^ Video - Soon to be updated 


WHAT

Tags are the answer to how content is gated from one app/web user to the next. Generally, there will be a certain amount of content in your app that you want immediately visible to anyone who downloads your app. Then there will be content that you want to keep hidden from app users for various reasons. Perhaps you want to encourage them to trade their email for it, or pay for the content. Perhaps it is client specific content, or event specific content. Whatever the reason, tags are how we do this. 



WHERE



HOW

^ image of the Tags List 



The FREE Tag

When you go into the Content Portal for the very first time, and check out the Tags area, you will by default have the FREE tag. You cannot delete/edit this tag. This is a very special tag, in that it is the only tag your users will not use the Track Now button to unlock. This tag has been uniquely linked to the Login/Register area of the app. 


When an app user creates their Member Account it will automatically unlock all content that has been given the FREE tag. You might think of this as the content your users are trading their email for. 


ALL other tags and the content they gate, will be accessed by using the Track Now button to enter the 6-digit unlock code associated with the tag. {for more info, see Unlock Codes}



Creating New Tags

To create a new tag, you will want to click on the [Add Tag] button found in the Tags area of the Content Portal. 



This will bring you to the New Tag form.



To create a tag, you must first select what type of tag it is.

  • Content
  • Virtual Event 
  • Summit


For the vast majority of the tags you will create, you want to select Content. The only time you select the other two is if you are creating a tag that will specifically link to that type of content, found in the Events area of the Content Portal.


Now give your tag a name [Tag Name] and copy the same name into the [Tag] field, but with no spaces. If you would like a reminder of what the tag is going to be used for, you can create a short description in the [Tag Created For] field. 


Get Notified

If you want to know when someone has unlocked a specific tag, you can enter the email address you want to get notified at, in the [Notification Email] field. Finally, toggle on the Send Email button. You will now get emailed whenever anyone enters that tag's unlock code.



Pro Tip: The very first tag that we recommend creating is the HIDE tag. This is a Content type tag and it is extremely useful for testing out the changes you make in the Content Portal. 

It works like this: 
Create your own Member login account and use the unlock code for the hide tag on yourself. Give no one else the unlock code for the hide tag. You can now tag any content or changes you make in the Content Portal with the Hide tag. Then you can view them live, but only visible to you. 

This is a great way to see how things are going to look in the app/web before you give the rest of your users access. You can test to make sure that things are working correctly and when you're ready to commit, remove the hide tag.



Customize Confirmation Screen

A custom confirmation screen (or custom unlock screen) is a way to give specific instructions to an app user after they Track or Unlock a tag in your app. You have the option of customizing these screens, tailoring them depending on if the user is using your app on a mobile device or on a desktop/laptop. 


The best use of a custom confirmation screen is in the web version, for users on desktops or laptops. The WYSIWYG feature allows you to add formatting, images, and clickable hyperlinks that are not available in the mobile version of your app.


Currently these custom confirmation screens are available only in Tags, but in 2023 they will be made available in Courses as well.


See the article Creating a Custom Confirmation Screen for more information.