{"metadata":{"image":[],"title":"","description":""},"api":{"url":"","auth":"required","results":{"codes":[]},"settings":"","params":[]},"next":{"description":"","pages":[]},"title":"Tags","type":"basic","slug":"tags","excerpt":"","body":"Tags provide the ability to add more contextual information to your conversations. You can add tags on any message within a conversation. With tags, you will be able to track customer requests, bugs, specific replies, feedback, or any pertinent information you deem useful. Simply add a tag to a message as it comes in!\n\n## **View Tag List**\n\nYou will notice a tag icon beside each message in Sonar. Clicking on the icon will allow you to access tags.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/8f4fb35-4492276-Screen_Shot_2017-06-01_at_1.35.37_PM.png\",\n        \"4492276-Screen_Shot_2017-06-01_at_1.35.37_PM.png\",\n        70,\n        70,\n        \"#dcdcdc\"\n      ],\n      \"sizing\": \"original\",\n      \"caption\": \"Tag button\"\n    }\n  ]\n}\n[/block]\nBy default, you will have four tags: *Bug, Feedback, Inquiry, and Request*. You are free to edit or delete these existing tags if you wish.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/35b16f3-hello31.png\",\n        \"hello31.png\",\n        191,\n        338,\n        \"#ded0de\"\n      ],\n      \"caption\": \"\"\n    }\n  ]\n}\n[/block]\n## **Add Tag To A Message**\n\nTo add a tag to a message:\n* Click on the tag icon to view a list of existing tags\n* Click on a tag to apply it\n* You can add more than one tag to a message\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/4c437d5-Try17.gif\",\n        \"Try17.gif\",\n        578,\n        521,\n        \"#eaf1f7\"\n      ]\n    }\n  ]\n}\n[/block]\n## **Remove Tag From A Message**\n\nTo remove a tag from a message, click the X beside the tag you wish to remove.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/574bcf3-Try18.gif\",\n        \"Try18.gif\",\n        578,\n        370,\n        \"#ebf0f4\"\n      ],\n      \"caption\": \"\"\n    }\n  ]\n}\n[/block]\n\n\n\n## **Create A Tag** \n[block:callout]\n{\n  \"type\": \"info\",\n  \"title\": \"Tag Visibility\",\n  \"body\": \"When you create a tag, everyone on your Sonar account will also see the tag and be able to use it.\"\n}\n[/block]\nTo create a new tag:\n* Click on the tag icon to access the list of tags\n* Click on Create New Tag\n* Specify the name of the tag and choose a color\n* Click Create\n\nOnce a tag is created, you will be able to see it in the tag list. From there you can apply this tag to messages.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/79aa8f6-Try19.gif\",\n        \"Try19.gif\",\n        671,\n        380,\n        \"#eaedef\"\n      ],\n      \"caption\": \"\"\n    }\n  ]\n}\n[/block]\n\n## **Edit A Tag**\n\nTo edit an existing tag:\n* Click on the tag icon to access the list of tags\n* Click on the pencil icon beside the tag you would like to edit\n* Click on Edit\n\nYou will be able to change the name of the tag and the color. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/9bc1f40-hello32.png\",\n        \"hello32.png\",\n        194,\n        339,\n        \"#547dd9\"\n      ],\n      \"caption\": \"Edit tag buttons\"\n    }\n  ]\n}\n[/block]\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/bb3d3a5-hello33.png\",\n        \"hello33.png\",\n        197,\n        250,\n        \"#4c7bdf\"\n      ],\n      \"caption\": \"Edit tag name and color\"\n    }\n  ]\n}\n[/block]\n\n[block:callout]\n{\n  \"type\": \"danger\",\n  \"title\": \"Affects of Tag Edits\",\n  \"body\": \"When editing a tag, all messages with that tag will reflect the edits you've made.