How do I form groups using Tags?

There are times when you want to communicate with various combinations of your contacts in People. BoosterHub uses Tags to accomplish this. It can get confusing to consider the words “and” and “or” when combining groups. If I want to communicate with Varsity Parents, does this include everyone with the Varsity Tag AND ALSO everyone with the Parent Tag? Or does it mean ONLY those people with BOTH the Varsity and Parent Tags? To prevent confusion, we recommend thinking in terms of whether you want the group to grow larger by adding other people, or whether you want to narrow the group by eliminating those without both Tags. To make this more intuitive, we've added a People Selected = x  tally as you select Tags, so you can see exactly the number of people you've added to the current group you are building.

  • Go to People and then look for the Select by Tag box in the upper center of the screen.
  • Click in the box that says “Click to select group by tag”. A dropdown menu will appear with all of the Tags you have created.
  • Select a Tag.
  • Consider if you want to communicate with only that group, or if you want to grow that group larger, or if you want to narrow that group down. If you want to communicate with only the Tag you selected, let's say it's Varsity, then you are done. You can select the Email or Announcement icons to the right and proceed with your communication.
  • If you want to grow that group to communicate with everyone with a Varsity Tag, AND ALSO with all the people with the JV Tag, then after selecting Varsity in the first box, click + Add more groups and choose the JV Tag from the next dropdown menu. You will notice that the People Selected number increases to tally all the members of those groups.
  • If instead you want to narrow the group of Varsity down to ONLY those few people with BOTH the Varsity and JV Tags; in other words, only those few members who are affiliated with BOTH Varsity and JV at the same time, then after selecting Varsity in the first box, notice where it says Click to narrow group in the same box as your Varsity selection. Click on Click to narrow group, and select JV from the dropdown menu, putting both Tags in the same box. You will notice the decrease in your People Selected number and know that you have successfully narrowed your audience.