The Card view on the Products page includes category tiles that represent various product types, such as Deposit, Loan, and Investment. Q2 SMART uses product tags to identify user behavioral patterns.
To access this view, select the Utility menu > Product tagging
> Card View
. Select a tile to view products that are already linked to that category.
The left side of the page lists untagged products that still need to be sorted into categories. For example, you can tag car loans and boat loans as part of the Loan category by dragging them from the Unsorted Products list to the Loan tile.
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Select the Utility
menu.
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When the Utility menu icons display, select Product tagging
.
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On the Products page, select Card View
.
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(Optional) Select Search
and type text in the field to display matching product names.
Note
To tag multiple products, select Search
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Select a product on the left side of the page and drag it to a tile that represents a product type, such as Deposit or Loan. A list of related product tags will appear.
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Select a tile that represents the product tag you want to assign to the product. Tags displayed will vary according to the product type selected in the previous step.
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Select Close
to save your changes.