{"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":25,"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

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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.