profile tags
- Type in a tag label and click Create
How do I assign profile tags?
1. You can manually assign profile tags during the mass import process which can be initiated from the database:
- When importing a spreadsheet into your database to mass import profiles, you will see an option to Assign profile tags in the Customize step (3rd step in the import process).
2. You can manually assign profile tags from within the admin portal:
- You will see this option from a volunteer's profile, and by taking actions from the Forms, Sequences or Database and Reports modules. You simply need to select profiles using the checkmark to the left of their name > Click on the Actions button that appeared > Click Assign profile tags.
3. You can auto-assign profile tags when a user:
- Submits a form
- Completes a step in a sequence
- Finishes a sequence
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