Tags can be created from the Tags section of the Conversations admin navigation. Once you've created them, your Tags will appear in the dropdown options of the header panel of a Conversation detail when you click "+Tag". You can also filter out Conversations by Tags.

Create a Tag

Sign in to your site
Click the Profile Icon and select Manage Organization
Select Tags from the left-hand menu
Click Add Tag
Name your tag
Note:
The Enabled box must be checked for the Tag to be active.
Click Create

Edit a Tag

Sign in to your site
Click the Profile Icon and select Manage Organization
Select Tags from the left-hand menu
Click the Action Menu and then Edit next to a tag
Make the desired edits
- Name: The name of the Tag
- Enabled: Check this box to enable the tag.
Click Update

Delete a Tag

A Tag must not be in use to be deleted. The Tag must be removed from all Conversations before it can be deleted.

Note:
Deleted tags cannot be recovered. They must be remade. View the Create a Tag section of this article to revisit tag creation.

Sign in to your site
Click the Profile Icon and click Manage Organization
Select Tags from the left-hand menu
Click the Action Menu related to the tag you wish to remove, and select Delete
Click OK on the confirmation pop-up

Add a Tag to Constituent

Instructions