Creating tags is very important within VeloCITY 365 as tags impact the display of Interaction Types, Alerts, Knowledge Base Articles, and Search results.

When you create a tag a matching Content Snippet will also be created. The Content Snippet will contain auto-generated sample content in the Value field. The content must be overwritten.
If Content Snippet is accidentally deleted it can be easily re-created by matching the original name.

TIP: A tag must be active before it can be edited.

To create a Tag:

  • Navigate to Velocity 365 -> Tags
  • Click New.
  • The New Tag form displays.
  • Enter the Tag Name.
  • This name will display within both VeloCITY 365 and any associated portals.
  • If this is a child tag, select the Parent Tag name.
  • Complete the additional sections, as required.
  • Click Save & Close.

Section Name

Description

Child Tags

Add any tag records that should be associated under the current tag. Once added, the tag displays in the sub-grid.

Associations

 

Knowledge Articles

Add any Knowledge articles that should be associated with the current tag. Once added, the article name displays in the sub-grid. Parent tags are able to see all child associations, but child tags cannot see other parent or child associations.

Alerts

Add any Alerts that should be associated with the current tag. Once added, the alert name displays in the sub-grid. Parent tags are able to see all child associations, but child tags cannot see other parent or child associations.

Interaction Types

Add any Interaction Types that should be associated with the current tag. Once added, the Interaction Type name displays in the sub-grid. Parent tags are able to see all child associations, but child tags cannot see other parent or child associations.