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

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