{"id":7522,"date":"2026-02-04T13:03:55","date_gmt":"2026-02-04T21:03:55","guid":{"rendered":"https:\/\/connectionpoint.com\/help\/?post_type=docs&#038;p=7522"},"modified":"2026-02-04T13:13:07","modified_gmt":"2026-02-04T21:13:07","password":"","slug":"using-tags-to-organize-campaigns-and-reports","status":"publish","type":"docs","link":"https:\/\/connectionpoint.com\/help\/docs\/using-tags-to-organize-campaigns-and-reports\/","title":{"rendered":"Using Tags to Organize Campaigns and Reports"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">What are tags?<\/h2>\n\n\n\n<p>Tags are <strong>internal labels<\/strong> you add to campaigns (and sometimes transactions) to help you <strong>organize, filter, and report<\/strong> on your fundraising activity behind the scenes.<\/p>\n\n\n\n<p>Supporters never see tags \u2014 they\u2019re purely for <strong>admin and reporting purposes<\/strong>.<\/p>\n\n\n\n<p>Think of tags like sticky notes you attach to campaigns so you can quickly understand <em>what they\u2019re for<\/em> and <em>how they should be grouped<\/em> later.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why tags are useful at the <strong>campaign level<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Campaign tags help you:<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Group similar campaigns together (e.g. <code>Membership<\/code>, <code>Event<\/code>, <code>Peer-to-Peer<\/code>)<\/li>\n\n\n\n<li>Quickly filter and find campaigns in your dashboard<\/li>\n\n\n\n<li>Export transaction reports that already include campaign context<\/li>\n\n\n\n<li>Analyze performance across multiple campaigns that share a goal or purpose<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Examples:<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>Membership_FY25<\/code><\/li>\n\n\n\n<li><code>Gala<\/code><\/li>\n\n\n\n<li><code>Monthly_Giving<\/code><\/li>\n\n\n\n<li><code>FeeForService<\/code><\/li>\n<\/ul>\n\n\n\n<p>When you export transactions, these tags are included in the data, making it much easier to sort and analyze in spreadsheets or BI tools.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Where can tags be added?<\/h2>\n\n\n\n<p>Tags can be added and managed in multiple places across FundRazr, depending on how you\u2019re working and what you\u2019re tagging.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Add tags from the transaction report<\/h3>\n\n\n\n<p>You can add tags directly from the <strong>transaction report<\/strong>, which is available in two places:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From an individual <strong>campaign page<\/strong><\/li>\n\n\n\n<li>From the <strong>organization page<\/strong>, where you can view transactions across all campaigns<\/li>\n<\/ul>\n\n\n\n<p>This is useful when you\u2019re reviewing contributions and want to apply tags to your reporting or reconciliation workflow.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Add tags from campaign and sub-campaign lists<\/h3>\n\n\n\n<p>Tags can also be added without opening individual campaigns:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From the <strong>Sub-campaigns list<\/strong> under a main campaign<\/li>\n\n\n\n<li>From the <strong>Campaign list<\/strong> on the organization page<\/li>\n<\/ul>\n\n\n\n<p>This makes it easy to tag multiple campaigns for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Programs or initiatives<\/li>\n\n\n\n<li>Fiscal years<\/li>\n\n\n\n<li>Revenue types (e.g. events, memberships, fee-for-service)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">When to use each option<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Transaction report:<\/strong> Best for reporting, reconciliation, and detailed review<\/li>\n\n\n\n<li><strong>Campaign or sub-campaign lists:<\/strong> Best for high-level organization and grouping campaigns<\/li>\n<\/ul>\n\n\n\n<p>All tags added in these locations are available in exports and reports, helping you filter and analyze your fundraising data more efficiently.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Why tags are useful at the <strong>organization level<\/strong><\/h2>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>At the organization level, tags help you:<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>See the bigger picture across <strong>all campaigns<\/strong><\/li>\n\n\n\n<li>Segment reporting by program, fund, or fiscal year<\/li>\n\n\n\n<li>Maintain consistent internal tracking as your fundraising grows<\/li>\n\n\n\n<li>Reduce manual cleanup when preparing reports for finance, leadership, or auditors<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Tags are especially helpful when:<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You run many campaigns throughout the year<\/li>\n\n\n\n<li>You have multiple programs or revenue types<\/li>\n\n\n\n<li>You need consistent reporting across teams<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">What tags <em>don\u2019t<\/em> do (important to set expectations)<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tags do <strong>not<\/strong> automatically group donors in the FundRazr UI<\/li>\n\n\n\n<li>Tags do <strong>not<\/strong> change donor receipts or tax treatment<\/li>\n\n\n\n<li>Tags do <strong>not<\/strong> replace transaction-level reporting<\/li>\n\n\n\n<li>Tags do <strong>not<\/strong> automatically sync as donor tags in email tools (like Mailchimp)<\/li>\n<\/ul>\n\n\n\n<p>They\u2019re best thought of as <strong>reporting and organization tools<\/strong>, not donor-facing features.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Best practice tip<\/h2>\n\n\n\n<p>Use a <strong>simple, consistent tag structure<\/strong>, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Program: <code>Membership<\/code>, <code>Education<\/code>, <code>Advocacy<\/code><\/li>\n\n\n\n<li>Fiscal year: <code>FY25<\/code><\/li>\n\n\n\n<li>Revenue type: <code>Recurring<\/code>, <code>OneTime<\/code>, <code>FeeForService<\/code><\/li>\n<\/ul>\n\n\n\n<p>This way, when you export your data, you can slice it exactly how you need &#8211; without extra manual work.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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&#8230;<\/p>\n","protected":false},"author":1,"featured_media":6036,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[17,9],"doc_tag":[],"class_list":{"0":"post-7522","1":"docs","2":"type-docs","3":"status-publish","4":"has-post-thumbnail","6":"doc_category-faq-campaign-management","7":"doc_category-faq-organization-management"},"year_month":"2026-04","word_count":506,"total_views":"0","reactions":{"happy":"1","normal":"0","sad":"0"},"author_info":{"name":"cpadmin","author_nicename":"cpadmin","author_url":"https:\/\/connectionpoint.com\/help\/author\/cpadmin\/"},"doc_category_info":[{"term_name":"Campaign FAQ","term_url":"https:\/\/connectionpoint.com\/help\/help-category\/faq-campaign-management\/"},{"term_name":"Organization FAQ","term_url":"https:\/\/connectionpoint.com\/help\/help-category\/faq-organization-management\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Using Tags to Organize Campaigns and Reports - ConnectionPoint Help Center<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/connectionpoint.com\/help\/docs\/using-tags-to-organize-campaigns-and-reports\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using Tags to Organize Campaigns and Reports - ConnectionPoint Help Center\" \/>\n<meta property=\"og:description\" content=\"What are tags? 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