\"\n}\n[/block]\n## **Delete A Tag**\n\nTo delete an existing tag:\n* Click on the tag icon to access the list of tags\n* Click on the pencil icon beside the tag you would like to delete\n* Click on Delete\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/d25af1b-hello35.png\",\n        \"hello35.png\",\n        195,\n        250,\n        \"#d2d0cf\"\n      ],\n      \"caption\": \"Delete a tag\"\n    }\n  ]\n}\n[/block]\n\n[block:callout]\n{\n  \"type\": \"danger\",\n  \"title\": \"Affects of Tag Deletions\",\n  \"body\": \"When you delete a tag: \\n * The tag will be removed from any messages it was appended to\\n * You will lose any analytics and data that existed for the tag\\n * The tag will no longer be accessible for anyone on your team\"\n}\n[/block]\n## **Search For Tagged Messages**\n\nTo search for a tag, go to the Search bar and type in tag: <name of tag>. The search result will be a list of conversations containing messages with that tag.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/2d8d277-hello34.png\",\n        \"hello34.png\",\n        397,\n        50,\n        \"#a9b0b4\"\n      ],\n      \"caption\": \"Searching for conversations by tag name.\"\n    }\n  ]\n}\n[/block]\n## **Tag Analytics**\n\nNavigate to the ****Tools**** tab, and select ****Analytics****. At the bottom of your Analytics page, you will see analytics for your tags. We will provide data such as the total messages sent/received with a particular tag.","updates":[],"order":27,"isReference":true,"hidden":false,"sync_unique":"","link_url":"","link_external":false,"_id":"59306418e1a814000f84676e","project":"55208137623ff50d009b2bec","version":{"version":"1.0","version_clean":"1.0.0","codename":"","is_stable":true,"is_beta":true,"is_hidden":false,"is_deprecated":false,"categories":["55208138623ff50d009b2bf0","55494a226a82a10d00817ae5","55494ba7ee219b0d001743c8","55494bc1ee219b0d001743cc","56ead8c1df765617008bccaf","573a2073dd007d1700cf288f","579695b1f64c9f0e007cd76c","57969e3dfa1ff60e006a1274","579a4592fd9f3c0e008e4f4a","57ab9afe54fa780e006c5430","57b784f5b7ebd60e009cb4a6","58f686818193090f008cec76","59e79fbd4cf31900341d50c6","5b2436973fd93f0003dcf99d","5d824fb2ce98a801366098a2"],"_id":"55208137623ff50d009b2bef","createdAt":"2015-04-05T00:26:31.564Z","releaseDate":"2015-04-05T00:26:31.563Z","__v":15,"project":"55208137623ff50d009b2bec"},"category":{"sync":{"isSync":false,"url":""},"pages":["55496509c634cf2d0012507c","5549650ecd09b317005f8f4e","55496535a5ecbc1900321683","5549654dcd09b317005f8f53","55496557c634cf2d0012507e","55496563cd09b317005f8f55","55496673a5ecbc190032168a","55496682cd09b317005f8f5e","5549668da5ecbc190032168c","55497c3ea5ecbc19003216bd","55c1047d81dc010d00d50678","55c3cad1b0778d2100a7ebd8","5638e41e3539050d0008205f","563a2ac1f0c29b1700daaf98","563a2b7ef0c29b1700daafa2","563a2d83d25e8919005f3f05"],"title":"Features","slug":"features","order":2,"from_sync":false,"reference":true,"_id":"55494bc1ee219b0d001743cc","project":"55208137623ff50d009b2bec","version":"55208137623ff50d009b2bef","__v":16,"createdAt":"2015-05-05T23:01:21.408Z"},"user":"58dd58d815f4150f00839ba0","createdAt":"2017-06-01T18:59:36.318Z","githubsync":"","__v":0,"parentDoc":null}

