Tags - certain.com

Access and Overview

An administrator can add "tags" to an account or sub-account.

A sub-account doesn't have to have its own set of tags.

Instead, you can choose to use the tags in its parent account.

Tags cascade down one level.

Agenda Items and Sessions

Tags enable you to track attendees' interests by applying tags (and points) to agenda items, or to sessions (if you're using the Speaker and Session Management module).

You can then run an integration job to upload attendees' aggregated interest points to an external Marketing Automation system such as Eloqua or Marketo, or run an Interest Metrics Report.

API 2.0

See this pop-up note about using API 2.0 with any of the objects listed below.

Certain Signal

Certain Signal customers also apply tags to some of the objects listed below.

The list, with purposes, is included in the same pop-up note mentioned above.

For full details, see the separate user guides for Certain Signal.

Add Tags

An administrator can add "tags" to an account or sub-account. Use Parent Account Tags? is shown only if you are working in a sub-account, and the parent account does have tags set up in it.

If the check box is clear, as it is by default, or is not shown, then you can add (and edit or delete) tags for the current account, as described below.

If it is selected, then you see a list of the tags in the parent account, but cannot add, edit, or delete them.

Caution: Tags only cascade down one level.

Example:

Account A1 has tags T1 and T2.
Account A2 is a sub-account of A1, and has Use Parent Account Tags selected.
Therefore it uses tags T1 and T2.
Account A3 is a sub-account of A2, and has Use Parent Account Tags selected.
But because its parent account, A2, has no tags of its own, Account A3 does not have any tags to use.

To add a new tag, type a Tag Name. You may optionally type a Tag Label. Select the data Object(s) the tag can be applied to. Click Add. See details of each field under Tags List below. You can also import tags – see below.

Tags List

Objects – To filter the tags listed by the data objects to which they can be assigned (see Objects below), select from this list, and click the magnifying glass icon.

Name – To search for a particular tag, enter any part of its name, and click the magnifying glass icon.

All tags are listed with these four columns:

Name – (Required) The name of the tag, to be displayed in all admin-side lists (for example, when adding a tag to a data object such as an agenda item), and in reports.

Must be unique within account.

Maximum length = 100 characters.

Label – (Optional, for possible future use.) A label to be displayed on forms if tags become available for display to attendees. Maximum length = 100 characters.

(If left blank, defaults to the same as Name when saved.)

Object(s) – Select the data objects to which the tag can be applied in an event. Values available include:

Agenda Items, Attendee Types, Custom Registration Properties, Events, Event Questions, Profile Questions, Registration Questions, Registration Statuses, Sessions, Travel Questions

Action – (Displayed only if the Use Parent Account Tags? check box is not selected.) Click to edit the tag inline, or to delete it.

If the list of tags is too long to fit on the page, use the First / Previous / Next / Last buttons to move between sets of tags.

Import Tags

Import – This button (at top right) is available if the Use Parent Account Tags? check box is not selected.

To import tags from a .XLSX, .XLS, or .CSV file:

1. If you have any existing tags in the account, start by exporting them to Excel (see Export below) and saving that file on your computer as a backup. If there are any problems with your import, you can then restore the original data by importing the backup file. 2. Create the import file in the format of your choice: .XLSX, .XLS, or .CSV. Hint: You could start by clicking Export, even if there are no tags to export. The file would be in the right format with the right columns. Note: If your tags include any special characters, use a .CSV file. 3. First row must be column headings: Name, Label, and Object(s). (Note: Only Name and Object(s) are required. Label may be omitted or left blank.) Tip: Use those precise names as column headings to make the mapping in step 10 automatic. 4. One row per Tag record to be imported. 5. Maximum of 5000 rows per import. 6. Separate multiple Object(s) values for a tag with the | (pipe) character. Example: "Sessions | Agenda Items" 7. Save file. 8. Drag the import file into the Import Tags window, or click Choose File to select it on your local drive. 9. Map the columns in your import file to the fields into which they will be imported: Name, Label, and Object(s). 10. Click Complete Import. 11. You receive an email when the import is complete, and the tags are listed on the screen and available for use. Note: If there is already a tag with exactly the same name, the imported tag will update the existing one. Note: If there is no column for Label, or it's left blank on any records, it's set to the same as Name when the record is imported. Note: You may need to click the Tags link in the left navigation panel to redisplay the list of tags.

Export Tags

Export – This button (at top right) exports a list of the Tags in your account to an Excel file or a CSV file. You choose which.

Tip: This is a handy way of creating a file of the right use for an Import.

Name of file: "Tag Report - (date) (time).xlsx" or "Tag Report - (date) (time).csv"

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