Unlock the Power of Person Tags with Pinwheel.us
Michael Reale • December 2, 2024
At Pinwheel.us, we’re committed to helping organizations maintain strong relationships with constituents. One of the ways we do this is through our Person Tag feature, a powerful tool designed to help you label, sort, and manage contacts efficiently.
What Are Person Tags?
Person Tags are customizable identifiers that allow you to group individuals based on specific attributes. Whether it’s categorizing donors by giving levels, segmenting volunteers by skills, or organizing event participants, Person Tags help create a more organized and targeted approach to stewardship and communication.
How to Set Up Person Tags:
- Build Tags in Account Settings: Click the Gear icon in the upper right-hand corner of Pinwheel. In Person Tags, create tags that reflect the unique characteristics of your contacts, such as “10+ Year Volunteer,” “VIP,” or “2024 Gala.”
- Apply Tags to Individual Records: Once tags are set up, assign them to person records in the People Grid. This can be done either by clicking in the Tag column in the grid or by opening a person record and adding tags in the first tab. Multiple tags can be assigned to one person.
Benefits of This Feature:
- Improved Organization: By categorizing contacts with tags, you can easily sort and analyze them. Use the Filter by Tags tool at the top of the People grid to filter the list. In addition, in Donors on the green menu, click Donor List and in the Donor Segementation tool, use the Person Tag filter.
- Targeted Communications: After filtering the People Grid or Donor List. use Export to Mail Group to create an Email Marketing list. This not only saves time but also ensures you’re reaching the right people with the right messages. Want to send a tailored email to all “VIPs” who also donated to last year's Giving Tuesday fundraiser? No problem! This targeted approach leads to more effective communication and engagement.
- Enhanced Reporting and Insights: With the ability to group contacts using tags, you can gain deeper insights into donor behaviors and volunteer participation. Analyzing these patterns can inform future strategies and improve outreach efforts.
Summary
The Person Tags feature in Pinwheel is a game-changer for organizations looking to optimize outreach efforts. By leveraging this tool, you can enhance your communication strategy, foster deeper connections with your supporters, and ultimately drive greater impact.
Ready to start using Person Tags? Log in to your Pinwheel account today and take your contact management to the next level!
Interested in signing up for the Email Marketing Module? Click here.
Need the Donor Management Module? Contact us at support@pinwheel.us for a demo.
Stay tuned for more tips and insights on maximizing your use of Pinwheel, and feel free to share your success stories with us. We’d love to hear how Person Tags have helped your organization!
Happy tagging!
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Best practices for increasing recurring donations
Nonprofits work tirelessly to connect with their communities, but truly understanding those connections can be challenging. When your supporter data lives across multiple systems, such as event registration tools, donation platforms, volunteer spreadsheets, and email marketing software, it’s nearly impossible to see the full story of a person’s involvement. Why a Unified View Matters Fragmented data hides powerful insights. A loyal donor might also volunteer every summer. A board member could be one of your most consistent event participants. A sponsor may have first discovered your organization through a child's participation and later deepened their support through ongoing sponsorship. Without a unified record, those connections stay invisible and opportunities to engage more meaningfully slip away. When your organization can view a person’s complete history in one place, you can: Recognize every way they contribute, not just their latest donation Tailor your outreach based on real activity and interests Build trust by showing that you truly know and appreciate their involvement Identify people ready to take on bigger roles, like becoming a team lead, board member, or major donor If your organization isn’t doing this yet, now is the time to start consolidating your data. What a Full Supporter Record Includes Picture opening one supporter record and seeing everything you need to understand their relationship with your organization. This single, unified record might include: Personal details such as contact information, employer, social media, and/or certifications Event registrations and participation history Donation and fundraising activity Volunteer and board service Sponsorship connections Vendor relationships Email and text engagement with your organization Staff notes, tags, alumni status, and custom fields unique to your programs That level of visibility helps everyone on your team work smarter and communicate more effectively. How to Move Toward a Unified System If your team currently uses multiple systems, start by asking: Where does supporter data live today? (Event system, donation tool, email list, etc.) Who manages each system? What overlaps or gaps exist between them? Once you know where your data lives, look for ways to bring it together. The goal is to build a single source of truth that captures every connection a supporter has with your organization. Why Pinwheel Makes It Easy Pinwheel brings all of this data together, including event registrations, fundraising activity, donations, volunteer records, communications, and more, into one comprehensive supporter record. You’ll see a person’s entire journey with your organization, so your team can spend less time cross-checking and more time connecting. With Pinwheel, you can: Automatically link a person’s event participation to their donations and volunteer history See communication engagement right on their record Add tags, notes, and custom roles that matter to your programs Generate reports that show true supporter impact When everything lives in one place, you can act faster, personalize more deeply, and make smarter decisions about engagement and stewardship. Take the Next Step If you’re already using Pinwheel, make sure you’re taking advantage of every tool. Reach out to us for tips on unifying your supporter data. If you’re not using Pinwheel yet, this is the moment to explore how it can transform the way your organization understands and engages its community. Schedule a demo and see how easy it can be to build a complete picture of every supporter!