Account tagging is a useful feature that lets parent accounts mark themselves and their child accounts with custom tags. Tags can be used to indicate different characteristics of an account, such as its region, brand, department, or even its importance within your organisation; it’s completely up to you.
Tags can be used to filter accounts in Cross-account analytics.
There are two ways to manage account tags:
In the Tags area of the Settings menu you can create, edit and delete tags.
In the Accounts tab of the Team management area you can add and remove tags to and from your accounts.
Before you start
Things you need to know:
Account tags can be used from any account, but only parent accounts have the ability to add and remove tags to their account and child accounts.
Manage account tags
Campaign tags
You can manage your campaign tags in the same area as your account tags.
Learn more in Grouping campaigns together using tags.
Manage your account tags in one central location, where you can:
Create new tags.
Edit existing tags.
Delete tags you no longer need.
To manage your tags, expand the User menu and go to Settings > Tags. Your current tags are displayed.
Create a tag
Select CREATE.
Enter a name for your tag.
Select CONFIRM.
Edit a tag
Select the Edit icon for the tag you want to edit.
Enter a new name for your tag.
Select CONFIRM.
Delete a tag
Select the Delete icon for the tag you want to delete.
Select DELETE to confirm.
Delete multiple tags
Select the checkboxes for the tags you want to delete.
Select the DELETE icon.
Add and remove tags to and from accounts
Expand the User menu and go to Settings > Users and teams > Accounts.
Select the checkboxes of the accounts you want to add tags to.
Expand the MORE ACTIONS drop-down menu and select Manage account tags.
You can add tags to your accounts in two ways:
Add all - If you have selected multiple accounts with different tags, you can use the Add to all button to add a tag to all selected accounts, this is useful for quickly making sure all selected accounts have the same tags.
Select a tag - If you want to add a tag that’s not on any of your selected accounts, you can select SELECT ANOTHER TAG, which opens the Add a tag menu. From here, you can choose an existing tag from your list of tags, or create a new tag.
Select APPLY.
Remove tags from accounts
Expand the User menu and go to Settings > Users and teams > Accounts.
Select the checkboxes of the accounts you want to remove tags from.
Expand the MORE ACTIONS drop-down menu and select Manage account tags.
Select the X button remove a tag from the accounts.
Select APPLY.