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Tagging Campaigns

Learn how tagging your campaigns improves organisation, reporting, and insight across your activity.

Cristina Gruita avatar
Written by Cristina Gruita
Updated this week

Adding tags to your campaigns can be useful for grouping together campaigns for reporting or analysis.

If you have a number of campaigns that are raising money for the same project, you could create a tag for the project and tag all the relevant campaigns with the project tag. When you create a Campaign List you could filter for campaigns with the project tag.

Firstly you need to set up the tags , usually it is best to create a new tag category for your campaign tags:

  1. Navigate to Settings, click Configuration.

  2. Select Tags & Tag Categories.

  3. Make sure your Tag Category can be applied to Campaigns.

  4. On the campaign profile tab, under Transactions you have Tags,select the tags you want to apply from this area.

Any campaign tags you have applied to your campaigns will be shown when you click on Campaigns in the menu,you can filter the campaigns by selecting the tags.

If you create a campaign list you can add a filter for active or excluded tags.

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