Profile Tags

  Before you begin

This article is directed to Admin Users, who will have the responsibility of making sure that these settings are aligned with their brand as well as their marketing goals and efforts.

If you're not an Admin User, these settings are not available to you. Please refer to Settings for articles about the settings that are available for you.

 

About Profile Tags

Tags are internal markers that can be manually applied to profiles. They can be created either from a profile or from your account settings. Read more about creating tags from a profile...

To find Profile Tags, head over to the Information Centre, click on Account Settings and click on Profile Tags.

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These are the main differences between attributes and tags:

  • Tags, themselves, do not contain data. Attributes can be understood as being something like "type of data = data" (gender = female) while tags are more like "Label = on / off" (either label is applied or it isn't).
  • Profile tags can be applied manually. Attributes, on the contrary, gather the data automatically and feed it into the profile. In order for a profile to have a tag, a user must apply the tag. Alternatively, if a file containing profile data is uploaded, they can be tagged in advance.
  • Tags are internal and the relevance of a tag depends on its creator. For example, if a customer sends an Email with a complaint and returns a product, their profile can be tagged as "unhappy customer"; in the future, that customer will receive all communications sent to those who have the "unhappy customer" tag. 

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Here's some basic information about creating, editing and deleting Profile Tags.

Click on an item below to expand: 

Creating a Profile Tag

How to Create a Profile Tag

1. In the Information Centre, open your Account Settings and navigate to Data Sections.

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2. Expand the section you want to create your tag in.

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3. Open the Tags tab.

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4. Click Add New Tag.

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5. Write your tag text in the input box.

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6. Done? Click Save to save your changes, or Cancel to discard them.

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Editing a Profile Tag

How to Edit a Profile Tag 

1. Locate the profile tag you wish to edit.

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2. Click on the pencil icon.

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3. Make your changes.

 

4. Click Save to save your changes, or Cancel to discard them.

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