How do I Create Tags in the Promotions App?

Updated on September 2, 2020 06:21AM by Admin

Tags are nothing but labels with one or two words, which will associate with most of the marketing records, to organize the data in a personalized way. It allows the user to group records from various categories by common use, which facilitates finding or searching for information.

There are two types of tags available:

  • App Tags - These tags are app-specific. They can be accessed only within the Promotions App.
  • Global Tags - These tags can be accessed throughout the apps in Apptivo.

For instance: If you want to view those promotions under "Loyalty Promotion", then that can be created as a tag. Now, on clicking the Loyalty Promotion under "By Tag", the promotions associated with that tag will be displayed.

Steps to Create Tags in the Promotions

  • Go to the Promotions App.
  • Click on the“More (...)” icon and select “Settings”.

  • On the Settings page, click on the “General” and select “Tags”.
  • Click on the “Create” button.

  • In the create tag popup and specify the Tag Name.
  • Select App Tag.
  • Click on “Create” to complete.
Create Tag

  • 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 required.
Tag Created

Now that the tag has been created, follow the below steps to apply the tags.

Steps to Apply Tags to your Promotions

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

  • Go to Promotions App and click on "Create" from the left navigation panel.
  • Now, select the created tag (Loyalty Promotion) from the "Tags" field as shown.
Create Promotion

  • You can add multiple tags for a single promotion.
Multiple Tags

  • By clicking on the "By Tags" option, you can easily view the promotions which are grouped by the tag created.
By Tag