Tags

What are Tags?

Tags provide a way to organize pages or events in the app. Custom tag values can be created to group similar pages together within a List Pages Smart Button, or similar events together within a List Events Smart Button. One or more tags can be associated with any page or event.

 

Create a Tag

To create a new tag to associate with any page or event, please follow the steps below:

1. In the Admin sidebar, find and select Pages.
2. From the settings icon, click Edit Tags.
3. Click + New Tag.
4. Enter the Name of the tag.
5. Include an optional Image. Click Choose File, then add your image. Please follow these Image Guidelines for tag images.
6. Click Save.

 

Manage Tags on a Page

To add a tag association to a page, please follow the steps below:

1. In the Admin sidebar, find and select Pages.
2. Find and edit the desired page you wish to update.
3. In the Tags field, select one or more tags. 
4. Scroll to the bottom of the page, then click Save.

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To remove a tag associated with a page, please follow the steps below:

1. In the Admin sidebar, find and select Pages.
2. Find and edit the desired page you wish to update.
3. In the Tags field, use the x next to a tag value to remove one or more tags.
4. Scroll to the bottom of the page, then click Save.

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Manage Tags on an Event

To add a tag association to an event, please follow the steps below:

1. In the Admin sidebar, find and select Events & Timeslots.
2. Find and edit the desired event you wish to update.
3. In the Tags field, select one or more tags. 
4. Scroll to the bottom of the page, then click Save.

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To remove a tag associated with an event, please follow the steps below:

1. In the Admin sidebar, find and select Events & Timeslots.
2. Find and edit the desired event you wish to update.
3. In the Tags field, use the x next to a tag value to remove one or more tags.
4. Scroll to the bottom of the page, then click Save.

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Sort Pages and Events Using Tags

Once you have created the tags and assigned them to pages or events, you can group them together in the app within a Smart Button.

To sort pages and/or events using tags that you have already created, please follow the steps below:

1. In the Admin sidebar, find and select Smart Buttons.

2. Click + New Smart Button.

3. Select the appropriate action from the Function dropdown. Choose List Places to sort pages or List Events to sort events.

4. Type the text that you want the user to see on the smart button in the User-Visible Text field.

5. Copy that text to the Reference Name field.

6. Select the appropriate Triggers to associate the Smart Button to particular users.

7. In the Tags drop down menu, select the corresponding tag you would like to use with this button.

8. Select the Scope for where you want this button to appear in the app.

a. Use P&A screen to select any Location / Amenity / Page page type within the app.

b. Use Event screen to select an event within the app.

c. Use Club screen to select any Club page type within the app.

d. Use Home feed to add this button to the top of the app Home feed.

e. Use Marketplace screen to select any Marketplace page type within the app.

9. Adjust the Priority as necessary for placement when multiple Smart Buttons share the same Scope. The largest number priority is shown first as you view from left to right.

10. Click Save.

11. Triggers will run automatically overnight, or click Run Triggers Now.

 

Edit a Tag

To modify a tag used to classify pages or events, please follow the steps below:

1. In the Admin sidebar, find and select Pages.
2. From the settings icon, click Edit Tags.
3. Find and select the tag you wish to edit.
4. Change the Name by typing a new value.
5. Change the Image by clicking X Remove File, then click Choose File to add a new image. Please follow these Image Guidelines for tag images.
6. Click Save.