In the Contify platform, adding a custom tag ensures your intelligence remains relevant. By creating a new tag in the Taxonomy Manager and optionally mapping it to a pre-configured tag, you retain your custom terminology while still leveraging Contify’s automatic classification and ML capabilities. This guide will walk you through the process step by step.
📌 How to add a new tag :
Step 1: Navigate to ‘Taxonomy Manager’ via the user hamburger menu at the top-right corner.
Step 2: Within the taxonomy manager, choose the relevant category or create a new one by clicking on ‘Add Category’ in the 'Categories' section.
Step 3: Under the chosen category, select ‘Add Tag’ to create a new tag in that category.
Step 4: A pop-up window opens, fill in the required fields of ‘Tag Name and Category’ while Parent Tag, Synonyms, and Description are optional.
Step 5: After providing all details, click on ‘Next’ to rules-based tagging and mapping to pre-configured Contify tags.
To associate your new custom tag with existing content classification mechanisms, you can map it to Contify’s pre-configured tags. This allows you to leverage Contify's extensive intelligence database while maintaining your custom terminology.
📌 How to map to pre-configured Contify tags :
Step 1: Click the checkbox labeled ‘Map to pre-configured Contify tags’.
Step 2: Search for the name of the desired pre-configured tag you want to link.
Step 3: Select the matching pre-configured tag(s) from the search results.
Step 4: Click ‘Update’ to confirm the mapping.
The Taxonomy Builder includes a powerful tagging rule engine that uses Boolean operators [AND, OR, NOT, etc.] to automate the classification of incoming intelligence.
📌 How to define automated tagging rules :
Step 1: Navigate to the ‘Rules-Based Tagging’ section for your newly created tag.
Step 2: Define conditions using Boolean operators that will trigger automatic tagging. You can combine conditions, such as searching for specific keywords in the ‘title’ or ‘lead’.
Step 3: After applying the rules, click on 'Update'.
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