Tags
Installing and removing tags
There are 2 ways to install/remove a tag:
From user segment.
Form a new segment or open saved segment in the list of segments.
As part of the campaign. Add to the chain of action Set tag.
Tag list management
Customers → Tags section displays a list of all tags.
For each tag the following is displayed:
Name;
The number of customers marked with this tag;
The date when the tag was set.
You can rename or delete the tag.
Clicking on a tag name displays a list of all customers with that tag:
By clicking on customer's last name, you can go to his/her profile and see all of the customer’s tags in the Tags section of customer’s profile.
Downloading (importing) tags from file
Downloading tags from a file allows you to create a custom segment based on data from a file. The file must be saved in CSV format in UTF-8 encoding.
You can download tabs from a file by clicking Import tags button in the Customers → Tags section.
Tags import page:
You should select the import mode for tags downloading:
Set one tag for all customers from the file;
Set the tag specified in the file to customers from a file. This mode allows you to assign different tags to customers.
In the first case, there should be only one column in the file that contains customer identifiers. These can be identifiers both on the Platform and in the customer system from which the information comes to the Platform.
Example of file:
In the second case, the file must contain a tag specified after the identifier. The identifier and tag must be separated by semicolon.
When downloading a file, you should specify which identifiers are specified in the file:
Customer User identifier is the identifier in the customer's systems;
Customer ID in the Platform;
Customer's phone number;
Customer’s e-mail.
Last updated
