Using Supporter Tags

In this course, you’ll learn how to create and use supporter tags in WeGive to segment your audience, power engagement strategies, and streamline reporting.

We’ll cover:

• Creating tags manually and through dynamic rule groups
• Filtering by fields like donation date, specific checkouts, or supporter activity
• Choosing between static and dynamic tags
• Previewing tag membership and saving tagged groups
• Using tags to target audiences in messages, journeys, and triggered emails
• Viewing, adding, and removing tags directly from a supporter’s record

By the end, you’ll know how to effectively segment supporters using tags for personalization, reporting, and campaign targeting across your WeGive dashboard.