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How to create and use tags

Gmelius Updated by Gmelius

Tags help you and your team to organize your emails. For example, if you use a Gmelius Shared Inbox to manage your customer support, you can use tags to contextualize your customer emails by the kind of questions they ask or the problems they report.

To create new tags, head directly here: gmelius.io/tags

Tags allow you to give context to emails, but do not allow you to sort emails, i.e. it is not possible to sort emails by tags.

 

Create a new tag

1. From the conversation widget:

Under the "Tag, this conversation" field ⓵ you can type in, choose the color, and create a new tag.

2. From the dashboard
Please note, to manage tags from your Gmelius dashboard you need to be an admin or a manager of your Gmelius subscription. For more information on the Gmelius roles, check our article: Roles and Permissions

Click your avatar and into My account, then click Tags under the profile section. Direct link: gmelius.io/tags

  1. Click on the New Tag button at the top right corner 
  2. Give your tag a name
  3. Highlight the tag with a color
  4. Click "Create"
Highlight tags to make them stand out: You can highlight tags with colors to make them more visible in your conversations. This helps your team visually identify what’s urgent or understand the topic before reading a message. You can set a color when you first create the tag from your dashboard, as well as edit it afterward by clicking the tag and selecting Edit. 

Edit a tag

From your user dashboard: Click on the tag you want to edit and make your changes.

 

Associate the tag with a team

Pro plan only

The super admin of the subscription or the admin of various teams can decide to associate tags to multiple teams. Just head to your tags menu, click on the Edit icon under Actions, and select the teams.

Apply a tag to an email

You can tag a conversation by clicking on the "Tag this conversation" field located on an email's conversation widget. You can type the tag name you want to add in the search bar, create a new tag, or scroll through all tags. You can add as many tags as you want, though Gmelius will collapse the tags when there are many tags in a conversation. 

Remove a tag from an email

  1. Hover the mouse over the tag name to find a small cross to its right
  2. Click on the cross (✖) to remove the tag from the email.

How to search for emails with a specific tag

How to search for emails with a specific tag. See here how.

Automate tagging with rules

You can also automatically add tags using rules. To do this, head to your dashboard and create a rule in which you the action adds a tag.

For more information on how to use rules, check our article: Understanding Gmelius Rules

Tags vs Shared labels

Tags allow you to put one or two keywords on an email conversation to give it context or priority. You cannot filter or search tags, but it is a useful option for your team to have an overview of what the emails are about or how important they are in a shared inbox or shared labels.

Shared labels are used to share specific emails with a group of users (e.g. another department) or categorize emails of your shared inbox (e.g. billings, refunds, cancelation, a geographic zone, etc.). You can then look for emails in your shared labels and also use Gmail's filters to apply automatically your shared labels to specific emails.

To understand the difference between a shared inbox and a shared label, take a look at this article.

How did we do?

Understanding the difference between a shared inbox and a shared Gmail label

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