Organize your automations with tags

Tired of scrolling through your long list of automation? You can now add tags to your automation to group them into categories and find them more easily.

Here are some commonly used tags:

  • Leads
  • Onboarding
  • Sales
  • Retention
  • Marketing
  • Trial
  • Pipeline

You can enter any tag you like, so the options are endless!

How does it work?

Add tags

To add tags to automation:

  1. Go to Partner Center > Automations
  2. Create new automation by clicking Create automation and selecting a template, or select existing automation.
  3. Click the Edit icon edit_black_24dp.svg beside the automation name.
  4. In the Tags field, enter one or more tags. To use a new tag, enter the text for the tag, then press Enter.
  5. Click Save




Remove tags

To remove tags from automation:

  1. Repeat steps 1-3 in the Add tags section.
  2. In the Tags field, click the Remove icon on the tag(s) you want to remove. 
  3. Click Save.

Filter automation by tags

To filter the automation table by tags:

  1. Go to Partner Center > Automations
  2. Click the Filter icon filter_list_black_24dp.svg  on the table.
  3. In the Tags section, select a tag to filter the table by.

The table should now be filtered by the selected tag.




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