You are able to apply Tags to Ad Accounts and then filter results throughout the platform using these tags.
There are two types of Tags:
User Tags - One User Tag exists per user and is recognizable as an avatar is included within the tag.
Can be used to assign certain accounts to a user
Generic Tags - Can create as many as needed and applied to accounts for any reason. Some example tags:
Important Accounts
Verticals - 'Plumbing', 'Electrical'
Teams
Geographies ''UK', 'FR'
Assigning Tags to Accounts
Creating Tags
User tags are created automatically when a user is created. The user can update their tag under My Profile
You can create Generic Tags within Settings Tags:
Click 'Add Tag'
Enter a name for the Tag
Enter a Description for the tag (optional)
Select a color (choose a preset, or pick your own using 'custom')
Click 'Add'
Editing and deleting a Tag
You can edit tags within Settings. Any edits you make will be reflected across all instances where that tag appears.
Click the Kebab menu next to the Tag
Select 'Edit'
You can update the name, description, and color
Click 'Save'
As a shortcut - you can also open the above edit menu by clicking on the Tag
Deleting the tags is the same process, but select 'Delete' instead of 'Edit'
Adding a Tag to an Ad Account
You assign Tags to Ad Accounts on the Connections page:
Click 'Add tags' next to the Ad Account name
You will get a drop-down of the existing Tags you have created
Select a Tag to assign it to that Ad Account
You can add as many Tags as you like, have them for a person and/or for a team or Industry type
Filtering by Tags
You can then use Tags to filter the results throughout the platform. When you apply a Tag it will remain filtered as you move between different sections of the platform. Currently, you can filter on:
Dashboard
Budget/KPIs
Insights
Search Terms
Accounts
You can click on the tag to filter by that tag, and click it again to un-filter by it.
Or, use the dropdown box:
