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In this part the model becomes something your team can fill in. You build three taxonomies, Email Campaigns, Social Campaigns, and Ad Campaigns, and publish Marketing. Then you create the US Team workspace with the three taxonomies assigned. At the end you have three published forms in US Team, and each one offers only its own medium. It takes seven steps, the last one optional. You need the twelve fields from Part 6: Computed fields.

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How it works

One governance model holds all three forms. A taxonomy is a form. It takes some of the model’s fields and puts them in order. A field placed on a taxonomy can carry settings that apply to that taxonomy only. The one you use here is the Option filter, which narrows the options a Dropdown field offers. That is how one field serves three forms. UTM Medium is a single field on the UTM Mediums picklist, with three options: email, social, and cpc. You place it on all three taxonomies and give each its own filter. The Email Campaigns form offers only email, the Social Campaigns form only social, and the Ad Campaigns form only cpc. The picklist keeps all three options. The filter only narrows what the entry form offers, so anyone reading the picklist or the records still sees the full list. For the details, see option filters. Forms are built from the model’s published revision, so you publish before anyone fills one in. People fill in the forms inside a workspace, which holds the submissions and records. A workspace takes submissions for the taxonomies assigned to it, so the last required step creates US Team with all three assigned. The optional last step adds a filter at the workspace level. It stacks on each taxonomy’s own filters, so the same three forms can serve several team workspaces, each limited to its own country.

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Steps

1

Create the Email Campaigns taxonomy

With the Marketing governance model open, click Taxonomies in the sidebar, then Create new. The New Taxonomy dialog opens. Enter Email Campaigns and click Create. The taxonomy editor opens.
2

Add the fields and filter the medium

Click Add field. The menu opens on New Fields, which lists field types and would create a new field, so click Existing Fields first, then pick the field. Add eleven fields this way, one at a time, in this order:Destination URL, Goal, Country, Region, Launch Date, Campaign Name, UTM Medium, UTM Source, UTM Campaign, Tagged URL, Short URLLeave out QR Code. Only the Social form gets one. The order is the taxonomy’s field order, so it matters later if you paste rows into a grid.Now filter the medium. Click UTM Medium in the field list and open its Taxonomy settings tab. Under Option filter, click Filter options. Choose Only specific options I choose. Every option starts ticked. Untick social and cpc, so only email is left, and click Save Filter. The message “Option filter updated.” confirms the filter is saved. Then click Back to close the field.Terminus Hub may ask “Leave without saving?” here. Click Leave. Your filter is already saved: the prompt is about the field’s shared settings, and you did not change those. Back on the field list, the taxonomy saves as you go, so it has no separate save button.The filter covers UTM Medium only. It does not carry down to UTM Source, which keeps listing every source under whichever medium is picked. If someone later files an off-topic source under email, it appears on this form too.
3

Create the Social Campaigns taxonomy

You don’t add the eleven fields again. You clone Email Campaigns and change what differs.Click Taxonomies in the sidebar. On the Email Campaigns row, click the ⋮ menu button and choose Clone. The dialog Clone “Email Campaigns” opens. In Name, replace Email Campaigns Copy with Social Campaigns and click Clone. The message Cloned "Email Campaigns" as "Social Campaigns" confirms it, and the copy opens in the taxonomy editor.The copy has the same eleven fields in the same order, each with the same required setting. It also has the same UTM Medium filter, so it still offers only email. It is not assigned to any workspace. You assign all three taxonomies when you create the workspace.Change the filter to social. Click UTM Medium in the field list and open its Taxonomy settings tab. Under Option filter, the button now reads “Showing 1 of 3 options”. Click it. Only specific options I choose is already selected, with only email ticked. Untick email, tick social, and click Save Filter. Then click Back, and click Leave if Terminus Hub asks “Leave without saving?”. Your filter is already saved.Last, add the QR code. Click Add field, then Existing Fields, and pick QR Code. It goes at the end of the field list. Only this form gets a QR code.
4

