Guideline tags

A new field, "Guideline tag" is available in the guideline sheet. This field is a tag field, enabling the assignment of multiple values to each Guideline. 

For instance, you can use tags such as "Cosmetic" and "Travel".

 

The creation of guideline tag values is controlled by a new type of access, only for IWD & Super Admins but can be configured within the rights sheet for other roles.  

Tags can be created within the guideline sheet whilst updating a guideline, or via the tags sheet.

Guidelines can be assigned tags via the guideline sheet for a single guideline, or via the action menu for multiple guidelines.

 

Warning :

Guideline tags are designed to sort guidelines and supplement campaigns. Creating excessive tags can lead to performance issues. We recommend using no more than 100 tags at any one time.

 

How to create Guideline Tags :

1 Select a guideline, open the guideline sheet

During the creation of a new guideline the field will be empty, when modifying we will display existing tags so they can be changed.

2 In the section “Tags” tape the tags that you like to create and click on “create new tag”
3 Save it

 

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