How do I Create Tags in the Promotions App?

Updated on May 2, 2017 05:46AM by Admin

Tags are nothing but labels with one or two words, which will associate with most of the marketing records, to organize the data in a personalized way. It allows the user to group records from various categories by a common use, which facilitates finding or searching information.

There are two types of tags available:

  • App Tags - These tags are app specific. They can be accessed only within the Promotions App.
  • Global Tags - These tags can be accessed throughout the apps in Apptivo.

For instance: If you want to view those promotions under "Active List", then that can be created as a tag. Now, on clicking the Active List under "By Tag", the promotions associated with that tag will be displayed.

Steps to Create Tags in the Promotions

  1. Go to Promotions App.
  2. Click on “More (...)” icon -> “Settings” -> “General” -> “Tags”.
    click on create
  3. Click on “Create” and specify:
    • Tag Name - Name of the tag.
    • Select App Tag.
      click on create
  4. Click on “Create” to complete.
  5. You can view the created tag as shown in the image below. Mouse over the created tag. You can edit or delete the tag name using "Edit" or "Delete" icons, whenever required.
    edit or delete tag

Now that the tag has been created, follow the below steps to apply the tags.

Steps to Apply Tags to your Promotions

While creating promotions, you can apply labels from the creation page. Furthermore, you can upgrade the labels for existing too, allowing you to add multiple tags.

  1. Go to Promotions App and click on "Create" from the left navigation panel.
  2. Now, select the created tag (Active List) from "Tags" field as shown.
  3. You can add multiple tags for a single promotion.
    select multiple tags
  4. By clicking on "By Tags" option, you can easily view the promotions which are grouped by the tag created.
    view by tags