Unlock the Power of Person Tags with Pinwheel.us
Jennifer Speak • 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!









