In Tagger, users within the same brand or agency are considered part of the same organization. Within each organization, there is an assigned Organization Administrator that can manage settings for the whole organization.

Navigate to Organization Settings by selecting the user icon, then “Settings”.

Add or update the Organization’s logo on Tagger by following the steps below.

Step 1:

Select "Upload new logo".

Step 2:

Select the desired file to act as the logo for the Organization, then select "Open".

This setting can be changed at any time.

The first available customization within Password Settings is “Force Password Change every 90 Days''. This will prompt every user in the organization to change their password if they haven’t done so in the previous 90 days.

Admins are able to set up Single Sign-On (SSO), a time-saving, highly secure user authentication process. SSO lets users access multiple applications by signing in and signing out with a single account and one click.

Please note, SSO is an optional feature. The designated Customer Success Manager assigned to each Organization will provide recommendations on SSO should they feel this feature could benefit.

Tagger supports SSO using OpenID Connect standard and acts as a service provider (SP). We currently support Okta as an identity provider (IdP). Tagger is integrated with Okta both with API Management and without API management.

The steps for setting up SSO can be found here.

The next element of Tagger’s Organization Settings is the Campaign Defaults. Here, Organization Admins can manage how does the Creator Flow.

Please note, that any changes made to Campaign Defaults will be reflected in all Campaigns within the Organization. If you want to configure individual Campaigns, head to individual "Campaign Settings".

Arrange the different elements of Creator Flow in Organization Settings using ‘drag and drop’ to place them in the best order for the Organizations workflow. Changing the location of each element will reflect in Creator View and some areas of Campaigns.

Turn off entire elements of a Campaign by using the toggles on the right of each Creator Flow element. Any element of Creator Flow toggled off may not appear in various locations throughout the Campaign.

You can also configure the default template of Campaign Summary for each of the four use cases: individual Campaign, individual Project, Cross-Campaign report and shareable Collaborator Summary.

Organization Admins can add Custom Fields to a Creator Profile, Campaign, and Creator View of Creator Flow. Custom Fields create a convenient place to house information that is relevant to the Campaign or Creator, and for that, they are often used as a CRM tool.

Add Custom Fields from Organization Settings by selecting the “Custom Fields” tab.

More information regarding Custom Fields can be found here.

Tagger allows Admins to customize how Metrics are calculated and displayed throughout the platform created by the organization's admin.

Customizations made to metrics will reflect in varying parts of the platform. This enables users in the Organization to view the information that matters.

Select the toggle to the right to turn the data point on for the Organization.

The down-caret next to each data point enables users to make adjustments to that data point.

For more information regarding Campaign Metrics in Campaign Settings, head here.

By default, Tagger finds the engagement rate by dividing the number of engagements by the number of followers. Change the method calculation by selecting from the available options, then selecting “Save”.

Changing the calculation to a different methodology only reflects within Campaigns. Tagger’s default calculation throughout the platform for engagement rate remains ‘engagements over followers’.

Tagger estimates impressions as a percentage of a Profile’s follower size for each platform. To change these percentages to fit the needs of every Campaign, head to Organization Settings.

Step 1:

Hover over a cell and select the pencil icon.

Step 2:

Edit that cell’s percentage.

Step 3:

Select "Save".

Tagger’s Earned Media Value (EMV) solution allows users to more closely attribute the value of an earned post with actual market values found in digital media (i.e., “media value”), whether through media buying or historical costs paid to Creators.

This tool allows users to quantify a single EMV value on the post-level, which will be included in an aggregated campaign EMV in the Campaign Summary.

Our EMV solution supports 30 different currencies, seven different platforms, customizable tiers, and two different models of how to calculate EMV:

Please note, that when changing currencies, the values in the table will zero out. Tagger users need to recreate these benchmarks in the newly applied currency. Tagger will automatically convert USD, CAD, and GBP.

Any adjustments made in Organization Settings will reflect in all Campaigns within the Organization. To change the default values for specific Campaigns, do so in the Campaign Settings of that Campaign.

EMV is calculated on the post level by aggregating all Value Per metrics for the Creator’s Tier of the respective post. Remove any metrics from the aggregation by setting their value to $0.

For example, if a Creator received 1,000 likes and 1,000 comments on an Instagram Photo, the EMV for that post would be $2,000. This is because VPL (Value per Like) and VPCO (Value per Comment) are set to $1, while the remainder of the metrics are set to $0.

Please see the list below of all of the different abbreviations:

Value per Content Type allows users to customize EMV calculations based on the type of content posted by the Creator rather than the interaction of the audience.

Creator Tier and post type can define the value appended to the post. This method is best practice when making comparisons of the potential value of earned content against what has historically been paid to Creators for other campaign work.

Additional Content Types may be added by selecting "+ Add Content Type", located near the bottom of the table.

