The “Campaign Tags” feature allows you to create, edit, and delete tags that can be added to campaigns and use it as an additional filter in reports.

The “Campaign Tags” feature allows you to create tags that can be added to campaigns and use it as an additional filter in reports. To create tags, go to the Client Management > Additional settings > Campaign Tags section.

The “Campaign Tags” section displays the following information on the tags:

  • ID - tag ID

  • Name - name of the tag

  • Class - the icon type

To add a new tag, click the “Add New Record” button, enter the tag name to the “Name” field and select the class of the tag, that will indicate the color of the block. (The “Default” is for black, the “Primary” is for blue, the “Success” is for green, the “Warning” is for yellow, the “Danger” is for red, the “Info” is for light blue). Click the “Save” button to proceed.

add new

To edit the tag, click the “Edit” button. Click the “Save” button to confirm the changes.

edit-2

To delete the tag, click the “Delete” button. Follow the instructions and click the “Delete” button to confirm the deletion.

delete

To set the campaign tags, go to the Client Management > Setup > Campaigns section, click the “Configure” button.

The system will redirect you to the Campaign Setup page. To set the campaign tags, click the “Set Campaign Tags” button.

Select the tag(s), and click the “Save” button to proceed.

to set the tag 3

The "Multi-Select" option is available for the “Campaign Tags” filter. You can sort the following reports by the campaign tags:

  • Campaigns

  • Performance Summary

  • Lead Details

The “Campaign Tags” option is available on the LMS and Call Logic platforms.

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