How to use Tags

Your MonkeyPod allows you to use tags to report on almost anything. Tags span most of the features in the system. You can use them to do everything from tracking how many people came to an event to which interactions you've had with someone about your annual gala. These tags can be customized to fit the needs of your organization and make your work easier.

Where can I use Tags in my MonkeyPod?

You can use tags across the MonkeyPod system to streamline your workflow. Here are a few of our favorite ways to use Tags.

You can use tags to.....

• Track revenue and expenses that belong together. Whether that thing is a specific event, location, or something similar, tags let you see it all! Want to know how this relates to Accounts and Classes? Start with this article showing the relationship between them.
• Track action items that belong together. Want to assign action items and tag them to an event so that you can keep track of them? Or maybe you want to keep track of multiple offices or locations? You can use tags for this.
• Aggregate interactions associated with the same event, program, or location. By enabling the use of tags for interactions you can track them all!
• Create a budget from a tag. Want to see a budget based on an event, program, or location? You can create a tag level budget!
• Track anything you want to keep together. You can also use tags as a custom attribute type to track anything you want!

How do I add a Tag to my MonkeyPod?

To add a Tag select the My MonkeyPod menu. Then under MonkeyPod Setup, select Tags.

From here, you will see a list of the tags currently in your MonkeyPod. Click Create a tag at the top of the list to add a new Tag for your organization.

You will be prompted to enter information about your tag.

Select Save and just like that, you've created a Tag!

More information on Tag type

The Tag type allows you to view and sort Tags of a certain type. This is intended to be used when you have a growing list of Tags to help make searching for a tag easier. To create a new Tag type, simply enter it into the Tag type field when you create or edit a tag.

How do I edit a tag in my MonkeyPod?

As with so many other things in MonkeyPod, you will see a menu to the right of a tag that gives you options. To edit a Tag, head back to the Tags page by selecting Tags from the My MonkeyPod menu. Then, select the edit icon (it's the one that looks like a pencil) next to your Tag.

From here, MonkeyPod will bring up the same window you used to enter the tag, easy!

Can I merge a Tag in my MonkeyPod?

Yes, you can! From the main Tags page, you will see icons on the right-hand side. Click on the three dots and select Merge from the list.

From here, you will see the Merge Tags window where you can select a Tag to merge. In this example, we're merging the 2023 4th of July Weekend tag with another tag.

Can I archive a Tag instead?

Yes! If merging seems too permanent, you can archive it instead. Similar to merging and editing, you can find the archive icon in the action menu to the right of the Tag name.

Can I bring back an archive tag?

Need to bring back an archived tag? No worries, go ahead and click the checkbox for include archived. This will show your archived tags in grey.

To unarchive/restore your tag, click on the unarchive/restore icon.

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