Overview

You can organize, manage, and tag assets in real time on the Tags page. The tag management page provides a centralized location where you can easily organize and edit tagged assets used across campaigns and customer touch points, giving you greater insight into your brand's messaging.

Tags can be created for:

• Messages
• Data jobs and automations
• Podium orchestrations
• Sculpt assets
• Images
• HTML content

Access the tag management page

1. Log in to Cordial and navigate to Content > Tags to access the tag management page.

2. The Tags page will display a searchable list of all the tags created in your account.

3. Click a number under the Number of Assets column to view the specific assets currently using a tag.

4. You can search for specific assets using the Search bar.

The tag management page doesn't support dynamically created tags.

Edit or remove existing tags

You can easily edit or remove existing tags on the tags management page by hovering over the arrow next to a tag and selecting Edit or Remove.

Changing a tag on the Tags page will change it across all assets where it's used.

Add tags to assets

When you create a new asset, such as a message, you'll see the option to create a new tag or select an existing one from the Tag dropdown.

Add tags to multiple messages

Cordial adds the new tags to each selected message and keeps any existing tags. Messages that already have a tag are left unchanged.

1. From the Cordial Dashboard, navigate to Messages > Batch Messages.
2. Select the Draft, Scheduled, or Sent tab.
3. Select the checkbox next to each message you want to update.
4. Select Add tags from the bulk actions menu.
5. Enter or choose the tags you want to add, then select Save.

Remove tags from multiple messages

1. Select the messages you want to update.
2. Select Remove tags from the bulk actions menu.
3. Choose the tags to remove, then select Save.

Only the tags you choose are removed. All other tags on the selected messages stay in place.