Call Tags

Call tags are a great way to sort and categorize your calls. Each company in your account has its own set of tags that can be created, edited, and color-coded to help you sort your data faster. 

Use this article to learn how to:

  • Create call tags
  • Color code your call tags
  • Add tags to calls on the Activity dashboard
  • Filter calls on your dashboard by tag

Getting Started

Call tags are company-dependent within your account. There’s no limit on how many call tags you’re able to add to a company. You can also assign multiple tags to a single call.

Editing a call tag will change the tag in every place it’s currently assigned. Removing a call tag will remove it automatically from any call flow and phone call it’s been assigned to.

Set up Call Tags

Follow the instructions below to configure call tags for a specific company in your account.

  1. Choose the company whose call tags you’d like to set up.



  2. Click Settings at the top of the page.

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  3. Select the Tools tab, then click Call Tags.

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  4. You’ll see a list of pre-populated tags. You can create, edit, or delete any of these tags. To add more tags, click + Add New Tag at the bottom of the list.



  5. Click Save Tags at the bottom of the page to save your changes.



Color Coding Call Tags

Applying colors to each of your call tags allows you to quickly and visually differentiate between the types of calls in your call logs. By default, the background color of any tag is gray, but you can choose different colors for each set of call tags in each company. Once a color has been assigned to a tag, all call tags on your activity dashboard will update to reflect the new color.

  1. From the Call Tags customization page (outlined above), select the gray box for each call tag where you’d like to add a color.



  2. Choose the color you'd like to apply to that tag.



  3. Click Save Tags at the bottom of the page to save your changes.



Adding Tags to a Call

You can apply a tag to a call from several places within CallRail.

  1. Add a call tag from the activity dashboard by clicking + Tag in the tag column.

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  2. From the recording playback box by clicking + Tag .

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  3. On a caller’s timeline in Lead Center by clicking Edit Tag, Note, & Value. Click + Tag and apply the tag(s) of your choice.

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You can also apply tags automatically using the Call Flow Builder and Keypad Scoring. For more information on these features, read these help articles:

Adding the Tag Column to Your Dashboard

In order to see a call’s tag on your activity dashboard, you’ll want to ensure the Tag column has been added to your dashboard.

  1. Select Activity at the top of the page.

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  2. Click Table Settings from beneath the call graph.

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  3. Select the checkbox next to Tag to add this column to your dashboard.



Filter Calls by Tag

You can apply a filter to your dashboard and reports to see calls that have been assigned specific call tags. Filtering your data by call tags is a quick way for granular insight into your calls.

  1. At the top of the Activity dashboard or the Report of your choice, select All Filters.

    All_Filters.png

  2. Select the tag(s) that you’d like to see. You can choose as many tags as you’d like.

    Screen_Shot_2017-07-27_at_2.39.32_PM.png

  3. Once you’ve selected your tag(s), your activity log or report will update accordingly.

You can also filter which calls report to your third-party integrations by call tag. For more information on how to set an integration filter for tags, read this support article:

Create integration triggers using call tags

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