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Tags

Learn how to better sort your data by setting tags

Tags help you to bring structure and clarity to your data. Within Channel Pilot Pro, you can use them in three different areas:

  • in customized data fields

  • in product filters

  • in exports

The creation and assignment of tags works in the same way in all three areas.

Good to know: Tags are not cross-area. This means that you have to create separate tags for each area, even if you use the same name.

We show you exactly how to create and assign tags step by step in our short video using the example of "product filters".

Create tags

  1. Click on "Tag management".

  2. Click on "Create new tag".

  3. Give the new tag a unique but short name.

  4. Select the existing filters, data fields or exports to be assigned to this new tag. You can assign multiple data to a tag at the same time.

  5. Click on "Create".

Your tag is created, and the data is automatically assigned. You can see which data is assigned to which tag both in the tags and in the overview.

Delete tags

Think carefully about whether you really want to delete a tag. You can also rename tags and assign new data.

Note that a deleted tag cannot be restored.

  1. If you want to delete a tag, go to "Tag Management".

  2. Click on the three dots to the right of the tag in question and click on "Delete tag".

  3. Confirm the deletion process.

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