| Implementation Tip: To learn more about what tags are and how they can be applied to your organization for added value, check out this article. Only admin users have the ability to create and manage tags. |
About Record Tagging:
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The primary purpose of record tagging is to classify and filter records in IQ.
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Record tags applied to hierarchy nodes will tag all records for the hierarchy node as the records are received by IQ (records where hierarchy node has a car-wash for example).
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Record tags applied via rules will tag all records that meet a certain condition as the records are received by IQ (records where product purchases include 'Gas' for example).
- Record tags are applied in real-time as records are received based on the hierarchy node and/or rules applied at the time. Record tags are not applied retroactively.
Implementing Record Tags:
There are two methods of implementing record tags in the platform, these methods can be used individually or a combination of the two can be used:
- Tagging by hierarchy node, where the tags applied to each hierarchy node apply to ALL records submitted for the hierarchy node, generally based on a characteristic of the hierarchy nodes (records where hierarchy node has a car wash for example)
- Record tagging by rules, where a record tag applies to records based on a condition other than hierarchy node (records where a customer has explicitly requested to be contacted for example).
Tagging via Hierarchy Nodes
1) Create the Tags you wish to apply to records.
2) Apply Tags to your hierarchy nodes either individually (option 1), or in bulk (option 2).
Option 1: Individual Hierarchy Node Tagging
1. Navigate to Account Settings -> Organization Settings -> Hierarchy
2. Using the left side navigation panel or the search option, locate the hierarchy node that you wish to apply a tag to, and click on the hierarchy node.
3. In the right-side panel, click on the 'TAGS' tab to view the tag list for the hierarchy node
4. Search the listing for the appropriate tag or 'Create a New Tag'.
Option 2: Bulk Hierarchy Node Tagging
1. Navigate to Account Settings -> Organization Settings -> Hierarchy
2. Click the 'Bulk Update' menu above the right-side panel and select 'Tags'
3. Search for, then click to add each hierarchy node you wish to apply the tag to. Then, search for the intended tag(s) and click to apply.
4. Click 'Add' to apply the selected tags to the selected hierarchy nodes.
3) That's it. From this point forward all records received for the hierarchy nodes updated will have the tags applied to them. You can now view the subset of data that has the tag applied via the 'Hierarchy Tags' filters in Intelligence.
Record Tagging via Rules
1) Create the Tags you wish to apply to records.
2) Navigate to Intelligence -> Settings -> Rules
3) Create a new 'Rule'.
- Provide a name and description for your rule
- Apply the appropriate conditions (the circumstance under which you want to apply the tag)
- Select the 'Tag Records' action and select the appropriate tag(s).
3) That's it. From this point forward all records received that match the conditions for this rule will have the tags applied to them. You can now view the subset of data that has the tag applied via the 'Record Tags' filters in Intelligence.