Member tags and custom properties help you organize your membership list to fit your Nation's unique needs. Use tags to group (or 'segment') members for document sharing and voting events, and add custom properties to capture information that's important to your community.

On this page:

• Membership Tags
  • When to use membership tags
  • How to create member tags
  • How to add or remove tags from an individual member
  • How to add or remove tags from multiple members
• Using Tags to Configure Voting Ballots
   
• Membership Properties
  • When to use membership properties
  • How to create membership properties
  • How to use the property you have created
  • How to edit properties
  • How to disable properties 

Membership Tags

Tags can be used to filter members or to segment portions of your membership list for different functions, such as voting or document sharing. Tags can be added or removed from members individually or in bulk to multiple members.

When to use membership tags

Membership tags are best used for filtering, or for member segmentation for features such as voting or document sharing. 
If the tag is related to the member, then you can attach it to their profile; e.g. a member lives on 'reserve 3' so you could add a 'reserve-3' tag to their profile. You could then have a community voting event with multiple issues (ballots), where a single issue is only available to those with the tag 'reserve-3'.

How to create membership tags

Before a Tag can be added to a member, you will need to create one:

1. On the Members page click the Actions menu button.
2. In the dropdown menu, select Membership Tags:
   
    
3. Enter the name for your tag.
4. Select Create Membership Tag:
   
5. If the tag was created successfully, you will see it displaying in the Current Tags list.

Add or remove tags from an individual member

1. Starting on the Members page, scroll down to the Search Members List.
2. Use the search functionality to find a member or browse the members list to find them manually.
3. Click the '•••" beside the members name and info.
4. Select 'Edit' from the dropdown options.
5. Scroll down the form to find the Tags section.
6. Select or deselect that tags you want associated with the member.

Click Update Membership to continue.
 

Add or remove tags from multiple members

1. Starting on the Members page, scroll down to the Members List.
2. Here you can search your members list by filter members with specific details.
3. Select Advanced Search.
   
    
4. The members list will update to display your search results.
   
5. To add or remove tags from the members contained in your search results, select the Edit Tags button in the Members List section.
6. Use Add Tags or Remove Tags to apply or remove tags from the group of members in your search criteria. 
   (Tags must already be created before applying/removing from members)
   
7. Select the Add/Remove Tags button to apply your changes.

You will then see a green success banner at the top of the screen that your tags have been added or removed from your segment of members.

Please allow a few minutes for the members' tags to be updated.
 

Using Tags to Configure Voting Ballots

Tags can be used to allow or disallow voters from seeing and voting on a specific ballot. 

e.g. A vote is taking place in which there are 2 issues (or ballots):

1. The first ballot is a vote for the men's council members
2. The second ballot is a vote for the women's council members

The two issues can be contained in the same voting event. By using tags to segment the membership list, you can configure voter eligibility for each issue (ballot). The first issue has been configured to only allow voters with the member tag of 'male-identifying', the second ballot 'female-identifying'. By using tags to segment voters, only those with the correct tag can vote on the issue with the tag attached.

**Please note: It is best to use a single tag per ballot issue as multiple tags per issue means the voter MUST have all the tags, not just one.
 

Learn more about Setting Up a Voting Event
 

Membership Properties

Properties, like tags can be used to filter members. Properties can be added or removed from members as needed and are completely customizable.

When to use membership properties 

Membership properties are best used for filtering that requires more than a yes or no answer or requires custom fields for a specific use. e.g. If your Nation uses a custom ID # for each member as well as a status numbers, you could add a custom property for a community-specific ID #. You will then be able to add the customer number in to any member profiles as you require.

How to create a membership properties 

Before a property can be added to a member, you will need to create one:

1. On the Members page, select the Actions menu button:

   

2. In the dropdown menu, select Membership Properties.
3. In the Name textbox, enter the name of the property and select Create Property button:

   

Your property will now be saved and will be an property (attribute) with an input for all members.

How to use the property you have created

Now that you've created a membership property, it will now appear in every member's profile as an attribute with a customizable input. 

To enter the input of the custom property:

1. Find a member in your membership list and select Edit Member.
2. At the bottom of their information, you will see the custom properties you have created, you can then enter information in the text input:
   
3. Select the Update Membership button to save.

How to edit custom properties 

1. On the Members page select the Actions menu button.
2. In the dropdown menu, select Membership Properties.
3. In Current Properties, select the "..." menu button beside the property you wish to edit.
4. Select Edit.
5. In the Name textbox, adjust the name of the property.
6. Once completed, click the Update Membership Property button.

Your property will now be updated with the new name.

How to discard properties 

1. On the Members page select the Actions menu button.
2. In the dropdown menu, select Edit Membership Properties.
3. In Current Properties, select the "..." menu button beside the property you wish to discard.
4. Select Discard. 

Your property will now be discarded and will no longer be attached to any members in your membership list.