erxes plugin
Tags
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Made by Erxes

Get the job done with our Tag plugin. Save time, manage your projects, monitor your team and increase your productivity in just a few clicks.

$5per month
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DESCRIPTION

Tag is an easy-to-use project management tool for team members of any size. Tag lets you save time managing your projects, monitor the team's productivity, increase cooperation and enhance the quality of your products. A tag is a large group of entities that are used to categorize items and get reports. The tag is treated as LABEL for the card only.

BENEFITS

Simple as pressing a button

Easily organize important information with support tags such as customer, company, campaign, and integration.

Integrate your services into one spot

Activate the Tag plugin to support tags and advanced automation.

Keep you and your team organized for smooth flow

Use tags to organize your data. It's easy to see at a glance what the tags mean, what they're useful for, and who you can reach with them.

Keep track of what’s important

Allows you to segment your operations and track their behavior across all of your channels.

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HOW TO SET UP

The Tags plugin is available at erxes marketplace for all users when you get started with erxes. It comes with the Inbox plugin for free as it’s one of the core plugins erxes provides.

⚙️ Self-hosted client, please go to the plugin installation documentation to install the Inbox plugin after installing the erxes XOS.

‍💻 SaaS clients, when you sign-up for Tags plugin will be there already, so just go along with this guideline to get started with this plugin

LET’S GET STARTED

The Tags plugin can be found in the settings section on the bottom left side of the screen. By selecting the Tags tab, you will be able to access to property plugin.

Tags can be made on:

  • Products & Services
  • Deal
  • Customer
  • Company
  • Integration Conversation

Modules:

  • Tags Type
  • Add tag
  • Name
  • Color
  • Parent tag

CAMPAIGN TAG

View sent mass email information by category

  • Seven o'clock news
  • News for investors
  • Emails from the sales team
  • Emails from the marketing team
  • Emails about products
  • Emails to send customer service information
  • Director's Inside News

CONVERSATION TAG

Sorting the incoming conversation, this is very different from the customer. 1 user can say 10 different problems. These 10 different problems are classified. This is the conversation tag.

  • Address location
  • Product
  • Order
  • Introduction
  • Price information
  • Request
  • Proposals to cooperate

CUSTOMER TAG

User tag, Who is this user? What behavior? is a part that can be distinguished.

  • VIP 1
  • VIP 2
  • Enterprise
  • Happy
  • Angry
  • Blacklist

COMPANY TAG

This is the section where you can sort out the companies you register on the erxes.

  • Partner company
  • Contract company
  • Product supplier company
  • Service provider company
  • Enterprise
  • Partner company

INTEGRATION TAG

Use it if there is a need to separate it with too many integration connections.

PRODUCT TAG

Products can be classified by TAG, but they are also classified by Category when they are first created, so it is not often used

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PLUGIN TUTORIAL

Step one. Create Tags

EVERYDAY WITH TAGS

To edit tags

To delele tags

Now that you already know how to use Tags, please go to the following blog posts to learn about different use cases of this plugin and master them.

✌️ Enjoy your journey with the Tags plugin!