Campaign tagging is a critical part of that process. The end goal of this process is that we can know how and why every gift made it into your system. To do this, we ask you to check out 'tags' for your historical campaigns and verify or update the 'category' and 'channel' for each.
To get started, when you log into app.dataro.io navigate to the settings cog (bottom left) and click on "Continue Validation"
You will now be presented with a series of cards - each one represents a campaign.
At the top-level, you will see the category and channel Dataro has 'predicted' for this item. If this is incorrect, or you wish to review or make changes at the package level, you can hit 'Show Details' to see the underlying items and update them as require, as follows:
Once you are happy with a card, you can hit 'Approve' to move on to the next. If you are unsure about a card you can 'Skip'. We recommend that you tag at least 80% of the items, but you can finish the tagging after a minimum of 50%. You can also revisit and review the tagging at any time in the future.
As you add new campaigns to your CRM, they too will need to be tagged. We recommend returning to this step every 1-2 months.