CRM guidance - groups, smart groups and tags

Find out how to use groups, smart groups and tags to manage your data.

About this resource

Groups, smart groups and tags are all different ways of managing your data on the CiviCRM.

You might want to use these functions to help you keep track of things such as:

  • Your volunteers
  • Staff members
  • Key stakeholders
  • Mailing lists

This resource talks through the differences between groups, smart groups and tags, and explains ways to use them to help you use your CRM efficiently.

Downloads

Download the guidance.