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Shared components

Create a tag

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You can create tags from the Tags page or from a person profile.


Create from Tags page

To create a tag without assigning it to a profile:

  1. Go to Customer ProfilesTags.
  2. Select Create tag.
  3. Enter the tag name.
  4. Select Create.

The tag is created and appears in the tags list. You can now assign it to profiles.


Create from person profile

To create a tag and assign it to a specific person profile:

  1. Go to Customer ProfilesPersons.
  2. Open the profile for which you want to create and add a tag.
  3. In the Attributes, tags, and events tab, select + Add tag in the Assigned tags section.
  4. Select Create new tag.
  5. Enter the tag name and select the check mark.
  6. In the confirmation window, select Create.

The tag is created and assigned to the person profile. The tag also appears on the Tags page.