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. In the Tags section on the right side, select one or more tags from the existing list. To create a new tag, click the + icon, enter the tag name, and click Create.
Once created, simply select the tag and it will be applied to the conversation, making it easier to organize and revisit important chats later.
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.