How to Use Tags in CodeQR

Tags are an excellent way to organize your links in CodeQR. You can use tags to group links and make them easier to find later.

What is a Tag?

A tag is a label that you can assign to a link. Tags are color-coded and can be created and assigned to a link in just a few clicks.

With tags, you can:

1. Organize your links by campaigns, clients, or any other categories you can imagine.
2. Filter your links by tags and get a shareable link for the filtered results.
3. Filter your analytics by tags to see how your campaigns are performing.
4. Automate workflows based on categorization
5. Generate reports specific to category or project

How to Create a Tag

To create a tag, navigate to the Tags settings page in your CodeQR project.

Click Create Tag to open the tag creation modal, where you can create a new tag and choose a color for it:

You can also create new tags directly within the CodeQR link builder. Once you’ve created a link, click the tag input field and type the name of the tag you want to create.

If the tag already exists, you can select it from the dropdown. Otherwise, press Enter ↩ to create a new tag.

Once the tag is created, click the "Create Link" button to assign the tag to the link.

Tag Naming Strategies

1. By Campaign Type

• email-marketing: For links in email campaigns
• redes-sociais: Links shared on social media
• ads-pagos: Links from paid campaigns (Google Ads, Facebook Ads)
• seo-organico: Links for organic content
• influenciadores: Partnerships with influencers

2. By Client or Project

• cliente-empresa-a: Links specific to Client A
• projeto-lancamento: Links from the launch project
• campanha-black-friday: Links from the seasonal campaign
• webinar-maio: Links for a specific webinar
• produto-x: Links related to Product X

3. By Funnel Stage

• awareness: Awareness stage links
• consideration: Consideration stage links
• conversion: Conversion stage links
• retention: Retention stage links
• advocacy: Advocacy stage links

4. By Performance

• alta-conversao: Links with a high conversion rate
• teste-ab: A/B test links
• experimental: Experimental links
• otimizado: Optimized links
• em-analise: Links under analysis

How to Edit or Delete a Tag

Tags can be edited through the Tags settings page in your CodeQR workspace.

Simply click the ⋮ button to open the tag’s popover menu, which offers the following options:

• Edit the tag: Change name and color
• Copy the tag’s unique ID: For programmatic use via API
• Delete the tag: Permanently remove
• View analytics: Tag-specific analytics
• Export data: Data of links with this tag

You can also use the following keyboard shortcuts to manage your tags:

Keyboard ShortcutActionEEdit a tagICopy tag’s unique IDXDelete a tagAView tag analyticsDDuplicate tag

To open the tag edit modal, click the "Edit" button. Inside the tag edit modal, you can:

• Rename the tag: Change the tag's name
• Change the tag color: Choose a new color
• Set a description: Add a description for the tag
• Set up automations: Automatic rules for the tag

Can I assign multiple tags to a link?

Yes, you can. In the tags section of a particular link, you can select multiple tags to assign to the link.

The tags will appear in the link details, and you can filter your links by those tags.

Best Practices for Multiple Tags:

1. Logical Hierarchy

Tags primárias: cliente-a, campanha-verao
Tags secundárias: email-marketing, promocional
Tags de contexto: urgente, teste-ab

2. Strategic Combinations

• Campaign + Channel: black-friday + instagram
• Client + Type: empresa-x + newsletter
• Product + Stage: produto-a + lancamento
• Region + Language: brasil + portugues

3. Coordinated Color System

• Red: Urgent or high-priority campaigns
• Blue: Main clients or projects
• Green: Successful or optimized campaigns
• Yellow: Test or experimental campaigns
• Purple: Educational content or webinars

How many tags can I create?

The number of tags you can create depends on your plan:

• Free Plan: Up to 5 tags
• Pro Plan: Up to 25 tags
• Business Plan: Unlimited tags
• Enterprise Plan: Unlimited tags

Check our pricing page for more information about our plans.

Tips to Optimize Tag Usage:

For plans with a limit:

1. Use generic tags: marketing, sales, support
2. Combine with prefixes: mkt-email, mkt-social, mkt-ads
3. Focus on essentials: Only categories you really filter
4. Review periodically: Remove unused tags

For unlimited plans:

1. Be specific: campanha-black-friday-2024-instagram
2. Use subcategories: cliente-a-newsletter-semanal
3. Include temporal context: q1-2024, dezembro-2024
4. Add metadata: high-priority, review-weekly

Filtering and Searching by Tags

1. Simple Filters

• By single tag: Show only links with specific tag
• By multiple tags: Links containing all selected tags
• Tag exclusion: Links that do not contain certain tags
• AND/OR combination: Boolean logic for complex filters

2. Advanced Filters

{
  "filters": {
    "tags": {
      "include": ["campanha-verao", "instagram"],
      "exclude": ["pausado", "arquivado"],
      "operator": "AND"
    },
    "date_range": {
      "start": "2024-06-01",
      "end": "2024-08-31"
    }
  }
}

3. Smart Search

• Search by tag name: Type part of the name
• Search by color: Filter by specific colors
• Search by description: Find by words in the description
• Search by ID: For API integration

Tag Analytics

Available Metrics:

• Total clicks per tag
• Conversion rate by category
• Tag performance over time
• Tag comparison
• ROI by campaign/tag

Custom Reports:

{
  "report": {
    "tags": ["email-marketing", "redes-sociais"],
    "metrics": ["clicks", "conversions", "ctr", "revenue"],
    "period": "last_30_days",
    "group_by": "day"
  }
}

Managing Tags Programmatically

You can also manage tags programmatically using the CodeQR API.

