Tagging

Blueshift features a folder-based tagging system to organize your resources.

Each tag folder contains its own isolated set of tags. The main concept is to use folders to hold sets of tags that are related to a theme in your organization.

For example, you might create a folder for a particular business unit in your company or a geographic region. If an account does business in the USA and China, they could have one folder named USA and another named China. Each of these folders could contain a tag called 'newsletter'. The important thing to note is that items tagged with 'newsletter' in the China folder have no relation to items tagged with 'newsletter' in the USA folder. 

Tag folders is accessible via the Tag Folders option in the profile menu.

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

 

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Click into a folder to see all the items tagged in that folder.

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To create a new folder, click the + Folder on the top right. You'll be prompted to enter a name, description, and color for the folder. The name cannot be changed later, so choose wisely!

In addition, you can choose a purpose of the tag folder if the feature is enabled for you. If it is, you can either choose organization or restriction as the tag folder's purpose. By default, Organization is a tag folder's default purpose. The following examples discuss both possibilities:

Organization

Here's an example of creating a new folder for tags related to a division in the account that focuses on special initiatives aimed at retaining users who are at risk of churning.  

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

Tagging a resource works by editing its "tags" attribute in the edit view of the resource. Simply select a folder and start typing in the area indicating 'Add a tag'. Press enter to select an existing tag in the auto complete drop down or press comma to add a new tag not present in the auto complete.

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Restriction

In addition, you can create tags to restrict the segments and adapters you can use in a campaign. 

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.

For more information about this feature, see Tag based campaign restrictions.

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