Adding a new tag group and the associated tags
Select Configuration > Data > Tags > Tags.
Select the Add button.
In the Create tag group popup, make the required settings. Some settings are mandatory. They are marked with the red asterisk icon
:
in the Tag group section:
in the Tag group text field, enter the tag group name.
from the Customer multiple selection list, select the relevant customer(s). You can use the Select all button to select all customers in the list. Use the Clear button to cancel your choice.
in the Tags section, create individual tags:
in the Tag text field, enter the required tag name.
for each individual tag, select customers for which it will be available:
All customers selected (default). In this case, the tag will apply to all customers selected for the tag group.
Specific customers. To select particular customers, select the close icon
next to the All customers selected label. Alternatively, use the Clear button.
Use the Customer multiple selection list in the Tags section to select the relevant customer(s). The items in the list depend on the selection made in the Tag group section of the popup.
At the bottom of the popup, select:
Save to save your new tag group.
Cancel to close the Create tag group popup without creating the new tag group.
Note
XTM Cloud automatically replaces spaces with underscores.