How to Add Tags to Advertisers, Affiliates, and Offers

Tags are unique key words or phrases that can be assigned to Offers, Advertisers, and Affiliates.  They can be used as a filter to apply updates in bulk, email contacts in bulk, or filter reporting.

This article will cover the following topics:

- Creating Tags

- Assigning Tags

- Adding tags to Affiliates

- Adding Tags to Advertisers

-Adding Tags to Offers

- Using Tags

- Reporting by Tags

Creating Tags

Zoom: Creating Tags

First, all created tags can be found in Setup > Other Lists > Tags

You can create new tags by clicking the Add Button

Assigning Tags

Zoom: Assigning Tags

To actually add a new tag you can do so by applying a tag that's already been created OR you can type in a new tag to create and add it on the spot. When created, these type-in tags will default with "Portal" disabled which means they aren't searchable in the Affiliate portal. If you'd like for them to be searchable, you can locate the tag in your Settings, double-click and check the right-hand checkbox for 'Portal'.

Assigning tags can be done in many different places, but the method is always the same.

• Adding tags to Offers
  1. Offer card > Home tab >Tags sub-tab
  2. Offer grid > Apply/Remove Tags checkbox (custom views!)

Adding Tags to Affiliates

Zoom: Adding tags to Affiliates

Adding tags to Affiliates

1. Affiliate card > Home tab >Tags sub-tab
2. Affiliate grid > Apply/Remove Tags checkbox (custom views!)

Adding Tags to Advertisers

Zoom: Adding tags to Advertisers

Adding tags to Advertisers

1. Advertiser card > Home tab >Tags sub-tab
2. Advertiser grid > Apply/Remove Tags checkbox (custom views!)

Adding Tags to Offers

Tags are custom keywords that can be applied to an Offer. Offers can have one or multiple Tags.

Tags allow you to group multiple Offers together that share a common tag for the purpose of viewing custom reports, editing multiple Offers, or displaying unique search terms in the Affiliate Portal.

The Tags Tab allows you to see all the tags associated with the offer, and whether they're visible or not to affiliate's via the red or green dot under the Portal Column.

To add a new Tag,

1. Offer card > Home tab >Tags sub-tab
2. Offer grid > Apply/Remove Tags checkbox (custom views!)

Simply click Add and either choose an existing Tag or type in a new Tag and click Save.

Using Tags

Tag Use

1. Search tool for Affiliates (as mentioned above)
2. Edit Multiple Offers wizard - as a filter to narrow the selected Offers to be updated in bulk
3. Add Multiple Campaigns - as a filter to narrow the selected Campaigns to be added in bulk (Affiliate and Offer tags)
4. Edit Multiple Campaigns - as a filter to narrow the selected Campaigns to be updated in bulk (Affiliate and Offer tags)
5. Grouping Offers, Advertisers or Affiliates in Reports

Reporting by Tag

From your Reports>Master Reports you will find a tag icon next to reports that are based on tags.