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 data sources, or ingestion sheets but can also be manually created in an account within Manage.

To add or update data in existing account tags, review this article.

Finding account tags

In Blueprints

Go to Automate (rocket icon) in the left menu.
Select Blueprint Editor.
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.

In Manage

Go to Manage (globe icon) in the left menu.
Select Accounts.
Click on an account.
Go to Account Settings near the top.
Click on the rocket icon and select Account Data in the menu.

Creating account tags

Accounts tags in Blueprints

Go to Automate (rocket icon) in the left menu.
Select Blueprint Editor.
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: An account data list with the same tag name will also appear in Manage > Accounts > Select an Account > Blueprint Data > Account Data. Data can be manually added or removed within the individual account.

Account tags in Manage

Go to Manage (globe icon) in the left menu.
Select Accounts.
Click on an account.
Go to Account Settings near the top.
Click on the rocket icon and select Account Data in the menu.
Select + Add New. Note: This will add a new entry at the bottom of the list—you may need to scroll down to view it.
Enter a name in the Data Name field. This name will also serve as the name of the account tag.
The default setting for Data format is Auto Detect. Select a different format if necessary.
Enter the data you want to associate with the tag, separating each item with a new line.
Select Save.

Accounts tags via an ingestion sheet

Understanding how to manage account tags using an ingestion sheet is best illustrated with an example:

Let's consider Agency XYZ, which manages a list of home services accounts as part of their business. Each company has distinct preferences for promoting their services. 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:services" is used to ingest the various services that each account intends to advertise or use in keywords and similar functions. Within Fluency, the created tag will be [services].

Account tags during account creation

When you create an account in Manage, whether through account ingestion or manually, the following account tags are automatically created:

[account] - contains account information, such as address, phone number, etc.
[competitors] - contains an automatically generated list of competitors based on the vertical.

Account 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 Account Data in an account’s Blueprint data. 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.

Account settings and tools overview