This template displays the number of tags that were applied to contacts during a set period of time.
Setting Up the Tags Applied Report
To begin, click the “+” icon on the Dashboard and type “tags” into the search bar. Then select the “Tags Applied” template.
There are four chart types; which are Line, Area, Column, and Bar.
Checking this box will stack the data.
Check the “Show Total Number” box to have the total number of tags applied to be displayed in the top-right hand corner of the chart.
Navigate to the “Options” tab and select the tag or tags you want to track.
Lastly, select your date range.
For ultimate control and customization, use the “Criteria Builder” to include additional rules and requirements to the report. With this you can filter data by any field on the contact record.
Once you have your everything set, click “Save Preferences” on This Widget.
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- Tags Applied
- Tags Applied Goal
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- Appt | Note | Task Summary
- Email List Health
- Refunds
- Campaign Email Stats
- Text Widget Area
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