Search, filter, organize search-filter-organize
Search unified-search
Anywhere from ۶Ƶ Journey Optimizer interface, use the Unified ۶Ƶ Experience Cloud search capability on the center of the top bar to find assets, journeys, datasets, and more across your sandboxes.
Start entering content to display top results. Help articles about the entered keywords also show up in the results.
Press Enter to access all results and filter by business object.
Filter lists filter-lists
In most of the lists, use the search bar to find specific items, and define filtering criteria.
Filters can be accessed by clicking on the filter icon on the top left of a list. The filter menu allows you to filter the displayed elements according to different criteria: You can choose to display only elements of a certain type or status, the ones you created, or the ones modified in the last 30 days. Options differ depending on the context.
Additionally, you can use Unified tags to filter a list depending on the tags assigned to an object. For now, tags are available for journeys and campaigns. Learn how to work with tags
In the lists, you can perform basic actions on each element. For example, you can duplicate or delete an item.
Work with Unified tags tags
With ۶Ƶ Experience Platform Unified Tags, you can easily classify your Journey Optimizer objects to improve search from the lists.
Adding meaningful tags to audiences in Journey Optimizer lets you later filter and search on to more easily find audiences. Tags can additionally be used to organize audiences in relevant, searchable folders, create personalized offers and experiences, and use in experience decision rules.
Add tags to an object add-tags
The Tags field allows you to define tags for your object. Tags are available for the following objects:
You can either select an existing tag, or create a new one. To do so, follow the steps below.
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Start typing the name of the desired tag and/or select it from the list.
note note NOTE Tags are not case-sensitive. -
If the tag you are searching is not available, click Create “” to define a new one - it is automatically added to the current object and becomes available for all other objects.
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The list of the selected or created tags is displayed below the Tags field. You can define as many tags as needed.
Filter on tags filter-on-tags
Each object list displays a dedicated column so you can easily visualize your tags.
A filter is also available to only display objects with certain tags.
You can add or remove tags from any type of journey or campaign (live, draft, etc). To do this, click the More actions icon next to the object, and select Edit tags.
Manage tags manage-tags
Administrators can delete tags and organize them by categories using the Tags menu, under ADMINISTRATION. Learn more on tags management in the Unified Tags documentation.