Tagging is a way to categorize individuals and provide descriptions that can be used in Workflows and to identify people in the organizations TeamTexter instance.
Tags can be added:
- When creating a new person manually
- When viewing people in the People Listing page
- When viewing messages to categorize the message
- When creating a workflow
When creating a new person manually
- From the left panel select Add a Person under People
- On the “Complete the form to add a person” page you have the option to update the Tags field. You are able to add one or more tags.
When viewing people in the People Listing Page
- From the left panel select People Listing under People
- In the Tag column for the Person, select the
button - In the box on the Add/Remove Tags box enter tags. You can enter multiple tags by selecting enter after each tag
- You can remove assigned tags by selecting the
button for people with tags already assigned and using the x to remove the tag(s)
- Select Done to save your changes
When viewing messages to categorize the messages
- Select a message category from the left panel under Messages
- Select a conversation from the available selections
- From the Actions drop down, select to Add/Remove Tags. The Add/Remove Tags area will display
- Enter the tags and once completed select Done
- To view the Tagged message, select Tagged under Message
- A list of messages that have been tagged will display.
- You can view the tags added in the header of the message
When creating a workflow
- Select Administration from the left panel
- Select to Build Workflow
- Enter the name for the Workflow
- Enter the criteria for the workflow. Criteria can be based on:
- A word in a text message
- If person contains a particular tag
- If a person Opts In
- If a person Opts Out
- Person added to a group
- In then column, enter the tags you would like added base on the criteria
- Save and Activate your workflow