Manage Tagging
Updated
Tagging allows you to place a visual indicator next to the profile, message, or case in the Sprinklr platform. These visual cues act as an attribute and let you quickly identify the type at a glance. With a quick view, you will be able to tell who your tagged profiles, messages, and cases are and whether they are key influencers, competitors, or potential customers. In this article, you will learn how to:
Edit a Tag
Delete a Tag
Enable/Disable Tag
Reorder Tags
To Edit a Tag
Click the New Tab icon
.in your Sprinklr platform. Under Governance Console, click All Settings within the Platform Setup.
On the Platform Settings window, click Tagging and Customization under General.
On the Tagging and Customization page, select Tags from the list of options on the left panel.
On the Tags window, hover over the Tag's Options icon
and select Edit.
Upon updating Tag details, click Save in the bottom right corner.
Note: You can't change the Select Tag Type while updating the Tag details. |
To Delete a Tag
Click the New Tab icon
On the Platform Settings window, click Tagging and Customization under General.
On the Tagging and Customization page, select Tags from the list of options on the left panel.
On the Tags window, hover over the Tag's Options icon
To permanently delete the tag, click Delete from the confirmation pop-up window.
To Disable/Enable a Tag
Click the New Tab icon
On the Platform Settings window, click Tagging and Customization under General.
On the Tagging and Customization page, select Tagging (Workspace) or Tagging (Partner) from the list of options on the left panel.
On the chosen Tagging window, toggle the Status slider to Enable
or Disable
a tag.
To Reorder Tags
When there are multiple tags at the case/message or profile level, only 3 tags are visible in Agent Console, while the rest are truncated in a plus sign, only visible upon hover making important tags remain hidden. However, on the Tagging window, you can define a priority order for these tags.
Note: To learn more about getting the 'Reorder Tags' capability enabled in your environment, please work with your Success Manager. |
Click the New Tab icon
On the Platform Settings window, click Tagging and Customization under General.
On the Tagging and Customization page, select Tagging (Workspace) or Tagging (Partner) from the list of options on the left panel.
On the chosen Tagging window, select Reorder Tags in the top right corner.
On the Tags Reordering window, change the order of the Profile, Case, and Message Tags by dragging and dropping. Hence, the order of the tags shown in Agent Console will be determined from the order that you set here.