When to Use Campaign Tags
Use tags to organize campaigns by:
Event type
Location
Industry
Region
Campaign stage
Target audience
Campaign owner
Priority
Step 1: Go to the Campaigns Page
Log in to Alta.
From the main navigation, click Campaigns.
Step 2: Open the Campaign Options Menu
Find the campaign you want to tag.
On the right-hand side of the campaign row, click the three dots menu.
Step 3: Add Tags
Click Add Tags.
Enter or select the tags you want to add.
Click Save.
Step 4: Confirm the Tags Were Added
After saving, the tags will appear on the right-hand side of the campaign row.
This makes it easier to identify and organize campaigns directly from the Campaigns page.
Example Use Case
If you are creating a campaign for an upcoming event in London, you can add tags such as:
-Pre-Event
-London
-Events
This helps your team quickly understand that the campaign is related to a pre-event workflow for a London-based event.
Important Notes
Tags help organize campaigns and prospects.
Tags can be used to identify campaign type, location, or stage.
Adding consistent tags makes it easier to filter and manage campaigns.
Tags are especially useful when working with multiple campaigns at the same time.