Media Manager - Creating and Managing Tags and Tag Types


Creating your assets’ tags in Media Manager makes it easier for app users to search and locate the required content that they need for their customer interactions. 

To create tags and tag types, users will want to navigate to Organize – Tags:

To start, it is recommended to begin by creating your tag types.  Tag types are thematic buckets in which users can group their tags.  To add tag types, tap the "Add" button in the upper left hand corner of the page and choose "Tag Type": 

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A window will appear, where users can add the Name and Description of the tag, per the example here: 

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To save the tag type, tap the "Save" button or tap "Cancel" to start over.  Once saved, the tag type will be saved at the bottom of the list of tag types on the page.  


To create tags, follow the same process of tapping the "Add" button but this time, choose the "Tag" option: 

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A window will appear where users can add the Name, choose the Tag Type, add the Assets that they want to tag, and add a description as per the example here: 


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To save the tag, tap the "Save" button or tap "Cancel" to start over.  Once saved, the tag will be saved at the bottom of the list of tags on the page.  


Other features in this section include: 

-- Reordering tag types - users may do this by tapping the "Reorder tag types" button and then move the tag types by using the organizational buttons at the top of the page.  Organize in alphabetical order, reverse alphabetical order, or by smallest to largest, or largest to smallest sized tag types: Screenshot 2024-02-21 at 12.19.17 PM.png

Remember to tap the "Save Order" button when done.  


-- Users may also delete move, or merge their tags in bulk.  To do so, tap the bulk action button on the right hand side of the page, select your tags, and then either mass delete them by tapping the delete button, relocate the tags to a new tag type by tapping the Move button, or Merge the tags together by tapping the "Merge" button.  Please note user will have the option to add a new name or choose an existing name if tags are merged: Screenshot 2024-02-21 at 12.24.25 PM.png


Please note that this page also offers quick actions on the right side of the page.  Here, users can also quickly add tag types, change tag order, or delete tags by using the buttons options listed: 

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Users may also quickly scroll to the bottom of the page by tapping on the "Scroll to the bottom" button, also located on the right hand side of the page:

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