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Tagging of posts, tickets and users

In order to look up specific posts, tickets and users, tags can simplify your work-flow a lot.

Florian Triller-Windisch avatar
Written by Florian Triller-Windisch
Updated over a year ago

Posts

In order to assign tags to a certain post, the first step is to open the post in the publisher. On the top left of the menu bar you can find the "Tags" button:

Clicking on "Tags" will open the following drop-down menu:

There you can directly create new tags or look up already created tags. Additionally the most frequently used tags are displayed. As you can see above, there are various tags already displayed and some have been selected (yellow). Once a tag is selected, it will appear in the post itself, in Publisher and the tagged post can be looked up quickly using the tag-search.

Tag-Manager

The following link will bring you to the helpcenter-article of our tag-manager. The possibility for users to manually create, edit and delete tags in each ticket and post can be restricted there. In addition, we created a central space for managing all your tags and to perform the above actions.

In our tag-manager it is also possible to see with which frequency a certain tag has been assigned and two tags can easily be merged into a single one.

This feature is part of our enterprise-tier. To see whether this function is included in your current package or not, please click on this link.

Inbox / Tickets

Tags can even be assigned to individual tickets. Therefore the button can be found in the menu bar of the ticket details. The steps to follow are exactly the same as the tag assignment in Publisher. The selected tags are then also visible in the Inbox on each tagged ticket.

In the ticket details you can find the tags on the right side:

User-Tagging

This feature is part of our enterprise-tier. To see whether this function is included in your current package or not, please click on this link.

In addition, individual users can also be tagged on swat.io. To do so, click on the name of the user in any ticket. The user overview will then open and you will be able to select or create a certain tag:

By clicking on the dropdown menu "User-Tags" you can select a tag or create and save a new one by using your keyboard.

By clicking on the "✖️" in any assigned tag itself, the tag can be removed again.

Analytics

All posts and tickets tagged can be found in the analytics section under "Tags". There you can see how often a certain tag was assigned and a distinction between tagged posts and tagged tickets can be selected.

By hovering over the bars, you can see the actual count of each tag. That way, the progress of the tagged posts and tickets can be displayed over a certain selected period of time and it can be compared with other channels.

These statistics might be particularly helpful, in order to evaluate campaigns in a simple way as an example.

If you have any further questions, don’t hesitate to contact our support team either via chat or via support@swat.io!

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