This guide will show you how to quickly distinguish between public responses to your Marketing content vs comments you have been tagged in
Things to consider ✅
- To access automation and Inbox tags, users will need the 'Administer Company' permission enabled in the 'Manage Users' section in the 'Company Settings' area
In this article
Creating an inbox tag
- Navigate to the menu in the top right-hand corner ➡️ Click 'Settings' ➡️ Click 'Inbox Settings'
- Next, scroll down to 'Inbox Tags' and create a new tag. For this example, we'll be using 'tagged_message'
Setting up the automation
- Navigate to the top bar to the left ➡️ Click 'Manage' ➡️ Click 'Automation'
- Next, click ➡️ 'Create Trigger' then ➡️ 'Messages' then select your accounts and name your trigger
- Select 'Outbox reply', then continue to 'Do the following'
- Select 'Add Tags' and find the inbox tag you've created above (in this example, 'tagged_message'
- Click 'Save & complete trigger', then 'Save'
Going forward, any new messages that come in and are direct replies to your outbound content will be automatically tagged.
Using the filters in the inbox
Now you've set your inbox tag and automation up, you can filter the inbox to either include or exclude the tag you've created.
- Navigate to the top bar, then ➡️ Click 'Inbox', then ➡️ Click 'Add Filter'
- Open up the 'Inbox tag' tab and use the options to cater to you
- ➡️ Click 'Apply Filters'