Introduction
Labels are a great way to group multiple accounts together that share certain features in common.
For example, one advertiser could have multiple accounts belonging to them, or various members within a PPC team may manage a few accounts each. In each case, you could filter by a specific label to find what you're looking for.
You can create whichever types of labels you like, for example by:
Advertiser/Client
Team member/user
Country
Region
Channel (Search, Shopping, Display, YouTube)
Industry
Search Type (branded or generic)
Etc.
Basically, labels allow you to assign certain attributes to different accounts and then filter by each label accordingly. For example, you can see the labels: accounts, client, user and industry have been created below:
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 to the right:
By clicking on this icon, you'll be able to add/edit the labels of that account:
To create any label (eg. like 'industry above'), simply type the name, like 'Comedy' above.
This type of label (without the colon and typing whatever you want), is a simple label which can be used to filter all accounts containing that label and can be searched for in the search bar,
However, simple labels do not show up in the label category bar next to the search bar.
In order to have them show in the label category bar, you need to use the format “category:label-value” to create a categorized label. For example, industry:comedy (now 'industry' will show up in the search bar).
Besides for showing up in the category bar, the data within categorized labels will also be aggregated by TrueClicks. This will be explained in more detail later on.
How to view and use the labels after creating them:
We provide two label categories by default: client and user (auto-applied).
For example, if you click on 'client', you'll change the view to only show accounts that have a client label, grouped by client. While the 'accounts' label (this is the default view), simply shows all individual linked accounts, without grouping them.
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.
Feel free to add any additional labels you wish (once you add more than 4, they will appear in the 'Other' section of the categorized labels bar next to the search box.
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. Example, client:Simpsons, will show all accounts managed by the client 'Simpsons' containing that 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).
For example, one account may be advertising in two countries, so if you give it labels for each country, it will show up when you filter by each respective country that it is labeled by.
Searching for and filtering by labels
To search for a simple label once you've created it, just type the name of the 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
When you click 'bulk edit', you will see columns that you can sort by:
For example, clicking on the 'Has Client Label' column will show you all 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.