How to create a manual tag

HOW TO CREATE MANUAL TAG VIDEO GUIDE HERE

Manual tags allow you to assign specific attributes to users and reuse them for audience targeting.

Manual vs Auto Tags

• Auto Tags: Participants are automatically tagged based on their responses while a brief is live.
• Manual Tags: Tags are created from a predefined list (e.g. past responses) to segment and target specific users for future briefs.

Steps:

• Go to Business Lab (Control Panel).
• Open the Tags section.
• Click New Tag and enter a name.
• Click Add to create the tag.

Add users to the tag:

• Click Add Users.
• Download the CSV template and fill in:
  • User Reference (from brief exports)
  • Tag Name
  • Tag Value (e.g. brand, preference, etc.)
• Save the file as a CSV.

Upload the file to import users into the tag.

Once uploaded, this tag can be used to define and target audiences in future briefs.