Internal tagging

You can tag your messages in Sprout Social to group and categorize posts and messages based on your workflows, campaigns, business objectives and marketing strategies.

Note: Tagging is only available on Professional and Advanced plans.

Learn more about tagging using our scenario-based guides:

This article contains the following sections:

See this related tagging articles:

If you're new to Tagging and not sure the best ways to implement it at your organization, check out our Learning Portal for strategy tips and tricks.

Assigning Permissions

You can set up users on your team to create and manage tags and to add tags to posts and messages.

There are two permissions for users you can apply either when inviting them to Sprout for the first time or through the Users & Social Profiles settings page.

To give a user Tag permissions:

Note: You can only grant tag permissions to a user if you have the Manage profiles & permissions permission.

  1. Navigate to Account and settings > Settings > Users & Social Profiles.
  2. Click the user you want to grant permissions to.
  3. Select Create & edit tags to give the user permission to create and edit tags. This includes renaming, archiving or unarchiving existing tags and including tags in specific groups.
  4. Select Tag messages to give the user permission to tag messages in the Smart Inbox.
  5. Click Save.

Tagging_Permish.png

Additionally, users with Needs Approval, Can Reply or Full Publishing permissions for a profile can apply tags to posts from the Compose window.

Managing Tags

After a user is set up with the appropriate tagging permissions, they can start managing tags from the Tags Global Features section in settings. You can have a maximum of 500 active and archived tags for an account.

To create tags:

  1. Navigate to Account and settings > Settings.
  2. Click Tags under Global Features. The Tag Management screen appears.
  3. Click Add New Tag. The Add Tag window appears.
  4. Enter a Tag Name.
  5. Select the Groups where you want the tag available. Note that you can only add tags for Groups you have access to.
    Screen_Shot_2021-01-22_at_3.31.09_PM.png
  6. Click Add Tag.

To edit active tags:

  1. Navigate to Account and settings > Settings.
  2. Click Tags under Global Features. The Tag Management screen appears.
  3. Click the tag you want to edit.
  4. Update the Tag Name, add or remove groups, or click Archive to archive the tag or Delete to remove it completely.
  5. Click Save Tag.tag_edit.gif

You can't apply archived tags to messages or posts, but you can unarchive tags at any time to resume using them. It's important to archive tags for any past tagging performance.

Note: Archived tags aren't deleted and remain applied to any messages or posts to they were assigned to. Deleting a tag completely removes it from your account, and no record of it remains in Sprout.

Assigning Tags

There are two options for applying internal tags: you can assign tags in the Smart Inbox to received messages or in Compose to outgoing posts.

Applying tags in the Smart Inbox

You can assign tags to any message in the Smart Inbox. You can apply a maximum of 20 tags to a message.

To apply a tag to a message:

  1. Click Screen_Shot_2021-01-22_at_3.50.58_PM.png.
  2. Search for the tag name or select it from the list. If you have the Create & Edit Tags permission you can create a new tag by entering the name of the tag and clicking Create Tag.message-tagging-new-exp.gif

Filter Menu and Views

After you apply tags to messages in the Smart Inbox, you can filter the Smart Inbox by individual or multiple tags in the Filter Menu.

Toggle a tag on or off at any time to show or hide it from the Smart Inbox.

Clicking Match all selected changes all selected filters from OR logic to AND logic. By selecting Match all selected your filter finds messages that contain all selected tags.

Additionally, if you don’t select any tags from the Tags dropdown, the only messages that appear in the Smart Inbox don’t contain tags.

You can also create tag-based Inbox Views for personalized customer care. You can exclusively show messages relevant to your team's role and responsibilities by leveraging tag filters in your Inbox Views.

image1.png

To learn more about creating Inbox Views, review this article.

Applying tags in Compose

If you have Needs Approval, Can Reply or Full Publishing permissions, you can apply tags to posts as you create them in Compose. 

To apply tags in Compose:

  1. Open the Compose window and craft your message.
  2. Click Screen_Shot_2021-01-22_at_3.50.58_PM.png.
  3. Choose up to 20 tags from the list. If you have the Create & Edit Tags permission you can create a new tag by entering the name of the tag and clicking Create Tag.
  4. Complete crafting your post and either schedule it or send it.Message_Tagging_in_Compose.gif

Adding tags in mobile

If you use Sprout's mobile app you can apply tags to your own scheduled, draft or queued posts directly from the Publishing Calendar. 

08d8a10b-55e5-49fb-b7ea-c469ecc7412a.gif

To add a tag to your post:

  1. Tap  Screen_Shot_2021-01-28_at_12.38.19_PM.png   . Your list of tags appears
  2. Select the tags that apply to your post.
  3. Tap Screen_Shot_2021-01-28_at_12.38.25_PM.png. Your tags get applied to the post.

Note: You currently can't apply tags to posts that you're not the author of in the mobile app.

Now your tags appear in the calendar view and contribute to your campaign management.

5d0d26ce-bc0b-4210-8499-1ac6915bf19d.png

Viewing tags

After you apply internal tags to your messages, there are a few places you can see them in Sprout. 

Viewing tags in the Publishing Calendar

A common use case for tags in Sprout is help track campaign effectiveness. If you want to see how many posts are scheduled for a particular campaign, you can filter by tags in the Publishing Calendar. 

tags_on_publishing_calendar.gif

Viewing tags in the Post Performance Report

Another place where you can see tags is in the Post Performance Report. Any message with at least one tag applied to it shows the tag icon. You can hover over the icon to see the tags applied to the message. 

Post_Performance_Report_Tagging.pngThe CSV export for this report also shows applied tags, making it easy to export and filter this data. You can view even more information about your tagged messages' performance by using the Tag Report.

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