Summary: This comprehensive article covers everything administrators need to know about managing tags in Tithely, detailing how to add, edit, assign, unassign, bulk manage, and delete tags for effective grouping and communication of your people data.
Before You Begin
- Tags are a powerful tool for grouping people, tracking attendance, and segmenting your congregation.
- You can restore accidentally deleted tags for up to 30 days.
Step-by-Step Instructions
Adding and Editing a Tag
1. Select the Tags tab from the top screen.
2. Navigate to the folder where you'd like the tag to live. [Use folders to keep similar tags grouped together.]
3. Click Add New Tag. Enter a name and Click Create.
4. To Edit: Hover over the tag, Click the edit icon (pencil), make your changes, and Click Save.
Assigning and Unassigning People
Bulk Management and Deletion
1. Bulk Assign or Unassign:
- Go to the People tab and apply filters to create a specific group.
- Open the Action Panel and choose either Assign to Tags or Remove from Tags.
- Select the tag(s) and apply the change.
2. Deleting a Tag:
- Navigate to the Tags tab.
- Locate the tag, hover over it, and Click the X icon (or click into the tag and choose Delete Tag). Confirm deletion.
Troubleshooting & FAQs
- Can I assign a specific leader to a tag? No, Tithely does not currently support assigning a specific "Leader" to a tag. As a workaround, include the leader’s name in the tag title (e.g., “Youth Team – Jessica Smith”).
- What if I accidentally delete a tag? You can restore deleted tags for up to 30 days.
- How do I create folders? Select the Tags tab and follow the instructions to add a new folder to keep similar tags grouped together.