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 requests, bugs, and specific replies that come from your customers. Simply add a tag to a message as it comes in! [block:api-header] { "title": "View Tag List" } [/block] You will notice a tag icon beside each message in Sonar. Clicking on the icon will allow you to access to tags. [block:image] { "images": [ { "image": [ "https://files.readme.io/4492276-Screen_Shot_2017-06-01_at_1.35.37_PM.png", "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/e68e271-Screen_Shot_2017-06-01_at_1.36.34_PM.png", "Screen Shot 2017-06-01 at 1.36.34 PM.png", 396, 622, "#dad5e7" ], "caption": "Tag List" } ] } [/block] [block:api-header] { "title": "Add Tag To A Message" } [/block] 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 a tag * you can add more than one tag to a message [block:image] { "images": [ { "image": [ "https://files.readme.io/ecdf0b0-add-tag.gif", "add-tag.gif", 690, 380, "#3b95a0" ] } ] } [/block] [block:api-header] { "title": "Remove Tag From A Message" } [/block] 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/4c51db9-Screen_Shot_2017-06-01_at_2.41.24_PM.png", "Screen Shot 2017-06-01 at 2.41.24 PM.png", 934, 314, "#f6f8f8" ], "caption": "Click the X beside the \"Images\" tag to remove the tag from that message." } ] } [/block] You can also deselect a tag from the tag list to remove the tag from a message. [block:image] { "images": [ { "image": [ "https://files.readme.io/fa3d599-remove-tag.png", "remove-tag.png", 1258, 760, "#e9e7ef" ], "caption": "In the tag list, there are two tags selected, \"Bug\" and \"Images\". Clicking on \"Images\" in the tag list will deselect the tag from the list and remove the tag from the message." } ] } [/block] [block:api-header] { "title": "Create A Tag" } [/block] [block:callout] { "type": "info", "title": "Tag Visibility", "body": "Note that 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 [block:image] { "images": [ { "image": [ "https://files.readme.io/d2e81b8-Screen_Shot_2017-06-01_at_2.07.59_PM.png", "Screen Shot 2017-06-01 at 2.07.59 PM.png", 1336, 632, "#b0ad52" ], "caption": "Create a new tag" } ] } [/block] 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/755e547-Screen_Shot_2017-06-01_at_2.09.20_PM.png", "Screen Shot 2017-06-01 at 2.09.20 PM.png", 1320, 822, "#e9e8ef" ], "caption": "Newly created tag is listed and applied to a message." } ] } [/block] [block:api-header] { "type": "basic", "title": "Edit A Tag" } [/block] 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/9c6f26c-edit-tag.png", "edit-tag.png", 1258, 741, "#e8e7ef" ], "caption": "Edit a tag" } ] } [/block] [block:image] { "images": [ { "image": [ "https://files.readme.io/854c615-Screen_Shot_2017-06-01_at_4.36.30_PM.png", "Screen Shot 2017-06-01 at 4.36.30 PM.png", 412, 528, "#e6d8dd" ], "caption": "Edit tag name and color" } ] } [/block] [block:callout] { "type": "danger", "title": "Affects of tag edits", "body": "Note that when editing a tag:\n* all messages with that tag will reflect the edits you made" } [/block] [block:api-header] { "title": "Delete A Tag" } [/block] 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/8e96d1d-Screen_Shot_2017-06-01_at_4.38.26_PM.png", "Screen Shot 2017-06-01 at 4.38.26 PM.png", 476, 594, "#e66f5d" ], "caption": "Delete a tag" } ] } [/block] [block:callout] { "type": "danger", "title": "Affects of tag deletions", "body": "Note that 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 this tag\n * the tag will no longer be accessible for anyone on your team" } [/block] [block:api-header] { "title": "Search For Tagged Messages" } [/block] 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/2673ebc-Screen_Shot_2017-06-01_at_2.47.50_PM.png", "Screen Shot 2017-06-01 at 2.47.50 PM.png", 684, 96, "#5d5d5d" ], "caption": "Searching for conversations by tag name." } ] } [/block] [block:api-header] { "title": "Tag Analytics" } [/block] Navigate to *Tools > 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.

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