Tags
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An administrator can add "tags" to an account or sub-account.
A sub-account does not have to have its own set of tags.
A sub-account can use tags from its parent account.
- Agenda Items and Sessions
Tags enable tracking attendees' interests by applying tags (and points) to agenda items, or to sessions (if using the Speaker and Session Management module).
An administrator can run an integration job to upload attendees' aggregated interest points to an external Marketing Automation system such as Eloqua or Marketo.
An administrator can run an Interest Metrics Report.
- API2.0
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
- Use Parent Account Tags? –
Check box shown only if working in a sub-account.
The check box is shown only if the parent account does have tags set up.
If the check box is clear, as it is by default, or if the check box is not shown, then adding (and editing or deleting) tags for the current account is allowed.
If the check box is selected, then a list of the tags in the parent account is shown.
If the check box is selected, then adding, editing, or deleting those parent account tags is not allowed.
> Caution: Tags only cascade down one level.
For example:
- Account A1 has tags T1 and T2.
- Account A2 is a sub-account of A1 and has Use Parent Account Tags selected.
- Account A2 uses tags T1 and T2.
- Account A3 is a sub-account of A2 and has Use Parent Account Tags selected.
- 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.
To add a new tag, optionally provide a Tag Label.
To add a new tag, select the data Object(s) the tag can be applied to.
To add a new tag, 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, select from this list.
To assign a filter, click the magnifying glass icon.
See Objects below.
- Search Name
To search for a particular tag, enter any part of its name.
To search, click the magnifying glass icon.
All tags are listed with these four columns:
- Name – (Required)
The name of the tag is displayed in all admin-side lists.
The name of the tag is displayed when adding a tag to a data object such as an agenda item.
The name of the tag is displayed in reports.
The name must be unique within account.
Maximum length = 100 characters.
- Label – (Optional, for possible future use.)
A label is displayed on forms if tags become available for display to attendees.
Maximum length = 100 characters.
If left blank, Label defaults to the same as Name when saved.
- Object(s)
Object(s) are 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
Action is displayed only if the Use Parent Account Tags? check box is not selected.
Click to edit the tag inline.
Click 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
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 there are any existing tags in the account, start by exporting them to Excel (see Export below) and saving that file on the computer as a backup. 2. Create the import file in the format of choice: .XLSX, .XLS, or .CSV. 3. First row must be column headings: Name, Label, and Object(s). 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. 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 they will be imported: Name, Label, and Object(s). 10. Click Complete Import. 11. An email is received when the import is complete.
> Note: If 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, update the Label of an existing tag.
> Note: If there is no column for Label, or if Label is left blank on any records, Label is 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
Export exports a list of the Tags in your account to an Excel file or a CSV file.
You choose which format.
> 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")