Account tagging

Learn how to add tags to your organisation’s accounts.

Overview

Account tagging is a useful feature which lets parent accounts mark their account 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.

To learn more, check out the articles Cross-account analytics for email and Cross-account analytics for SMS.

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.

Add tags to accounts

To add tags to your accounts:

1. Go to Settings (⋮) > Your team and select the Accounts tab.
2. Select the checkboxes of the accounts you want to add tags to.
3. Expand the MORE ACTIONS drop-down menu and select Manage account tags.
4. You can add tags to your accounts in two ways:
   1. 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.
      
   2. 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.
      
5. Select APPLY.

Remove tags from accounts

To remove tags from your accounts:

1. Go to Settings (⋮) > Your team and select the Accounts tab.
2. Select the checkboxes of the accounts you want to remove tags from.
3. Expand the MORE ACTIONS drop-down menu and select Manage account tags.
4. Select the X button remove a tag from the accounts.
   
5. Select APPLY.