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Tags

Organize and classify your offers, affiliates, advertisers, and affiliate managers with color-coded tags.

Written by David Rolenc

Tags are color-coded labels you can attach to offers, affiliates, advertisers, and affiliate managers to group, filter, and report on them. A single tag can be reused across multiple entity types, so you can keep your taxonomy consistent across the whole platform.

Use tags to mark seasonal offers, group affiliates by acquisition channel, flag VIP advertisers, separate affiliate managers by region — anything you want to slice your data by later.

Where tags live

To manage your tags, navigate to Settings → Tags. You'll see every tag you've created, the entity types each tag is enabled for, and how many entities currently use it.

You can also open the tag manager directly from the sidebar that appears when you edit tags on any entity — click Manage tags at the bottom of the sidebar.

Add a new tag

From the Settings → Tags page, click Add a new tag. A sidebar opens where you fill in the following fields:

  • Name — The label shown on the tag. Up to 50 characters. Leading and trailing spaces are not allowed.

  • Scope — One or more entity types the tag can be applied to. Choose from Offers, Affiliates, Advertisers, and Affiliate Managers. A tag must have at least one scope.

  • Color — A color used to render the tag wherever it appears. Pick from the color palette.

Click Add a new tag at the bottom of the sidebar to save it. The new tag becomes immediately available on every entity type you selected as a scope.

Edit and delete tags

To change a tag's name, color, or scopes, click the pencil icon next to it on the Settings → Tags page. Make your changes and click Update tag.

You cannot remove a scope that is currently in use. If a tag is already applied to, for example, several affiliates, the Affiliates scope is locked until you remove the tag from those affiliates first. Locked scopes are shown with a warning so you know why they can't be unchecked.

To delete a tag, click the delete icon next to it. A tag can only be deleted when no entities are using it. The delete button is disabled and a tooltip shows you exactly how many offers, affiliates, advertisers, and affiliate managers are still tagged with it, so you know where to clean up first.

Apply tags to entities

Once a tag has been created with the right scope, you can apply it to any matching entity from that entity's list or detail page. Click the tags cell or the pencil icon next to existing tags to open the Edit tags sidebar, pick the tags you want from the dropdown, and click Save.

The dropdown only lists tags whose scope includes the current entity type. If you don't see the tag you expected, make sure the right scope is enabled on it in Settings → Tags.

Tags can be applied in the following places:

  • Offers — On the offer list page and from inside an individual offer.

  • Affiliates — On an affiliate's detail page, and in bulk from the affiliate list using the bulk update action.

  • Advertisers — On the advertiser list and the advertiser detail page.

  • Affiliate Managers — On the affiliate manager's profile.

Filter and report by tag

Tags are not just labels — they're a filter and segmentation tool that runs through the rest of the platform. Wherever you see a list or report that involves offers, affiliates, or advertisers, you can usually narrow it down by tag.

List filters

  • The offer, affiliate and advertiser list include a Tags filter, so you can narrow the list to entities that share a tag.

Open balance and payouts

  • On Manage → Affiliates → Open balance, the filter sidebar includes Offer tag, Affiliate tag, and Advertiser tag. Use them to settle only the affiliates that match a tag — for example, pay out one country's affiliates, one tier, or only the affiliates linked to a specific offer group.

  • The advertiser open balance has the same idea, with an Advertiser tag filter to scope payouts to a subset of advertisers.

Reports

  • Click report, Conversion report, and MLM commission report each support filtering by offer tag, affiliate tag, and advertiser tag.

  • Report Builder supports the same three tag filters and goes one step further — you can also group your report rows by tag, which lets you compare performance across tag groups (for example, revenue per affiliate tag, or conversions per offer tag).

This makes tags a quick way to set up ad-hoc segments without having to create custom groups or fields — tag the entities you care about, and your filters, payouts, and reports will follow.

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