---
title: Using Tags to Organize Campaigns and Reports
description: "## What are tags? Tags are **internal labels** you add to campaigns (and sometimes transactions) to help you **organize, filter, and report** on your fundraising activity behind the scenes. Supporters never see tags — they’re purely for **admin and reporting…"
url: "https://connectionpoint.com/help/docs/using-tags-to-organize-campaigns-and-reports/"
updated: "2026-02-04"
category: Campaign Management / Campaign FAQ
---

# Using Tags to Organize Campaigns and Reports

## What are tags?

Tags are **internal labels** you add to campaigns (and sometimes transactions) to help you **organize, filter, and report** on your fundraising activity behind the scenes.

Supporters never see tags — they’re purely for **admin and reporting purposes**.

Think of tags like sticky notes you attach to campaigns so you can quickly understand *what they’re for* and *how they should be grouped* later.

## Why tags are useful at the **campaign level**

### **Campaign tags help you:**

- Group similar campaigns together (e.g. `Membership`, `Event`, `Peer-to-Peer`)
- Quickly filter and find campaigns in your dashboard
- Export transaction reports that already include campaign context
- Analyze performance across multiple campaigns that share a goal or purpose

### **Examples:**

- `Membership_FY25`
- `Gala`
- `Monthly_Giving`
- `FeeForService`

When you export transactions, these tags are included in the data, making it much easier to sort and analyze in spreadsheets or BI tools.

## Where can tags be added?

Tags can be added and managed in multiple places across FundRazr, depending on how you’re working and what you’re tagging.

### Add tags from the transaction report

You can add tags directly from the **transaction report**, which is available in two places:

- From an individual **campaign page**
- From the **organization page**, where you can view transactions across all campaigns

This is useful when you’re reviewing contributions and want to apply tags to your reporting or reconciliation workflow.

### Add tags from campaign and sub-campaign lists

Tags can also be added without opening individual campaigns:

- From the **Sub-campaigns list** under a main campaign
- From the **Campaign list** on the organization page

This makes it easy to tag multiple campaigns for:

- Programs or initiatives
- Fiscal years
- Revenue types (e.g. events, memberships, fee-for-service)

### When to use each option

- **Transaction report:** Best for reporting, reconciliation, and detailed review
- **Campaign or sub-campaign lists:** Best for high-level organization and grouping campaigns

All tags added in these locations are available in exports and reports, helping you filter and analyze your fundraising data more efficiently.

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## Why tags are useful at the **organization level**

### **At the organization level, tags help you:**

- See the bigger picture across **all campaigns**
- Segment reporting by program, fund, or fiscal year
- Maintain consistent internal tracking as your fundraising grows
- Reduce manual cleanup when preparing reports for finance, leadership, or auditors

### **Tags are especially helpful when:**

- You run many campaigns throughout the year
- You have multiple programs or revenue types
- You need consistent reporting across teams

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## What tags *don’t* do (important to set expectations)

- Tags do **not** automatically group donors in the FundRazr UI
- Tags do **not** change donor receipts or tax treatment
- Tags do **not** replace transaction-level reporting
- Tags do **not** automatically sync as donor tags in email tools (like Mailchimp)

They’re best thought of as **reporting and organization tools**, not donor-facing features.

## Best practice tip

Use a **simple, consistent tag structure**, such as:

- Program: `Membership`, `Education`, `Advocacy`
- Fiscal year: `FY25`
- Revenue type: `Recurring`, `OneTime`, `FeeForService`

This way, when you export your data, you can slice it exactly how you need - without extra manual work.