Tags

View, add, and remove tags on contacts in the FieldEdge mobile app

Tags are a key concept in NationBuilder and FieldEdge for categorizing contacts. Tags are virtual sticky notes added to profiles to describe a characteristic that can help you target people with what they care about most.

While contact status, support level, survey responses, and walk activity are all logged using dedicated tools in FieldEdge, sometimes you need to capture extra context — the kind of information that's unique to your campaign or field team. That's where tags come in.

Examples of useful tags

• Yard Sign - Requested

• VIP

• Needs ASL Interpreter

• Has Dogs

• Contact Again in Evening

• Elderly - Bring Info

• Gated Community

• Volunteer - Special Skills

View and Edit Contact Tags

Tags on a Contact in NationBuilder

Tags on a Contact in FieldEdge

To edit tags from a contact in FieldEdge, tap the Tag action button to the left of the tags or via the Actions menu (grid icon).

Adding a Tag

You can add tags from any contact's profile — including during a canvass walk or call time session.

1. Open the contact's profile (or canvass profile during a walk)

2. Tap the Tags icon at the top, or find it in the Actions menu (grid in the top right)

3. Start typing to find an existing tag, or type a new one

4. Tap Save — it's instantly synced to NationBuilder

Removing a Tag

If a tag is no longer relevant — say you've delivered someone's yard sign — you can remove it just as easily:

1. Tap the Tags icon, or access Tags via the Actions menu

2. Tap the X on the tag you want to remove

3. Save your changes

Real-Time Sync with NationBuilder

All tags added or removed in FieldEdge sync directly with NationBuilder in real time.

Find People by Tag

To view a list of people tagged with a specific tag, head to People and tap the Tags tab at the top. You can now scroll or search to find the specific tag. Tap on the tag name to view a list of people.

Other Useful Tag-Related Features

Highlight and Hide Tags

If you use certain tags to indicate important information about contacts, you can nominate them to be highlighted at the top of profiles in FieldEdge — ensuring they're always seen. You can also choose to hide specific tags from users, keeping profiles clean, focused, and privacy-focused.

To customize tag visibility and highlights, go to the Tags tab under App Customization in your HQ Dashboard, and select which tags to highlight or hide.

Auto-apply a tag during a survey

One of the most useful survey actions is auto-tagging. When integrated with FieldEdge, it allows for granular segmentation based on survey responses. For instance, during canvassing activities, you can use tags to categorize voters based on their interests, their likelihood to support a campaign, or other criteria relevant to your strategy.

To auto-apply tags, when setting up your survey in NationBuilder, look for the "Tag the responder with" field at the survey, question, and possible-response level.