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](../marketing/segments.md) can use tag conditions, so a dynamic segment like "everyone tagged Gala 2026" updates itself as you tag more contacts, and your [broadcasts](../marketing/broadcasts.md) 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. **Related** - [Contacts](README.md) - [Contact record](contact-record.md) - [Segments](../marketing/segments.md) - [Marketing](../marketing/README.md)