We believe in keeping things connected, personalized, and purposeful. Tags help you do exactly that by creating smarter groups that move your program from basic segmentation to behavior-driven automation.
Whether you're rallying patients, employees, or partners—Tags and Groups help you speak to the right people, at the right time, in the right way.
Understanding Tags, Member Types & Groups
To unlock the power of Groups in your Rewards Hub, let’s first clarify two essential building blocks:
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Member Types
Every person in your Hub is assigned a Member Type when they’re added—either as a Member or a Lead. These types help you organize your people based on their journey stage.
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Tags
Tags are fully customizable labels you create and apply to members—regardless of their type. Think of them like smart filters that help you group members across roles, teams, or behaviors.
Why Tags Matter
Tags allow you to pull members from different types into the same Group, making your outreach more meaningful and your automations more effective.
In short:
Groups = Members (of any type) + Shared Tags
How to Create a Tag
Creating Tags is quick and no-code easy.
Go to Settings ⚙️ > Tags.
Click Add New Tag.
Give your tag a name that’s clear and useful. (e.g., "Invisalign", "New Hire", "VIP Referrer")
Click Create Tag.
Your new Tag is now ready to use across member profiles and Groups.
Adding Tags to Groups
Once your tags are set, it’s time to put them to work.
Go to Settings ⚙️ > Groups. Select or create the Group you want to manage. Assign one or more Tags to that Group.
This step connects the dots—bringing together members who share a common Tag into one unified Group. Perfect for sending targeted campaigns, automating rewards, or setting specific access controls. Click here for step-by-step Group setup instructions.
Tagging a Member
To assign or update a Tag for a specific member:
Open the member’s profile and click the Profile tab.
Just under the Status button, click Edit Tags.
Select the Tags that apply—or remove ones that no longer fit.
Click Done.
That’s it! Tags update in real-time and immediately reflect in your Group configurations and automations.
Access Control
Once your Tags and Groups are aligned, take it one step further by managing what different members can see or do within the Hub.
Go to Settings ⚙️ > Access Control to fine-tune permissions based on your Group strategy. Click here for Access Control setup instructions.
Why It Works
By leveraging Tags and Groups:
- You create more personalized experiences
- Automate actions and reward the right behaviors
- Align your workflows with real-world member journeys
In the Hub, every nudge matters—and Tags make those nudges more intelligent, targeted, and impactful.
Let’s connect better, together.™