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.

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Tag button

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.

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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
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Remove Tag From A Message

To remove a tag from a message, click the X beside the tag you wish to remove.

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Create A Tag

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Tag Visibility

When you create a tag, everyone on your Sonar account will also see the tag and be able to use it.

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.

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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.

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Edit tag buttons

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Edit tag name and color

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Affects of Tag Edits

When editing a tag, all messages with that tag will reflect the edits you've made.

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
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Delete a tag

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Affects of Tag Deletions

When you delete a tag:

  • The tag will be removed from any messages it was appended to
  • You will lose any analytics and data that existed for the tag
  • The tag will no longer be accessible for anyone on your team

Search For Tagged Messages

To search for a tag, go to the Search bar and type in tag: . The search result will be a list of conversations containing messages with that tag.

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Searching for conversations by tag name.

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.