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Best Practice for Tags

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Moriah Elliott
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Summary: This guide explores the best practices for maximizing the power of Tags and Tag Folders in Tithely, providing a structural example and step-by-step instructions for creating folders to organize and optimize your tagging system for efficient data management and targeted communication.

Before You Begin

  • Tags and Tag Folders can be used in any combination to organize groups within your church.
  • Tags are essential for efficient data management, targeted communication, and outreach efforts.

Step-by-Step Instructions

Creating Tag Folders for Organization

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1.  Go to the Tags page.

2.  Click the down arrow next to "New Tag."     

3.  Select "New Folder."     

4.  Give the Folder a name and click Create.

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5.  Organize: You can create new tag folders within already existing folders, or you can drag and drop your tags or tag folders after they have been created to achieve the desired structure.

Example Tag Organization Structure

Utilizing a logical folder structure makes your tags easier to manage and apply. This example assumes a mixed ministry structure (some small group-based, some not).

Folder (Top-Level Category)Tags (Specific Groups/Criteria)Purpose
Ministry TeamsWelcome Team, Nursery Volunteers, A/V Techs, Worship BandOrganizing service and staff roles for scheduling/communication.
Small GroupsSmith's Life Group, Women's Bible Study, Men's AccountabilityCategorizing groups for attendance, follow-up, and curriculum tracking.
Status / MembershipAttender, Member, Prospect, Visitor (Last 30 Days)Tracking membership status and visitor follow-up pipelines.
DemographicsCollege Student, Snowbird, High Schooler, New ParentIdentifying and communicating with specific life-stage groups.
Giving2025 Pledge, First Time Giver, Major DonorSegmenting donors for personalized stewardship and campaigns.

Expert Tips for Optimizing Your Tagging System

  • Consistency is Key: Use similar naming conventions across your tags (e.g., always start volunteer tags with the word "Volunteer").
  • Filter Before Tagging: Use the People search filters (age, status, attendance) first, and then use the Action Panel to Bulk Assign the resulting list to a new tag.
  • Keep Folders Clean: Regularly review and archive or delete outdated or unused tags to enhance user satisfaction and data efficiency.
  • Avoid Over-Tagging: Use broad categories (folders) and reserve specific tags for actionable groups.

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