How to Create Tags For Forms.

Overview: This guide will walk you through how to create a tag which is useful when filtering your contacts in the CRM.

Getting Started: Lets Set Up Your Form Properties

1. While on the Dashboard, select the "CRM" module on the left-hand side of your screen.

2. Next, in the dropdown menu select the "Settings" option.

3. Now select the the "Tags" option.

4. This will open the "Tags" window where you can create, edit, delete, tags for your contacts.

5.  While on the "Tags" window select the blue "Add New Tag" button to the top right side of your screen.

6. Next, create a tag name, for example if you have a form for newsletter registrants you can call this tag "Newsletter."

7. Then select your donor type, we recommend "Social" for this instance. 

8. Make sure "Active" is set to "Yes."

9. Disregard Exclude From Directory as this is an advanced feature.

10. Select "Save" to finalize your tag 

Note: If you have the form page open, you will need to refresh in order for your tags to appear in the tag option field.