Tags
An administrator can add “tags” to an account or sub-account.
A sub-account does not have to have its own set of tags. Instead, a sub-account can use the tags in its parent account.
Agenda Items and Sessions
Tags enable you to track attendees' interests by applying tags (and points) to agenda items, or to sessions (if the Speaker and Session Management module is in use).
You can run an integration job to upload attendees' aggregated interest points to an external Marketing Automation system such as Eloqua or Marketo. You can also run an Interest Metrics Report.
API2.0
See the 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
Use Parent Account Tags?
Use Parent Account Tags? is available when you are working in a sub-account.
- Check box 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, you can add (and edit or delete) tags for the current account, as described below.
- If Use Parent Account Tags? is selected, you see a list of the tags in the parent account.
You cannot add, edit, or delete those tags.
> Caution: Tags only cascade down one level.
For example:
- Account A1 has tags T1 and T2.
- Account A2 is a sub-account of A1.
Account A2 has Use Parent Account Tags selected.
Account A2 therefore uses tags T1 and T2.
- Account A3 is a sub-account of A2.
Account A3 has Use Parent Account Tags selected.
Account A3 does not have any tags to use because its parent account, Account A2, has no tags of its own.
To add a new tag, type a Tag Name, optionally type a Tag Label, select the data Object(s) that the tag can be applied to, and click Add.
See details of each field under Tags List below.
(You can also import tags.)
Tags List
All tags are listed with these four columns:
Objects
To filter the tags listed by the data objects to which the tags can be assigned, select from this list and click the magnifying glass icon. (See Objects below.)
Search Name
To search for a particular tag, enter any part of the tag name, and click the magnifying glass icon.
Name
- (Required) The name of the tag is displayed in all admin-side lists.
- The tag name is displayed when adding a tag to a data object such as an agenda item.
- The tag name is displayed in reports.
- The tag name must be unique within account.
- Maximum length is 100 characters.
Label
- (Optional, for possible future use.) The label is displayed on forms if tags become available for display to attendees.
- Maximum length is 100 characters.
- If left blank, Label defaults to the same value 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
- Registration Questions
Action
Action is displayed only if Use Parent Account Tags? check box is not selected.
- Click the edit control to edit the tag inline.
- Click the delete control to delete the tag.
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
Import is available if Use Parent Account Tags? check box is not selected.
To import tags from a .XLSX, .XLS, or .CSV file: 1. If the account already has existing tags, export those tags to Excel (see Export below). Save the file on the computer as a backup. 2. Create the import file in the format of your choice: .XLSX, .XLS, or .CSV. Hint: you could start by clicking Export, even if the account has no tags to export. The export file would have the right format with the right columns. 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. 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 the local drive. 9. Map the columns in the import file to the fields into which the columns will be imported: Name, Label, and Object(s). 10. Click Complete Import. 11. An email is sent when the import is complete. The tags are listed on the screen and available for use.
> Note: If the tags include any special characters, use a .CSV file.
> Note: If there is already a tag with exactly the same name, the imported tag updates the existing one. For example, the import can update the Label of an existing tag.
> Note: If there is no column for Label, or Label is left blank on any records, the Label value is set to the same value 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
Export exports a list of the Tags in the account to an Excel file or a CSV file. You choose which format.
> Tip: Export is a handy way of creating a file of the right format for an Import.
Name of file:
- "Tag Report - (date) (time).xlsx"
- "Tag Report - (date) (time).csv"