Groups, tags and roles

What it is for

	Use it for	Example
Group	A list of people you will act on together, especially for email	"Email Testing", "2026 Fall Conference attendees", "Kansas leaders"
Tag	A quick label on a contact	"Ambassador", "Church partner", "Spanish"
Role	The person's relationship to EMAW, which can carry admin access and a scope	"Regional Leader", "Ambassador"
Note category	How staff notes are classified	"Phone call", "Prayer request"

Groups imported from Planning Center lists keep their names.

Steps: create a group

1. Open Groups, Tags & Roles → Groups → New group.
2. Name it and save. Add people from a contact's Groups & Tags tab, from a bulk selection in Contacts, or from a drawn selection on the Map.

Screenshot pendingThe Groups tab with a new group being created

The Groups tab with a new group being created

Steps: tag contacts

1. Tags → New tag, or just type a new tag on a contact.
2. Apply from the contact page or in bulk.

Steps: roles

1. Roles → New role. A role can be plain, or it can grant admin capabilities and a scope (see Access and permissions).
2. Assign the role on the contact's Groups & Tags tab.

Screenshot pendingThe Roles tab

The Roles tab

Note categories

Note categories → add or rename. Existing notes keep their category.

Tips

• One contact can be in many groups and have many tags; use groups for who gets this email and tags for what is true about this person.
• Deleting a group does not delete contacts.
• On the development site, the group Email Testing (id 36) is the only group campaigns can be sent to.