How are tags added to a record?
You can add tags to stakeholder, interaction, property, and task records in two ways: manually or by using auto-generation.
Note:
An administrator must first make tags visible by selecting the green tick under the relevant record type(s). This means that the tag will generate automatically on the selected records. Refer to How to edit a tag to see how to manage visibility of each tag.
Manual tags: Once an administrator has created a tag and made it visible, that tag is available to select from within the record. Your also able to add your own tags to the record.
Auto-generated tags: When you trigger auto-generation, the system scans the content of a record and suggests relevant tags that already exist and are visible. The system also suggests new tags based on the record content. You can then select or discard these suggestions, and also add your own. Any new tags are added to the system.
Why should I auto-generate tags?
Auto-generation saves you time because you don't need to search through record content yourself to identify relevant tags. Auto-generating tags also reduces duplication by showing tags that already exist, so you don't create them again and clutter up the system.
How do you manually add tags to a record?
You can select tags on a record if they've been added and enabled by the administrator. You can also add new tags within a record.
How to add tags to a stakeholder, task or property record
Create, or navigate to, the record.
Go to the Tags section.
Click Edit (for stakeholders) or Manage (for tasks & properties). A list of tags that the administrator has made visible for that record type will be shown.
Select the relevant tag(s).
Click + Add new tags if you need to create a new one.
Click Save.
How to add tags to an interaction
Create, or navigate to, the interaction record.
Check Generate in the top right.
Select the relevant tags from the generated list.
Click Save. The selected tags will appear in the Tags section, and be added to the existing list of tags.
How to add tags to historical data
You can even apply automatic tag generation to historical interactions.
Note:
This will only apply to interactions that you have permission to access in the current project.
Click the Admin Settings
icon in the top right corner.Select Data Management, then Manage Historical Data.
Select which mode to apply, All Interactions or just Interactions without Tags.
Click Start Auto-Tagging to auto-tag your historical interactions.
If you have any further questions, please get in touch with your Customer Success Account Executive or contact us on [email protected].