Introduction
If you have many accounts linked to TrueClicks, chances are, some of these accounts belong together.
For example, you could have multiple accounts that belong to the same advertiser.
Or if you work within a PPC team, each team member may manage a number of accounts. We auto-apply this label based on each user's 'My account' selection.
These would be the two most common use cases to label and group these accounts together, but you're free to label and group accounts in whatever way you'd like within TrueClicks. And accounts can have multiple labels of course.
Some ideas to get you started, next to labeling by advertiser and team member, you could also group accounts by country, region, channel (Search, Shopping, Display, YouTube), industry and search type (branded or generic).
How to add labels to an account?
When you hover over an account in the All accounts page in TrueClicks, you'll see a label icon completely at the right:
By clicking on this icon, you'll be able to add/edit the labels of that account:
By simply entering any value (without a colon), you’ll create a simple label, which can be used to filter and search for accounts containing that simple label on the all accounts page.
We will not aggregate data within simple labels, nor show them in the categorized label bar next to the search box in the all accounts view.
If you also want TrueClicks to aggregate the data within a label, we recommend using a categorized label, which has the following format “category:label-value”.
TrueClicks provides two categories by default: client and user (auto-applied). You’re free to create any other category that makes sense to you. These will also appear in the ‘Other’ part of the categorized labels bar next to the search box.
Examples of categorized labels:
client:Acme
country:France
channel:Shopping
search-type:Branded
The client label mostly makes sense if you work at an agency and have clients that have multiple Google Ads accounts. In that case, we'd always recommend to label each account from the same client with a client:ClientName label.
Even if you call your clients customers (or something else), please use the client: label category, as it will provide you the benefits of having client labels visible and clickable directly from the All accounts view and enables you to use the client button in the categorized label bar (see below).
Please note that each account can only have one client label. For all other categories, an account could have multiple labels (e.g. multiple countries or channels).
Using labels on the all accounts page
The categorized label bar
Depending on which categorized labels you have created, up to four label buttons can appear next to the search box, at the top of the all accounts page:
Accounts: this is the default view, simply showing all individual linked accounts, without grouping them.
Client: by clicking on this button, you'll change the view to only show accounts that have a client label, grouped by client. The starting view is collapsed showing the aggregated data for all accounts that belong to each client. We'll go deeper into how we aggregate data below.
User: by clicking on this button, you'll change the view to only show accounts that belong to one or more of the TrueClicks users. As mentioned, this label is auto-applied based on each user's My Account selection.
As with client and other labels, the starting view is collapsed showing the aggregated data for all accounts that belong to each user.Other: if you have created other categorized labels for your accounts, those will appear under the Other button, and you'll be able to view them grouped, just as the Client and User labels.
Searching for labels
Once you've added labels to accounts, you can search for them in the search box at the top of the all accounts page. If it's a simple label, you can simply start typing the value of that label:
If it's categorized label, you can search for category:value, just as you entered it when adding the label to the accounts:
While you type, we'll filter the accounts based on your search query.
Clicking on a client label next to an account
In the default all accounts view, you'll see the client labels (if any) you've added next to each account:
In the example above, first 5 accounts all belong to Pied-Piper client.
You can click on the Pied-Piper label, which will bring you to the expanded grouped view of that client, with the aggregated data for that client in the top row.
How we aggregate data within a label
One of the main benefits of using categorized labels, is that we'll summarize all the TrueClicks data for that label.
In the example below, we've created two client labels, Simpsons and Pied-Piper, and applied them to the 5 corresponding accounts each. So this is what we'll see when clicking on the Client button in the label bar:
You can expand and collapse each label by clicking on the + / - icon in front of the grouped accounts.
This is how you should read each column, based on the example above:
Both clients 5 accounts containing that label, you'll see which accounts by clicking on the + icon.
Simpsons contains one account that is down. Pied-Piper doesn't have any urgent issues.
For all the monitoring and auditing numbers, we simply sum the issues and opportunities found in all underlying accounts.
The TrueClicks score is the cost-weighted average of all the underlying TrueClicks scores.
The activity column (right of the TrueClicks score) shows the number of accounts where 0 non-bidding changes have been in the last 14 days.
So that's one account for Simpsons and four accounts for Pied-Piper.Cost shows the total cost in the last 30 days of all underlying accounts. If we find different currencies within a label, we'll convert the total to the most often used currency within that label.
Customer ID simply shows the number of accounts within that label.
The custom attributes columns shows the average (unweighted) percentage of answered questions within the custom attributes of underlying accounts.
Bulk edit labels
We have a feature called "Bulk Edit" to bulk edit labels that you can access by clicking on the label icon in the "All Accounts" view.
Find accounts with no client label
Within the "Bulk Edit" view, we have a sortable column in the bulk edit of labels feature to locate accounts that still need to be assigned a client label.
This feature is especially useful for agencies to ensure all accounts have a client label. It helps agencies quickly identify accounts without a client label.