How to set up and create Tags
The Tags feature within ezConnect will allow you to create custom tags to easily organize and filter conversations.
Assign up to 2 tags to guest conversations and improve response times by quickly filtering conversations you're looking for.
To Enable the Tags feature:
1. Open ezConnect, and navigate to User Management
2. Against a specific role, under Tags, enable permissions for both:
Create and Edit access
Add tags to conversation
Note: Tags is automatically available to owner and Manager roles.
To Create Tags:
Go to Settings
Click on the Tags tab next to User Settings
(This will be displayed only upon granting the permissions in the steps above)
3. Click on Create Tag to add your own custom tags. Add a Tag Name and a Description for your Tag, select either Center or Organization, and click Create to save.
(You can create up to 30 Center Level, and 30 Org Level tags)
NOTE: A system generated SMS opt out tag is automatically created and will be associated with conversations of all guests who have opted out of SMS communication.
To Assign Tags:
Select the guest conversation you wish to assign
Click on the Assign Tag button on the header section of the conversation window, next to the guest name
You can then assign up to two Tags for each conversation
To Filter conversations based on Tags:
Below the search bar, click on the new dropdown icon to filter conversations based on the tags
2. Select up to 5 tags you wish to apply to this conversation and click apply. You can use the search bar to search through the tags you've added.
For more information about using tags, and ideas for some useful tags to add, check out our blog post.