Implementing Flags, Tags, and Categories

Overview

You are able to set flags, tags, and categories in your marketplace without coding. This gives you the ability to highlight new or exceptional integrations, and enables your customers to easily find the integrations that are most useful to them.

What are Flags, Tags, and Categories?

Flags

A flag is a bold UI feature overlaid upon your integration tile that can advertise a specific facet of the integration or multiple integrations such as New, Partner Built, Certified, or Premier. Only one flag can be applied to each integration.

Tags

A tag is a backend identifier. Tags do not visually appear on your marketplace. Instead, they allow your team to attach specific words or phrases to integrations that improve the search function. For example, your customer may search your marketplace for email marketing, listserv or contact management instead of searching for a specific vendor like Mailchimp. In those instances, you could tag all the email marketing integrations with those phrases so they appear when your customer is searching your marketplace. For those in the marketing sphere, you can think of tags as marketplace-specific SEO keywords. You can assign as many tags to an integration as you would like.

Categories

Categories are a way to organize the integrations and applications in your marketplace. By default, these categories appear on the lefthand sidebar within your marketplace. It is most common for the categories to identify the product type of the partner app, such as CRM, Payment Providers, Email Marketing, or ATS. Other categories may reflect the partner type or industry. Your team can define these categories in whatever way will best enable your customers to discover the type of apps they would benefit from. You can place an integration into multiple categories.

How to Create Tags, Flags, and Categories

    1.
    Sign in to your Pandium Admin Dashboard and click on the Marketplace resource
    2.
    Click on the item you are attempting to create (Categories, Flags, or Tags)
    3.
    Click the “CREATE” button on the appropriate dashboard to create a new category, flag, or category
    4.
    Flags and Tags will automatically become available, but Categories must be toggled ‘on’ to appear in your Marketplace
    5.
    Navigate to your Integrations resource and then click into the integration tile you would like to add categories, tags, or a flag to
    6.
    Within the integration view page, click on “MARKETPLACE SETUP” to view the integration’s marketplace configuration page
    7.
    The third, fourth, and fifth fields on this page will correlate to categories, tags, and flag. You are able to multi-select categories for the integration, multi-select tags for the integration, and select a flag for the integration
    8.
    Don’t forget to save at the bottom of the page
Last modified 1mo ago