Getting Started Guide

How Sonar Works

Features

Public API

Integrations

Product Updates

Salesforce Package Updates

Tags

Tags provide the ability to add more contextual information to your conversations. You can add tags on any message within a conversation. With tags, you will be able to track customer requests, bugs, specific replies, feedback, or any pertinent information you deem useful. Simply add a tag to a message as it comes in! ## **View Tag List** You will notice a tag icon beside each message in Sonar. Clicking on the icon will allow you to access tags. [block:image] { "images": [ { "image": [ "https://files.readme.io/8f4fb35-4492276-Screen_Shot_2017-06-01_at_1.35.37_PM.png", "4492276-Screen_Shot_2017-06-01_at_1.35.37_PM.png", 70, 70, "#dcdcdc" ], "sizing": "original", "caption": "Tag button" } ] } [/block] By default, you will have four tags: *Bug, Feedback, Inquiry, and Request*. You are free to edit or delete these existing tags if you wish. [block:image] { "images": [ { "image": [ "https://files.readme.io/35b16f3-hello31.png", "hello31.png", 191, 338, "#ded0de" ], "caption": "" } ] } [/block] ## **Add Tag To A Message** To add a tag to a message: * Click on the tag icon to view a list of existing tags * Click on a tag to apply it * You can add more than one tag to a message [block:image] { "images": [ { "image": [ "https://files.readme.io/4c437d5-Try17.gif", "Try17.gif", 578, 521, "#eaf1f7" ] } ] } [/block] ## **Remove Tag From A Message** To remove a tag from a message, click the X beside the tag you wish to remove. [block:image] { "images": [ { "image": [ "https://files.readme.io/574bcf3-Try18.gif", "Try18.gif", 578, 370, "#ebf0f4" ], "caption": "" } ] } [/block] ## **Create A Tag** [block:callout] { "type": "info", "title": "Tag Visibility", "body": "When you create a tag, everyone on your Sonar account will also see the tag and be able to use it." } [/block] To create a new tag: * Click on the tag icon to access the list of tags * Click on Create New Tag * Specify the name of the tag and choose a color * Click Create Once a tag is created, you will be able to see it in the tag list. From there you can apply this tag to messages. [block:image] { "images": [ { "image": [ "https://files.readme.io/79aa8f6-Try19.gif", "Try19.gif", 671, 380, "#eaedef" ], "caption": "" } ] } [/block] ## **Edit A Tag** To edit an existing tag: * Click on the tag icon to access the list of tags * Click on the pencil icon beside the tag you would like to edit * Click on Edit You will be able to change the name of the tag and the color. [block:image] { "images": [ { "image": [ "https://files.readme.io/9bc1f40-hello32.png", "hello32.png", 194, 339, "#547dd9" ], "caption": "Edit tag buttons" } ] } [/block] [block:image] { "images": [ { "image": [ "https://files.readme.io/bb3d3a5-hello33.png", "hello33.png", 197, 250, "#4c7bdf" ], "caption": "Edit tag name and color" } ] } [/block] [block:callout] { "type": "danger", "title": "Affects of Tag Edits", "body": "When editing a tag, all messages with that tag will reflect the edits you've made." } [/block] ## **Delete A Tag** To delete an existing tag: * Click on the tag icon to access the list of tags * Click on the pencil icon beside the tag you would like to delete * Click on Delete [block:image] { "images": [ { "image": [ "https://files.readme.io/d25af1b-hello35.png", "hello35.png", 195, 250, "#d2d0cf" ], "caption": "Delete a tag" } ] } [/block] [block:callout] { "type": "danger", "title": "Affects of Tag Deletions", "body": "When you delete a tag: \n * The tag will be removed from any messages it was appended to\n * You will lose any analytics and data that existed for the tag\n * The tag will no longer be accessible for anyone on your team" } [/block] ## **Search For Tagged Messages** To search for a tag, go to the Search bar and type in tag: <name of tag>. The search result will be a list of conversations containing messages with that tag. [block:image] { "images": [ { "image": [ "https://files.readme.io/2d8d277-hello34.png", "hello34.png", 397, 50, "#a9b0b4" ], "caption": "Searching for conversations by tag name." } ] } [/block] ## **Tag Analytics** Navigate to the ****Tools**** tab, and select ****Analytics****. At the bottom of your Analytics page, you will see analytics for your tags. We will provide data such as the total messages sent/received with a particular tag.