Naming and organizing banners
Overview
Section titled “Overview”Categories, tags, and names organize your banners, and they power your analytics. Agree on one naming scheme with your team, so that you can filter and compare banners on the Performance dashboard.
How categories, tags, and names fit together
Section titled “How categories, tags, and names fit together”Each field identifies a different level. For example, for banners about an event you sponsor, such as INBOUND:
| Field | Identifies | Example |
|---|---|---|
| Categories | The type of campaign | Event |
| Tags | The campaign | inbound24 |
| Name | The individual banner | inbound_24_pre, inbound_24_during |
You set all three in the New Campaign window.
Categories
Section titled “Categories”Categories are pre-populated in your account, for example Awareness, Education, Event, Internal, and Philanthropy. They are optional, but they help you organize campaigns. On the Performance dashboard, select a category and a date range to see analytics for all campaigns of that type, such as all your events in a quarter.
Tags decide which recipients see a banner. For how tags target recipients, see Targeting banner campaigns.
Tags are also your campaign-level names. Give each campaign its own tag, for example inbound24 for an event sponsorship or g2review for a G2 review campaign. On the Performance dashboard, compare tags to compare campaigns.
The name identifies an individual banner. Use a recurring pattern, for example inbound_24_pre and inbound_24_during for the stages of an event. Include identifiers such as the date, the offer, a holiday, the customer lifecycle stage, the use case, or a marker for an A/B test. On the Performance dashboard, find banners by name and compare A/B tests.
What’s next
Section titled “What’s next”- Creating a banner campaign: set the categories, tags, and name for a new campaign.
- Using the Performance dashboard: compare campaigns, tags, and categories.
- A/B testing banners: ideas for banner tests.