Tag Posts for Improved Reporting and Filtering

Tags are custom labels used to categorize content for reporting. Tags make finding, sorting, and filtering Posts and Shares reports easier. Content tags are often used to denote a specific campaign, contest, or any other unique attribute you’d like to associate with your posts.

This article will guide you on how to apply content tags, review data, and share best practices to optimize your content management experience. Let's get started!

🔹 This is available on all plans.

🔸 All users who can create posts may apply existing tags. Admins may create new tags.

Criteria

New content tags are easy for Admins to create and have only a few simple guidelines. Namely, use numbers and lower-case letters, and use an underscore (_ ) to act as a space inside a single tag. Do you need more details? We have those, too!

Tag criteria

  • Allowed characters: alpha-numerics and underscore (a-z , 0-9 , _ ).
  • Case-sensitive: all tags are lowercase.
  • No spaces or hyphens: use _ to separate words in tags.
  • Character limits: A minimum of 2 and a recommended maximum of 25 characters. More than 25 characters are permitted but not recommended for reporting clarity.

Report criteria

  • New tags apply immediately to the Post, but reporting data will take 12-24 hours to reflect the tag(s).
  • Tags may be applied retroactively. Shares that occurred before the post was tagged will also be updated in the following 12-24 hours.

Create content tags

Only Admins may create new tags. All users who can create posts may apply existing tags.

  1. Edit an existing Internal Post or begin creating a new Internal Post.
  2. In the Post Settings section, toggle on Tag this post.
  3. Type your new post tag title in the “Add Tag” textbox.
  4. Click the “Create New” option that appears below the textbox.
  5. Repeat steps 3-4 for any additional tags you want to create. Up to 5 tags may be applied.
  6. At the bottom of the screen, select Save or Post save changes.

Apply content tags

Tags can be applied or removed while posts are being created or edited. Any user may apply tags to a post they have permission to edit or create.

  1. Edit an existing Internal Post or begin creating a new Internal Post.
  2. In the Post Settings section, toggle on Tag this post.
  3. In the textbox, type to filter through the existing tags—or select one or more from the list. Up to 5 tags may be applied.
  4. Click Done or click elsewhere on the screen to hide the tag selector menu.
  5. At the bottom of the screen, select Save or Post save changes.

Remove and manage tags

Remove tags from an existing Internal Post by editing the Post and deleting the unwanted tags. To remove a tag, simply click the 'X' icon next to it.

Admins may request that tags be permanently deleted from the available list of tags. Note, however, that deleting tags also removes the tag from reporting data. Just let us know the name(s) of the tag(s) you’d like for us to delete by contacting us here.

Tagging strategies

When administrators download the Share Analytics and Post Analytics data from EveryoneSocial, identifying specific posts or shares from campaigns, events, holidays, or contests can be challenging. So, instead of requiring a unique Group for each campaign or contest, content tags can differentiate the content within a wide array of Groups, Locations, and Departments!

Better still, tags are linked to specific Posts and carry over to the Sharing Reports! So, if a Post is tagged, the Shares will likewise receive a tag in the report—allowing you to quickly determine which Posts and Shares are related to a specific campaign or effort.

Best practices

  1. Engage with your EveryoneSocial admins to define your tag-naming strategy. Short and memorable is best.
  2. Educate your team (e.g., anyone creating or approving posts) on your new tagging processes. Again, simple is better. Your team's usage will increase if your tags are easy to identify.
  3. Encourage everyone to work together in tagging posts. The more people participating, the more consistent the data.

Examples

Tags are wonderfully flexible, yet considering a few early guidelines can prove helpful. We recommend anticipating potential confusion with similar tags acquired over the months and years. There’s no such thing as a “bad tag” if you and your team can easily identify it in a list, yet doing so often requires a bit of planning ahead.

Ideal

Problematic

Why it matters
2024_q1_sales_contest sales_contest You’ll run more than one sales contest. Plan to differentiate between them over time.

emea_engineering_sept_24


september_emea_engineering_everyone Short is better. Including the year is often helpful, as is linearly formatting the tag to include the region, department, month, and year.
type_video_link link Determining the content type allows you to monitor content and style density. Images, videos, blogs, off-site links, infographics, and other content styles are easily tracked with tags.

Reviewing content tag data

Curious about what to do with your new-found tagging powers? You can easily filter your tag data using Microsoft Excel, Google Sheets, or similar spreadsheet tools. Tag data will appear in the reports 12-24 hours after being applied to the Post(s).

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