How to Set Up the Tags Applied Goal Report

The Tags Applied Goal template displays the number of tags that get applied to contacts during a set period of time in comparison to the goal you’ve set.

Search for the Tags Applied Goal Template

To begin, click the “+” icon on the Dashboard and type “tags” into the search bar. Then select the “Tags Applied Goal” template.

The Tags Applied Goal template highlighted in the template library.

Chart Tab

There is only one option for the chart type, which is Solid Gauge.

Select the chart type from the drop down.

Options Tab

Navigate to the Options tab and select the tag or tags you want to track.

Search for and add the tags you want to track.

If you check this box only the contacts who have all of these tags will be counted.

Check this box to require contacts to have all the tags listed below.

Next, choose your date range.

Select the date range for the report.

Now choose your goal.

Select the goal amount for tag appplications.

From here you can tweak the percentages that will display different colors on the gauge.

Here you can alter the percentages that will display different colors on the gauge.

Criteria Builder Tab

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.

Use the criteria builder to filter the report further.

Once you have your everything set, click Save Preferences on This Widget.

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