Creating & Managing Tags

Tags can be used to help you quickly identify voters who have taken an action or who fall into a yes/no category. For example, people who have voted by mail or voted early can be found by filtering on tags. 

CREATING A TAG:

Step 1: Go to the Questions & Tags and select the Tags column.

Step 2: Review the tags. You may find a tag you want to create already exists. Then select + New Tag.

Step 3: Give the tag a descriptive name, including the year for easy reference later on.

Step 4: Create a short name that will be easy to select from a drop down list.

Step 5: If you would like to add a longer description for your canvassers to understand a bit more about the tag, do so in the description field.

Step 6: Once you have added your tag details, select campaign or issue details.

Note: Tags can only have one designation. 

• For campaign details, you can select the year of the election, point in the election cycle, as well as candidate name, and office.
• For issue details, enter the name of the issue, and a short description.

Step 7: Click "SAVE" to save your tag.

EDITING A TAG

Navigate to Tags and select the Tag you would like to edit.

Adjust the tag's name, short name, and description. Alternatively, make adjustments to the campaign type, election details, or issue details.

Then enter a new short identifier for the tag in the "SHORT NAME" field below.

Be sure to click "SAVE" to save your adjustments to the tag.