How to Add Tags to My Content?

Tags are customizable, descriptive labels that can be applied to social media posts at different stages of the content creation, publishing, and analysis process. They help you categorize, sort, and manage your content efficiently, while also enabling you to track the performance of specific campaigns or themes in Analytics. By using Tags, you can group posts by themes, campaigns, content types, or any other criteria that align with your social media strategy.

Who Can Access Tags?

All team members, including the owner, admin, manager, and content scheduler, can create and use Tags. Tags are accessible across Posts, Drafts, Libraries, the Inbox, Manage Posts, and Analytics, enabling every team member to collaborate seamlessly, organize content, and track campaign performance from creation to reporting within SocialPilot.

How to Create Tags?

Creating and managing Tags in SocialPilot is a straightforward process.

Let us see how to do it:

Go to the Setup section in the left-hand sidebar and click on Tags.
Press the Create Tag button to start.
A dialog box will appear where you can enter the name of your new tag. Choose a descriptive name that represents the category or theme you want to apply.
Next, select a color from the color picker. The color will visually differentiate the tag when managing posts. Selecting distinct colors for different Tags enhances usability, especially when organizing posts in the content calendar.

How to Use Tags?

You can apply Tags in several areas to organize content on SocialPilot.

Create Post Modal: While creating a post, you can directly apply Tags from the 'Create Post' modal, making it easier to organize content immediately.
Content Library: You can apply tags to each separate library as well as the content assets stored in them. Using tags to classify content and libraries streamlines the content organization in SocialPilot so the users can find what they are looking for, resulting in swift post creation.
Manage Posts: Add Tags to posts with different statuses, such as drafts, queued, delivered, or pending review. This helps maintain a clear overview of all content stages.
Analytics: You can use the same tags added to posts in Manage Posts, Library, or Calendar to filter post-level metrics in Custom Reports. This helps you measure the performance of specific campaigns or themes and gain complete visibility from content creation to reporting.

How to Manage Tags?

There are different ways you can manage Tags on SocialPilot.

Editing Tags

To edit a tag:

Click on the tag you wish to edit.
Update the name or color as needed.
Save your changes to reflect the updated tag across all related posts.

Archiving and Unarchiving Tags

Archiving Tags: If a tag is no longer needed but might be used in the future, you can archive it. Archiving removes the tag from active use without deleting it.
Unarchiving Tags: If you need to reactivate an archived tag, go to the 'Archived Tags' filter and select 'Unarchive.' The tag will be restored for active use.

Deleting Tags

To permanently delete a tag:

Navigate to the Tags section and select the Delete option from the tag menu.
Confirm your action. Be cautious, as this action cannot be undone, and once deleted, the tag is permanently removed from your account.

How to Filter Posts With Tags?

Tags are one of the prime criteria users can filter their content with.

Here are the places in the SocialPilot app where you can use tags to filter content with:

Manage Post queues (Queued posts, Unscheduled Error, Delivered, Pending Review)
Calendar
Drafts
Library
Social Inbox
Notes

In any of the pages mentioned above, when you go to Filter, pick Tags from the given list of filters.

You can select more than one tag to filter out posts.

At the bottom of the tags list, you will find a toggle.

If you keep it in the off position, any post that matches even a single one of the selected tags will be filtered out.

But if you switch the toggle on, the post that has all the selected tags will be filtered out.

🗒️ Note:

You can also use Tags in Custom Reports to track campaign performance and measure how each campaign performs over time. The Tags you’ve added to posts in Manage Posts, Library, or Calendar can be used here to filter post-level metrics for those campaigns.

Let us see how to do it:

1. Go to the Analytics section from the left-hand sidebar and click on Custom Reports.

2. Select an existing report or create a new one for any connected account.

3. Once inside the report, go to the Posts section.

Please note: Each metric block under the Posts section will now have a Tag Filter icon at the top-right corner. Some blocks showing individual metrics may not have this filter.

4. Click the Tag Filter icon to open the Tag selection dialogue.

5. Select one or more Tags from the list. The data in that block will automatically update to show metrics only for posts with the selected Tags. Selected Tags will also appear in Preview and PDF exports, so you can easily identify which filters were applied.