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Tags are a flexible way to group, filter and report on campaigns or line items. You can apply as many tags as you like to any campaign or line item — and filter the entire platform by them.

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Adding a tag

1

Open the campaign or line item

Navigate to the record you want to tag.
2

Find the Tags field

Tags appear in the details panel on the tab.
3

Type to create or select

Click into the tags field and start typing. Select an existing tag from the dropdown or press Enter to create a new one.
Tags are shared across your entire account — a tag you create on one campaign is available to use on any other. Keep names consistent and short.

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Filtering by tag

Once tags are applied you can filter the Campaigns and Line Items pages by one or more tags. Use the filter bar at the top of either page and select from the filter dropdown. Multiple tags selected = results matching any of those tags (OR logic).

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Common uses

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Removing a tag

Click the × next to any tag on the campaign or line item to remove it. Removing a tag from a record does not delete the tag from the system — it remains available for other records.
Tags cannot currently be renamed or merged in bulk. If a tag name needs correcting, remove it from all records and re-apply with the correct name. Contact support@uplifthub.io if you need a bulk update.