Use Page Tags on your WinRed account to create tags and apply them to pages for easier tracking. Tags help organize pages for better navigation and searchability.
Types of Tags
Tags
Tags serve as broader categories that can be applied to pages, while subtags are more specific labels nested within those tags. Below is an example of a tag added to a page.
On a WinRed account, you can create up to ten tags, each with twenty sub-tags. Each page can have up to three tags added to it, which can include both tags and sub-tags
Sub-Tags
Sub-tags provide additional categorization within the main tag, allowing for more precise and relevant grouping.
Sub-tags will have the following format on the page builder: Tag Name:: Sub-tag name as shown below.
Both tags can be added to any page type, including donation, petition, high-dollar, and video pages.
Create a Page Tag
Head to the Pages tab and select the My Pages subtab. You can create, apply, and view page tags on your account here.
A WinRed account can create up to ten tags, each with twenty sub-tags. Up to three tags, including tags and sub-tags, can be applied to each specific page.
To create a new tag, select the tag symbol next to any page on the page index.
Or directly click on the page and click the tag symbol within the page builder.
The menu below will appear. From here, you can add an existing tag, create a new tag, or manage tags. To create your Page Tag, select the Create New Tag button.
The slide-out menu below will then appear. Click the color selector to assign the tag a specific color. You can select a preexisting color or input a hex code. Give the tag a name under 25 characters and input an optional description under 250 characters. Then select the green Create Tag button.
Create a Sub-Tag
To create a new sub-tag, go to the My Pages subtab, select the tag symbol next to any page, and click the Manage Tags button.
Select the Manage button next to the specific tab to create a new sub-tag.
A menu will appear, allowing you to edit the existing tag or create a new sub-tag. Select the green Create Sub-tag button to create a new one.
Click the color selector to assign the tag a specific color. You can select a preexisting color or input a hex code. Then, give the tag a name, which must be under 25 characters, and input an optional description under 250 characters.
Input the desired information and select the green create sub-tag button at the bottom of the page to create the tag.
The sub-tag will then be visible underneath the tag, along with its description, creation date and time, and the email of the user who created it.
Applying to Pages
After creating a tag, it will be visible under the tag button. Select the tag icon on the desired page, click the newly created tag, and then the Apply button to append it.
To apply a sub-tag to a page, select the tag icon and click the arrow next to the tag. Here, the sub-tags will be visible. Select the tags that should be appended and click the blue apply button.
Any tag applied to a page will be visible under the My Pages index and within the page builder, as shown below.
Managing Tags
Once a tag is created, you can view and manage it by selecting the tag symbol next to any page and then clicking the Manage Tags button. The menu below will then appear.
Under the Active tab, the existing tags, any associated subtags, the description, the date and time of creation, and the email address of the user who created the tag will be visible. New tags can also be created by selecting the blue button found here.
Clicking the ellipses next to a tag or sub-tag allows you to edit or archive it. Archiving is a permanent action that removes the tag from all associated pages and the account. This action is irreversible; once a tag is archived, it cannot be used again.
The History tab will display a log of any page tags that were Archived on the account.
Remove a Tag from a Page
If you want to remove a tag from a page, navigate to the My Pages subtab and click the tag symbol next to the page from which you want to remove the tag.
The menu below will then appear. Unselect the tag and click the blue apply button to remove it from the page.
Filter & Search
Once a tag or sub-tag has been created and added to a page, you can filter and search the pages where the tags are applied. To do this, head to the Pages tab and select the My Pages subtab.
Select the blue filter button on this tab next to the search bar.
The following menu will then be displayed.
You can filter pages by either tag or sub-tag. Click the drop-down menu under Tags to view a list of the existing tabs on your account. Select the desired ones here and input any predicate if needed.
If you select AND, only pages with all the tags you are filtering by applied will appear. For example, if you filter on tags Email and Marketing, only pages with both the Email AND Marketing tags will appear.
If you select OR, any pages with any of the tags you are filtering by will appear. For example, if you filter on Email, Marketing, and Test, all pages with ANY of these tags will appear.
After selecting the correct tags, click the blue apply button to filter your pages. Then, any pages with the corresponding tags will appear.
Questions?
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If you have questions or are unsure about any of these steps, please reach out to our support team by clicking the red chat box at the bottom right corner of your screen.