Setting Campaign Tags

When running multiple campaigns, you may want to see how they compare to one another, or view their general performance. This article will provide information on viewing and managing campaigns by tags. Article Contents Adding Tags to Campaigns Editing Campaign Tags Viewing Tags	Available with:
	Marketing Automation	✓
	CRM Ultimate
	CRM PRO
	CRM Free

	Toolbar:


	Users:
	Administrators	✓
	Company Managers	✓
	Marketing Managers	✓
	Sales Managers	✓
	Salespersons
	Jr. Salespersons

To view campaign tags, you will first need to attribute tags to campaigns. Campaign tag attribution cannot be done through the Tag Manager and must be done through individual campaigns. To attribute tags when creating or editing individual campaigns, do the following: Click Campaigns > Campaigns in SharpSpring's left toolbar. Create or edit a campaign. Scroll to the General Information section. Select the desired campaign tag from the Tags drop-down menu. Configure the rest of the campaign as desired. Click Save Changes.		Click to enlarge.

		Note: Click Manage Tags to open the Tag Manager. You will be able to create campaign tags there.

There may come a time when you need to edit the campaign's tags. Campaigns can be edited and saved as necessary. To edit campaign tags, do the following: Click Campaigns > Campaigns in SharpSpring's left toolbar. Hover over the desired campaign. Click Edit. Scroll to the General Information section. Add or remove tags from the Tags drop-down menu. Edit the rest of the campaign as desired. Click Save Changes.		Click to enlarge.

		Note: Click Remove to remove a tag from the campaign.

Once you have set a campaign tag, the tag will be displayed in the main campaigns page.

To view campaign tags, do the following:

Click to enlarge.

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