Tag Best Practises

Hi there Eugene! 

Other users may chime in here and add their experience / thoughts, but I wanted to share a little insight from our team 😊

Similar to Message Templates and Rules, Tags are a resource that it’s easy to “let loose on” as you continue using Front. Things change, processes get updated and without continued up-keep, you can quickly lose control of the overall organisation. 

As such, much of the “suggestions” or “best practices” might seem a little more like common sense my main suggestions would be the following: 

• Prioritise Tag nomenclature and hierarchy
  • Ensure that when you and your team are creating tags, you’re sticking to a standardised naming format, something like “Team / Department - Category - Subject” 
  • You can then use Nested tags to create a folder structure based on your main categories, be it your internal teams, or a tiered approach, depending on your team’s specific use case. 
• Archive, don’t delete
  • You have the option to Archive tags, rather than deleting them when no longer needed. 
  • I would recommend this option in most cases, as tags will remain on previous conversations, and be accessible in Analytics if needed. 
  • You can also Restore archived tags if they come back into play again.
• Regular upkeep
  • As much as is possible in our busy day-to-day, we try to set aside a few minutes every couple of weeks to do some general upkeep of your tags and organisation. 

We ourselves are far from perfect too in this regard, of course 😄 But the above three points should help!

If anyone else has any suggestions or examples of how they’re using Tags in Front, please feel free to share! 💪