Form tags are a great way to organize your forms for easy sorting! This article will show you how to add tags to your forms and how to sort by a specific tag.  

Please note: Form tags are for internal use and sorting only. Your constituents will not see the tags you've attached to your forms. 

Contents: 

• What Form Tags Are and Where to See Them in Qgiv 
• Creating Form Tags
• Adding Tags to a Form 
• Sorting by Tags 

 

What Form Tags Are and Where to See Them in Qgiv 

Form tags are a piece of metadata you can attach to your forms to sort by a specific piece of information. For example, if you have a lot of forms related to holiday fundraising, you might want to create a “Holiday” tag so you can quickly find any forms associated with holidays.  

You can attach as many tags as you want to each of your forms.  

You can see the tags that you’ve attached to forms on the Form Management page, in the Forms menu, and in Form Settings.  

We’ll go through each of these areas in the next section, but for now, here’s what it looks like in each view when you have tags attached to your forms.  

 

Form Management

You can access the Form Management page by clicking the Form Management link within Fundraising in the left-hand navigation.

Card View 

List View 

 

Forms 

 

Form Settings 

 

Creating Form Tags

There are lots of different ways to add tags to your forms, but to manage all of your tags in one place, start in the Form Tags area within the Fundraising menu of your org-level navigation.  

From here, you can create tags, assign them colors, attach them to forms, and edit them.  

To create a new tag, click Add New Form Tag at the top of the screen.  

Give your tag a name and select a color for the tag. If you know what forms you want to attach the tag to, you can do that now, using the Associate Forms field.  

When you’re done, click Add New Tag. 

If you want to change the name, color, or associated forms later, click Edit to the right of the tag name in the list.  

 

Adding Tags to a Form 

You can add tags to a form from several places in Qgiv. Click here to see how to add a tag on the Form Tags page.

Another way to add tags from org-level navigation is in the Form Management area. 

In Card view, add a tag by clicking the tag icon at the bottom of a form’s card. 

You can add an existing tag by selecting it from the dropdown. 

Or you can create a new tag by typing it into the text box.  

If you prefer to use List View for this page, you can add tags in this view as well. Simply hover over the Tags column to see the Add Tag button.  

If you already have tags attached to a form, you’ll click the tag icon, just like you would in Card view.  

Each form can have multiple tags. When you click the tag icon for a form that already has a tag, you can add extra tags or remove them.  

Once you've navigated to a specific form, you can add tags in the Form Settings area as well.  

In Form Settings > General (for Qgiv donation forms), form tags appear just below the Form Title field.  

For auctions, peer-to-peer events, and fundraising hubs, you’ll find the area for form tags in the Auction Settings, Campaign Settings, and Hub Settings areas, respectively. Form tags will appear just beneath the name of the event or hub.  

Add an existing tag by selecting it from the drop-down. 

Or create a new tag by typing it into the text box.  

Clicking this link will take you to the org-level Form Tags page.  

When adding tags on this page, make sure to click Save Form Settings at the bottom of the page before navigating away.  

 

Sorting by Tags 

Now that you’ve set up your tags, it’s time to use them to sort your forms! 

On the Form Management page, use the Tags filter under the Search bar to select which tags you want to include. 

Card view 

List view 

You can also sort by tags in the Forms menu. If you click the Tag icon in this menu, only forms with tags will be displayed, organized by their assigned tags. 

Pro tip: You can also filter your reports by form tags by choosing the Form Tags filter in the Advanced Filtering drop-down.

 

Remember that you can attach tags to any type of form, including auctions, peer-to-peer campaigns, and fundraising hubs. Each form can have multiple tags. And if you want to make global changes to your tags, you can do so in the Form Tags area of your org-level Fundraising menu.  

Happy tagging!