Summary: This guide provides simple steps for adding individuals to an existing tag within the People area, allowing you to easily categorize and organize specific groups within your church for streamlined communication and event management.
Before You Begin
- You must have the necessary permissions to access and modify the People database and Tags.
- The Tag you wish to use must already exist.
Step-by-Step Instructions
1. Click the Tags tab from the top right navigation.
2. Select the tag you would like to add people into.
3. Select + Add People to Tag.
4. Enter your information into the Search field for the person you would like to add.
5. Select the person you would like to add to this tag. [To add more than one person, continue searching and selecting individuals.]
6. Select Add.
Troubleshooting & FAQs
- How can I add multiple people to the tag at once? After searching for and selecting the first person in Step 5, continue searching and selecting additional individuals from the list before clicking Add.
- Where do I create a new tag? You must Navigate to the main Tags management area to create a new tag before you can add people to it.