Organizing Your Data with Groups and Tags

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Salsa has two easy ways to segment data. Get the low-down on their differences, and find out which will work best for your needs

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Organizing Your Data with Groups and Tags

  1. 1. Organizing Your Data with Groups & Tags Salsa Labs, Inc. Jason Zanon
  2. 2. Agenda <ul><li>What are Groups and Tags? </li></ul><ul><ul><li>Why they are used </li></ul></ul><ul><ul><li>How they overlap </li></ul></ul><ul><li>Scope of use </li></ul><ul><ul><li>Use groups to sort people </li></ul></ul><ul><ul><li>Use tags to sort anything in Salsa </li></ul></ul><ul><li>Use Cases </li></ul><ul><ul><li>Tracking signups, donations, links </li></ul></ul><ul><ul><li>Self-segmentation </li></ul></ul><ul><ul><li>Limiting HQ access </li></ul></ul>
  3. 3. Use Tags Are you attempting to manage data other than supporter data? Yes. No. Use Groups (Probably.)
  4. 4. Groups Sort People… Group 1: Board Members Group 2: Donors
  5. 5. ... Tags Sort Everything! Tag 1: Save The Whales People Donations Pages Email Blasts
  6. 6. Private list segments Public list segments Listservs Newsletter subscriptions Groups Donations Any non-supporter data Archiving data Automated list segments (“smart groups”) Campaign manager permissions Link tracking Tags
  7. 7. Use Case #1: Tracking Signups Use either tags or groups – or even both!
  8. 8. Use Case #2: Allowing Users to Segment Themselves Use groups for segmenting public mailing lists
  9. 9. Use Case #3: Tracking Donations You can group donors , but donations themselves require tags
  10. 10. Use Case #4: Tracking Links Use tags to segment how people found your page … becomes …
  11. 11. Use Case #5: Limiting HQ Access You can restrict certain Salsa users to accessing data based on either tags or groups (or both) … becomes …
  12. 12. Use Case #6: Self-Compiling Segments Only available with Groups’ “Smart Groups” feature
  13. 13. Private list segments Public list segments Listservs Newsletter subscriptions Groups Donations Any non-supporter data Archiving data Automated list segments (“smart groups”) Campaign manager permissions Link tracking Tags
  14. 14. Contact Us: <ul><li>Salsa Labs, Inc. </li></ul><ul><li>1700 Connecticut Ave NW </li></ul><ul><li>Suite 403 </li></ul><ul><li>Washington DC 20009 </li></ul>Salsa Support: Learn More: [email_address] www.SalsaCommons.org

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