Profile Tag Segmentation

Sumary: Attribute management enables precise categorization of Profiles to optimize campaign orchestration within the iCortex Engineering Revenue Ecosystem.

Tags facilitate the categorization of Profiles and the optimization of campaign orchestration. Within the iCortex Engineering Revenue Ecosystem, these tags are fully configurable.

The procedure for modifying existing Tags and establishing new definitions is detailed below.

Modifying Tags

1. Access the “Profiles” section:

2. A matrix with the system’s predefined tags will be displayed:

3. To modify an tag, select the edit icon:

4. Enter the updated attribute name and confirm the action by clicking “Edit”:

5. Define the operational description of the attribute and press “Save” to finalize the review:

6. The description is displayed when hovering the cursor over the attribute (without clicking):

6. Additionally, it is possible to reconfigure the color coding of the attribute. To do this, click on the color picker icon:

7. The color picker will appear. Select the desired hue; the preview is applied in real-time to the attribute:

Creating Tags

1. Tap on the “Tags” button:

2. In the predefined attributes window, enter the name in the “Create New Tag” field and execute the “Add Tag” action:

3. Incorporate the functional description of the new attribute and proceed to save it:

4. Finally, select the color coding for the new attribute. The attribute will be integrated into the list:

Assigning Tags

1. In the Profiles inventory, select the Profile to which the tag will be assigned:

2. In the “Tags” column, interact with the tag icon:

3. The catalog of active tags in the Ecosystem will be presented. Select the attribute or tags required for assignment:

4. The tags will be linked to the selected Profile:

“The strategic definition and assignment of tags optimizes segmentation granularity for campaign orchestration”.

The implementation of this functionality ensures the integrity of communication targeting.