Understanding and Managing Tags in Connection Card Pro

Overview

Tags in Connection Card Pro are a powerful, flexible way to organize people, groups, events, donations, transactions, and more. They help drive automation, filtering, and reporting across nearly every module — and they're fully customizable (except where noted).

This guide will walk you through the different tag types, where each type applies, how tagging works across the system, and how Admins can manage them effectively.

What Are Tags?

Tags are labels that can be attached to records to help with:

Organization
Searching and filtering
Reporting and Tag Binders
Workflow automation
Public visibility (for certain tags and items)

Types of Tags

Tag Type	Who Can See It	Where It Can Be Used
Public Tags	Public + Admins	Groups, Events, Meeting Times
Custom Tags	Admins only	People, Groups, Events, Forms, Meeting Times, Giving Profiles, Resources, etc. (not Transactions)
Project Tags	Admins only	People, Groups, Events, Forms, Transactions, Giving Profiles, etc.
Fundraiser Tags	Admins only	People, Groups, Events, Transactions, Giving Profiles, etc.
Purpose Tags	Admins only	Accounting only – applied to Journal or Register Entries
Status Tags	Admins only	People only – one per person
Flags	Admins only	People only – one per person, with color-coded icons

🚫 Public Tags can only be applied to Groups, Events, and Meeting Times.
🚫 Custom Tags cannot be applied to Transactions.
✅ Tags can also be associated automatically through automation, such as Unique Giving Links.

Where Can Tags Be Applied?

Tags may be used with the following areas:

✅ People
✅ Groups
✅ Events
✅ Forms
✅ Meeting Times
✅ Recurring Giving Profiles
✅ Journal/Register Entries (Accounting)
✅ Resources
✅ Form Submissions
✅ Event Registrations

In addition, Transactions may also be tagged with a Department or Event — but these are not tag types and are managed differently.

Tag Automation Examples

Unique Giving Links: Tags attached to the link are applied to all donations and recurring giving profiles set up through that link.
Recurring Giving Profiles: Tags applied here automatically carry over to the Transactions created from them.

Tag Appearance: Colors and Numbers

All tag types except Public Tags can optionally have:

🎨 A color – shown in some views instead of the default badge color
🔢 A number – used to determine sort order (lower numbers show first)

When sorting is enabled, tags are ordered by number, then alphabetically.

Tag Categories

Only Public Tags and Custom Tags use Tag Categories (admin-defined folders to group tags).

Examples of tag categories you might create:

Stage of Life
Language
Neighborhood
Semester
Discipleship Path
Purpose

Categories help organize tags visually, support filtering, and enable folder-like views in Tag Binders.

Special Tag Types for People

Status Tags

Only one per person
Optional — used to define a person’s primary status in your church (e.g., “Active”, “Visitor”, “Prospect”)
Managed under People Settings > Tags

Flags

One flag per person (optional)
Visual indicator using color-coded icons
Preset colors: Red, Orange, Yellow, Green, Teal, Blue, Purple, Pink, Brown, White + outline versions
You may assign custom labels to each flag color (e.g., Red = “Critical”, Blue = “Needs Visit”)

How to Manage Tags

Tag Type	Manage In…
Public Tags	Groups > Group Settings > Public Tags
Custom Tags	People > People Settings > Tags
Status/Flags	People > People Settings > Tags
Purpose Tags	Accounting > Financial Settings > Tags
Project/Fundraiser Tags	People or Accounting Settings (varies)

Admins can:

Create/edit/delete tags
Assign tags to specific features (e.g., Groups, Events, etc.)
Organize Public/Custom tags into categories
Add color or number (where applicable)

Best Practices

✅ Do This	🚫 Avoid This
Use clear, consistent tag names	Avoid vague or duplicate tag names
Group related tags into categories	Creating multiple overlapping categories
Use Public Tags for guest-facing clarity	Exposing sensitive internal info via tags
Assign numbers to prioritize key tags	Using color coding inconsistently
Review tags quarterly to clean up unused ones	Letting tag sprawl overwhelm your system

Connection Card Pro Help & Documentation