Tags CRM

Tags CRM Overview

The Tags CRM section in the Gamanza Player Engagement Platform allows administrators to create and manage tags associated with various CRM elements such as Campaigns, Segments, Templates, and Triggers. Tags help categorize and organize these elements, making it easier to manage and retrieve them during CRM operations.

6.1. Viewing and Managing Tags

In the Tags section, you will see a list of all tags that have been created, organized by their respective categories. The interface includes:

Categories Sidebar

On the left, the categories are listed, allowing you to filter tags by specific CRM elements such as Campaigns, Segments, Templates, and Triggers.

Tag List

The right side displays all tags, showing details such as:

• Name: The name of the tag.

• Description: A brief description of what the tag represents.

• Category: The CRM element associated with the tag.

• Created Date: The date the tag was created.

• Created By: The user who created the tag.

Search Bar

At the top of the tag list, a search bar allows you to quickly find specific tags by name.

Delete Tags

Each tag has a delete button (trash can icon) next to it, allowing you to remove tags that are no longer needed.

6.2. Creating a New Tag

Initiating Tag Creation

On the Tags CRM page, click on the Create Tag button located at the top right corner. This will open the Create Tag form.

Entering Tag Details:

• Category: Select the category under which the tag will be classified (e.g., Campaigns, Segments, Templates, Triggers).

• Name: Enter a unique name for the tag.

• Description: Provide a brief description of what the tag represents or its purpose.