Introduction
Purpose: This guide walks you through how to create and manage tags effectively.
Context: Tags are labels added to an ambassador's profile automatically, manually, or by the ambassadors themselves. Leverage tags to categorize ambassadors and create segments to target challenges, rewards, private rooms, etc.
How to Create Tags
Access the SL Admin Portal.
Go to Ambassador Management > Tags.
Click on + CREATE.
Enter the following details on the tag wizard:
Name: The tag identifier (e.g., StreetTeam, Influencer). This will be displayed internally only.
Display Name: This name will be displayed to the ambassador if you leverage tags on the application form or the onboarding form.
Description: A short explanation of the tag’s purpose. For internal use only.
Category: Use categories like Location, Role, or Status to group related tags.
This field is case-sensitive. Make sure you've written the category the same for all tags under the same category.
User Can Self Tag: Enable if you want ambassadors to assign this tag to themselves during the application form or onboarding form.
Read more details on the How to Leverage Tags on Application / Onboarding section below.
Assign By Rule: Toggle this to automate tagging based on conditions (e.g., IG Followers, Challenge Completions).
Read more details on the How to Create Tags Assigned by Rule section below.
Click on Add to create the tag.
How to Create Tags Assigned by Rule
Context
Automate tagging based on rules such as age, challenge completion, score, follower count, and so on.
After creating the tags, ambassadors that match the criteria will be automatically tagged when they join the ambassador program or meet the specific condition.
How to Create Tags Assigned by Rule
Access the SL Admin Portal.
Go to Ambassador Management > Tags.
Click on + CREATE.
Fill the fields below:
Name
Display Name
Description
Category (Optional)
Toggle on Assign By Rule.
On Select Auto Tag Rule Type, select one of the options on the dropdown list. There are several options:
Age
Challenge: Minimum and maximum number of challenge completions
Conversion: Minimum and maximum number of conversions
Followers: Minimum and maximum number of followers on IG, TT, or both.
Score: Minimum amd maximum number of points (current or all time).
Fill the fields according to the Auto Tag Rule Type chosen.
Hit Add to finish.
How to Leverage Tags on Application / Onboarding Form
Context
During recruiting, collect information from ambassadors to group them into different segments relevant to your community.
Create Custom Questions for the ambassadors to answer during the application or onboarding process. As they pick one of the alternatives out of the drop-down menu, they will be automatically tagged once approved on the Ambassador Program. See the screenshot below.
How to Create Tags
Access the SL Admin Portal.
Go to Ambassador Management > Tags.
Click on + CREATE.
Fill the fields below:
Name: For internal Use Only.
Display Name: This name will be displayed on the application and/or onboarding form as an alternative to the dropdown menu for a question.
Description: For internal Use Only.
Category: You must add the same category for all tags (alternatives) that relate to the same question.
Toggle on User Can Self-Tag
Hit Add to finish.
Create all required tags by repeating steps 1 to 6.
Make sure you always use the same category for all tags (eg. AmbassadorType).
Once you finish creating all tags for each application alternative, customize the forms. Read more information on this article: How to Tag Ambassadors on Application or Onboarding Form
How to Manage Tags
How to View Tags
Access the SL Admin Portal.
Go to Ambassador Management > Tags.
Click on the tab above to filter between System and User-created tags.
From the Tags screen, you’ll see a list showing:
Name
Display Name
Description
Category
Tag Type
System Created - Tags Created Automatically on SocialLadder (eg. Country, DMA).
User Created - Tags Created by Admin Users.
Total Users: The number of ambassadors that contain that specific tag.
Total Segments: The number of segments created using that specific tag.
⚠️ Note: You will be able to target challenges and rewards to a group of ambassadors by creating segments.
Click the view icon to see details:
Total Users
Total Segments
Use the tab above to shift between User and Segment details.
Export the details data by clicking on EXPORT ALL.
Select the ambassadors you want to remove the tag from and hit Remove Selected Users.
Tag removal affects future tasks only: Removing a tag won't impact ongoing tasks or challenges, but will change future eligibility.
How to Edit Tags
Access the SL Admin Portal.
Go to Ambassador Management > Tags.
Click on the tab above to filter User-created tags.
From the Tags Screen, click the pencil icon to edit an existing tag.
Click on Update to save the changes.
Changes apply to all users assigned to that tag.
Best Practices
Adopt a Clear Name System: As your program grows, make sure to keep a standard for naming. Example: FollowerCount_0-249; FollowerCount_250-999; FollowerCount_1000-4999, etc.
Combine tags to create precision segments: Example: Include BOSTON and NEW YORK while excluding PHILADELPHIA to target “All Northeast Users Except Philly.”
Review tag counts regularly: Use the tag list to monitor how many users fall under each tag.