Tags

With keywords, you can flexibly and individually tag your contacts in ChurchDesk – for example with terms like “Youth Choir,” “Newsletter,” “Volunteer Team,” or “Parents' Meeting 2024.” This makes it easy to filter groups of people and organize them for specific purposes – such as sending messages or evaluating form responses.

Keywords allow you to manage contacts independently of fixed structures like groups or categories. They are only visible to logged-in users and can be edited or deleted as needed.

Where do I find the keywords?

You can find the overview and management of your keywords here:

Contacts > Keywords

There, you can view all existing keywords, add new ones, edit them, or – if you have the necessary permission – delete them. Any changes will automatically affect all associated contacts.

How do I assign a keyword to a contact?

1. Open the profile of the contact you want to tag.
2. Scroll to the “Keywords” section.
3. Click into the input field to select an existing keyword – or type a new one and confirm with Enter.

You can assign as many keywords as you like to a contact.

Tip: When you enter a new keyword, it will automatically be added to the general list and can be reused for other contacts.

Automatic assignment via forms

If you include a keyword field in a ChurchDesk form, anyone who submits the form will automatically be tagged with the keywords you define. This is particularly useful for sign-ups for specific events or offerings – and it saves you from having to update contacts manually.

The assigned keywords will appear automatically in the contact profile of the person who submitted the form.

Who can create, edit, or delete keywords?

• Create & assign: All users with access to Contacts or Forms can create new keywords and tag contacts.
• Edit & delete: This requires special permissions, which are managed via the user administration settings.

What can I use keywords for?

• Filter contacts: For example, all people tagged with “Youth Retreat 2024.”
• Form evaluation: Keywords are automatically assigned through forms and can help evaluate responses more effectively.
• Targeted communication: Use keywords to send newsletters or messages to specific groups of people.
• Create contact lists: Keywords can be the basis for organized and dynamic contact lists.

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Updated on: 30/07/2025