Account tags store data unique to individual accounts, such as account names or addresses. These data points often originate from sources like API-linked inventory feeds, account polling sources, or ingestion sheets.
Where to find account tags
Go to Blueprints in the top menu.
Choose a Blueprint in the list.
Locate the tags pane on the right.
Select the Account tab to view the available account tags.
Note: Some tags may have a plus sign to their right. Click the plus to drill down deeper into the list of account tags.
How to create and update account tags
Account tags via Blueprints
Account tags via Blueprints
Click on a Blueprint, and navigate to the tags pane on the right.
Select the Account tab, and then click + Account Tag.
Select a tag type from the dropdown (Text, CSV, TSV, JSON, Alias, Flags, Folder, and GSheet), name the tag, and click the + button.
Hover over the tag and click the pencil icon.
Input the data associated with the tag and click Save. You will see the new tag in the tag list.
Note: A custom data list with the same tag name will also appear in Manage > Select an Account > Account Settings > Blueprints > Custom Data. The custom data list can be manually updated within the individual account.
Accounts tags via API
Accounts tags via API
A simple way to manage account tags is using the API to add or update data. Fluency regularly collects and applies this data to update your account tags. Alternatively, you can manually make changes for each account in the Account Data tab. If your manual input doesn't match the data received via API, the system will adjust to what is provided via API. We recommend contacting your advertising engineer before making any manual adjustments.
Accounts tags via an ingestion sheet
Accounts tags via an ingestion sheet
Understanding how to manage account tags using an ingestion sheet is best illustrated with an example:
For instance, let's consider Agency XYZ, which manages a list of marinas as part of their business. Each marina has distinct preferences for promoting their top-selling boats. In this scenario, Agency XYZ has organized their account data through an ingestion sheet.
The screenshot provided below demonstrates how to set up your columns so that Fluency ingests the data properly. If you're aiming to generate account tags for the data, begin the column header name with "data:" followed by the desired account tag name.
In this example, "data:TopModels" is used to ingest the various top models that each account intends to advertise or use in keywords and similar functions. Within Fluency, the created tag will be [TopModels].
