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CX Project

    Manage Tags and Categories

    Keep all your Tags and Categories organized within Dashboard Settings.

    Here’s how:

    1. Open the CX Dashboard.
    2. Click on the gear/settings icon in the right-hand corner.
    3. Select Tags and Categories from the left menu.
    4. By default, three categories will appear: Touchpoint, Department, and Product.
    5. Click Add Category on the right to create your own custom Tag Categories. You can add up to 10 categories.
    6. Click on Add a Tag to create new Tags under each Category. A total of 500 Tags per Category can be created.

      All Tags created will be available across all CX projects.

    7. To update many Tags at once, click Bulk Add/Delete Tags. Here you can add new Tags separated by line breaks. Do not use this option to edit Tags, as it will only add or delete existing Tags.