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Tags overview

Tags in Fluency organize data for easier campaign customization and organization.

Updated over a month ago

In Fluency, tags are containers for data. They appear enclosed in brackets—for example, [inventory.Make]. Tags typically house collections of data, with multiple values separated by commas. Tags can be used to dynamically build many advertising campaigns at once. They can be used with valid when statements, formatted using tag functions, or applied directly to Blueprint elements.

For example

Let's say you want to create a campaign for each make of boat in a specific account in your advertising portfolio. You can use the tag [inventory.Make] in the campaign name. Then, if you have the boat makes "MasterCraft," "Sea Ray," and "Eric's Row Boats," you'd get three campaigns customized to these makes.

To summarize, here's the tag and the data it houses:

  • Tag: [inventory.Make]

  • Data: [MasterCraft, Sea Ray, Eric's Row Boats]


Navigating to tags

  1. Go to Blueprints in the top menu.

  2. Click on a Blueprint in the list.

The tags pane will appear on the right side of the platform.


Tag types

Account tags

Account tags house account-specific data managed by the customer.

Blueprint tags

Blueprint tags contain Blueprint-specific data.

Shared tags

Shared tags can be used across all Blueprints and house customer- or vertical-level data. Common tags include [inventory-catalogs] and [lead-form-templates]. You can create shared tags just as you would Blueprint tags.

Fluency tags

Fluency tags contain non-editable, value-added data that can be account-specific but are available across the entire platform.

Notes:

  • Newly created and updated tags appear in bold after the Blueprint editor is refreshed.

  • If you have more than 25 tags within a tag type, you will see the toggle Showing All Tags/Showing Most Relevant Tags. Toggling this on will show tags that are actively being used or recently created (within a week).


Organizing tags

Creating folders

To easily locate the tags you need, organize them into folders. The blue badges display the number of tags within each folder or group of folders. To create a new folder:

  1. In the tag pane on the right, click + Blueprint Tag/Folder.

  2. Click Text to open a dropdown, and select Folder.

  3. Give the folder a name and click the + button. Note: The new folder will appear under General Folder.

Creating folder groups

Folder groups organize folders. The default folder is called General Folder. To create a new folder group:

  1. In the tag pane on the right, click an existing folder to expand it.

  2. Select Move To.

  3. Click New and enter a folder group name.

  4. Click OK.

Note: You can also drag and drop folders into existing groups.

Renaming folders and folder groups

  1. Click a folder or folder group to expand it open.

  2. Click the pencil icon that appears to the right or left of the folder's or folder group's name.

  3. Enter a new name, and click Save.

Note: If the name is left empty, all folders within that group will be moved to General Folder.

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