Tags, Notes & Grouping

On this page, we will explain how to tag your Activities and the different filtering options available for organising your Activities. We will also introduce you to notes within an Activity.

🏷️Tags

πŸ€” Why tag your Activities?

Tagging your Activities is one way of easily navigating through the Activity list in your back office. With a simple common tag, you group your Activities together. You can filter by tag, group Activities by tag, and get a timing view of Activities with the same tag. You can also look at the overall conversion analytics of all Activities together, grouped by a tag.

How to make use of Tags

✍️ How to tag your Activity

You will find the option to tag your Activity below the Firing Conditions. An Activity can have none, one, or multiple tags according to your needs. You can choose a tag that already has been used in previous Activities (they show up in a drop-down list) or you can create completely new tags. When adding multiple tags, you separate them with the help of the comma, space, or return key. At any point, you can add or remove tags from your Activity.

How to add tags to an activity
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πŸ“ Notes

In all of your Activities, you have the option to leave a note. This is for any internal communication/information that you might want to store in the Activity. It's a simple text field that can be edited at any time:

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🏘️ Grouping

As mentioned above, you can group Activities by tag, and get a timing view of Activities with the same tag from the Activity overview page. It is also possible to sort and filter Activities based on other criteria:

Grouping Activities makes it quick and easy to organise and sort your Activities based on specific attributes.

πŸ§‘β€πŸ€β€πŸ§‘ Group by Control Group

Grouping Activities by Control Group allows you to filter out all Activities that have a Control Group enabled. If an Activity has a Control Group applied, it will appear in the list below when selecting this option.

Group by Control Group

πŸ§ͺ Group by AB Testing

Grouping Activities by AB testing allows you to filter out all Activities that have more than one Action Group created. If an Activity has multiple Action Groups inside, it will appear in the list below when selecting this option.

Group by AB Testing
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