A tag is a user-applied keyword you can optionally assign to anything you create in Salsa to describe the item. Tags are easily searchable and can help you monitor a campaign by quickly seeing everything that's been done in Salsa around it. Additionally, tags are "sticky": any supporter that performs an action on a Salsa object with a tag will have their record tagged accordingly. In other words, someone who signs up on a page tagged with Supports Education will get their supporter record tagged withSupports Education. (Please note: the opposite is also true - if a tag is deleted from the Manage Tags screen, then that tag will also be removed from all supporter profiles, pages, etc.)
Tags are easy to get started with. You can create them in many ways:
- through the Manage Tags screen
- on the fly while in any Salsa workflow or supporter record page
- while importing supporters, either from the imported file or through the importer tool itself
Using the Manage Tags screenIn Salsa 2.0: click on the "gear" icon on the top of the screen, then select Manage Tags:
In the previous version of Salsa: Tags are located under "Dashboard Collections" > "Manage Tags":
In the Manage Tags screen, you can look at the details for any existing tag, copy or delete/remove tags, and add new tags by clicking the "Add Tag" button.
Creating a tag on the fly while in a workflow or supporter record
You can apply a tag to anything you've created in Salsa--an individual supporter, an e-mail blast, a donation, an action--by entering the edit screen for that object and typing in a tag in the box in the upper right-hand corner:
In Salsa 2.0: click the blue Publishing tools box on any object, and it will bring up the tags interface:
In the previous version of Salsa:Tags and the tag entry box are in the top right of almost every object in Salsa:
The Tag box will recognize your text as you enter it, and load a menu of similar existing tags so you can easily pick an old tag and apply it without searching. If you enter text that does not match an existing Tag and type Enter or press Add Tag then you'll create a new tag and apply it to the current object or supporter.
The following characters are allowed in tags:
a-z, A-Z, 0-9, ! : ; % @ / . _ ( ) $ ? # + -. Spaces are OK.
- Do not use
,(the comma) in a tag name. Several tag-related features in Salsa treat the comma as a delimiter between different tags; a comma in the tag name itself may confuse queries or make other unexpected things occur.
Note that tags have two different naming fields: tag, the one you'll always use; and, prefix, which is simply an optional text field you can add to further explain or classify your tag. The Salsa tag entry box can set up a tag with prefixes simply by including a : in the tag. Using the Prefix field is purely optional. )
- Enter xyz campaign, and you'll create (or re-apply, if it already exists) a tag called xyz campaign
- Enter action:xyz campaign and you'll create (or re-apply) a tag called xyz campaign with a prefix called action
Prefixes have no special function apart from helping you explicate or classify your tags.
Searching for a tag
Using the search bar across the top of your Salsa admin pages, search for -- where 'tagname' is the tag you've just applied. Salsa returns everything in the system tagged as 'tagname'.
If you've just created a new tag, there will only be the one entry. But you can use the searchability of tags to monitor different things you create in Salsa according to your organization's own actual projects.
For example, if you were managing an effort to, say, save the endangered Woodson's Marmoset, you could create an advocacy campaign to raise legislative awareness of the issue, create a petition targeting the appropriate executive branch organization head, create an informational page with a signup form, and send several e-mail blasts about the issue. You could give the same tag -- say, "marmoset" -- to each of those pages. At any point, you could do a tag search for "tag:marmoset" and pull back all the pages tagged "marmoset".
Voila! An instant overview of your Woodson's Marmoset effort.
Now that you've got different pages and e-mail blasts tagged, you can take advantage of tags' other great feature: stickiness.
Any Salsa page you create will apply its tags to the supporters who use it. So, anyone signing up through a page tagged "marmoset" also receives the tag "marmoset" on their individual supporter record. And if there's a gift through an online donation page with that tag, both the donor and the gift itself will be tagged "marmoset".
What does this do for you?
It enriches your searches into full-fledged reports that give you a view of the true scope of your work: now you have at your fingertips the exact number of people who have taken part in a project and the total amount they've given to it.
This also opens up a variety of tracking options for you. You can report based on tags, for example, by creating a custom report and "filtering by tag" (see image).
The Tag_Data Table
(You can probably skip reading this section: there's no need to know about the tag_data table to use tags. We include it for more technically inclined users or those interested in advanced customizations. The tag_data table does not appear in the headquarters interface; it's strictly behind-the-scenes.)
Because tags can apply to any data object in Salsa, they have a flexible data architecture.
A single tag in Salsa might apply to many thousands of different supporters, and also to many thousands of different donations, and also to many different Salsa pages. Each of these thousands of different connections between a tag and some other piece of Salsa data is defined by a unique entry on the tag_data table.
A tag_data entry contains a timestamp (in the Last_Modified field), a unique tag_data_key, and a variety of keys which link it to other Salsa data, the most important of which are:
- To link the tag_data entry to one specific tag, a tag_key field
- To link the tag_data entry to one specific data object (such as the particular supporter to whom the tag applies), two fields:
- database_table_key, which identifies one specific table in the database from a master index of all Salsa database tables
- table_key, which identifies one particular entry on that table (for instance, the Supporter_KEY number in the case of a supporter entry)