Add & Manage Tags

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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

  1. Sign in to your site

  2. Click the Profile Icon and select Manage OrganizationThe User Profile dropdown menu with the Manage Organization option highlighted.

  3. Select Tags from the left-hand menu The Manage Organization Screen with the Tags menu option highlighted.

  4. Click Add TagTags screen with the Add Tag button highlighted.

  5. Name your tag Add Tag Screen with the Tag Name field highlighted.

    Note:

    The Enabled box must be checked for the Tag to be active.

  6. Click CreateAdd Tag screen with the Create button highlighted.


Edit a Tag

  1. Sign in to your site

  2. Click the Profile Icon and select Manage OrganizationThe User Profile dropdown menu with the Manage Organization option highlighted.

  3. Select Tags from the left-hand menu The Manage Organization Screen with the Tags menu option highlighted.

  4. Click the Action Menu and then Edit next to a tagTags screen, Action dropdown menu expanded with the Edit option highlighted.

  5. Make the desired edits Edit Tag screen displaying fields and buttons.

    • Name: The name of the Tag

    • Enabled: Check this box to enable the tag.

  6. Click UpdateEdit Tag screen with the Update button highlighted.


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.

  1. Sign in to your site

  2. Click the Profile Icon and click Manage OrganizationThe User Profile dropdown menu with the Manage Organization option highlighted.

  3. Select Tags from the left-hand menu The Manage Organization Screen with the Tags menu option highlighted.

  4. Click the Action Menu related to the tag you wish to remove, and select DeleteAction menu, delete.

  5. Click OK on the confirmation pop-up Delete confirmation pop-up, okay button.