title: “Assign tags to a member” description: “Use free-form tags (leader, kids volunteer, baptized 2026) to segment later.” audience: [“staff”] modules: [“crm”] estimated_minutes: 2 last_reviewed: “2026-05-03”
Assign tags to a member
For: Staff
Last reviewed:
Tags are flat: they have no hierarchy. Manage them as a controlled vocabulary to avoid duplicates like “Lider” and “leader”.
TL;DR
On the member record: Tags → + and pick from the list or create a new one.
Steps
1. Open the member record. 2. In the Tags sidebar click +. 3. Type the name. If it exists, it shows up; if not, you can create it. 4. Repeat for each tag. 5. To manage the full vocabulary: CRM → Settings → Tags.
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