We share targeting items such as lists and distributions with colleagues by applying tags to them. Monitoring content is automatically shared with all users on an account.
Tags can be used to share your work with colleagues, firstly by selecting them as your collaborators for the Tag created, then assigning the Tag to the Agility content you want to share with them. When they sign into their own account, they will see the content you have shared/tagged. You can also create multiple Tags and use them to organise your Agility content into different projects.
Step 1. Click on Account > Tags > Create a new Tag
Step 2. Give your Tag a name > Save Tag
Step 3. Click on the name of the Tag to assign collaborators.
Step 4. Select your collaborators from the list.
Step 5. Now you can start assigning your work to this tag. I.e. to Tag your Targeted lists click on Discover > Targeted lists > Select the list you wish to assign to this tag > Actions > Tag selected
Step 6. Partially type in your Tag name and select from the drop down.
Step 7. Click Tag
List has now been tagged and collaborated with your colleague/s.
NOTE: All content created on Agility Discover can be tagged (Targeted lists, Saved searches, Distributions etc).