Add Tags To Posts, Conversations, Assets And Events
Tags help you group content and conversations, filter your views and see the breakdown in reports. To learn how tags work and how to create them, see Internal Tags.
Who Can Do This?
Only users with space admin access and above can create tags. Anyone in the space can apply existing tags to posts and messages.
Each organization can have up to 10,000 tags. When you reach it, you can still apply existing tags, but you can't create new ones.
Add Tags When Creating A Post
Go to Compose and create your post
In the bottom bar, click Add tags (tag icon). The Add tags dialog opens
Tick one or more tags. Use Search to find a tag, or pick one under Frequently used
Click Update
If you create several posts at once, the tags apply to every post in that group.
Can't find the tag you need? Type its name and click Create tag at the bottom of the dialog.
Add Tags To A Post From Publish
Go to Publish → All Posts or a project
Open the List, Week, Month, Preview or Grid view and click the post to open its details
In the Tags field, click Add tags
Tick one or more tags. Use Search to find a tag, or pick one under Frequently used
Click Update
Hover over a tag to see who added it and when.
Bulk Add Tags To Posts
Go to Publish → All Posts or a project and open the List view
Hover over each post and tick its checkbox
In the bar at the top, click Tag. The Add tags dialog opens
Tick one or more tags. Use Search to find a tag, or pick one under Frequently used
Click Update
Add Tags To A Conversation
Go to Engage and open the conversation
Hover over the message and click Tag message (tag icon). The Add tags dialog opens
Tick one or more tags. Use Search to find a tag, or pick one under Frequently used
Click Update
The tags appear below the message
Bulk Add Tags To Comments On A Post
Go to Engage and open a comment conversation on one of your own posts
Below the post, open the All tab to see every comment on the post
Tick the comments you want, or tick Select all
In the bar above the comments, click Add tags (tag icon)
Tick one or more tags. Use Search to find a tag, or pick one under Frequently used
Click Update
Tags are added to each selected comment. Selecting several conversations in the conversation list lets you set custom fields on them, not tags.
Tag Posts Automatically
Go to Publish → Publish Rules and click Add new rule
Enter a Name (for example, "Black Friday Campaign Posts")
Select the Data sources (profiles or profile groups)
Choose a Trigger type (for example, Post created)
Under Filters, click Add condition → Message Content → In(=) → "Black Friday" → Exact match
Under Actions, click Add a new action → Add tags, pick your tags and click Update
Click Save
You can also describe the rule in plain words in the Describe what you want to see box (Beta) and click Generate. Always check the result before you save.
Tag Conversations Automatically
Go to Engage → Rules and click Add new rule
Click Create Manually, or start from one of the recommended rules
Enter a Name (for example, "Customer Support Inquiries")
Select the Data sources and a Trigger type (for example, Message received)
Under Filters, click Add condition → Message Content → In(=) → "help, support, issue"
Under Actions, click Add a new action → Add tags, pick your tags and click Update
Click Save
Add Tags To A Contact
You can tag contacts to group and segment them. See Contact Tags for the steps.
Add Tags To Assets
When Uploading
Go to Publish → Asset Manager and click Add asset
Add your file
In the Add tags section, click Add tags, pick your tags and click Update
On An Existing Asset
Go to Publish → Asset Manager and click the asset to open its details
In the Tags field, click Add tags, pick your tags and click Update
Add Tags To Events
When Creating An Event
Go to Publish, click the arrow next to Create post and choose Create event. In the List view you can also hover over a date and click the Create event icon
Fill in the event details
Under Add tags, click Add tags, pick your tags and click Update
Click Create
On An Existing Event
Go to Publish and click the event to open Event details
In the Tags field, click Add tags, pick your tags and click Update
What Happens After
Tags save as soon as you click Update, and show on the post, message, asset or event
Hover over a tag to see who added it and when
Rules tag new posts or messages from the moment you save them; they don't tag older items
Click the x on a tag to remove it
FAQs
How Many Tags Can I Create?
Each organization can have up to 10,000 tags. If you reach the limit, Statusbrew shows a message asking you to contact support. If your organization already has more, you keep them all, but you can't add new ones until you are under the limit.
Can I Create A Tag While Tagging?
Yes. In the Add tags dialog, type the name and click Create tag. You need admin access to create tags.
Can I Tag Many Posts At Once?
Yes. In the List view, tick the posts and click Tag in the bar at the top.
Can Tags Be Added Automatically?
Yes. Use Publish Rules for posts and Engage Rules for incoming messages, with the Add tags action.
Why Can't I Tag An Event In A Subscribed Calendar?
Subscribed calendars, such as holiday calendars, can't be edited, so you can't tag their events. Tag events in your own calendars instead.
Do Tags Work Across Spaces?
A tag with a Global scope is available in all spaces of your organization. A tag with a Space scope works only in that space. You set the scope when you create the tag in Settings → Tags.
Why Can't A Team Member Add Tags To An Engage Conversation?
Check whether they are applying an existing tag or creating a new one. Anyone in the space can apply existing tags, and there is no separate Tags permission on a user's profile. Only Admins and above can create new tags. If they could tag before and suddenly can't, ask them to refresh the page and try again.
Why Doesn't A Tagged Conversation Show Up In My Engage View?
Engage views filter on tags applied to the message, not on tags added to the contact from the contact panel. Open the conversation, add the tag to the message itself, and it shows up in the view straight away.