Hi, Happy Satuarday!
We created about 240 tags. For now, we rely on our support to manually tag email conversation and FIN customers but it’s very time consuming.
For email, found this but it’s outdated. Do you have a new way to auto-tag email with our internal 240 tags.
Source:
Under Settings > Inbox Automation you will find Inbox Rules. From here, you can create a new rule to tag a conversation if it contains certain keywords.
When creating a new rule, select the event "A customer sends any reply".
Then, in the conditions for your rule, select Message Content, and define the keywords you want this rule to target.
Then, choose the action Tag conversation. Save your rule, and you're good to go!
It would be great to also apply those 240 tags to both FIN and email. Please help! Thanks!