Tagging conversations in Intercom is essential for analyzing your support efforts, pinpointing areas for improvement, and prioritizing activities across your business. Customer conversation data is your most valuable resource.
Insycle simplifies examining your existing tags in your Intercom database, letting you review tags in groups or record by record to understand data variations, identify opportunities to consolidate and standardize tags, and gain deeper insights into your customers.
With Insycle, you can use the Cleanse Data module to explore your Intercom tags, identify opportunities for standardization, enhance your understanding of your customers and support efforts, and perform bulk updates with ease.
It's straightforward. First, tell Insycle to explore your tags. Then, drill down into different tag groups and review tags at the record level. Finally, you can bulk-update records or export data for further analysis and reporting.
Step 1: Review Field-Level Tag Statistics
Navigate to Data Management > Cleanse Data from the left-side navigation.
At the top of the screen, select the record type you want to explore tags for. You can explore tags for users, leads, and companies.
Now, search for the "Tags" field in Step 1 and select the field by clicking the checkbox next to the "Tags" field.
Then, all tags for this record type will appear in the Record Viewer at the bottom of the screen.
You can export all of the tag statistics for your CRM at any time by clicking on the Export button in Step 1.
Step 2: Explore Tags
Here, tell Insycle which field you want to explore and drill down into.
You can do this in two ways. First, you could select the field using the checkbox in Step 1.
Or, you can select the field in Step 2.
Both methods produce the same result. If you select the checkbox, the field name in Step 2 will be pre-populated.
Once you have a field selected, the underlying records are viewable in the Record Viewer.
This lets you see all users tagged with this particular tag.
Additionally, you can filter records on the Filter tab in Step 2. Here, you can filter by tag, narrowing your list to specific tags you can select from the dropdown that appears when you click "Type to search..."
Click Search, and the Record Viewer at the bottom of the page will update.
You can alter the fields that show up in the Record Viewer by using the Layout tab in Step 2.
In Step 3, you can select specific tag buckets or individual records within them, update them in bulk, or delete them. This is a highly controlled way to standardize tags within your CRM.
Audit Trail and History
The Activity Tracker lets you review all changes made through Insycle. At any time you can download a CSV report of the operation and records affected.
Additional Resources
Related Help Articles
- Bulk Update Values of Any Field
- Bulk Clear Values From Field
- Copy Or Move Values Between Fields
- How to Cleanse Data
- Map Values From One Field to Another
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