Using Tags to Organize Activities

You have the ability to either manually enter tags in for each of your Activities for Calls, Chats, Messages, Forms, & Faxes to set up tags to automatically be applied to activities based on defined criteria. Tags are especially helpful for categorizing your activities if you’re interested in tracking a specific product or promotion.

Manual Tagging: 

In the Activity log, click on an activity to expand its fields. You will then see a field to enter tags within the contact field. You can enter any tags you wish. It will pre-populate based on tags you have previously used.

Automatic Tagging: 

Within the reports menu, go to the Manage Tags page. On this page, you will see any tags you have created listed as well as how many calls have been applied to that tag.

In this example, to create a new automatic tagging rule, click the “tag settings” button in the upper right. Choose which type of tagging rule you want to use in this example we are showing (New Caller, Repeat Callers, Length of Call, Time of Call):

Once you choose one of those options you would like to tag, you will be able to configure the tag based on that rule. For example, you could choose the length of call rule and choose to tag all calls greater than 2 minutes as a “good lead”. Additionally there are some advanced options available such as tagging specific Tracking Numbers only.

You will see all of your auto-tagging rules listed on this page.

Using Tags In Reporting: 

Once you start using tags, you can then filter any of our reports by tag.

For example, if you go to the overview report or any of the Activities within the reports menu, you can click the “filter” button in the upper left and you will see the ability to filter your reports by tags.