Introduction
Purpose: This article explains the tagging and segmenting features in SocialLadder, allowing you to divide your community into targeted subgroups for custom challenges and rewards.
Context: Tags and segments help you reach specific user groups. For example:
Rewarding only influencers for certain campaigns.
Creating location-based challenges for national programs.
This guide will walk you through setting up and managing tags and segments to achieve your program goals effectively.
Segmenting and Tagging Overview
Tags: Keywords added to user profiles to organize them into distinct groups.
Segments: Groups of users defined by specific tags, allowing you to target them for rewards, challenges, and notifications.
Creating and Managing Tags
Access Tags
Go to Ambassador Management > Tags in the SocialLadder Portal.
Create a New Tag
Click the +ADD TAG button
Enter the following details:
Name: The identifying keyword for the tag.
Description: A brief summary of the tag’s purpose (e.g., “Street team members”).
Category: Use categories (e.g., location) to organize tags.
User can self tag: Allow users to apply the tag themselves.
Is Primary: The primary tag is used to organize reports by key areas within your ambassador community. It enables detailed insights into what drives success or requires improvement.
Advanced analytics reports leverage the primary tag to enhance the understanding of:
Ambassador performance metrics (e.g., value, ROI, earned media value).
Community segmentation based on direct sales, revenue, events, or promotions.
This designation allows users to focus on the most relevant tags for high-level analysis, ensuring actionable insights.
Important: You can only have one primary tag per ambassador
Assign By Rule: Automate the tag assignment based on specific conditions
If selected, an additional menu "Select Auto Tag Rule Type" appears.
Use this to define the conditions for automatic tag assignment (e.g., Challenge Completions, IG Followers).
Managing Tags:
The Tags screen displays each tag’s details, including:
Name, Description, Category, Total Users, and Total Segments.
To edit a tag:
Click the pencil icon. Updates will apply to all users with the tag.
Creating and Managing Segments
Access Segments
Go to Ambassador Management > Segments in SocialLadder Portal.
Use the All, Advanced, and User Created tabs to view segments.
Create a New Segment
Click +ADD SEGMENT button.
Enter the following details:
Name: A descriptive segment name (e.g., “Northeast Users”).
Description: An internal note for reference.
Group Name: Classify segments into groups for easier identification.
Tag Rules:
Must have ALL of these tags: Users must have all selected tags.
Must have at least ONE of these tags: Users need at least one tag to qualify.
Must NOT have ANY of these tags: Excludes users with specific tags.
Make this segment a badge: Display this segment as a badge for public recognition.
Editing Segments
Click the pencil icon to edit a segment.
Use the trash can icon to delete a segment (only if no users are assigned).
Difference between Community and Segments
Segments:
Segments divide a single community into smaller groups for targeting or reporting purposes.Use Cases:
Targeting specific groups (e.g., events in one state or country).
Reporting performance across different demographics (e.g., states, schools, countries).
Example: Within a single community, create segments to track users in different regions, tailor challenges, and demographics.
Community:
A community represents a completely separate entity with its own goals, programs, and demographics.Use Cases:
Managing distinct products and audiences with unique goals.
Each community can have separate branding, teams, and objectives.
Example: Different communities might represent separate brands or programs under the same organization.
Key Differences Table
Feature | Segment | Community |
Definition | Sub-group within a community | Separate entity with distinct goals and programs |
Purpose | Targeting or reporting | Managing entirely different programs |
Flexibility | Limited tailoring for sub-groups | Full customization for each program |
Example | Targeting users by region | Separate communities for each brand or program |
Applying Tags to User Profiles
Go to User Profiles:
In the Ambassador List under Ambassador Management, select a user to open their profile.
Add Tags:
Scroll to the TAGS section, type the desired tag, and press Enter.
Click SAVE to confirm.
Removing Tags:
Click the X next to a tag to remove it.
Note: Removing a tag only affects future challenges associated with that tag/segment.
Best Practices/Tips
Combining tags for precise segments: Create segments like “All Northeast Users Except Philly” by including BOSTON and NEW YORK tags while excluding PHILADELPHIA.
Monitoring segment user count: Regularly review the "Tags to Include" and "Tags to Exclude" to keep segments accurate.
Creating tags from user profiles: New tags created directly on user profiles will automatically appear in the Tags list.
Note: Removing a tag from a user’s profile won’t affect existing challenges but will impact future tasks using that tag.