How to work with Tags in Segmentations

Tags are a great way of labelling your segmentations to give you a better overview of your contacts. This way, you will get a total list overview with displayed tags, which makes it easier to find the segmentations you are looking for in the lists of:

  • All saved segmentations
  • My saved segmentations
  • My recent segmentations

The tags can be color coded to make it easier to pick them out in your lists.

Creating tags

Tags can be created in Administration > Tags > Segmentation. This is done as follows:

Create_new_tag_-_Administration.PNG

  1. Click New tag in the top right corner to create a new tag.
    This brings up the New tag dialog.
  2. Give the tag a name, description and select a color for the tag.
  3. Click Save.

List_of_tags.PNG

Your tag has now been created and is displayed in the list of tags for Segmentations.

Deleting tags

If you want to delete a tag that you are no longer using, click on the trash can icon next to the tag.

Adding tags to segmentations

You can add tags to segmentations which allow you to view and filter them more easily in the list view of saved segmentations.

How to add a tag to a segmentation:

add_new_tag_and_create.PNG

  1. Click on the action menu (the three dots) to the right of the applicable segmentations in your list.
  2. Click Settings. This brings up the Settings menu where you can edit name, description, and add tags.
  3. Click the Tags menu and either add an existing tag or click Create new tag to bring up the new tag dialog.
  4. Give the tag a name and a color and click Save.

Filtering segmentations by tags

In the list view of segmentations, you can choose to display segmentations that have a specific tag or tags.

Filter_segmentations_by_tags.PNG

Click on the Choose tag dropdown and select the tag(s) you want to filter by. The list will display all segmentations with the tag(s) you have selected. 

Diamond_tag.PNG

 

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.