The Tagging & Groups feature has two sections within the Affluent platform, one for Brands and one for Publishers. This article reviews Tagging & Groups for Brands.
Each brand can be assigned an account manager. By assigning an account manager to a brand, you can make reports using the "Account Manager" category or filter by "Account Manager". This can be useful for building management reports or if an account manager wants to only see the brands that they are assigned.
Select an account manager from the drop down list. Account managers are listed in alphabetically order by first name. Only one account manager can be assigned to a brand.
Assigning an "Account Manager" on the Tagging & Groups page will not affect permissions or access privileges in any way. It will neither limit nor increase what an account manager can see. User access is determined in the User Management area of Affluent.
You can choose from the drop down which vertical best described the brand. You may choose to assign the brand to a parent tag e.g. Clothing & Apparel or to a child tag e.g. Men's Clothing or Specialty Size Clothing.
Group is a single free text field. You can assign a one group to each brand. Brand Group can be used as a category in reports. Note: the text must match exactly to show in the same filter e.g. "wine" and "wines" are not the same group.
Groups can be used in many different ways depending on your organization and the way data is managed. By assigning brands to a group you will be able to easily see all the data for those brands grouped together.
Tags allow you to "Tag" or label a brand with certain words or phrases. Tags cannot be used as a category or a metric. Tags can be used to filter Reports or Dashboards. Note: the text must match exactly to show in the same filter e.g. "wine" and "wines" are not the same tag.
Tags cannot be used as a category or metric because one brand could have multiple tags and therefore their data could be returned multiple times within one report.
Tags can really be used however you like, they offer flexibility and can be used to fit the organization's requirements. You could tag brands by vertical e.g. "Fashion" and filter a report to only show performance data for that vertical.