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Managing tags

You can manage the tags you use across campaigns, Canvases, and segments from a central location. To rename, remove, or add tags, go to Settings > Tag Management.

To learn how to add tags to campaigns, Canvases, segments, and custom data, see Tags.

Nesting tags

To further organize your tags, you can nest them under a parent tag. For example, you can keep all holiday tags nested under a parent Holidays tag, or all tags related to a stage of your marketing funnel under a parent Funnel tag.

The Tag Management page showing a list of tags organized by nested groups.

To nest a new tag, create a tag, select Nest Tag Under, and choose which existing tag to nest your new tag under.

To nest an existing tag, go to the Tag Management page, hover over a row with your tag, and select Edit. Then, select Nest Tag Under and choose the parent tag.

The new tag dialog with the Nest Tag Under option selected.

Best practices

Use tags to organize your campaigns, Canvases, and segments by business objectives, funnel stages, regions, and more.

The following table shows example tags that an eCommerce app might find useful:

Funnel Business Objectives Regional Campaigns Holidays Transactions
On-boarding
Re-engagement
Loyal
PowerUser
Churn
Lost
HighSpender
ActiveUser
NewUsers
FacebookAttribution
FirstAction
UnitedStates
Northeast
Midwest
South
West
LATAM
AP
WesternEurope
MiddleEast
Sales
Coupons
Events
MLK
SuperBowl
PiDay
StPatricksDay
MarchMadness
Easter
Passover
MothersDay
MemorialDay
FathersDay
FourthJuly
LaborDay
VeteransDay
ColumbusDay
PresidentsDay
Halloween
RoshHashanah
Thanksgiving
Christmas
Hanukkah
NewYears
Transactional
Notification
ConnectedActionTaken

Use cases

The following are common use cases for using tags to manage your messaging lifecycle.

Throttling

Limit how often your customers receive campaigns of a certain type. For example, you could set the following filters to limit the frequency of promotional campaigns:

Last received campaign with tag Promo more than 5 days ago
OR
Has not received campaign with tag Promo

Reporting

Set up an Engagement Report to keep an eye on the volume of all campaigns with a certain tag. For example, if you want to monitor all of your push campaigns, you could add a tag like Push Reporting to those campaigns, then set up an Engagement Report to send you a report of those tagged campaigns every day.

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