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.