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Use account labels

Group accounts that share important attributes

Wijnand Meijer avatar
Written by Wijnand Meijer
Updated over 3 weeks ago

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:

Creating Simple Labels

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,

Creating Categorized Labels

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).

Benefits

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).

Clicking 'client' shows only accounts with a 'client' label, grouped by client. The default 'accounts' label shows all accounts one by one, without grouping. By default, the view shows combined data for all accounts under each client.

You can add more labels; if you add more than four, they go into the 'Other' section next to the search box.

The 'client' label is helpful if you manage multiple accounts for the same client. Use client:ClientName (like client:Simpsons) to group accounts. Always use the client: label, even if you call your clients something else. This makes it easier to see and use in the 'All accounts' view and lets you use the 'client' button in the labels bar.

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:

  • Review the TrueClicks score to see the cost-weighted average of all underlying TrueClicks scores.

  • Look at the Activity column (next to the TrueClicks score) to identify accounts with 0 non-bidding changes in the last 14 days. Simpsons has one such account, and Pied-Piper has four.

  • Review the Spend column to see the total cost over the last 30 days for all underlying accounts. If there are multiple currencies, the total will be converted to the most commonly used currency under that label.

  • Check the Custom Attributes column for the average (unweighted) percentage of answered questions in the custom attributes of the underlying accounts.

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