---
title: Tags Overview
description: An introduction to EventBuilder's Tags tool, including information on best practices for creating a tagging system for events.
---

[![EventBuilder logo](https://www.eventbuilder.rocks/hs-fs/hubfs/EB_Logo_high-res-min.png?width=300&height=77&name=EB_Logo_high-res-min.png "EventBuilder logo")](https://www.eventbuilder.rocks/)

# Tags Overview

*Last updated: May 10, 2023*

#### Tags create a systematic way for Organizers to filter and group Events together to streamline the multiple-event registration process for Invitees. Tags also combine similar Events on a Listing Page, enabling Organizers to promote them with a single URL and filter Event information.

## EventBuilder Tags Quick Facts:

> - Tags are Portal-wide and available for use by all Admins and Organizers.  
>     - - Administrators can set permissions for Organizers to create Tags, or set Tag creation to be performed at the Admin level only. Learn more: [*Portal Permissions*](https://www.eventbuilder.rocks/kb/portal-configuration#Branding)
>     - EventBuilder recommends creating a strategic and standardized naming convention for Tags.
>     - Event Tags are different than social media hashtags – no # symbol is necessary but may be used if desired. 
>     - EventBuilder software will recognize the following non-alphanumeric characters: # (hashtag or pound sign) and _ (underscore). Tags **cannot** have spaces and are not case sensitive. 
>     - When selecting a Tag to filter Events, a number will appear beside the Tag – e.g., CloudSeries (12). This indicates the number of Events with the CloudSeries Tag across all Users on the Portal. 
>     - Event Tags are not indexed by search engines.

---

## Tags Navigation

#### Users can navigate to the Tags view from their Dashboard: 

#### ![Screenshot: Account dashboard with Tags option highlighted.](https://www.eventbuilder.rocks/hs-fs/hubfs/image-png-May-03-2022-06-15-58-16-PM.png?width=185&name=image-png-May-03-2022-06-15-58-16-PM.png)

#### And when creating Listing Pages:

![Screenshot: Tags selection drop down menu found on the Listing Page Set Up dialog.](https://www.eventbuilder.rocks/hs-fs/hubfs/image-png-Sep-14-2021-10-47-10-93-PM.png?width=796&name=image-png-Sep-14-2021-10-47-10-93-PM.png)

#### or from the Extras step when building an Event:

## ![Screenshot of the Extras step on event creation, where Organziers can add Tags.](https://www.eventbuilder.rocks/hs-fs/hubfs/image-601.png?width=625&name=image-601.png)

## Creating Tags

Navigate to the Tags view from the left side Dashboard navigation:

![Screenshot: Left side Dashboard navigation with the Tags option highlighted.](https://www.eventbuilder.rocks/hs-fs/hubfs/image-png-Mar-08-2022-09-33-24-86-PM.png?width=166&name=image-png-Mar-08-2022-09-33-24-86-PM.png)

The Tags dialog will open. The 'Create New Tag' button and list of available Tags is displayed:

![Screenshot: Tags main dialog with blue 'Create New Tag' button highlighted, also showing icons for managing existing Tags (book & trash icons).](https://www.eventbuilder.rocks/hs-fs/hubfs/image-png-Mar-08-2022-10-29-44-30-PM.png?width=729&name=image-png-Mar-08-2022-10-29-44-30-PM.png)

To view all events associated with a specific Tag, click on the book icon. The following will appear:

![Screenshot: Tag Information popup displaying Tag name, Creator, Date Created, and list of events using this Tag (Name of Event, Event Start, Event ID).](https://www.eventbuilder.rocks/hs-fs/hubfs/image-png-Mar-21-2022-05-46-05-65-PM.png?width=593&name=image-png-Mar-21-2022-05-46-05-65-PM.png)To delete a Tag, click on the trash icon. The following confirmation dialog will appear: 

![Screenshot: Delete Tag confirmation dialog. Image text: 'There are 1 events with this tag. You can see the events by clicking on the Book icon. Are you sure you want to delete this tag?'](https://www.eventbuilder.rocks/hs-fs/hubfs/image-png-Mar-21-2022-06-27-13-17-PM.png?width=435&name=image-png-Mar-21-2022-06-27-13-17-PM.png)

*Image Text: There are 1 events with this tag. You can see the events by clicking on the Book icon. Are you sure you want to delete this tag? Ok/Cancel.*

## Tags and Listing Pages

Use Tags to filter the Events you want to appear on a Listing Page. Listing Pages allow invitees to register for an event series centered around similar or connected topics, and for Organizers to narrow event search results for event reporting.

