Page tags and conversation tags
Page tags describe current browsing, while saved tags organise conversations, contacts and other records within a website.
What it is
INSIDE has page tags and saved Tags, which describe different things. Page tags arrive with a tracked page and describe current browsing. Saved tags belong to the website's shared vocabulary and are attached to records such as conversations and contacts.
Who uses it and why
- Developers send page tags to describe browsing context.
- Operators apply saved tags to organise conversations and contacts.
- Administrators maintain consistent saved names and the permissions for changing them.
Where to find it
Page tags come from the website integration, rather than a separate Settings editor. Use Tags in supported conversation and contact controls to work with saved tags. There is no separate global page-tag management screen.
How it works
The tracker accepts a comma-separated list of page tags and trims spaces around each entry. The tags become part of the visitor's current page context. A later tracked page supplies its own list; page tags do not automatically become saved contact or conversation tags.
Saved tags have a name shared within one website. Reusing an existing name reuses that tag. Supported associations include contacts, companies, conversations, file-library items and video shows.
Saved names are normalised to lower case with surrounding spaces removed. The conversation tag input also removes spaces within the entered name. Saved tag names have a 50-character limit.
Visitor-event actions can queue conversation tags before the relevant conversation exists, then apply them to the conversation. This does not turn a page tag into a permanent visitor tag.
Configure it
Agree page-tag values with your developer and send the intended list on each tracked page.
For saved tags, open the record's Tags control. Type in Type to add tag, then select an existing name or create one where your role and that control allow it. The Settings or Manager role provides access to shared tag deletion and supported removal controls. Creating a tag and deleting it have different access checks.
Fields
| Field | Where | Required | What it is for |
|---|---|---|---|
| Tags | Conversation › Tags | No | Selects or creates saved tag names for the conversation being edited. |
Permissions
| Permission | Lets you |
|---|---|
| Settings | Manage shared saved tags, including deletion and removal of associations in supported controls. |
| Manager | Manage shared saved tags, including deletion and removal of associations in supported controls. |
Limits and good to know
- A tag on one conversation is not automatically attached to every conversation for that customer.
- Contact tags describe the contact. They are separate from the browser's current page tags.
- Removing a saved tag from one record and deleting its shared name are different actions. Check the control before deleting.
- The recent-tag suggestions are the five newest saved tag names, rather than the five most recently used associations.
- Tag names are shared within a website, not across every website account.
Depends on and works with
View all connections as a list
This feature uses
- Roles and permissionsConfigured by
Role permissions affect saved tag changes and removals.
- Tags and conversation dataConfigured by
Shared Tags controls create and maintain the saved tag names used across supported records.
- Visitor event updates to customer contextConfigured by
Visitor-event tag actions select which conversation tags to apply, including tags held for a later conversation.
- Visitor page and product trackingEnhances
Page tracking supplies current-page tags separately from saved conversation and contact tags.
Used by
- Visitor page and product trackingEnhances
Page tags add labels to the visitor's current browsing context.
- Tags and conversation dataRelated
Visitor tags and conversation tags apply to different records and should be checked separately.
- Visitor event targeting conditionsEnhances
Custom page tags can be used in filters.
FAQ and troubleshooting
Why did the tag disappear after navigation?
Check whether it was a page tag. Page tags follow the currently tracked page and its supplied list.
Why does a page tag not appear in the conversation's Tags control?
Page tags and saved conversation tags are separate. Use an appropriate saved-tag action when a conversation needs a lasting classification.
Why can I add a tag but not remove it?
Saved tag creation and removal have different permission checks. Ask someone with the Settings or Manager role to review the tag and your permissions.
Does renaming a saved tag affect other records?
The name belongs to the shared website vocabulary. Treat a rename as a shared change, rather than a label change on one record only.