Before You Start
Before using the Tag Import Wizard, make sure your tag import template is completed correctly. You can get the template directly from the Tag Import Wizard in Falcon (See Step 4).
If you need help completing the template, please review this article first:
You can also download the template directly from the Tag Import Wizard during the upload step.
Step 1: Open the Tag Import Wizard
In Falcon, go to the Key Interest, Engagement and Signals (Tags) section.
You will now see an Import tags option.
Click Import tags to open the Tag Import Wizard.
Step 2: Choose What You Want to Do
The first step in the wizard asks what you would like to do. Currently only "Create tags" is available.
Coming soon, you will also be able to: Update existing tags & Delete tags
To continue:
Select Create tags.
Click Next.
Step 3: Choose the Type of Tags You Want to Create
The next step asks what type of tags you would like to create.
Currently, only Marketing Attribution and Campaign Tags are available.
We plan to add more tag types in the future. If you have suggestions for additional tag types, please share them with your Customer Success Manager.
To continue:
Select Marketing Attribution and Campaign Tags.
Click Next.
Step 4: Upload Your Completed Template
The next step is where you upload your completed tag import file.
From this step, you can also download the tag import template.
To upload your file:
Click the upload area. (or Drag the completed template into the area.
Select your completed tag import file.
Confirm the file has been added.
Continue with the import.
If you need help completing the template, please review this article:
Please note: the template must be in .csv format.
Step 5: Review the Import Result
After uploading your file, the wizard will check the template.
If there are any errors, they will appear in this step. Review the errors and update your template as needed before uploading again.
If the file is formatted correctly, you will see a success message confirming that the import was successful.
Failure:
Row and Column will show where the error is occurring and the message will explain how to fix.
Success:
What to Do If You Receive Errors
If your upload shows errors, review the error message carefully. Most errors are caused by missing required fields, incorrect values, or formatting issues in the template.
Common things to check include:
All required fields are completed.
Categories match the available options.
TRUE or FALSE fields are entered correctly.
Multiple values are separated with semicolons.
No required columns were deleted.
Custom URL parameter headers do not include question marks.
After correcting the file, upload it again through the wizard.
Need Help?
If you’re unsure why your file is showing an error, or if you would like us to review the template before importing, please reach out to your Customer Success Manager. We’d be glad to help make sure everything is set up correctly.