Tagger places Creators into Tiers, which are determined based on audience size. Here, users can create or customize Tiers within the Organization.

Step 1:

Go to the Organization’s Settings and select “Campaign Metrics.”

Step 2:

Select the down caret on Earned Media Value.

Step 3:

Select "Customize Tiers."

Step 4:

Edit the value of any tier.

Please note that there cannot be inconsistencies between any of the values. All whole numbers must be present once across all tiers, from the bottom of the smallest tier to the ceiling of the top tier. An error message will occur if a number is left or added twice.

The user in the example below has accounted for 25,000 followers in two tiers.

In addition to customizing the sizes of the audience, users are also able to split and name new tiers. From Earned Media Value tab within Campaign Metrics, follow the steps below:

Step 1:

Select "Customize Tiers."

Step 2:

Select the ellipse and choose “Split”.

Please note that after splitting, users will have created a new tier. The tier that was split will now be "Tier A".

Step 1:

Hover over the title of a Tier and select the pencil icon that appears.

Step 2:

Type in the desired name.

To delete a Tier, select the ellipse, then “Remove.”

Please note, any modifications to tiers will only be reflected in the EMV calculations in Campaign Settings.

Organization Admins are the only users capable of turning on Campaign Previews on Creator Profiles. Toggle this feature ‘on’ to enable all users within the Organization to preview selected fields from Campaigns that have been created within an Organization.

Toggle on Tagger’s ‘Show Campaign Previews on Profiles’ feature. In order to adjust these settings, select “Show Campaign Previews on Profiles”.

Step 1:

Toggle "Show Campaign Previews on Profiles" on or off.

Step 2:

Toggle on the desired campaign metrics to be displayed.

The available metrics include:

If any Creator or Campaign Custom Fields have been created, they will appear as an option to display within Campaign Previews.

Step 3:

Find the metrics available for preview in a Creator Profile Campaign Tab of a Creator within that Campaign.

Organization Admins can select the email domain used for email communications from Tagger. Outreach will come from a default Tagger domain (taggermedia.tagger-mail.com) unless a custom domain is configured.

To configure these email settings, visit Organization’s Settings and tap “Email Configuration.”

Here, users can edit settings for

Organization Admins select the email domain communications from the organization come from; Either a defaulted Tagger Media domain or the organization's standard email domain.

For example, the standard email domain at ‘Example Organization’ is ‘@exampleorg.com.’ Select “Use your verified domain/addresses” and walk through the steps to enable employees from Example Organization to send emails from the Tagger platform. These emails will show up as their standard ‘@exampleorg.com’ email to Creators.

An Organization’s standard email domain can be verified in one of two:

Step 1:

Tap the drop-down next to the domain to be verified (@exampleorg.com).

Step 2:

Tagger will auto-generate the required DNS records.

Please note that this is only a suggestion. DNS configuration requires the expertise of the client's IT team, and the steps can vary depending on the DNS provider.

Step3:

Once this is completed, Tagger's System will reference the new records associated with the domain that's been verified. After that, messages to Creators will be sent from that custom domain.

Step 1:

Go to Email Addresses in the Email Configuration section of Organization Settings.

Step 2:

Select “+ Add Email Address”.

Step 3:

Add the email address to verify.

Step 4:

Tap the link within the email and follow the prompts to verification.

Customize email signatures for the whole organization, including adding a company logo and address, by selecting "Customize Email Footer" within Organization Settings.

Add a logo for ‘Light Mode’ and ‘Dark Mode’. This gives users control of the logo or image displayed regardless of the light mode of the recipient's device.

Please note for sizing optimization, we require any uploaded images to have a maximum height of 64px.

Next, add a company address or additional Organization details to be included in the email, such as web links.

Once finished, select “Save”, then scroll down to preview the footer.

If you’d like to create a Personal Email Signature, please follow the instructions in this article!

Tagger offers nine templates that are available to all users when reaching out to Creators. Choose between using, or editing, these existing templates or creating custom templates that are unique to the company’s voice.

Please note, using Tagger Templates is an optional step, users are able to work with their designated Customer Success Manager to decide the best way to communicate with creators.

Changes made to templates within Organization Settings will reflect in Campaigns created by all users within the organization.

Tagger’s Message Templates utilize slugs. In this case, the slugs auto-populate information such as Creator or Campaign name, within messages to Creators, making for easy bulk-messaging and creation.

Users are able to view/edit a template by clicking the pencil icon next to the right of the template.

Outreach

Proposal

Invite to Tagger

Instagram Connection Expired

Instagram Connection Expiring

Instagram Connection Request

No Instagram Business Account

YouTube Connection Request

Collaborator Review

All users within an organization are able to create custom message templates. Please note, any customizations or edits to templates are proprietary to that user’s Organization.

Step 1:

Select “+ Create New Template”

Please note, any templates created in this screen will be organization-wide.