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 Profile menu with the Manage Organization option highlighted.

  3. Select Tags from the left-hand menu Tags tab.

  4. Click Add TagAdd tag button.

  5. Name your tag Name your tag.

    Note:

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

  6. Click CreateAdd tag, Create button.


Edit a Tag

  1. Sign in to your site

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

  3. Select Tags from the left-hand menu Tags tab.

  4. Click the Action Menu and then Edit next to a tagActions menu edit.

  5. Make the desired edits Edit tag options.

    • Name: The name of the Tag

    • Enabled: Check this box to enable the tag.

  6. Click UpdateUpdate button.


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.

  1. Sign in to your site

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

  3. Select Tags from the left-hand menu Tags tab.

  4. Click the Action Menu and select DeleteAction menu, delete.

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