Overview

Tags let you categorize prompts by campaigns, use cases, markets, or any custom criteria. They enable better organization, consolidated reporting, and the ability to cap how often related prompts are shown.

Required plan

This feature or setting is available to all customers on any Recurly Engage subscription plan.

Prerequisites & limitations

• You must have Company or App Administrator permissions in Recurly Engage.

Definition

A tag is a label you assign to one or more prompts to group them for filtering, reporting, and frequency capping.

Key benefits

• Organize prompts: Group prompts by use case, campaign, or market for easier management.
• Unified analytics: View combined performance metrics (impressions, conversions, CTR) across all prompts sharing a tag.
• Frequency control: Set per-tag frequency caps to limit how often users see any prompts with that tag.

Key details

Create and manage tags

App admins can create default tags at the application level under Settings → Tags, or add new tags on the fly when editing a prompt.

Assign tags to prompts

When creating or editing a prompt, select existing tags or type to add a new one under Details → Tags.

Filter and report by tag

Go to Prompts, click the filter icon in the Tags column, and choose a tag to see all associated prompts and their combined metrics.

Frequency capping by tag

To limit how often prompts with a specific tag appear to users:

1. Navigate to Settings → Tags.
2. Click the edit (pencil) icon for your tag.
3. Under Frequency Cap, select Custom, configure the limit, and submit.