Tag Setup & Primary Tags

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 may 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 most 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 and. Once a tag is added to the list, you can enter contact information for the tag owners, technical specialists, and vendor representative. Enter a dollar amount if you wish to track costs for each tag and define it as a monthly, quarterly, or annual rate.

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.

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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