Front's required tagging rule ensures that you can tag every single conversation in any inbox for your internal categorization and analytics purposes. With this feature, you can up-level your tracking of specific topics, automated routing of messages, and insights into your customer's needs. Before teammates can archive or move a conversation, they will be required to tag the conversation first — read on to learn more.
There are many ways this rule can help with your workflows. Below are a few suggestions:
- Customer support: Ensure every message is tagged accordingly to identify the topic of inbound messages; such as bugs, password issues, pricing, feature requests, etc. You can then use analytics to understand the volume of the different topics you receive.
- Product: Require specific Product issue tags to uncover what parts of the product needs more attention. Use analytics to gain insight into what area of your product needs most attention.
- Multiple required tags: When conversations require multiple types of tags, make sure every one is applied — for instance, tag the specific product line as well as the type of lead it is.
- Automation: Trigger another rule from the tag being added; such as when you add the Billing tag, a sequential rule will move the conversation to the Finance inbox automatically. The rule can even automatically add a comment letting the Finance team know the conversation has been moved from another inbox.
How it works
- The Front rules library contains a Required tagging rule template in which you can set up the parameters for the inboxes in which teammates must tag conversations, as well as curate the list of tags they should use.
- Once the rule is set up, your teammates will be required to tag the conversations in those pre-determined inboxes before conversations can be moved or archived thus ensuring that your conversations are properly categorized. See this FAQ for the actions that trigger the required tagging.
- The biggest benefit of tagging your conversations is that you can run analytics on your tags and gain actionable insight to improve your operations and product.
Part 1: Admin setup
Click the gear icon on the top right of Front and into the Company tab.
Click the Rules tab, then click Add a rule and you will be taken to the rules library. Choose the Require tag rule template.
Give your rule a name. Under the If section, use the Conversation is in condition to choose the inboxes that this required tagging rule should apply to. Click the More options button to add more conditions for the rule.
In the Then section, choose the set of tags that should be shown to teammates to choose from when tagging the conversation. Give the tag list a name and optionally use the checkbox setting Only one tag in this list can be applied for whether the rule allows for only one tag to be added from the set of tags. Click the More options button to add additional required tag sets to the same rule.
Click Create rule.
Part 2: Inbox view
Once your rule is active, you will see a red asterisk on the tag icon when viewing conversations in your targeted inboxes, which serves as a visual reminder to tag the conversation before moving or archiving. When clicking the tag icon, you will see Tagging required, which you can click to see the list of tags that can be used. Choose the tag(s) and continue actioning on the conversation.
If you forget to tag the conversation and attempt to archive or move the conversation, you will see a popup notifying you that you must first tag the conversation. Once you select the tag(s), you will be able to take your desired action.
What triggers the rule?
After you create a required tagging rule, only new activities on conversations will trigger the rule. These are the specific actions that will trigger the rule to prompt you to tag your matching conversations:
- New message
- Tag or untag
Are required tagging rules retroactive?
No, required tagging rules only act on conversations after the rule has been created. They do not retroactively apply to past conversations. Similarly, when you edit a required tagging rule, the new rule will only apply to conversations matching the criteria moving forward. New activity will need to occur on the existing conversations in order to trigger the required tagging rule.
Does this impact other archiving rules?
No, required tagging rules do not impact your other rules that are set up to archive your conversations, regardless of your rule order. In other words, your other rules that normally archive conversations will still archive those conversations automatically and you will not be asked to tag them.
How do I turn off the rule?
To turn off a required tagging rule, you will need to delete the rule completely. There is no enable/disable toggle for required tagging rules at this time.
If you prefer not to completely delete the rule, a workaround to mimc disabling the rule by adding a condition that will always be false, such as if body contains [random string of text], so that the condition will never be fulfilled and thus the rule will never run.
Does it work on new outbound conversations?
It depends. Required tagging does not work on conversations that are brand new started by you if you use Send & archive. The reason is that the conversation technically does not exist until you send it, so the required tagging rule cannot catch this new outbound message and prevent you from the archiving portion of the Send & archive.
However, if you use the Send button rather than Send & archive and allow the message to finish sending, your subsequent manual archive will trigger the required tagging rule.