Manage tags

This is where you control the list of labels Echo can put on volunteers’ groups. You set it up early and revisit it as your work shifts.

How to think about it

Echo reads each network’s two descriptions and labels it automatically: one label for who is in it, one for what it is about. You manage the list those labels are chosen from. Tags are not used to target campaigns. They are how you read your own membership, and how you spot the networks nobody has described well enough to classify. Keep the list to distinctions you would actually act on. Too few and everything blurs together; too many and networks scatter across labels you never look at. Name them in plain words a volunteer’s description would naturally use.

Manage your tags

1. Open Settings and scroll to Tag Management.
2. Switch between the Audience and Topic tabs. The tab you are on decides the kind of any tag you add.
3. Select Add tag, enter a Label and a Definition, then select Save tag. The definition is what Echo reads to decide whether the tag fits a network, so write it concrete and conversational.
4. To change one, use Edit. To fold one into another, use the merge button and pick the target tag. To retire one, select Deactivate. It becomes Activate if you want it back.
5. After changing definitions or adding tags, select Re-run under Re-run auto-tagging.

If this does not work

Re-running overwrites existing tags

Re-run re-classifies every network in the organization against the current tags and replaces what was there, including tags a person set by hand. Echo asks you to confirm first. It takes roughly a second per network. Do it once you have the tag list the way you want it.

Related

• Audience and topic tags
• Network Explorer