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

1. Go to Insights, and then 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 your organization's tags.
   
4.  Enter your tag name in the Add new tag field, and then select Add.

Apply a tag to a mention

1. Go to Insights, and then 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. (You can also select the mention to open the Mention details window, and select Add Tag there.)
4. Enter a word to find an existing tag.
   • If you see your term in the list of tags, select it to apply it to the mention.

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

View tagged mentions

1. Go to Insights, and then 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. Go to Insights, and then 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 press 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. Go to Insights, and then 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.