Tags

The “Tags” feature in the ‘Settings’ area of Retention CRM allows Nonprofits, Associations and Chambers of Commerce to manage the categorization system for their organization’s data. It functions similarly to labels but offers a hierarchical structure.

General Functionality of “Tags” feature

Here’s a breakdown of the general fields and their application.

Available Fields:

• Tag Tree: This displays all your tags in a visual hierarchy, where you can drag and drop to organize them. Holding shift while clicking allows selecting multiple tags for bulk actions like merging, moving, or deleting.
• Vendor: This field is not typically used and might be left blank in most cases.
• Location: Similar to Vendor, this field likely isn’t relevant for tag management.

Using “Tags” feature in Association Management

Nursing Association Scenario:

• Add Tag: This button allows creating new tags to categorize your data relevant to the nursing association.

Tag Details:

• *Label : This is the primary name for your tag, clear and concise (e.g., “Membership Type”).
• Description (Optional): Provides a brief explanation of the tag’s purpose (e.g., “Identifies member type based on license”).
• Parent Tag: This lets you categorize your tags further. For example, a “Membership Type” tag could have child tags like “RN Membership” and “LPN Membership.”
• Used For: This defines which data types within Retention CRM can be associated with this tag. In our example, “Membership Type” could be used for Contacts (members) and Contributions (membership fees).
• Color (Optional): Assigning a color to tags can improve visual distinction within the system.
• Reserved?: This prevents accidental deletion of crucial tags. Only authorized users can manage these.
• Selectable?: This determines if the tag can be chosen when assigning tags to data entries.

Nursing Association Example:

A nursing association can utilize tags to categorize various aspects of their data. Here’s a hypothetical scenario:

• Tags can be created for “Membership Type” (RN, LPN, etc.), “Event Category” (Conference, Workshop), and “Volunteer Interests” (Education, Patient Care).
• “Membership Type” could be used for Contacts (members) and Contributions (dues).
• “Event Category” could be used for Events to help members find relevant activities.
• “Volunteer Interests” could be used for Contacts (volunteers) to identify their preferred areas of contribution.

By effectively utilizing tags, Chambers of Commerce, Nonprofits and Associations  can organize their data efficiently, allowing for better member management, streamlined event promotion, and efficient volunteer coordination.

More Use Cases for Chambers of Commerce, Associations and Nonprofits

Association – Membership Management

An association can use tags to categorize members by their profession, interests, or any other relevant criteria. For example, a professional association can create tags for “Accounting”, “Marketing”, “Law”, etc. This allows them to easily segment their member base for targeted communication and engagement. For instance, they can send out emails about upcoming events or educational resources relevant to a specific member’s profession.

Chamber of Commerce – Business Directory

A chamber of commerce can use tags to categorize businesses in their directory. This allows businesses to be easily searchable by potential customers based on their industry, location, or other relevant criteria. For example, a chamber can create tags for “Restaurant”, “Retail”, “Manufacturing”, etc. They can also create tags for specific locations within the city. This way, a customer searching for a restaurant can easily find all the restaurants listed in the directory, along with their contact information and other details.

Nonprofit – Volunteer Management

A nonprofit can use tags to categorize volunteers by their skills and interests. This allows them to easily match volunteers with projects that need their expertise. For example, a nonprofit can create tags for “Graphic Design”, “Social Media”, “Event Planning”, etc. They can also create tags for specific volunteer interests, such as “Animal Welfare” or “Education”. When a volunteer signs up, they can indicate their skills and interests by selecting relevant tags. This way, the nonprofit can easily identify volunteers who are a good fit for specific projects.