Adding a tag or tags to your campaigns allows you to filter your campaigns in reports and listings. For example, tagging appropriate campaigns with 'Newsletters' will enable you to filter by it and gain a clear view of how just your newsletters are performing in your account reports. You can also add multiple tags to campaigns in order to then filter by multiple tags in account reports (for instance, tagging with 'Newsletters' and 'Quarterly newsletters').
You can also add more than one tag to campaigns in order to then filter by multiple tags in account reports (for instance, tagging with 'Newsletters' and 'Quarterly newsletters').
Plus you can filter by an individual tag in your campaign listings and campaign reports.
Steps to set up a tag and then filter on it
- Select Campaigns from the navigation bar.
- Select either the Unsent or Sent tab, as appropriate.
- Using the checkboxes in the first column, select the campaign(s) you wish to group.
- Click on More actions to display the dropdown menu.
- Select Manage campaign tags.
- The 'Manage tags' panel will slide in from the right. Click Select campaign tag.
The 'Add a tag' panel slides in. Select Create a new tag, enter a new tag name and then click Apply.
If you've already created previous tags, they'll be available to select as an existing tag. You can apply multiple tags to a campaign or campaigns; hold Ctrl to select multiple tags from the list.
After creating a tag, or selecting an existing tag, the 'Manage tags' panel will show that your tag or tags are ready to be set up and assigned to the campaigns you've selected.
If you wish to create another campaign tag, click on Select another campaign tag. This will take you to the 'Add a tag' screen again and you can repeat the previous process.
Any existing campaign tags already assigned to your selected campaigns will be listed in the 'Manage tags' panel, stating the number of campaigns each tag is already assigned to.
Tags can be removed from campaigns by clicking on the red cross.
If you select multiple campaigns before clicking on the Manage campaign tags option, the 'Manage tags' panel will give you the option to Add to all. This will attach any attached tags from your selection to every campaign in your selection.
- Finally, click Apply to confirm the assignment or removal of a tag or tags.
- To filter the view of your campaigns, click on the You are viewing: calendar located near the top right of your screen and select Filter by tag:. Use the dropdown to select the group you wish to view, then click Apply. The campaigns list will filter based upon your selection.