Engage | Tags, Tiers, And Protocols & Datafields

Tags, Tiers, and Protocols & Datafields
What are Tiers
Tiers Overview Tiers provide useful data on each Piece and should be maintained regularly, learn about them below. What are Tiers Within each protocol, a Tier is assigned to the item. Tiers help determine the priority of the item, assist with ...
What are Custom Data Fields and how to Create Them
Overview of Custom Data Fields Custom data fields let you manage information that you deem valuable, maintaining and using them will help organize and perfect communication. What are Custom Data Fields Custom Data Fields allow you to create your own ...
What are Tags and how to Make Them
Understanding and Making Tags Tags play an important role in everyday use of Engage to organize Pieces, below is how to set up and use them. What are Tags Tags are used to categorize customer service inquiries so your team can track trends, generate ...
What are Protocols and how are They Used
Understanding and Using Protocols Protocols allow you to guide the way that conversations happen on Engage by providing information to deal with specific keywords and situations. Maintaining Protocols will allow you to exercise greater control of ...

Popular Articles
Understanding Create: The Dashboard
Introduction to the Dashboard When you log into Create you'll be welcomed with your user dashboard. This is the high-level overview of all activities in Create and the information is separated into widgets. To view a full walkthrough demo of the ...
Understanding Create: The Library
Intro to and Managing the Create Library Find out what the Create Library is and how to manage/upload content to it for future or current use. What is the Library? The Library acts as a shared assets folder where you can upload any images, graphics, ...
Introduction to the Queue View
Understanding the Queue View Your main view when going to look at content is your Queue View, understanding it will give you all general information you need on the fly. What is the Queue View When you navigate to the Content Page, you'll be able to ...
Navigating The Dynamic and Static Workspaces
Navigating Your Workspaces The Dynamic Workspace allows for the management of Content details and information and is your general source of communication and updates. Introduction to the Dynamic Workspace Upon clicking one of the assigned content ...
How to Edit Post Copy
Editing Copy How to edit post copy and save changes made Changing Copy Directly beneath the "Content Type" Section is the "Copy" section where you may input copy to go out with the post, this may be character limited depending on the platform you are ...

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