Administration

Find Tag People¶

This feature allows you to find people in your database using a combination of name and other identifying information (birthday, email, phone), and add all matched people to a Tag. This is useful when you have a list of names from an external source (such as an event sign-up sheet, a spreadsheet from another system, or a printed roster) and you need to locate those people in TouchPoint and group them together.

The tool uses TouchPoint’s person-matching logic to find each individual. It requires a first name and last name for every row, plus at least one additional identifier (birthday, email, or phone number) to help match the correct person.

Note

You must have the Edit role to use this feature.

Preparing Your Data¶

Your data must be formatted as tab-separated columns with a header row. The easiest way to do this is to copy directly from an Excel spreadsheet.

Required columns:

First – the person’s first name
Last – the person’s last name

At least one of the following columns is also required:

Birthday – the person’s date of birth
Email – the person’s email address
Phone – a Cell Phone number
Phone2 – a Hone Phone number
Phone3 – a Work Phone number

Important

The header row must use the exact column names listed above (First, Last, Birthday, Email, Phone, Phone2, Phone3). The column names are case-sensitive.

How to Use Find Tag People¶

Step 1

Go to Admin > Tools > Other Actions > Find Tag People.

Step 2

Enter a Tag Name in the Tag Name field. This can be a new tag name or an existing tag name.

Step 3

Paste your tab-separated data (including the header row) into the large text box.

For example, if you copy the following columns from Excel:

First   Last    Birthday        Email
John    Smith   3/15/1985       john@example.com
Jane    Doe     7/22/1990       jane@example.com

Tip

Copy directly from Excel to preserve the tab-separated formatting. Do not try to manually type tabs.

Step 4

Click Submit.

After processing, a results table will display showing each row from your data along with:

PeopleId – the matched person’s ID (linked to their record). This will be blank if no unique match was found.
Found – the number of matching people found for that row. A value of 1 means an exact match. A value of 0 means no match was found. A value greater than 1 means multiple people matched and none were tagged (the system only tags a person when exactly one match is found).

All uniquely matched people (Found = 1) are automatically added to the specified Tag.

Good to Know¶

Only rows with exactly one match are tagged. If a row matches zero people or more than one person, that row is skipped and no one is tagged for it.
The results page lets you review which rows matched and which did not, so you can follow up on unmatched or ambiguous entries.
You can click the PeopleId link in the results table to open the matched person’s record in a new tab.
The matching uses TouchPoint’s FindPerson logic, which compares the name and identifying fields you provide against all people in the database.
This tool does not create new records. It only finds and tags existing people.