Message Tags

Message Tags are labels you can attach to individual messages to help you keep better, more organized records.

Message tags help you track things that are important to your business.

For instance, you might want to note every time you get feedback (good or bad) so that your team can periodically sit down to determine what you’re doing well and what could be better. 

In that case, you could create the tag “Feedback” to attach to all feedback-related messages.

To create a Message Tag: 

1. Go to the Message Tags section under the Settings menu.

2. Click the New Tag button.

New Message Tag Final

3. Enter the name of the Tag you want to create. 

4. Click Add Tag.

Edit Message Tags

You can edit a tag by selecting the pencil icon beside their name. Any changes will be made throughout your dashboard.

Edit Message Tag Final

 

Adding Tags to a Message

Message tags can only be added to individual messages (not to Group Messages or Contacts), but you can add as many tags to as many of those messages as you want.

To add a Message Tag through the queue: 

1. Select the tag icon on the bottom of the conversation block (the tag will save to the most recent message).

2. Select all tags that apply from the dropdown menu.

3. Click Save.

To add a Message Tag from a message thread:

1. Click the message you want to tag.

2. Select the tag icon from the options that pop up.

3. Select all tags that apply from the dropdown menu.

4. Click Save.