Flags, Tags, and Categories
Overview
You can configure flags, tags, and categories in your marketplace without any coding. This allows you to highlight new or exceptional integrations, making it easier for your customers to find those most useful to them.
Flags
A flag is a bold UI feature added to your integration tile, highlighting a specific aspect of the integration or multiple integrations. Examples include New, Partner Built, Certified, or Premier. Each integration can have only one flag, but you can customize the color for any flag type.
Tags
Tags function as backend identifiers and do not visually appear on your marketplace. Instead, they enable your team to attach specific words or phrases to integrations, enhancing the search function. You can assign as many tags to an integration as needed.
Categories
Categories help in organizing the integrations and applications in your marketplace. By default, these categories appear on the left-hand sidebar. An integration can be assigned to multiple categories or subcategories, and categories can be separated into sections using section breaks.
How to Create Tags, Flags, and Categories
Sign in to your Pandium Admin Dashboard and click on the Marketplace resource in the sidebar.
Click on the item you are attempting to create (Categories, Flags, or Tags).
Click the “Create” button on the appropriate dashboard to create a new category, flag, or category.
Flags and Tags will automatically become available, but Categories must be toggled ‘on’ to appear in your Marketplace.
In the popup creation window, you will be able to select the creation of a category, subcategory, or section break.
These elements can be organized by dragging and dropping them in order from the left side of each row using the dotted icon. This ordering will reflect on both the In-App Marketplace and the Public Gallery site.
Next, navigate to your Integrations resource and then click into the integration tile you would like to add categories, subcategories, tags, or a flag to
Within the integration view page, click on “Marketplace Setup” to view the integration’s marketplace configuration page.
The third, fourth, and fifth fields on this page will correlate to categories, tags, and flag. You are able to multi-select categories and subcategories for the integration, multi-select tags for the integration, and select a flag for the integration.
Don’t forget to save at the bottom of the page!
Last updated