*Note: If no Tag is selected when creating a Listing Page, all Events on your Portal will be added to the page you are creating. Learn more: *[Listing and Custom Pages](https://www.eventbuilder.rocks/kb/pages-overview)

## Using Tags to Filter Event Information

Navigate to Events from the left side Dashboard navigation. ![Screenshot: Main left side navigation with the 'Event' option highlighted.](https://www.eventbuilder.rocks/hs-fs/hubfs/image-png-Mar-08-2022-11-00-11-91-PM.png?width=160&name=image-png-Mar-08-2022-11-00-11-91-PM.png)

Click on the magnifying glass to open the advanced Search dialog. 

![Screenshot: Events search field with the Advanced Search magnifying glass highlighted.](https://www.eventbuilder.rocks/hs-fs/hubfs/image-png-Mar-08-2022-11-03-56-47-PM.png?width=745&name=image-png-Mar-08-2022-11-03-56-47-PM.png)

On the Search Criteria dialog, click on the 'Tags' dropdown menu and select the Tag you wish to filter for. Click 'Search.' Events associated with the selected Tag will display.

 

![Screenshot: Search Criteria dialog with 'Tags' dropdown menu highlighted.](https://www.eventbuilder.rocks/hs-fs/hubfs/image-png-Mar-08-2022-11-08-18-81-PM.png?width=656&name=image-png-Mar-08-2022-11-08-18-81-PM.png)

## Using Tags to Filter Events for Portal-Level Reports

*(Portal-level Reports are available to Suite subscribers only)*

Navigate to Reports from the left side Dashboard navigation.

![Screenshot: Left side navigation with Reports option highlighted.](https://www.eventbuilder.rocks/hs-fs/hubfs/image-png-Mar-11-2022-08-55-50-80-PM.png?width=168&name=image-png-Mar-11-2022-08-55-50-80-PM.png)

Next, click the blue 'Request Report' button. A dialog will appear. Select the type of Report you would like to pull, and click 'Send/Save.'

![Screenshot: Request Report dialog with Report Type dropdown displayed and highlighted; Send/Save button is highlighted as well.](https://www.eventbuilder.rocks/hs-fs/hubfs/image-png-Mar-11-2022-08-58-45-68-PM.png?width=693&name=image-png-Mar-11-2022-08-58-45-68-PM.png)

The Request Report dialog will appear. Click on the filter icon:

![Screenshot: Request Report - Portal Level dialog with 'Filter' icon highlighted.](https://www.eventbuilder.rocks/hs-fs/hubfs/image-png-Mar-11-2022-09-11-38-57-PM.png?width=497&name=image-png-Mar-11-2022-09-11-38-57-PM.png)

The Search Criteria dialog will open. Select the Tag from the Tag(s) dropdown menu, then click 'Save Filter.'

 

## Page Contents:

---

**Tags Overview**  
[Tags Quick Facts](https://www.eventbuilder.rocks/kb/tags-overview#Quick-Facts)  
[Navigation](https://www.eventbuilder.rocks/kb/tags-overview#Navigation)  
[Creating Tags](https://www.eventbuilder.rocks/kb/tags-overview#Creating)  
[Tags for Listing Pages](https://www.eventbuilder.rocks/kb/tags-overview#Tags-Pages)  
[Tags for Event Filtering](https://www.eventbuilder.rocks/kb/tags-overview#Event-Filter)  
[Tags for Report Filtering](https://www.eventbuilder.rocks/kb/tags-overview#Reports)

---

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---

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```