Tags and Recommendations

To help focus on relationships that need your attention, Raiser's Edge NXT automatically listens to your active constituent records and tags them each night based on special situations such as upcoming birthdays or lapsed giving. With these tags, you can prioritize interactions and easily identify donors to engage with. For each tag, we recommend you respond appropriately to help cultivate the relationship.

Tip: For information about attachment tags, see Attachment Tags.

You can view — but not add or edit — tags for constituents throughout Raiser's Edge NXT.

  • To view which situations apply to a constituent, refer to Tags on their record.

  • To view which situations apply to a list of constituents, include the Tags column.

    Tip: To filter a list a constituents by tags, use the Tags filter to include only those with or without tags or specific situations. For more information, see List Filters.

  • To quickly view which constituents in your portfolio are tagged and need attention, select Overview in Fundraising, Work. For more information, see Work Center Overview.