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Tags

Create and manage the shared set of tags your team uses to organize campaigns.

Tags are short labels you attach to campaigns to group them by channel, region, fiscal year, event type, or any other category that fits how your works.

Settings > Tags is where your full list of tags lives — staff members with the right access can create a new tag here, rename it, change its color, or remove it once it's no longer needed.

Tags are shared across your and all , so every team member works with the same set.

Create a tag

 
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  1. Go to Settings > Tags.
  2. Click Create tag.
  3. Enter a name. Names can be up to 80 characters and can include spaces.
  4. Pick a color from the preset palette.
  5. Click Create tag.

Tag names are case-insensitive: "SMS" and "sms" count as the same tag.

There is no limit on the number of tags you can create.

You can also create tags directly from the Campaigns tab when you apply them to a , or directly from a campaign. Tags created from there appear in the same shared list.

Edit a tag

 
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  1. Go to Settings > Tags.
  2. Find the tag you want to change.
  3. Open the three-dot menu (…) and select Edit tag.
  4. Update the name or color.
  5. Click Update tag.

Changes apply wherever the tag is used. Campaigns already assigned to the tag keep that assignment — only the name or color updates.

Delete a tag

 
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  1. Go to Settings > Tags.
  2. Find the tag you want to remove.
  3. Open the three-dot menu (…) and select Remove tag.
  4. Confirm the deletion.

You can complete the deletion even when the tag is linked to campaigns. The tag is removed from every campaign at once.

Assign tags to campaigns

 
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You can assign tags to a campaign in two places:

  • Campaigns section of the — use the tag selector on each campaign row.
  • Campaign editor — open any campaign and assign tags from its header.

Each campaign can carry multiple tags. One tag can belong to any number of campaigns.

Campaign management dashboard displaying a table with campaign details, including ID, account name, campaign name, tags, amount raised, and last donation date. A search bar for tags is visible.

Tags across accounts and subaccounts

 
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The tag list is shared at the account and level. Every staff member sees the same tags regardless of which account or subaccount originally created them.

For example, if your main account has tags "FY26" and "Email", one subaccount adds "SMS", and another adds "Gala", every user — in the main account or any subaccount — sees all four.

A user in the main account can change or remove a tag originally created in a subaccount, and the reverse is also true.

Who can manage tags

 
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Tag management (create, edit, delete, and assign) requires Dashboard write access. The following roles can manage tags: Organization Administrator, Campaign Administrator, and Configuration Manager.

Support Specialist, Specialist, and View only roles cannot create, edit, delete, or assign tags.

For full permission details, see User roles.