Tagging, Segmenting, and Bulk Actions in the CRM

As your donor list grows, tags and segmentation help you keep it organized and act on it efficiently.

Adding Tags to Donors

Tags are free-form labels you apply to donor records. Common uses:

• Campaign attribution ("Annual-Drive-2025")
• Donor category ("Major Donor", "Recurring", "Board Member")
• Geographic segment ("NYC", "Toronto", "Israel")

To tag a donor individually:

1. Open the donor profile in the CRM.
2. Click Add Tag and type or select a tag.

To tag multiple donors at once:

1. In CRM → Donors, use the search/filter to find the donors you want.
2. Check the boxes next to their names (or Select All for filtered results).
3. Click Bulk Actions → Add Tag and choose or create your tag.

Searching and Filtering

Use the filter bar to narrow your donor list by:

• Tag
• Donation frequency (one-time vs. recurring)
• Last gift date range
• Total lifetime giving
• Custom field values
• Campaign or form they donated through

Filters can be combined. The filtered view is what gets exported if you click Export — so filtering first, then exporting, is the recommended workflow for building segmented lists.

Bulk Actions Available

With donors selected, the Bulk Actions menu lets you:

• Add Tag — Tag all selected donors.
• Remove Tag — Remove a tag from all selected.
• Send Email — Send a one-off email to the selected group (uses the Email Manager for templates).
• Merge — Merge two donor records that represent the same person (see below).
• Delete — Permanently remove contacts. Use with caution; this cannot be undone.

Merging Duplicate Donors

Duplicates occur when a donor donates using different email addresses or slight name variations. To merge:

1. Search for both records and select them.
2. Click Bulk Actions → Merge.
3. LevCharity shows you both profiles side-by-side. Choose which record to keep as the primary and which data fields to carry over.
4. Click Confirm Merge. Transaction history from both records is combined under the primary record.