Tags

Tags let you mark objects in the Synerise platform and you can use them for filtering. Tags can’t be deleted.

Use of tags

• Tagging campaigns
  You can use tags from the predefined campaigns folder groups tags for tagging specific campaign types
• Tagging promotions
• Managing communication limits based on tags

Adding tags

1. Go to Data Management > Tags > Add tag.
   Result:

   

2. In the Name field, enter the tag name.
   You can use up to 20 characters.
3. From the Directory dropdown list, select the folder to which the tag will be added.
   
   Note: To assign a tag to campaigns or use it for managing communication limits, you must add it to the campaigns folder.
4. In the Description field, you can provide the purpose of the tag.
5. By using the color picker under the Description field, you can change the tag’s background color.
6. By clicking Advanced options and uploading a tag icon in the Tag icon section, you can add the icon to the tag.
7. In the Priority field (available after clicking Advanced options), you can also assign priority to the tag. Values from 1-100 is accepted (1 being the highest).
   This feature is used for filtering promotions based on tags.
8. Save the tag by clicking Create.

Editing tags

Once you have added tags, you can edit them in the system at any time.

1. Go to Data Management > Tags.
2. Search for a tag you want to edit using the search box marked above the tag list.
3. Next to the tag author, click
4. From the dropdown list, select Edit.
   Result: A pop-up appears.
5. Make changes to the tag settings; field descriptions are available in the “Adding tags” section.
6. Confirm changes by clicking Save.

Adding tag folders

In order to be able to group tags, organize them in folders.

To be able to add tags to communication, you must add tags to the predefined campaigns folder.

1. Go to Data Management > Tags.
2. On the left panel, click Add folder.
   Result: Below the Add folder button a text field appears.
3. Provide the name of the folder.
4. Confirm the name by clicking Enter.

Result:
The folder is created. To change its settings, for example set the folder type, see “Edit folder settings”.

Editing folder settings

1. In the list of tag folders, hover over the folder you want to edit.
   Result: The folder management icons appear.
2. To open the folder settings, click the icon.
3. From the Type dropdown list, assign a type to the folder.
   If the type you need doesn’t exist, you can create it with the API. See “Creating folder types”. After creating the folder type, you must re-open the folder settings view to refresh the list of types.
4. If you want to edit free-form parameters of the folder:
   1. Expand Advanced options.
   2. Add or remove parameters.
5. Save the settings by clicking Save.

Creating folder types

Currently, folder types can only be created with the API.

The following cURL example shows how to create the promotion folder type. This folder type is required to create tags for promotions.

curl --location 'https://api.synerise.com/tags-collector/directories/types' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer WORKSPACE_OR_USER_TOKEN' \
--data '{
    "name": "promotion"
}'

To learn more about the endpoint, see the Developer Reference.
To learn more about API authorization, see Introduction to API Authorization.

Removing tag folders

1. In the list of tag folders, hover over the folder you want to edit.
   Result: The folder management icons appear.
2. Click the icon.
3. Confirm by clicking OK.