Getting started with internal tagging

Managing content, campaigns and metrics that drive your social strategy can feel like a lot of heavy lifting. It’s important as a social media manager to stay organized so you never miss an engagement opportunity to serve up the best content for your audiences. But with so many campaigns, goals and content types to share, how do you make sense of all the information available to you?

Cue Tagging in Sprout Social. You can create custom message and post tags in Sprout that meet the needs of the most critical organizers. Create a tag for each campaign, tag messages in the Smart Inbox to track sentiment or tag video content to see how it performs on Facebook vs. Twitter. 

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Tag types

You can use Tags in Sprout to organize, filter and report on your content. Tag posts and Inbox messages for more in-depth content analysis. Use Campaign Tags to monitor and report on your social marketing campaigns. Tag posts, Calendar notes, Inbox messages and track activity in the Campaign Planner.

Permissions

Before you create tags and implement them into your workflows, you must configure your permissions. Tagging permissions ensure the right members of your social team can apply, create and manage tags.

A user with Manage permissions & Manage Users can grant other users permission to tag messages and create and edit tags. 

To determine if you have the appropriate tagging permissions:

  1. Navigate to Account and Settings > Account
  2. Click Roles & Team Members. If this setting isn’t available to you, then you should ping someone on your team that has Sprout access and has Manage permissions. These are typically your admins.
  3. Find your name and you should see Manage Tags selected.
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If you’re an admin, you can assign Manage Tags to other Sprout users that you want to help manage your tags. If you want a Sprout user to tag incoming messages and outgoing posts, make sure to also give them the Tag Messages permission. If a user only has Manage Tags, they can’t apply tags to messages. 

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If you want to require labels or campaigns on your posts, you can turn on these settings. To enable these settings:

  1. Navigate to Settings > Publishing Settings.
  2. Toggle the checkbox for Require a campaign tag on each post and/or Require label tags on each post.

Note: These settings are only available on the Advanced Plan. You must have Admin permissions to enable these settings.

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Now that you’re set up with the appropriate tagging permissions, it’s time to start putting tags to work for you and your social team. These guides will walk you through the most common tagging use cases to give you inspiration for your own tagging strategy: 

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