New feature alert: Campaign tagging!

Not too long ago, we put together an internal team (we call them “squads”) focused around managing campaign-related complexity. We’re digging in and researching pain points and frustrations around campaigns, big and small, and hopefully releasing features which make your life that much easier. The first step towards that goal?

Campaign tags!

You can now add and remove tags from all of your campaigns, as well as filter your campaigns using them. Read on for a look at what we’ve built, and how to get the most out of this new feature!

What’s new?

If you’ve got a lot of campaigns in Customer.io, chances are that you organize them by title. Maybe something like this:

Now, instead of adding a bunch of keywords to your campaign title (and therefore obscuring its actual title) we allow you to add tags to that campaign, both during the creation process and afterwards.

If you need more how-to docs, we’ve got them for you here.

Organize your campaigns with tags

Adding tags is as simple as locating the “Tags” option either while creating or viewing a campaign. Just click “Add tags,” and you’ll see the dropdown that allows you to both create new tags or use any existing ones:

You can also easily remove any existing tags, either from a single campaign…

…or from your workspace entirely:

A few tips

Remember that planning is critical when it comes to organizing your campaigns- don’t go overboard!

  • Look at naming patterns in your campaigns. You likely have terms common to groups of campaigns that can be used as overarching tags, to remove the clutter from your titles. For example: Lifecycle stage, language, channels used (Push, SMS, email), owner/department (product, marketing)– these can all make for good tags.
  • Stay consistent. Once you’ve got your tags in place, keep using them and make corrections as you encounter them.
  • Check in regularly. Not using any tags? Get rid of them!

Find campaigns easily with filters

Once you implement your tagging system, you can then easily find campaigns by tag, description, or a combination both. Check it out:

Filtering by tag:

Filtering by text:

You can also choose whether or not you want to filter all campaigns, or just a particular campaign type, using the dropdown at the end.

Bonus extras!

As part of this feature, we also shipped a couple of small enhancements that should make the editing and viewing of campaigns just a little bit smoother.

Campaign titles and descriptions are now easily editable

Previously, you had to edit campaign titles and descriptions separately—one in an inline editor, the other in a modal. Now, both can be edited quickly inline:

No more metrics for inactive campaigns

Before, even if your campaign hadn’t yet been started, we showed you blank metrics, which likely wasn’t very helpful! We now give you a link to that campaign instead, so you can continue editing it:

Got feedback?

Help us improve tags! Here are a few questions you can help us answer:

  • Tell us what you think the next steps for tags should be!
  • Tell us about your use case for tags– can we make things better in any way?
  • Is the interaction clear? Was it easy for you to add and remove tags?
  • How about tag editing? Was there an aspect of tag management or creation that surprised you?

If you need documentation, it’s here, and as always, we’re here to listen if you’ve got questions or need a hand at win@customer.io!