The best way to organize and view your PPC data is only obvious to you and your team.
With Tags you can add layers of custom information about your clients to Shape.
Only You Know the Best Way to Tag Your Clients
Use Tags to quickly answer questions like:
- Who on the team is assigned to this client?
- What vertical is this client in?
- What is this client’s management fee?
Filter Your Data Views With Tags
You don’t always need to see all your organization’s data and clients at once.
On the Tags settings page you’ll find an option to filter your entire view of Shape using your Tags.
Ideas for Using the Tags and Filter Features
If you work on a team, create a tag for each team member. Then, analysts can filter on their tag to view only their clients as they navigate their day-to-day work in Shape.
Filter your view of Shape using vertical themed Tags. You’ll see a more focused Dashboard view with only the clients in each vertical. Spot trends more easily and quickly export only the data you need.
What Will You Do With Tags?
We know we can’t predict all the possible ways our customers will use Tags but we are excited to find out.
Send any questions or comments about Tags to firstname.lastname@example.org and we'll be in touch.