Tagging contacts with badges provides a flexible way to segment your contacts into groups. You are able to create unlimited badges and assign unlimited badges to each contact. Badges can be easily used when building lists and reporting for filtering.


Check out the Frequently Asked Questions with Answers article to understand the intent of badges and how they differ from marketing lists. 


To assign a badge to a contact:

  1. Click on Contacts in the top navigation menu.
  2. From the contact list, search for the contact you wish to view or edit.
  3. Click on the contact's name to navigate to the contact's detail page.
  4. Click on the pen icon at the top of the record 
  5. Search for the badge, or type in a new name to create a new badge.
  6. Select the badge(s) you wish to apply and click out of the prompt.
  7.  To remove a badge, simply click on the pen icon and click on the (x) corresponding to the badge you want to remove.

To assign a badge in bulk:      

  1. Navigate to the Reporting menu and click on Reports.
      a. Pick an existing contact, gift or activity report depending on what type of badge you want to create or create a new report. 
  2. Click on the blue Filters button and include filters or badges to pull back the contacts you are looking for.
  3. Then click Run Report
    1. Click SAVE AS if you would like to use this report with the same filters to create badges in the future.
  4. Go to Add > Badge
  5.  Add an existing badge or create a new badge and Apply
  6. You will receive a success message once completed
  7. To bulk delete a badge from ALL contacts with that badge:
    1.  Go to the grid in the upper right hand corner and select Settings.  
    2. Scroll down to Categories and the Badges section. 
    3. Click on the badge you wish to delete. 
    4. It will ask you if you are sure you want to delete the badge.  Select Yes, Delete or Cancel.