EF Helpdesk

Learn how to use Labels, Categories, Channels, and Business Units to organize your network, streamline reporting, and help different team members find exactly what they need.

Overview

Effective segmentation is key to managing your network efficiently. Each segmentation tool serves specific purposes for different team members:

Key Terms

Definitions of segmentation options.

➔ Labels: Flexible tags for everyone to organize and filter data their own way
➔ Categories: Public classifications that help Partners find relevant Offers
➔ Channels: Essential for media buyers to track and optimize traffic sources
➔ Business Units: Administrative tool for organization-wide structure and reporting

By using these tools together, your team can transform raw data into actionable insights, streamline workflows, and improve Partner relationships.

Labels

Labels are custom "tags" that you can add to Partners, Advertisers, or Offers for internal reporting, searching, or filtering.

Creating Labels

Option 1: Through Partner, Advertiser, or Offer pages

Navigate to Partners, Advertisers, or Offers -> Manage

Click the name of the item, then Edit

On the General tab, type your label text and press Enter on your keyboard

Add multiple labels as needed, pressing Enter after each one

Click Save once all labels are entered

Option 2: Through Control Center

Navigate to Control Center -> Segmentation Options -> Labels

Here you can manage all your labels in one place

Note

You can apply multiple labels to each Partner, Advertiser, or Offer

Labels can contain multiple words

Always press Enter after typing each label for it to generate

Remember to click Save after adding all your labels

Labels use different logic depending on how they're applied:

AND Logic: When a label is applied to multiple object types (e.g., both Offers and Partners), reports will only show data when BOTH have the label

OR Logic: When applied to only one object type (e.g., only Offers), reports will show all items with that label

Example

If you label both Offer A and Partner X as "Premium," reports will only show data for Offer A's traffic from Partner X. However, if you only apply "Gaming" to Offers, reports will show all gaming offers regardless of partner.

Channels

Channels help you identify and group different types of traffic sources at the Partner level.

Managing Channels

Navigate to Control Center -> Segmentation Options -> Channels

Click Add Channel to create a new channel

Enter a name for the channel (e.g., "TikTok")

Set the status to either Active or Inactive

Click Add to save

Using Channels

Assign Partners to specific channels to categorize where your traffic comes from
Use channels in reports to analyze performance by traffic source
Common channel examples include:
- Social Media (Facebook, TikTok, Instagram)
- Search (Google, Bing)
- Email
- Affiliate

Business Units

Business Units help you categorize the internal structure of your Networks, making it easier to manage teams and reporting.

Managing Business Units

Navigate to Control Center -> Segmentation Options -> Business Unit

Click Add Business Unit to create a new unit

Enter a name for the business unit (e.g., "Sales")

Click Save

Common Business Unit Examples

Finance
Sales
Marketing
European Department
APAC Team

Using Business Units

Assign team members to specific business units
Filter reports by business unit to see performance by team
Use business units to organize workflows and responsibilities

Real-World Example

Imagine your network promotes mobile gaming apps across multiple regions:

Media Buyer: Uses Channels to compare performance between TikTok and Instagram traffic, discovering that TikTok delivers 30% higher conversion rates for gaming apps
Content Team: Creates a "Mobile Games Q1" Label to bundle related Offers together, allowing them to analyze overall content performance for that initiative
Partners: Browse the "Gaming" Category to find all relevant Offers in one place
Executives: View reports filtered by "European Department" Business Unit to evaluate regional performance

Tips for Effective Segmentation

Be consistent with your naming conventions across all segmentation options
Keep it simple - don't over-complicate your organizational structure
Review periodically - clean up unused labels, categories, channels, and business units
Train your team on how to use these features effectively

Start with the basics and add more complex segmentation as needed

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