Mastering Tag Management: Organize, Optimize, and Streamline Your Workflow

The Manage Tags feature is a powerful upgrade that provides a centralized and intuitive way to organize and manage tags efficiently. Designed to improve structure, accessibility, and workflow speed, it helps users streamline data categorization, making information management easier and more productive.

Follow below step-by-step guide to effectively use the Manage Tags feature and streamline your workflow:

Creating a New Tag

After logging in to the platform, navigate to the ‘Library’ menu then select the ‘Tags Library’ section.

Click the ‘+ Create New Tag’ button to start creating a new tag.

A pop-up window will appear with the following fields:

• Tag Name (required): Enter a unique tag name, up to 30 characters. Duplicate tag names are not allowed, and an error message will appear if a name already exists.
• Select Color (required): Choose from the available colors. Visual distinction between different tags, making it easier for you to scan and locate specific categories
• Select Campaign (optional): Assign the tag to an existing campaign from the available list to enhance organization and tracking. While selecting a campaign is optional, linking tags to relevant campaigns helps streamline data management and improves searchability across projects.

Click ‘Done’ to finalize and create the tag. This button will only be enabled once all mandatory fields are correctly filled.

A toast message ‘Tag ‘[your tag name]’ successfully added’ will appear, indicating that the tag has been successfully created and is now available for use.

Editing an Existing Tag

Navigate to the ‘Tags Library’ and locate the tag you want to edit. Feel free to use the search bar to quickly find the tag.

Click the kebab menu (⋮) next to the selected tag, then select ‘Edit’ from the dropdown menu to open the tag settings.

A pop-up window will appear, displaying the current tag details. Modify the Tag Name, Color, or Campaigns as needed. Then click ‘Done’ to apply the updates. The system will validate the inputs, and if all conditions are met, the tag will be updated successfully.

A ‘Tag successfully updated’ toast message will appear, indicating that the tag has been edited successfully.

Deleting Tag(s)

Deleting a Single Tag

Navigate to the ‘Tags Library’ and locate the tag you want to delete. You can also use the search bar to quickly find the tag.

Click the kebab menu (⋮) next to the selected tag, then select ‘Delete’ from the dropdown menu to initiate the removal process.

A confirmation pop-up will appear, outlining the impact of the deletion. Then click ‘Yes, Delete’ to proceed. Please note that deleted tag cannot be restored, and any linked data will be updated accordingly. Ensure the tag is no longer needed before deletion.

A ‘"[your deleted tag]" Successfully Removed’ toast message will appear, confirming the tag has been deleted.

Deleting Multiple Tags

Navigate to the ‘Tags Library’ and use the checkboxes to select multiple tags you want to delete. You can select tags manually or use the search bar to narrow down your selection.

Once the desired tags are selected, an action bar will appear at the bottom of the table. Click the ‘Delete’ button to proceed with removing the selected tags.

A confirmation pop-up window will appear, then click ‘Yes, Delete’ to confirm. Please note that the action cannot be undone, and any linked data to the deleted tags will be updated accordingly. Ensure the tags are no longer needed before deletion.

A ‘[number] Tags Successfully Removed’ toast message will appear, confirming the tags have been successfully deleted.

Removing a Tag from a Campaign

Navigate to the ‘Campaign Library’ section to view all existing campaigns. Locate the campaign containing the tag you want to remove or use the search bar to quickly find the campaign.

Click in the ‘Tags’ column to manage the assigned tags of each campaign.

A ‘Manage Tags’ pop-up window will appear, displaying all currently assigned tags for the selected campaign.

Click the ‘X’ button next to each tag to delete it. You can also click the kebab menu (⋮) next to each selected tag to delete it or to modify the tag’s label and color. Then, click ‘Done’ to continue.

If you delete one or more tags, a confirmation pop-up window will appear. Click ‘Confirm’ to delete the tag(s). Please remember that the tag(s) will be deleted from the campaign and may affect reports, filtering, and campaign organization. If you click ‘Cancel’, the action will be aborted, and no changes will be made.

A ‘Tags successfully updated’ toast message will appear, confirming the tag(s) have been successfully deleted.

You can also add tag(s) by creating new one(s) or selecting from the pre-defined tag suggestions list. Click ‘Done’ to proceed.

With the Manage Tags feature, you can easily create, edit, and organize tags for better data management. A well-structured tagging system helps you work faster, stay organized, and make informed decisions. Start managing your tags today and optimize your workflow!