Use a clear card name and tags to help your team find the right card.
Tool | What it does |
Name | Identifies an individual card |
Tags | Group cards by a shared detail, such as an ad platform, client, campaign, or advertising-account reference |
Update One Card
Open the card.
Use the available name-editing control to rename it.
In Overview, find Tags.
Add or remove the tags you need.
Update Tags in Bulk
Open the card list.
Select the relevant cards.
Choose the bulk tag action.
Review the selected cards and apply the change.
Tip: use the same tag spelling across your team. Different spellings can make related cards harder to find.
Filter by a Tag
Use the tag filter in the card list. See Find and Export Cards.
Tags describe cards. To explain a particular payment, add a transaction note using Find and Review Transactions.
Don’t put passwords or other sensitive information in names, tags, or notes.
Need Help?
Contact us through the support widget or at [email protected] with your organization, the card name, and what you were trying to change.