Using Tag Binders Across Your Organization

Overview

Tag Binders are a powerful reporting and organization tool in Connection Card Pro. They let you view everything in your system that shares a particular tag — across groups, events, people, giving profiles, transactions, forms, and more.

Think of a Tag Binder like a smart folder. Each tag gets its own binder that automatically collects all records associated with that tag — so you can quickly analyze, audit, or manage everything related to a campaign, semester, project, ministry, or demographic.

Where to Find Tag Binders

Go to the Organization menu
Select Tag Binders

You’ll land on a categorized folder view showing all your available tag types and tags.

Navigating the Tag Binder Interface

Public & Custom Tags

Shown in folders grouped by Category (e.g., “Stage of Life”, “Semester”)
Click on a category folder to view all tags within that category
Click on a tag folder to open the binder for that tag

Project, Fundraiser, and Purpose Tags

These appear directly as tag folders (no category grouping)
Clicking the folder opens the Tag Binder for that tag

What You’ll See Inside a Tag Binder

Each Tag Binder displays a list of all items in the system that are currently assigned that tag. This may include:

Item Type	Notes
Groups	All group types (Departments, Classes, Crews, etc.)
Events	If the tag is a Public, Custom, Project, or Fundraiser tag
People	For all tag types except Public
Recurring Giving Profiles	Useful for campaign tracking
Transactions	Project, Fundraiser, and Purpose tags only (not Custom or Public)
Forms & Submissions	Includes both the form and responses (if tagged)
Meeting Times	Public or Custom tags apply
Registrations	Event or form registration records
Resources	e.g., rooms, equipment, facilities tagged for internal use

✅ Items appear only if the tag is assigned to them directly.
🔒 Tag visibility (e.g., Public vs Admin-only) still applies — only Admins can view all tags and binders.

Tag Binder Use Cases

Use Case	Example
Track a Fundraiser	See all giving profiles and donations tagged “Youth Camp 2025”
Audit Tag Usage	View all items tagged “Fall 2024” and identify gaps
Run a Ministry Campaign	View all groups, events, forms tagged “Outreach Weekend”
Find All “Young Adult” Content	Includes public-facing events, groups, and meeting times
Review Tagged Transactions	Journal or register entries tagged with “Missions Purpose”

How Tags Get into Tag Binders

Items appear in a Tag Binder when they’re tagged manually or automatically. Examples:

A Group is manually assigned the tag “Young Adults”
A Giving Profile is created using a Unique Giving Link that includes “Building Campaign 2025”
A Transaction inherits the tag from a tagged Giving Profile
A Form Submission is auto-tagged using form settings

What You Can Do From a Tag Binder

View and access each item
Jump directly to group or event pages
Review tag usage across modules
Identify missing assignments
(Coming Soon: Export, filter, or bulk manage items)

Best Practices

Use consistent tag names across the system (e.g., “Fall 2024”, not “Fall ‘24” vs “Fall Semester”)
Assign tags at creation — especially for giving links, forms, and events
Use Tag Categories (for Public/Custom) to keep the interface clean
Regularly audit tag binders to eliminate underused or duplicate tags

Things to Know

Only Admin users can access Tag Binders
Binders respect each tag’s visibility:
- Public Tags show only public-facing content
- Custom/Project/Fundraiser Tags show internal/admin-only items
Some tag types (like Purpose) only apply to specific modules

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