Stay on Strategy by Tagging Initiatives and Tactics

Tags and Their Categories

Tags help you classify, track, and assess different segmented facets of your marketing strategy. They keep these facets top of mind while planning as you tag related Tactics and Initiatives. And are used as Filters to provide strategic cross-channel views of all activity associated with a specific Tag.

Categories of Tags include:

• Objectives – planned measurable outcomes of marketing efforts
• Target Segments – subgroups of the businesses’ target audience  
• Journey Phases – segments of the customer’s progressive experience with a business’ brand or offering, during which a decision is made or an action is taken
• Custom – use as you see fit for: regions, business units, product categories, key messages, content pillars, etc.

Once you have Tags set up in your Plan, you can apply them to Tactics and Initiatives. Then, when you select that Tag as a Filter everything else drops out of the calendar except for the associated Tactics and Initiatives.

Because you can have multiple Tags associated with an individual Initiative or Tactic, Tags are not included in the labeling of the colored Initiatives and Tactics boxes that appear in the calendar views, or in the associated pop-ups seen when you hover over them. To include an important category of Tags at this data level, we suggest adopting a naming convention within the Topic field that incorporates an acronym for the appropriate Tag.

Enter Your Tags

Tags must be set up by an Admin in order to be accessible.

Instructions for Admins:

Tag Your Tactics and Initiatives

Filter by Tag

For more explanations and instruction, visit Guides where you will find a Glossary of terms, guides by role, and more. If you still have unanswered questions, contact us.

Annum's integrated omnichannel marketing planning software is patented. Patent Number: 12,079,779.