Sometimes campaign names don't convey all the information you want for a campaign, or if you want to group certain campaigns together, or you want to share campaigns with sub-accounts.

Setting tags allow you group campaigns together and they show up in the search box of the campaign manager.  Campaigns can have no tags, one tag or multiple tags and can be used for:

• Organising campaigns 

• Grouping campaigns together 

• Searching for campaigns

Tags can be set here but used in the 

• User Manager - campaigns that are tagged can be shared with CSR (using Agent Sender) or with Analyst accounts. 
• Insights Manager - where different campaigns can be grouped together and then graphed*       (*This assumes that the questions in each of the campaigns are identical.)

Setting a tag is easy. Open the campaign in the Campaign Manager. 

Click the Tags box and type a tag followed by a comma and then the next tag (if required). There is no limit to the number of Tags you can set.  

To delete a tag - simply click the X in the tag. Everything is saved automatically when you click outside the field. 

Tags can be used to group campaigns together for insights reporting however, survey setup/design is important. The core questions need to be identical across campaigns that share tags in order for them to be grouped together in reports. 

When you select the Tag in the Insights Manager it will group and collate all the campaigns together and show a single chart per common question

Tag Tips

When setting up a campaign for a touchpoint think about:

• Using a common set of questions across all touchpoints 

• NPS
• Why have you given this score?

• Specific questions for that touchpoint

Using a common survey sep will enable reporting on an overall NPS score across all the touchpoints, this can then be broken down into touchpoints 

Adding tags will give you another way of organising the campaigns