Custom Assignment Tags – GiveCampus University

Tags are labels that help volunteers and administrators organize and filter Assignments more effectively. There are two types of Tags available in Volunteer Management:

Volunteer-Uploaded Tags — created by volunteers directly for their Assignments.
Admin-Uploaded Tags — added by administrators in bulk using a CSV upload.

Volunteer-Uploaded Tags

Volunteers can create and manage their own personalized Tags to organize their Assignments. For example, a volunteer might add a Tag called “Close Friend” to mark Assignments with people they know well.

These Tags appear as filters on both the My Assignments and Email pages and can be used alongside each other or with standard filters (e.g., Has Not Given).

How to Create, Modify, or Delete Custom Assignment Tags

1. From the My Assignments page

Click an Assignment’s name to open their Snapshot.
Scroll to the Tags section near the bottom.
Type the name of a new or existing Tag (e.g., “Close Friend”).
Click Create Tag.

2. From a Full Record

Locate the Tags section at the top of the Full Record.
Type the name of a new or existing Tag.
Click Create Tag.

3. From the Tags Page

Open the Tags page from the left navigation menu.
Click Create Tag.
Enter a name (e.g., “Close Friend”), optional description, and choose a color.
Click Create Tag.

4. Modify an Existing Tag

Navigate to the Tags page.
Click Edit next to the Tag you want to update.
Make any desired changes (name, description, color).
Click Update Tag.

5. Delete an Existing Tag

Navigate to the Tags page.
Click Delete next to the Tag you want to remove.

Note: If the Tag is in use, deleting it will remove it from all associated Assignments.

Note: Tag names support only letters, numbers, and spaces. Special characters are removed and the name is converted to lowercase. For example, a tag named "Can't Reach" is saved as "cant reach".

Admin-Uploaded Tags

Administrators can bulk upload Tags that apply to Assignments across the volunteer network. This feature is useful for centrally managing segments such as “High Priority Donors,” “LYBUNTs,” or “Athletics Donors.”

How to Upload Admin Tags

Go to Volunteer Management (people icon) → Data Management.
Scroll to the bottom of the page and locate the Tag Upload section.
Click Upload Tags.
Use the provided CSV template to format your data correctly.

You can open the Google Sheet template here and select File > Download > CSV to download it. Or make a copy, enter your information, and do the same.

CSV Format

constituent_id, tag_name, remove

constituent_id — The unique ID for the constituent.
tag_name — The name of the Tag to apply.
remove — Leave blank to add the Tag. Enter “Y”, “1”, “Yes”, or “TRUE” to remove an existing Tag.

Behavior Notes

Tags are only applied to constituents currently assigned to a registered volunteer.
The system deduplicates existing Tags on assignments, do you can re-use the same file once a new volunteer has registered to add to their assingments
If new assignments are added after an upload, you must re-upload Tags for them to apply.
Tags are added to all relevant assignments for each constituent listed in the upload. You cannot add a tag to only one constituent's assignments/roles
If a constituent is assigned to multiple registered volunteers, all of those volunteers will see the Tag.

Example Use Cases

Admin-Uploaded Tags: Mark all LYBUNTs or leadership donors across the program.
Volunteer-Created Tags: Allow each volunteer to personalize their outreach lists (e.g., “Needs Follow-Up” or “Close Friend”).

FAQ — How do I remove an admin-uploaded tag without the original import file?

If you no longer have the original CSV for an admin-uploaded tag, you can remove the tag by creating a removal file. Follow these steps:

1. Get the constituent IDs that currently have the tag

In Volunteer Management, click Data Management in the left navigation menu.
Expand the Generate SFTP Reports panel.
Select the report type that includes assignment or constituent data.
Optionally adjust the date range to limit the report.
Click Generate Report. A prompt will confirm the action. The CSV is delivered to your school’s private SFTP folder.

2. Build the removal CSV

Open the exported report and locate the constituent IDs associated with the tag.
Create a new CSV with the following exact column headers:
- constituent_id, tag_name, remove
For each row, enter the tag name exactly as it appears and use one of these removal values: Y, 1, Yes, or TRUE.

3. Upload the removal CSV

In Volunteer Management, click Data Management in the left navigation menu.
Scroll to the Tag Upload section and click Upload Tags.
Submit your CSV. The system will remove the tag from all current assignments for each listed constituent.

Important notes

The generated report is queued and delivered via SFTP; it will not download directly in your browser.
The tag name in your CSV must match the system exactly to ensure removal.
Tags only affect constituents who are currently assigned to a registered volunteer. If a constituent was tagged after your report, you must re-run the report and perform another upload to remove the tag from the new assignment.
If a constituent is assigned to multiple volunteers, the tag will be removed from all assignments.