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🏷️ What are Tags and How to Use Them

Using Tags to Stay Organized Across Your Agency

Summary

When managing operations at scale, staying organized is critical to success. That’s why we’ve implemented a tagging system across the platform. Tags act as flexible, custom labels that help you filter, group, and locate key data—exactly how your agency works.

📌 What Are Tags and How Do They Work?

  • Tags ≠ Creators:

    Creators are already a dedicated field in the platform—so you don’t need to use tags to identify them.

  • Tags = Custom Fields:

    Use tags to group accounts, assets, or requests by anything that makes sense for your agency (e.g., manager, strategy, proxy, device type, etc.).

💡 Use Cases for Tags

  • Team Management:

    If Jimmy manages 5 Instagram accounts, tag those accounts with “Jimmy” to easily filter and locate them.

  • Operational Filtering:

    Group accounts by:

    • Phone type

    • Proxy provider

    • Assigned strategy

    • Device location

  • Scalable Sorting:

    As your agency grows, tags give you fast visibility and control over your entire account structure.

✅ How to Use Tags

  1. When adding or editing an account, look for the Tags field.

  2. Type your desired tag (e.g., “Jimmy”, “Proxy-A”, “High-Volume”).

  3. Apply multiple tags as needed.

  4. Use the filter or search tools in any relevant view to filter by tag.

Tags are a simple but powerful way to customize and streamline your agency’s workflow.

If you need any support, simply click the icon at the bottom right of your screen to chat with our AI help agent, Fin.

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