Available operations via API:

1. Create a New Tag

POST /api/tags
{
  "name": "campanha-natal-2024",
  "color": "#FF0000",
  "description": "Campanha de Natal 2024 - Links promocionais"
}

2. List All Tags

GET /api/tags
Response:
{
  "tags": [
    {
      "id": "tag_123",
      "name": "email-marketing",
      "color": "#3B82F6",
      "links_count": 45,
      "created_at": "2024-01-15T10:30:00Z"
    }
  ]
}

3. Update a Tag

PUT /api/tags/tag_123
{
  "name": "email-marketing-2024",
  "color": "#10B981",
  "description": "Campanhas de email marketing para 2024"
}

4. Delete a Tag

DELETE /api/tags/tag_123

5. Assign Tags to a Link

POST /api/links
{
  "url": "https://exemplo.com",
  "tags": ["email-marketing", "promocional", "urgente"]
}

Webhooks for Tags

Set up webhooks to receive notifications when:

{
  "events": ["tag.created", "tag.updated", "tag.deleted", "link.tagged", "link.untagged"],
  "webhook_url": "https://seu-sistema.com/webhooks/codeqr"
}

Tag-Based Automations

1. Automatic Rules

• Auto-tag by URL: Automatic tags based on domain
• Auto-tag by campaign: Detect UTM parameters
• Temporal auto-tag: Tags based on date/time
• Auto-tag by performance: Tags based on metrics

2. Integrations

• Google Analytics: Send tags as custom dimensions
• CRM: Sync tags with custom fields
• Email marketing: Segment lists based on tags
• Slack/Teams: Notifications by tag category

3. Workflows

{
  "automation": {
    "trigger": "link.created",
    "condition": "url.contains('utm_campaign=black-friday')",
    "action": "add_tags(['black-friday', 'promocional', 'sazonal'])"
  }
}

Advanced Use Cases

1. Multi-Channel Campaign Management

{
  "campanha_lancamento": {
    "tags_principais": ["lancamento-produto-x"],
    "tags_canal": ["email", "social", "ads", "influencer"],
    "tags_fase": ["teaser", "pre-launch", "launch", "post-launch"],
    "tags_publico": ["clientes", "prospects", "parceiros"]
  }
}

2. Client Organization

{
  "cliente_enterprise": {
    "estrutura": "cliente-[nome]-[projeto]-[tipo]",
    "exemplo": "cliente-microsoft-teams-integration-api",
    "cores": {
      "cliente": "#FF6B6B",
      "projeto": "#4ECDC4",
      "tipo": "#45B7D1"
    }
  }
}

3. Quality Control

{
  "qa_tags": {
    "status": ["aprovado", "em-revisao", "rejeitado"],
    "prioridade": ["critico", "alto", "medio", "baixo"],
    "responsavel": ["equipe-a", "equipe-b", "terceirizado"]
  }
}

Best Practices for Tags

1. Naming Conventions

• Use hyphens: email-marketing instead of email_marketing
• Be consistent: Always lowercase
• Avoid spaces: black-friday instead of black friday
• Use prefixes: tipo-, cliente-, campanha-

2. Hierarchical Organization

Nível 1: Tipo (campanha-, cliente-, produto-)
Nível 2: Categoria (campanha-email-, cliente-enterprise-)
Nível 3: Específico (campanha-email-newsletter-semanal)

3. Regular Maintenance

• Monthly audit: Review unused tags
• Consolidation: Merge similar tags
• Update: Keep names up to date
• Documentation: Maintain an internal usage guide

4. Data Governance

• Permissions: Who can create/edit tags
• Approval: Process for new tags
• Standards: Guidelines for naming
• Training: Educate team on correct usage

Troubleshooting

1. Tags don’t appear in filters

Issue: Tags created don’t show up in the filters list Solutions:

• Check if tag was saved correctly
• Refresh the browser page
• Check user permissions
• Contact support if it persists

2. Slow performance with many tags

Issue: Slow interface with many tags Solutions:

• Implement tag pagination
• Use search instead of scrolling
• Archive unused tags
• Optimize database queries

3. Color inconsistency

Issue: Tag colors aren’t standardized Solutions:

• Set a standard color palette
• Create a style guide for tags
• Use validation tools
• Train team on standards

Integration with External Tools

1. Google Sheets

Export link data with tags for analysis:

function exportTaggedLinks() {
  // Conectar com API da CodeQR
  // Filtrar por tags específicas
  // Exportar para planilha
}

2. Zapier/Make

Automate tag-based workflows:

• Trigger: Link created with a specific tag
• Action: Add to CRM, send notification, etc.

3. Business Intelligence

Connect tags with BI tools:

• Power BI: Dashboards by tag category
• Tableau: Tag performance visualizations
• Looker: Automated reports

Related Articles

• How to filter analytics by tags in CodeQR
• How to create a short link in CodeQR
• What is a "Workspace" in CodeQR
• How to use geotargeting in CodeQR
• How to set up tag-based automations
• How to integrate CodeQR tags with your CRM
• Best practices for organizing digital campaigns