How to use tags in social inbox?

Social Inbox tags help categorize conversations for better tracking, organization, and analysis. Think of them as smart labels that give you a clear picture of the interactions your team handles.

🔍 Why Use Tags?

  • Stay Organized: Group similar conversations (e.g., sales, complaints, support).
  • Improve Workflow: Filter messages by tag to prioritize or delegate faster.
  • Gain Insights: Identify trends in customer interactions for better decision-making.

In this article:


Step by step process

1
Go to your Social Inbox.

2
Click on a conversation. Look for the "Tags" section on the right side. Choose one or more tags from the existing list or create a new tag by clicking the + icon and then Create.

Once created, select the tag, which will be applied to the conversation.


FAQs

Q1. Can I create custom tags?

A: Yes, you can create your own tags by clicking the “+” icon in the Tags section and selecting Create.

Q2. How many tags can I assign to a single conversation?

A: You can assign multiple tags to a single conversation to better categorize and track it.

Q3. Can I edit or delete a tag after creating it?

A: While you can’t currently edit an existing tag's name, you can remove a tag from a conversation or delete unused tags from the Tags settings.

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