Work Smarter with Smart Tags

Work Smarter with Smart Tags

Alex Ortiz-Rosado

Digital giving apps and tools

Within Breeze, tags allow you to organize groups and quickly communicate with the people in those groups.

With Automated Tasks, we’ve made tags even smarter, giving you the ability to automatically manage those groups easily without having to manually add or remove people from those groups using Smart Tags.

Smart Tags

This is especially useful in a number of use-cases, including:

1. Update your Children and Youth Groups when your students move to a new grade

Use Smart Tags to create a filter for the "Grade" profile field and have it automatically update the classroom tags that you have set up.

For example, let’s say that you have a tag for Junior High which groups all students who are in 6th through 8th grades. By setting up a Smart Tag, when a student graduates from 5th grade they’re automatically added to the Junior High group. Additionally, you can configure this Smart Tag to remove students as they graduate Junior High.

2. Add new members to your Church Newsletter distribution list easily

Use Smart Tags to tie the Membership Status of people associated with your church to a Church Newsletter tag, allowing you to easily send emails about things happening around your church.

3. Keep your Women’s and Men’s Ministry lists up-to-date

Would you like all females that are attenders and/or members to belong to a tag for "Women's Ministry", set those filters using smart tags and let the system keep your group up-to-date!

Similarly, you can do this for all the men in your church. Set a filter in Smart Tags and let automated tasks do the rest.

Setting up a Smart Tag is easy

  1. Go to More > Tasks > Automated Tasks
  2. Click Add Task
  3. Select Smart Tag
  4. Create your filter based on profile fields
  5. Select which tag(s) you'd like that filter to automatically assign to
  6. Select whether or not you'd like anyone who does not match that filter to be removed from that tag (if you choose this option, any existing individuals in that tag who do not fit the criteria will be removed and the tag will have a "locked" icon next to it.
  7. Click Add Task

Smart Tag tasks run every hour, or as soon as they’re edited or created, so your groups will always be up-to-date.

We’re super excited about the possibilities this opens up for you and your church!

For a complete overview of how Smart Tags work, check out our help center.

If you have a fun way you’re using Smart Tags, we’d love to hear about it in the comments below.

Share this Article:

Looking for an easy-to-use software to help manage your church?

We'd love to show you what we built!

Start 14-Day Free TrialSchedule a DemoTry It Out First

Join 10,000+ happy churches using Breeze ChMS™.

Name
loves Breeze

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Try a demo of Breeze for yourself!
Name
loves Breeze

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Try a demo of Breeze for yourself!
Name
loves Breeze

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Try a demo of Breeze for yourself!
David P.
loves Breeze
St. Pauls United Methodist Church

Breeze has been incredible. Their customer service, commitment to innovation, and their product are top-notch. I love the features, the ease of use and the mobile applications.

Try a demo of Breeze for yourself!
Karen M.
loves Breeze
Hillcrest Church

All of our database needs have been more than met, it's easier to use than the last database we had, and the price is amazing - what a value this has been to our church! All of our staff can use this software and they do regularly. We use it to track…literally anything a church could possibly need to track regarding it's attenders.

Try a demo of Breeze for yourself!
Chris K.
loves Breeze
Crossroads United Methodist Church

Breeze has been a great asset to our church and congregation. Especially from an administrative standpoint, it has been the most adaptable and easiest church database I have ever used. The features from blast emails to giving on-line, and texting have been one of our greatest assets. Thank you!

Try a demo of Breeze for yourself!
Ed R.
loves Breeze
Church Admin

We switched from a major, web-based ChMS to Breeze and our decision is confirmed every day. We are a medium size church and we use Breeze for contributions, member management, event checkin and a few other applications custom to our church. I had trouble getting any staff to use our previous ChMS but almost all staff are using Breeze. The product is very well designed, extremely easy to learn and use and customer service is incredible.

Try a demo of Breeze for yourself!
Ellen G.
loves Breeze
Grace Church

Breeze has opened the communication highway for our congregation and staff, with very little training. Because members can update their own records and search easily for other members - and map their locations, send emails and text right from Breeze, they love it and our data is more real-time accurate. Our ministries are stronger, because they can trust the data in Breeze, which is easily accessed anywhere, anytime.

Try a demo of Breeze for yourself!
Steve H.
loves Breeze
First Presbyterian Church of Ramsey

Breeze is the first ChMS my volunteers have actually embraced. That's because it's so easy to use. The software is very flexible and gives us the opportunity to make decisions based on actual data we've collected and not just hunches or stories we believe to be true.

Try a demo of Breeze for yourself!
Allicia B.
loves Breeze
Ellel Ministries Canada

I cannot say enough about Breeze. Their customer service is so friendly, you feel like you have friends and family helping you get started, they're prompt to reply and will do whatever they can to help you get things sorted out. It's been so easy to learn, our staff is loving it and best of all even our staff who are not computer savvy find it a breeze (pun intended). We are just thrilled by our choice.

Try a demo of Breeze for yourself!
Kevin D.
loves Breeze
Central Baptist Church

From the start of our process looking for an online solution, Breeze has exceeded all our expectations. Fast data import, fast and friendly customer support, and we can’t say enough about how much we like the program itself. Very well designed and user friendly. On a scale of 1-10, Breeze gets a 15 from us!

Try a demo of Breeze for yourself!

Rated 4.9 stars – 560+ reviews on Capterra