Tagging

Tagging refers to the process of assigning descriptive keywords or labels (tags) to contacts, organizations, or records within a CRM system. These tags help categorize, filter, and segment data based on shared attributes, interests, or behaviors. In nonprofit CRM systems, tagging enables organizations to quickly identify donors, volunteers, or event attendees and group them for targeted communications or reporting. Tags can be created and customized to fit an organization's unique needs, making it easier to manage large databases by allowing for dynamic search and reporting. Tagging also supports better data hygiene, as outdated or inaccurate tags can be reviewed and updated as needed, ensuring the information stays relevant and actionable.

In Keela, tagging is a core feature for organizing and segmenting contacts and records. Users can easily create, assign, and manage tags to group contacts based on participation, interests, or other custom criteria. Tagging in Keela helps nonprofits carry out focused campaigns, generate segmented reports, and maintain clean, organized data for better decision making.