Add a Tag to Constituent

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Tags can be added/removed at any time and are managed in the Tags section of the Conversations tab.

Instructions

  1. Sign in to your site

  2. Navigate to the Constituent tab: Constituents tab.

  3. Search for the Constituent by name, then select the desired/appropriate result: Constituent search bar and results.

  4. Click the Add Tag link: Add Tag Link.

  5. Select desired tags from the list provided: Select Tags From Dropdown.