Tag Setup & Primary Tags

Overview

The Primary Tags feature lets you define your most important tags, assign analysts to have ownership over them, list contact information about technical resources within the company, and enable tags for comparisons. It also gives users a place to list the vendor contact, associated cost, and add notes for other team members on any tag added to the list of managed tags.

The Tag Setup tab is located in Settings.

 Note: This feature is only available to account admins.

Adding tags to the list and editing associated tag information can only be done by account administrators. 

In Tag Setup you can manage all your tags or just a few of your most vital ones. You can also flag some as primary tags, meaning that you would expect to find them on almost every page or on pages you analyze frequently. These primary tags will be applied to your audit scores in both Tag Presence and the Tag Performance categories.

Adding Tags

Once inside the Tag Setup tab, use the search bar icon:

After finding the tag you wish to add, click on it or select it using your arrow keys. 

Primary Tags

Primary tags are the ones you work with most frequently or expect to be on nearly all pages. This will change and affect your Tag Presence and Tag Performance scores in your OP Scores on Audits.

Tag Owners

  • You can add tag owners and their information here.

Technical Specialists

  • You can add the contact information for all technical specialists here. 

Vendor Contacts

  • You can add the tag vendor contact information here. 

More Info

  • You can add cost information for the tag here and the respective billing period (monthly, quarter, or year). 
  • Any notes related to this tag can be entered into the notes field.

Comparison Configuration

Tag Comparison Configuration can be done on the account level here. For details on how to set configure a tag for comparison, see the Comparison Match Criteria help doc.

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