How To: Report by Tags

This document explains in detail how to Create, Assign and Report with the help of Tag Name and Value.

The Assign Tag option is available on Create/Edit page for below entities:

• Advertiser
• Campaign
• Creative

Steps to Create Tags

1. Select the Assign Tag as ‘ON’.
2. To create a new Tag, enter a name for the tag (e.g. Sales) and click on Add.
3. As soon as the Tag Name is added, enter the value for the newly created Tag (e.g. Mike) and click on Add.
4. The newly entered Tag Name and Value will be registered in the system as soon as you click Add for future use.
5. When you click on the Submit, the entity will be assigned to the selected Tags.

Steps to Reuse Tags

1. Select the Assign Tag as ‘ON’.
2. Type the Tag Name. (Note: If the Tag is already created, it will be available in the searched name list)
3. Select the desired value.
4. Type the Tag Value. (Note: If the Tag Value is already created then it will be available in the Searched value list)
5. Select the desired value.
6. Once you click on Submit, the entity will be assigned to the selected Tags.

Steps to Delink Tags

1. On the Edit page, in the Assign Tags section, delete the assignment by clicking on the Cancel button.
2. Once you click on Submit, the entity will be delinked from the previously assigned tag.

Notes

• A Tag Name and Value combination created will be available across all the entities.
• A Tag Value created will be available only for the Tag Name for which it is created.
• You can add upto 5 tags per entity.
• You cannot repeat a Tag Name once it is assigned to an entity.
• The Tag Name and values are case sensitive.
• The Tag Name and Value can be upto 40 characters.
• You can create upto 5,000 unique Tag Name-Value combinations across entities.
• You can delete a tag assigned to an entity. However, no reporting history will be maintained for the deleted link, post deletion.

Reporting

Once the tags are assigned to an entity, you can pull a report by the Tag Name, Tag Value or by entity for a Tag Name or Value from the Report Builder.

Each entity (i.e. Advertiser, Campaign and Creative) will have the following subfield in the Report Builder:

• Tag Name
• Tag Value

These fields can be used as Reporting column or as a Constraint to pull the desired report.

Example:
Ms Alex would like to pull a monthly Revenue Report by sales rep.
While trafficking the Advertisers are assigned to Tag Name: Sales and Tag Value as the sales rep names.
Ms Alex sets up a report.
She selects the following fields in the table structure:

• Advertiser
• Tag Value
• Impressions
• Revenue

Selects constraint as Tag Name from Advertiser field and enter value as Sales.
She then saves and schedules the report.

Notes

The Tag Name and Tag Value are specific to an entity. If a Tag Name is assigned to an entity then you need to select the subfield of that entity in Report Builder.

Example: If a Tag Name is assigned to Advertiser entity, then while pulling a report you need to select the Tag Name subfield under the Advertiser field.

ZAN Use case

Case 1:

ZAN Ops has to send following daily report to sales and steering team. Currently, this is created manually using multiple reports.
By using Tags, we can create this report directly from the system.

Summary

ZINC US Revenue Daily

HIF InView & InArticle Revenue Daily

Suggestions

1. Create a Tag name called BusinessLine.
2. Create following Tag value:
   • ZINC US
   • ZINC APAC
   • ZINC INDIA
   • HIF Remnant
   • Standard Remnant
3. Assign this tag and value at Campaign/Creative level appropriately.
4. Set up a report in Report Builder
   • Table structure
     

     Tag Value	Revenue	Profit

   • Constraint
   • Tag Name: BusinessLine
5. We can schedule two reports:
   • Daily
   • MTD

We can then combine this report to generate the required report.

Case 2:

To pull Revenue/Performance report by HIF format.
At Creative or Campaign level we define:

Tag Name: HIF
Tag Value: InView/InArticle/SwipeUP/Standard

We can then pull the required report from Report Builder using the Tag Name as constraint.

Case 3

To pull Revenue Report by sales rep
At Creative or Campaign level we define

Tag Name: Sales
Tag Value: Sales rep name

We can then pull the required report from the Report Builder using the Tag Name as a constraint.

Case 4

To pull Impressions/Revenue report by format and sales rep
Now that we have assigned sales rep and Format name at the Creative/Campaign level

We can then pull the required report from the Report Builder using both the Tag Name and Value as constraint.
Others Specific Cases:

• We can create Tags for knowing the VAST ad type like whether it is VAST/Vpaid/JS Vpaid.
• We can Create Tags to know which ads have 3rd Party verification.
• And many more such cases can be easily covered using Tags.

Contact ZEDO Technical Support team at support@zedo.com with Queries and Suggestions