Tags

An administrator can add "tags" to an account or sub-account.

A sub-account doesn't have to have its own set of tags. Instead, you can choose to use the tags in its parent account.

Tags enable you to track attendees' interests, by applying tags (and points) to agenda items, or to sessions (if you're using the Speaker and Session Management module).

You can then run an integration job to upload attendees' aggregated interest points to an external Marketing Automation system such as Eloqua or Marketo, or run an Interest Metrics Report.

See this pop-up note about using API 2.0 with any of the objects listed below.

Certain Signal customers also apply tags to some of the objects listed below.

The list, with purposes, is included in the same pop-up note mentioned above.

For full details, see the separate user guides for Certain Signal.

Add Tags

Caution: Tags only cascade down one level.
For example:
o Account A1 has tags T1 and T2.
o Account A2 is a sub-account of A1,and has Use Parent Account Tags selected.
Therefore it uses tags T1 and T2.
o Account A3 is a sub-account of A2, and has Use Parent Account Tags selected.
But because its parent account, A2, has no tags of its own, Account A3 does not have any tags to use.

To add a new tag, type a Tag Name, a Tag Label if you choose to, select the data Object(s) the tag can be applied to, and click Add.

See details of each field under Tags List below.

(You can also import tags – see below.)

Tags List

All tags are listed with these four columns:

If the list of tags is too long to fit on the page, use the First / Previous / Next / Last buttons to move between sets of tags.

Import Tags

  1. If you have any existing tags in the account, start by exporting them to Excel (see Export below) and saving that file on your computer as a backup.
    If there are any problems with your import, you can then restore the original data by importing the backup file.

  2. Create the import file in the format of your choice: .XLSX, .XLS, or .CSV.
    Hint: You could start by clicking Export, even if there are no tags to export. The file would be in the right format with the right columns.
    Note: If your tags include any special characters, use a .CSV file.

  3. First row must be column headings: Name, Label, and Object(s).
    (Note: Only Name and Object(s) are required. Label may be omitted or left blank.)

    Tip: Use those precise names as column headings to make the mapping in step 10 automatic.

  4. One row per Tag record to be imported.

  5. Maximum of 5000 rows per import.

  6. Separate multiple Object(s) values for a tag with the | (pipe) character.
    Example: "Sessions | Agenda Items"

  7. Save file.

  8. Drag the import file into the Import Tags window, or click Choose File to select it on your local drive.

  9. Map the columns in your import file to the fields into which they will be imported:
    Name
    , Label, and Object(s).

  10. Click Complete Import.

  11. You receive an email when the import is complete, and the tags are listed on the screen and available for use.

Note: If there is already a tag with exactly the same name, the imported tag will update the existing one.
For example, you could update the Label of an existing tag.

Note: If there is no column for Label, or it's left blank on any records, it'is set to the same as Name when the record is imported.

Note: You may need to click the Tags link in the left navigation panel to redisplay the list of tags.

Export Tags


Envelope Any comments about this Help topic?

© 2020 Certain, Inc.