Group codes so a report can answer one question
A campaign is the piece of work; tags cut across campaigns; folders keep the lists navigable. Three different jobs, deliberately not the same feature.
Three ways to group, because they answer different questions
A campaign is a subject a report can total: its codes, links, pages and forms as one story, or as its members when you want to know which placement worked. A print run and the email that followed it belong to the same campaign.
Tags are the cuts that ignore those boundaries — a region, a quarter, a product line — and a code can carry several. Folders are for finding things rather than reporting on them, and an item lives in one folder or none, which is what keeps anything unfiled visibly unfiled rather than quietly hidden.
See it happen
What you can do with it
Campaigns are the piece of work
One campaign: its codes, links, pages and forms. Reports treat it as a single subject when you want the total and as its members when you want to know which placement worked. Short links can join a campaign too, so a print run and the email that followed it are one story.
Tags cut across campaigns
A code can carry several. They are for the cuts that do not respect campaign boundaries — a region, a quarter, a product line — and they are a filter dimension in every report.
Folders are for finding things
A different job, deliberately. Codes, links, cards, pages, forms and GS1 links all file the same way, and an item lives in one folder or none — which is what keeps anything unfiled visibly unfiled rather than quietly hidden.
Getting there
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Make the campaign first
Before the codes, so nothing has to be reassigned.
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Assign as you create
Codes and short links both.
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Tag across campaigns
For the cuts campaigns cannot express.
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File the rest
Folders once the list is longer than a screen.
More in the same place
How to do it
Questions
What is the difference between a campaign and a tag?
A campaign is the piece of work and a code belongs to one. A tag is a label and a code can carry several. If you find yourself wanting two campaigns on one code, you want a tag.
Can a short link be in a campaign?
Yes. That is much of the point — a poster and the email that followed it belong to the same effort.
Do folders affect reports?
No, and that is deliberate. Folders are for finding things; campaigns and tags are for reporting on them.
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