Sometimes it is hard to define rules for a selection of users or accounts. Well, at least, im some cases it is way more simple to just quick select a few users and accounts and simply tag them, than starting to create rules for segments. That is why journy.io allows each user or account to be randomly tagged.
How does a user or account get its health?
To start tagging people, simply:
Go to the overview page of users or accounts. It doesn't matter if its a segmented or filtered overview
Select the users or accounts you want to tag (or untag!)
Press either [Add Tag] or [Remove Tag] button and select the tag you want to add/remove
You can choose '+ Add tag' in the [Add Tag] menu to define a new tag
How to delete a tag from the system alltogether?
To delete a tag out of the system, simply:
Go to Settings -> Tags
Hover over the tag you want to delete, and press the [trash] button
Press confirm and the tag will be deleted everywhere
This means that every user or account that had that tag added, will have it automatically removed. This will initiate sync'ing where mapped.
journy.io automatically adds a computed property 'Tags' to each user and account, and fills in the values of the different tags as multiple entries separated by a CR (carriage-return character). As with all properties, it can be sync'ed to the proper connections where the 'Tags' property was mapped to a custom destination field. If that customer destination field is of type single line, the various values will be separated by a space " ". If it's a multi-line field, a carriage-return character will be used and each value will appear as a separate entry.
Tip: journy.io offers free onboarding! 🚀 Go to the Onboarding Page and book your 60 minute spot!
Updated on: 04 / 11 / 2022