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How to Use Groups

Use Groups to strategically organize your Creators within a Campaign.

Updated over 3 years ago

Tagger's "Groups" feature allows you to organize creators by different categories within a Campaign. At the end of a Campaign, you can filter by Group to manage how your Campaign Summary data gets displayed.


Step 1: Creating and Editing Groups

Groups can be accessed in Campaign Settings > Planning. To create a new Group, click '+ Add Group' in the top right corner of the page.

If you'd like to edit the names of your Groups, you can do so by highlighting the group name text and typing directly over it.

If you intend to send creators Proposals in bulk and/or plan content with them via Content Approval, you can specify the Number of Posts, Platform, Content Type, Compensation, and Link for each group of creators on the screen above. Otherwise, leave the Content section blank.


Step 2: Adding Creators to Groups

After you have created and named your Groups, you can add your Creators to the appropriate Group(s) in two places.

From the Creators tab:

From Discovery:


Step 3: Filtering by Groups

There are four places that you can filter by Groups in Tagger: Discovery, the Creator Tab (Campaigns), the Summary Tab (Campaigns), and in Campaign Reports (Report Builder).

  • Discovery - include or exclude creators from specific groups:

  • Creators Tab (Campaigns) - filter creators by Group to target specific creators for bulk actions. These bulk actions include Exporting Creators, Messaging Creators, Reviewing Creators, Sending Proposals to Creators, Hiring Creators, Copying Creators, or Deleting Creators (see icons at the bottom of the screen).

  • Summary Tab (Campaigns) - filter by Group at the top of your finalized Campaign Summary. This filter allows you to view each Group's Campaign performance separately.

  • Report Builder - filter by Group within Campaign Reports, allowing you to report on each Group's Campaign performance separately.

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