Classifying, organizing, and measuring conversations with tags

course
Classifying, organizing, and measuring conversations with tags

About the Course

Marie Kondo was onto something — organization is a game-changer. It’s the key to streamlined teams and efficient processes. Front tags serve as your personal organizer, helping you categorize every customer message so you can quickly understand what needs attention — whether it’s a bug, product feedback, or a matter of urgency.


In this course, you'll discover how to effectively organize your inbox using tags, and then leverage these tags to filter and analyze data, driving smarter decisions and improvements for your business.

Course Instructor

Matthew Meeks
Matthew Meeks
Not started
Enroll
Course Outline
  1. Overview
    1. What are tags?
    2. Coming from another system
    3. Individual vs. shared tags
  2. Provide at a glance context and retrieve specific conversations
    1. Tags organize your areas of work
    2. Tags create visual signals
    3. Searching for tags
  3. Power Automation
    1. Rules applying a tag
    2. Rules using tags
    3. Required tagging
  4. Power Analytics for continuous improvement
    1. Tag report and analytics filters
  5. When not to tag
    1. When not to tag
  6. Quiz
    1. Check your understanding
  7. Feedback
    1. What did you think of this course?
Classifying, organizing, and measuring conversations with tags

About the Course

Marie Kondo was onto something — organization is a game-changer. It’s the key to streamlined teams and efficient processes. Front tags serve as your personal organizer, helping you categorize every customer message so you can quickly understand what needs attention — whether it’s a bug, product feedback, or a matter of urgency.


In this course, you'll discover how to effectively organize your inbox using tags, and then leverage these tags to filter and analyze data, driving smarter decisions and improvements for your business.

Not started
Enroll
Course Outline
  1. Overview
    1. What are tags?
    2. Coming from another system
    3. Individual vs. shared tags
  2. Provide at a glance context and retrieve specific conversations
    1. Tags organize your areas of work
    2. Tags create visual signals
    3. Searching for tags
  3. Power Automation
    1. Rules applying a tag
    2. Rules using tags
    3. Required tagging
  4. Power Analytics for continuous improvement
    1. Tag report and analytics filters
  5. When not to tag
    1. When not to tag
  6. Quiz
    1. Check your understanding
  7. Feedback
    1. What did you think of this course?

Course Instructor

Matthew Meeks
Matthew Meeks