Create the Ad Campaigns taxonomy

Clone Email Campaigns again the same way: on the Taxonomies list, open its ⋮ menu, choose Clone, replace the name with Ad Campaigns, and click Clone. The copy opens in the taxonomy editor.Change its UTM Medium filter to cpc: untick email, tick cpc, and click Save Filter. Then click Back, and click Leave if Terminus Hub asks. Leave out QR Code.You now have one UTM Medium field on three forms, and each form offers only its own medium.
5

Publish the governance model

Every page of the governance model has a Draft/Publish bar at the top right: a status pill and a Publish button. This model has never been published, so the pill reads Draft.Click Publish. In the Publish governance model dialog, add a note if you like, such as First release: three campaign taxonomies, and click Publish again. The pill changes to Up to date.If you change fields or picklists later, publish again. New submissions get the change once it is published. See the publish a revision guide.If this is the first governance model your account publishes, the model’s pages also show a Back to review banner. It offers a one-screen review that publishes the model and connects every taxonomy to one workspace in a single step. This tutorial publishes from the designer instead, so you can ignore the banner.
6

Create the US Team workspace

In the sidebar, click the + next to Workspaces. The Workspace name field starts as Untitled Workspace. Replace it with US Team.Under Assigned taxonomies, click Add Taxonomy and pick Email Campaigns. Do the same for Social Campaigns and Ad Campaigns. Each one appears as a row in the table. Then click Create. The workspace’s settings page opens, and the workspace can now take submissions for all three.Leave Require review off. It is set per taxonomy in each workspace, and it starts off. With it off, anyone who can edit a submission finalizes it directly. With it on, a submission waits in Awaiting review until a workspace manager approves it. If your plan supports it, you can turn review on later; see Review and approve submissions. For more on workspace setup, see workspaces.Your account already has a workspace: every new account starts with one named Main. You can use Main instead: open it in the sidebar, click Settings, add the three taxonomies the same way, and click Save changes. The rest of the tutorial works the same. Workspace names are unique per account, so if US Team is taken, pick another name and use it throughout. Workspaces count toward a plan limit; see Plans and limits.
7

(Optional) Limit US Team to US campaigns

If your plan supports workspace-level option filters, you can do this step. See Plans and limits.
This step is optional. It adds a workspace-level option filter to Country. The filter stacks on each taxonomy’s own filters, so in this workspace Country offers only us, and Region then offers only the US regions.Stay on the US Team settings page. In the Assigned taxonomies table, the Email Campaigns row’s Field options column reads “Taxonomy defaults”. Click Configure on that row. A side sheet opens: “Field options for Email Campaigns”. It lists the dropdown fields Goal, Country, Region, UTM Medium, and UTM Source, each with a Filter options button.Click Filter options on the Country row. The dialog “Which options appear here?” opens. Choose Only specific options I choose. Every option starts ticked. Untick ca (Canada) and uk (United Kingdom), so only us is left, and click Save Filter. The Country row’s button now reads “Showing 1 of 3 options”. Close the sheet with Escape or its X. The row’s Field options cell now reads “1 field customized”.Repeat for Social Campaigns and Ad Campaigns. Then click Save changes. The filters are stored only when you save, and the message “Workspace updated successfully” confirms it. From now on, Country in a new US Team submission offers only us. See Workspace-level option filters.Other teams get their own scoped workspace the same way. Create Canada Team and UK Team, assign the three taxonomies to each, and limit Country to ca and uk. Each additional workspace counts toward your plan’s workspace limit.

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Check your work

  • The Marketing governance model has three taxonomies. Email Campaigns and Ad Campaigns have eleven fields each, from Destination URL to Short URL. Social Campaigns has the same eleven, then QR Code.
  • In each taxonomy, UTM Medium offers one medium: email, social, or cpc.
  • The Draft/Publish pill reads Up to date.
  • The US Team workspace has all three taxonomies assigned, with Require review off.
  • Optional: in US Team, Country offers only us on all three forms. If you also created Canada Team and UK Team, each has the three taxonomies and offers only ca or uk.

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Next up

You have three published forms in the US Team workspace, each offering only its own medium. In Part 8: Your first submission, you fill in the Email Campaigns form and turn your first submission into records with live short URLs. For option filters on their own, see the filter options per taxonomy recipe.