Tags

Tags is a part of Synerise system, which allows to marking objects and filtering on selected features.

Tags are, to a large extent, a substitute for attributes. Appropriate adding the tag to the database will enable you to keep order in CRM and to segment the database. Tags serve as one of the triggers in every campaign we launch in the Synerise platform.


Configure tags section

Before you start working on the platform, your company data should be able to be filtered in the Synerise platform in assets. In order to achieve it you need to add them tags.

In order to set up the configuration, go to Assets → Tags.


Add new tag

You can add a new tag at any time on the platform. Below you will find a description of how to do it.

Screenshot presenting tags configuration view in assets module in Synerise

  1. Click on Add tag button placed in the right up section corner

Screenshot presenting adding new tag view in assets module in Synerise

  1. Fill in the Name and Description fields; select the desired color from the color wizard (you can do it by clicking directly on the circle on the appearing board or enter the color code manually in the extension HEX or RGB).
  2. Select directory from the drop down list. The list contains formerly-laid folders (you can see them grayed out on the left side of the screen). Remember that by assigning them to a given directory, you give them the appropriate rules for the selected folder (the folder is the parent of the tag).
  3. In the “advanced options” section you can add the an icon to the tag (using the drag & drop option or the browse option); remember, however, that this icon should have the appropriate extension: png, gif or jpg; maximum size of the uploaded file up to 200 kb.Adding an icon is a possibility; if you do not want to, you do not have to add it.
  4. You can also give the tag to the desired priority. To do this, enter in the priority field a value from 1 to 100 (the lower the value, the higher the priority).
  5. Submit by clicking create button
Warning:
  • If you add 2 tags to your promotion in the next part of your use, the one with the lower priority will be more important.
  • Adding tags to the user is possible from several stages: Manually on the contact card (as described above) Through import option, by creating a column labeled as a tag or assigning a tag to the entire imported file Using automation module.

Edit existing tag

Once you have added tags, you can edit them in the system at any time. Below you will find a description of how to do it.

  1. Search for a tag you want to edit using the search box marked with a magnifying glass placed above the section or chose a tag from the list.
  2. Click on the three dots on the right side of the tag view.
  3. Click on edit button.

Screenshot presenting editing existing tag button in tag section in assets module in Synerise

  1. After clicking the edit button, the platform will take you to a window identical to one used for creating a new tag. Change chosen items and submit by clicking save.

Delete existing tag

Once you have added the tag, you can remove them from the system at any time. Below you will find a description of how to do it.

  1. Find the tag you are interested in using the browse option (magnifying glass) located in the upper right corner of the section or chose one directly from the list.
  2. Click on the three dots on the right side of the tag view: you’ll see edit and delete options.
  3. Click on the delete button.

Screenshot presenting deleting tag confirmation view in assets module in Synerise

  1. After clicking delete, a tag deleting confirmation statement will appear.
  2. Submit by clicking OK.

Add new tag folder

In order to be able to group tags, it should be attached to the appropriate previously created folders. To create them follow the instructions below.

Screenshot presenting adding new tag folder button in assets module in Synerise

  1. Click on the plus button next to the add folder button on the left side of the tags section.
  2. Enter the name of the new folder and press enter on the keyboard.

Assign settings to a new tag folder

Screenshot presenting assigning settings new tag folder button in assets module in Synerise

  1. Select the newly created folder.
  2. Hover your mouse over the right side of the line with the selected record - there will be three options for further action: settings, edit and remove.
  3. Choose setting option.
  4. Fill in the required fields: select type.
  5. If you want, you can define additional options: parameter and value (values from 1 to 100).
Warning:
  • Type must be created earlier in the backend; if it is not defined there, you will not be able to see it.
  • If you have assigned tags with a different value to the folder, they will be recalculated according to the value of the folder (as the folder is the parent).

Edit existing tag folder

Screenshot presenting tag folder editing view  in assets module in Synerise

  1. Select the newly created folder.
  2. Hover your mouse over the right side of the line with the selected record - there will be three options for further action: settings, edit and remove.
  3. Click on the edit button.
  4. In the window next you will see the details of the selected folder (number of assigned tags, and single tags properties: color, description, date of addition, token).
  5. Click on the 3 dots at the end of the particular description; when the edit and remove options appear, select edit to edit particular tag (see: edit existing tag) or remove (if you want to remove this particular tag from the folder).

Remove existing tag folder

  1. Select the newly created folder.
  2. Hover your mouse over the right side of the line with the selected record - there will be three options for further action: settings, edit and remove.
  3. Click the remove button.
  4. After clicking remove, a tag folder deleting confirmation statement will appear.
  5. Submit by clicking OK.

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