How do I Create Tags in Targets App?

Updated on April 24, 2017 12:14AM by Admin

Tags are nothing but labels with one or two words, which will associate with most of the target records, to organize the data in a personalized way. It allows the user to group records from the various category 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 a particular app.
  • Global Tags - These tags can be accessed throughout the apps in Apptivo.

For Instance: If you want to view those targets under "Summer Sale", then that can be created as a tag. Now, on clicking the Summer Sale under "By Tag", the targets associated with that tag will be displayed.

Steps to Create Tags in Targets App

  1. Log in and access Targets App from your universal navigation menu bar.
  2. Click on "More (...)" -> "Settings" -> "General" -> "Tags".
    click on create button
  3. Click on "Create" and specify:
    • Tag Name - Name of the tag.
    • Select App Tag.
      create tag popup
  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 needed.
    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 Targets

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

  1. Go to Targets App. Click on "Create" from the left navigation panel.
  2. Now, select the appropriate tag from "Tags" field as shown:
  3. You can add multiple tags to a single target.
    applying created tags
  4. By clicking on "By tags" option, you can easily view the Targets which are grouped by the tag created.
    view targets by tag

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