◼️User markers (tags)

This document provides an overview of the three distinct types of tags — Core: user markers (core_tags), Core: external markers (core_external_markers), and Core: JS markers (core_public_tags) — used within our CRM automation software.

These markers are pivotal in segmenting users and tailoring campaigns, automation rules, and gamification entities.

Usage of markers in the segmentation

Core: user markers (core_tags)

These markers are internally managed within the Smartico system. They should be updated only using Smartico internal mechanics like Campaign and Automation rules on direction from the user profile in CRM tab.

Setting/removing markers from the campaign flow
Markers visibility on the CRM profile screen

Core: external markers (core_external_markers)

External Markers are sourced externally via APIs ( or possibly through the DB Replica of Kafka/RabbitMQ). They are never updated with Smartico mechanics, which means that the only source of truth is the integrated platform.

In case you want to update external markers from the API, you can use this type of payload when calling Smartico REST API (you can find full documentation of API and security keys in the Tools \ REST API in the Smartico Back Office)

See updates in the markers, and how they are delivered into the Smartico system. The same approach is working for JS Markers and User markers
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In addition to core_external_markers, Smartico has 2 more similar properties that can be used for the same purpose: core_external_markers2 and core_external_segment.

Both of them are holding arrays of names (strings), can serve the same needs as original property. Usually they are used when Operator wants to separate different type of markets and not to mix them under one bucket

Core: JS markers (core_public_tags)

JS Markers can be manipulated from the front-end using JavaScript and within the Smartico system through campaigns or automation rules.

It is important that these tags are exposed to the front-end, so they can be used to make changes in the front-end UI based on the presence/absence of the specific tags. The APIs to read/update tags are explained in "Extended Integration"

Summary

Marker type
Source of data
Usage

Core: user markers

Smartico Campaigns and Rules + manual update from CRM profile

Segmentation on Smartico side

Core: external markers

Integrated platform via API, Replica DB or Kafka/RabbitMQ

Segmentation on Smartico side

Core: JS Markers

Smartico Campaigns and Rules + from the front-end with JavaScript

Segmentation on Smartico side + Visible in the front-end JavaScript API

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Note: all users with corresponding markers are available for export from the Smartico Data warehouse, you can read about DWH here

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