Automatically tagging tickets from specific users and organizations

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8 Comments

  • Pedro Reis

    This is helpful, but I've got 2 questions regarding this article:

    1. Is it possible to apply the tag in batch , i mean apply it to a lot of users at once, by selecting all the users. Bulk management?

    2. Once the user is tagged as VIP, that information will be visible on the ticket?

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  • Jessie Schutz

    Hi Pedro!

    You can apply tag in bulk by doing a bulk user update via CSV; we've got full documentation on how that works here: Bulk importing users

    User tags always get inherited by any of that users tickets, so they'll definitely be visible.

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  • Padrig Tuck

    Is there no way to list domains to use a specific tag for? We just want to add a list of domains that will be auto-tagged with a specific one.

     

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  • Jessie Schutz

    Hi Padrig! Welcome to the Community!

    You can make a list of domains per se, but you can add multiple domains to a specific Organization. You can then set that Org up so that all tickets have the specific tag you need.

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  • Accounts Receivable

    Hi!

    The tagging doesn't seem to work when the user is cc'd. Are there any solutions to this?

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  • Diogo Maciel

    Hi!

    CC'ed users do not get the ticket tagged, only the requester. You can suggest this feature in the Support Product Feedback topic so that our developers can assess it and hopefully include in our future roadmap.

     

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  • DTLR Customer Service

    Is there a way to use the connect product to automate rules to automatically tag users to a VIP based on certain actions within our mobile app?  This way as customers hit a certain threshold, they will automatically be moved over to a VIP customer.

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  • Benjamin Koehler

    Hello,
    You could select Events in the filter of a campaign to target users who take specific actions in your app.

    This could be separate from the campaign that engages another set of users (who don't perform that action).

    If VIP is already something you have set up, it may be helpful for us to look more into how you're using that designation already.

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