Creating & using event tags

Event tags let you categorise events into groups or types so you can organise, filter, and report on events more effectively. A single tag (for example Webinar or Fundraiser) can be applied to many events, giving you an extra layer of segmentation across event creation, the Events landing page, reporting, and the List Builder. Tags are configured once in Settings and then used throughout the Events module.

Where event tags live

Event tags are configured under Settings → Data & records → Tags & categories → Event tags, and then used in:

• Event creation (the Event Tags dropdown on the Details step).
• The Events landing page (filtering and the Tags column).
• The List Builder (as Events criteria for segmentation).

Creating and managing event tags

Event tags are created and managed centrally, on the Event tags tab at Settings → Data & records → Tags & categories. For the full procedure — adding, editing and removing tags, configuring default values so a chosen user group applies a tag automatically, and the Manage Tags permission you need to open that area — see Tags & categories (post tags & contact category types) (Document ID: 337).

Each account organises its own event tags, so the tags available to you are the ones your account has created rather than a standard set.

Applying event tags when creating an event

Tags are applied on the first step of the event canvas.

1. Navigate to Events.
2. Create a new event (or open an existing one to edit it).
3. On the first Details page, locate the Event Tags dropdown.
4. Select one or more pre-created event tags.
5. Continue creating the event as normal.

You can only choose from tags that already exist in settings, so set up your tags before you start tagging events.

Filtering and viewing events by event tag

Once events are tagged, use tags to find and group them on the Events landing page.

1. Navigate to the Events screen.
2. Use the filters to filter events by event tag.
3. Show or unhide the Tags column to view tags directly in the event list.

This makes it easy to quickly group and identify related events — for example, showing only this year's webinars at a glance.

Using event tags in lists and segmentation

Event tags become powerful when combined with attendance data in the List Builder. Because a tag can span many events, you can target people based on the type of event they engaged with, without picking individual event names.

1. Navigate to Lists.
2. Add a new condition.
3. Select Events as the criteria type.
4. Choose from the available options, including:
   • Event name
   • RSVP status
   • Event tags
5. Select an event tag to filter all events that have ever used that tag.
6. (Optional) Combine event tags with RSVP/attendance status to target people who attended or interacted with specific types of events.

For example, you can build a list of everyone who Attended any event tagged Webinar, then use that list for targeted follow-up communications.

Why use event tags instead of event names

Event names target one specific event; event tags group many related events into a single selection. Tagging lets you report on and segment by event type — such as all webinars, all fundraisers, or all member briefings — making reporting and audience-building far simpler as your event history grows.

FAQs

What are event tags used for? They categorise events into groups or types to improve organisation, filtering, and reporting.

Where do I manage event tags? In Settings → Data & records → Tags & categories, on the Event tags tab.

Can event tags be applied automatically? Yes. Default values apply a tag automatically based on the user group creating the event.

Where do I select event tags when creating an event? On the first Details page when creating or editing an event.

Can I filter events using event tags? Yes. You can filter events by tag and show the Tags column on the Events landing page.

Can event tags be used in lists and segmentation? Yes. Use Events criteria in the List Builder to filter people by attendance or interaction with tagged events.

Why use event tags instead of event names? Tags group multiple related events under one category, making segmentation and reporting easier.