Organize Insights search results with tags

If you want to classify specific mentions in your search results, you can use tags to apply custom labels to them. For example, you can highlight important authors, assign mentions to specific categories, or flag individual mentions for follow-up. Your organization shares the same set of tags, so you can use them in any of your organization’s saved searches.

Create a tag

Create a new tag to use in Insights.

1. Go to More, and then select Insights.
2. Select Saved Searches to view the list of searches saved by your organization.
3. Select a saved search.
4. Select Manage Tags to view a list of all your organization's tags.
   
5.  Enter your tag name in the Add new tag field, and then select Add.

Apply a tag to a mention

Create a new or apply an existing tag to a mention.

1. Select Saved Searches to view the list of searches saved by your organization.
2. Select a saved search.
3. Choose a mention in the Mentions panel and select Add Tag. To tag multiple mentions, turn on Select multiple, and then select Add Tags.
   
4. Enter a word to find an existing tag.
   • If you see your term in the list of tags, select it to apply it.

   • If you don't see your term in the list of tags, select Add New to create the tag and apply it.
     
     

View tagged mentions

1. Select Saved Searches to view the list of searches saved by your organization.
2. Select a saved search.
3. Select Manage Tags to view a list of all of your organization's tags.
   
4. Select a tag from the list to review all tagged mentions. Note that you can’t make any changes to mentions in this view.

Rename a tag

If you rename an existing tag, Insights updates the new name on any mentions that have that tag applied to them.

1. Select Saved Searches to view the list of searches saved by your organization.
2. Select a saved search.
3. Select Manage Tags to view a list with all your tags.
4. Find the tag you want to edit, and select Rename Tag.
   
   
5. Enter the new tag name and then select ENTER.

Delete a tag

When you delete a tag, Insights removes it from any mentions where it has been applied. Deleting a tag cannot be undone.

1. Select Saved Searches to view the list of searches saved by your organization.
2. Select a saved search.
3. Select Manage Tags to view a list with all your tags.
4. Find the tag you want to remove, and select Delete.
   
   
5. Select Delete in the dialog box to confirm the action.