Skip to main content

Tags

Using Tags to Group and Analyze Campaign Efforts

Chen Tur Shalom avatar
Written by Chen Tur Shalom
Updated yesterday

InfiniGrow’s Tags feature allows you to group together different types of touchpoints (campaigns, URLs, UTM parameters etc.) under a single label - called a Tag - for easier performance and cost analysis.

🎯 Why Use Tags?

Tags help you:

  • Group campaigns with a shared purpose (e.g., same product, region, or initiative)

  • Understand the total cost and ROI of an entire campaign group

  • Filter and break down reports by these meaningful groupings

For example, instead of analyzing each regional campaign separately, you can tag them all under a Brand Awareness tag to understand combined performance.

🏷️ How to Create and Map Tags

  1. Go to Ops > Mappings > Tags

  2. Click + Add Tag and name your tag

  3. Define mapping rules using fields like:

    • Channel / Department

    • UTM parameters

    • URLs

    • Salesforce campaign names or statuses

    • CRM fields

  4. Combine rules using AND/OR logic to include the relevant touchpoints

Example: Create a tag called "Brand Awareness" and map touchpoints where:

  • UTM Term contains Brand_Awareness
    OR

  • Campaign Name contains Brand_Awareness AND Campaign Status equals Responded

📊 How to Analyze Tags in Impact Table

You can now use Tags in Analyze to understand their cost and impact:

Option 1: Analyze by Primary Segment (Tag)

Use the Primary Segment dropdown to select a Tag and see all related performance data grouped together — cost, cross-funnel performance (e.g. leads, opportunities), revenue, and conversion rates.

Option 2: Break Down Tag Performance by Campaign

Add Campaign as a Secondary Segment to analyze the breakdown within a tag (e.g., "Brand Awareness - US", "Brand Awareness - EMEA").

Option 3: Combine Two Tags

Use the Secondary Segment dropdown to analyze intersections between two tags. This returns only touchpoints that belong to both tags (logical AND).

Example: View all touchpoints that belong to both "Brand Awareness" and "US" tags.

🔍 Filter by Tag

You can filter by Tag in any report or widget by opening the filter menu:

  1. Click on +Add Custom Filter button, and go to Tags

  2. Select the tag(s) you want to include

  3. Click Apply filters

Example: Filter all data to show only touchpoints from "Brand Awareness" campaigns.

⚡ Use Tags in Quick Filters

Want to apply tags more easily across the platform? Create a Quick Filter:

  1. Go to the Quick Filter editor

  2. Select Filter Type: Tags and save

Notes

  • A touchpoint can belong to multiple tags.

  • In the Impact Table, only one tag (or a subset of a tag) can be analyzed at a time using the Primary Segment dropdown. This is because a single touchpoint can belong to multiple tags, and comparing tags like "Brand Awareness" and "EMEA" side-by-side could result in overlap and inaccurate comparisons.

If you need help setting up your first tag, your InfiniGrow Customer Success Manager will be happy to help!

Did this answer your question?