You can create tags to identify sets of individuals for specific marketing purposes, e.g. tagging new consumers to ensure they receive a welcome communication. If you add a tag to a campaign, the action associated with that Tag will be performed when the campaign is run, e.g. the Demo_Tag will be appended to the audience passed through that step. This creates a group under that tag that can be used as an audience in its own right for future Campaigns.
Creating a Tag
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Open the Create window and select the Tag function (located within the Analysis category).
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Provide a Name and Description (optional) for the tag.
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Select the Table Level and Location for the Tag and click Save.
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Navigate to the Location defined during Tag creation.
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Expand the Tag to view details.
In this example, since Demo_Tag has yet to be used, there are no records associated with the Tag.
Note: tags are not the same as saved selections.
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A saved selection is the rule(s) used to identify a group records, i.e. if your data changes, so will the records.
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A tag is a snapshot of records at a certain time, i.e. a group of records with a certain tag will remain in that group even if the source data changes.
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Adding a Tag to a Campaign
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Open or create a Campaign.
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Locate the Tag icon in the functions menu.
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Drag and drop the Tag step into the Campaign.
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Select the Tag step to open the Tag Properties.
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Select one of the available tags and choose whether to Append, Overwrite or Delete.
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Click Add to associate the selected Tag with the Campaign step.
