Tagging Campaigns

Adding tags to your campaigns can be useful for grouping together campaigns for reporting or analysis - for example, you might have a number of campaigns that are raising money for the same project - you could create a tag for the project, tag all the relevant campaigns with the project tag and 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 from with Settings > Configuration > Tags & Tag Categories.

This article explains how to set up tags - you need to make sure your Tag Category can be applied to Campaigns - see screenshot below

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On the campaign profile tab, under the Transactions section you can see the Tags area, you can select the tags you want to apply from within this area - see example below:

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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 - as shown below:

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If you create a campaign list you can add a filter for active or excluded tags - see example below:

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