Create and manage tags and static groups

This guide shows you how to create tags to label members, and how to create a static group — a fixed list of specific members — for campaigns, event invitations, or other one-time segmentation needs.

Who can do this: Admins whose role includes the tag-create or group-edit permission. Buttons are absent if your role doesn’t include the matching permission.

Steps

Create a tag

In the left sidebar, select Settings, then select Tags.
Select Create tag.
Enter a Tag name.
Choose a Color from the color picker. A preview chip shows how the tag will look. If the color has low contrast, a warning appears — you can still save, but consider choosing a more accessible color.
Select Save. The tag appears in the tag list and can now be applied to member records.

Apply a tag to a member

Tags are applied on individual member records, not from the tag settings page.

Open a member’s detail page. See View a member record in detail.
In the Tags section of the Overview tab, select Add tag.
Choose the tag from the list. The tag chip appears on the record immediately.

Edit or delete a tag

In Settings → Tags, find the tag you want to change.
Select Edit on its row.
Change the name or color, then select Save changes.
To delete the tag, select Delete tag in the form footer, then confirm. Deleting removes the tag from all member records.

Create a static group from a tag

A static group is a snapshot — it captures the members who have the tag right now. The group doesn’t update automatically if members are later added to or removed from the tag.

In Settings → Tags, find the tag you want to use.
Select Create group on its row.
Review the name (it defaults to the tag name) and add an optional description.
Select Create group. The group opens at its detail page.

Add or remove members from a static group

Navigate to the group. (From Settings → Tags, select View group on a row that already has a group.)
To add a member, select Add member, search for the person by name or email, and check their row. Select Add {n} members to confirm.
To remove a member, find their row in the group list and select Remove. Confirm the inline prompt. Removing a member from the group does not remove the original tag from their record.

Delete a static group

On the group detail page, select ⋯ (more), then select Delete group.
Confirm the deletion. Members keep their tags; only the group membership is removed.

Verify

You’ll know a tag was created when it appears in the tag list. You’ll know a group was created when the group detail page opens and shows the members from the tag snapshot.

If something goes wrong

“A tag with this name already exists” — choose a different name before saving.
“Could not create group” — a temporary error occurred. Try again from the tag row.
Group shows fewer members than the tag — the group is a snapshot taken at the moment you created it. Members added to the tag after that aren’t in the group.
“Create group” button is absent on a tag row — that tag already has an associated group. Select View group to manage it.
A tag color shows a low-contrast warning — the color may be hard to read on the chip background. You can still save, but consider picking a higher-contrast color.