---
title: "Naming and organizing banners"
slug: "banner-management"
description: "Use categories, tags, and names consistently, so you can filter and compare your banner campaigns on the Performance dashboard."
updated: 2025-05-08T23:12:08.000Z
canonical: "https://help.opensense.com/docs/banner-management"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.opensense.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Naming and organizing banners

## 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](https://help.opensense.com/docs/performance-dashboard).

## 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.

<div class="kb-media-carousel" data-kb-media-carousel aria-label="Categories, tags, and name in the New Campaign window">
  <div class="kb-media-carousel__viewport">
    <figure class="kb-media-frame"><div class="kb-media-frame__visual"><img src="https://help.opensense.com/media/categories-1-854cc89ade08.jpg" alt="New Campaign window with the Categories list open, showing Awareness, Education, Event, Internal, and Philanthropy" width="2662" height="1496" loading="lazy" decoding="async"></div><figcaption><strong>Categories</strong> · Pick from the preset list</figcaption></figure>
    <figure class="kb-media-frame"><div class="kb-media-frame__visual"><img src="https://help.opensense.com/media/tags-6525e1e26ea1.jpg" alt="New Campaign window with the tag inbound24 in the Tags field" width="2662" height="1496" loading="lazy" decoding="async"></div><figcaption><strong>Tags</strong> · Select or create a tag</figcaption></figure>
    <figure class="kb-media-frame"><div class="kb-media-frame__visual"><img src="https://help.opensense.com/media/ad-name-84775a01cc77.jpg" alt="New Campaign window with inbound_24_pre in the Name field" width="2662" height="1496" loading="lazy" decoding="async"></div><figcaption><strong>Name</strong> · One pattern for every banner</figcaption></figure>
  </div>
</div>

## 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

Tags decide which recipients see a banner. For how tags target recipients, see [Targeting banner campaigns](https://help.opensense.com/docs/introduction-to-targeting-and-segmentation).

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.

## Names

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

- [Creating a banner campaign](https://help.opensense.com/docs/creating-banner-campaign): set the categories, tags, and name for a new campaign.
- [Using the Performance dashboard](https://help.opensense.com/docs/performance-dashboard): compare campaigns, tags, and categories.
- [A/B testing banners](https://help.opensense.com/docs/ab-testing-banners): ideas for banner tests.