Tagging is a Blueshift feature which you can use to organize your resources. You can define tag folders that contain various tags that are related to a particular theme or purpose.

For example, consider that a particular business unit in your organization does business in USA and China. For the business in China, you create a tag folder named "China" and for the business in USA, you create a tag folder named "USA". You want to send a newsletter to customers in both regions and so you create a tag called "newsletter" in both the "China" and "USA" tag folders. It is important to note that even though both tag folders contain a tag with the same name "newsletter", items that are tagged with "China" folder "newsletter" tag have no relation to items that are tagged with "USA" folder "newsletter" tag. 

View tag folders

To add or view Tag folders, go to the Account menu and click Tag Folders.

tag_folders.png

Here, you can manage your tag folders and get an overview of your tags.

tag_folders.png

Click a folder to see all the items tagged with that particular folder.

tags_folder_view.png

Add a tag folder and tags

To create a new folder, complete the following steps:

  1. Click + Folder on the Tag Folders index page.
  2. Add the folder name, description, and select a color for the folder. The folder name cannot be changed later, so choose wisely!
  3. Add the tags you want to associate with that tag folder.
  4. Select a purpose for the tag folder. You can select either organization or restriction as the purpose for the tag folder. By default, Organization is set as the purpose for a tag folder.

Note: Contact support@blueshift.com to enable the selection of a purpose for tag folders.

tags_create_folder.png

Organize and filter using tags

Once your account has some tag folders and tags, you can start tagging resources. Taggable resources include campaigns, templates, recommendations, segments and syndications.

To tag a resource, click "Add tag folder" in the edit view of the resource. Select a tag folder and then select the tags from the folder. 

For example, adding tags to a basic segment:

tags_segment.png

For example, adding tags to a campaign from the Properties tab of the campaign studio.

tags_campaign.png

Filter by tags

When you search for a resource, you can filter the resources by tags.

tags_filter.png

Use multiple tags for a resource

You can tag a resource with multiple tags from either the same tag folder or from different tag folders.

  • When an item is tagged with 2 tags from the same tag folder, AND logic is applied and the filter results must match both the selected tags.
  • When an item is tagged with 2 tags from 2 different tag folders, OR logic is applied and the filter results can match any of the 2 selected tags.

For example, consider the following tag folders and tags.

  • Folder 1: Name = Norway, Tags = Syndication, Adhoc
  • Folder 2: Name = Denmark, Tags = Journeys, Adhoc

example_tags.png

Consider the following campaigns and the tags applied to them:

Campaign 1

Folder = Norway

Tag = Syndication

campaign_1.png
Campaign 2

Folder = Norway

Tag = Adhoc

campaign_2.png
Campaign 3

Folder = Denmark

Tag = Journeys

campaign_3.png
Campaign 4

Folder = Denmark

Tag = Adhoc

campaign_4.png

Case 1:

  • On the Campaigns index page, filter campaigns by (Folder = Norway, Tag = Adhoc), (Folder = Denmark, Tag = Adhoc)
  • Results: Campaign 2, Campaign 4

tags_or_example.png

Case 2:

  • On the Campaigns index page, filter campaigns by (Folder = Norway, Tag = Adhoc), (Folder = Norway, Tag = Syndication)
  • Results: 0

tags_and_example.png

Use tags for restriction

You can create tags to restrict the segments and adapters you can use in a campaign. For more information about this feature, see Tag based campaign restrictions.

Note

This option is available only if the tag based campaign restrictions feature is enabled for your account. To enable the tag based campaign restrictions for your account, reach us on: support@blueshift.com.

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