1
Go to Settings → Customers and actions → Action templates
2
Click Create → Action tag
3
Fill in the fields
- Name — how the tag shows up in the system.
- System name — how we store the name in our database. Filled in automatically.
- Description — copy the name, or write something more detailed.
- When applied — leave a dash, or note where you plan to use the tag.
4
Click Save
You’ll see a confirmation that the tag was saved.