HAPPYNESS QUOTIENT

the HappyFox blog

Posts Tagged: tags

Mohan Ramkumar

Efficient Organization With Tags

- Mohan Ramkumar on 05 Apr 2013

Categories help a lot in keeping tickets organized in your help desk. But, you might not need a category every time you want to organize loosely related tickets. For instance, all hardware and software related tickets can have their own categories. Whereas, issues related to cameras, keyboards or other items in your inventory might not warrant a category of their own.

Tags can be put to use in those scenarios. To create tags, use the Actions menu and start adding away. As you might now, if you are trying to add already existing tags, auto suggestions will help you speed things up.

Accessing Tags

Accessing Tags

The real beauty is, when you come across a tag in a ticket, you can quickly see all tickets that have same tag by just clicking on it. A quick and simple solution for organizing tickets at the micro level, isn’t it?


Mohan Ramkumar

Automated Actions with Smart Rules – Adding Tags

- Mohan Ramkumar on 12 Nov 2012

To make the most out of the HappyFox smart rules feature, we are covering the actions that can be associated when a smart rule is triggered. For better understanding, kindly check out the following articles:

  1. Enhance Productivity with Smart Rules
  2. Automated Actions with Smart Rules – Setting Status
  3. Automated Actions with Smart Rules – Setting Priority

Continue reading →


Mohan Ramkumar

Adding Time Spent and Tags to Canned Actions

- Mohan Ramkumar on 02 Oct 2012

Canned Actions save a ton of time when replying to customer support queries. Ideally, canned actions are used to respond to support tickets that deal with the most commonly and frequently occurring issues. Say, a request for the link to access the knowledge base or asking for an invoice.

In such cases, the time spent on a ticket would more or less be the same. So could the tags related to those tickets. That’s why we now have included the option to add a preset time spent and tags with each one of your canned actions.

Canned Actions with Preset Time Spent and Tags

Canned Actions with Preset Time Spent and Tags

When a support staff uses a canned action by selecting it from the drop down, the time spent and tags fields are auto populated. But, that doesn’t mean you can’t change the tags or edit the time spent on the ticket manually.

Try it out now and let us what you think!


Mohan Ramkumar

Make the Most of Tag Auto Suggestions

- Mohan Ramkumar on 27 Sep 2012

Tags in HappyFox are the invisible threads that hold related tickets together. Yes, there is a related ticket feature that glues associated tickets together. But, what if you want to bring together tickets that are loosely related to each other?

There is no point in linking all tickets requesting for a demo of the product as related either. That’s when tags come into play. They can be created with ease from the Tags section in the ticket details page.

Tag Auto Suggestions

Tag Auto Suggestions

With the new update rollout, adding tags has become even more simpler. As soon as you start typing, HappyFox will start auto suggesting existing tags and you can add relevant ones in a single click.

Each ticket can have multiple tags and you can look them all up by using the search box!


Mohan Ramkumar

New Features and Improvements: Highlights of the September Update Rollout

- Mohan Ramkumar on 24 Sep 2012

As promised and previewed, the updates for the month of September were rolled out yesterday. This rollout has a gamut of new features and improvements that are ready to use for both existing and new users of HappyFox. Here are the major highlights:

New Features

Tag Auto Suggestions

Tags are a great way to group together and access related tickets. To make adding tags to tickets easier, we have now introduced the auto suggestion feature.

Continue reading →


Mohan Ramkumar

Understanding Tags for Smart Rules

- Mohan Ramkumar on 02 Jul 2012

Last week, we took a look at how useful tags could be when it comes to taking the pain out of setting notifications. Today, let us delve into the various tags that are available to make Smart Rules, smarter.

Email Recipients

Tags in Email Recipients Field

Tags in Email Recipients Field

Checking off these tags will insert the following content in the form field or the text area:

  1. all_category_staff – Support staff from all categories are added.
  2. all_participant_clients – Includes all the concerned parties, both support staff involved and clients.
  3. all_staff_subscribers – All support staff subscribed to a ticket.
  4. assigned_staff – Support team member(s) assigned to this ticket.
  5. client – Customer who created the ticket.

Email Subject

Tags in Email Subject Field

Tags in Email Subject Field

  1. category_name – Name of the category the ticket belongs to.
  2. client_name – Name of the client who sent the support query.
  3. client_email – Email address of the customer.
  4. http_url – URL of the support page.
  5. priority – Ticket Priority.
  6. staff_name – Name of the support team member handling the ticket.
  7. status – Status of the ticket in the queue.
  8. subject – Email subject.
  9. ticket_url – URL of the ticket in question.
  10. ticket_id – Ticket Number.

Email Subject

Tags in the Body of the Email

Tags in the Body of the Email

  1. all_replies – The entire conversation in the ticket.
  2. category_name – Name of the category the ticket belongs to.
  3. category_signature – The signature associated to each category of the HappyFox instance.
  4. client_name – Name of the client who sent the support query.
  5. client_email – Email address of the customer.
  6. http_url – URL of the support page.
  7. priority – Ticket Priority.
  8. staff_name – Name of the support team member handling the ticket.
  9. status – Status of the ticket in the queue.
  10. subject – Email subject.
  11. ticket_url – URL of the ticket in question.
  12. ticket_id – Ticket Number.

To learn more about Smart Rules head over here. Got any questions about using tags or smart rules? Leave comment or ping us at support@happyfox.com and we would be happy to help!


Mohan Ramkumar

Understanding Tags for Notifications

- Mohan Ramkumar on 27 Jun 2012

HappyFox gives you ample room to automate many of the cumbersome tasks involved in a support process. We have already discussed in detail how you can enhance productivity by using the Smart Rules and Canned Action features.

Similarly, to take redundancy out of notifications HappyFox lets you add tags to email templates. Tags when inserted will pull the relevant information for that support ticket in question. Most of the tags are self explanatory, but we have compiled a list briefing their purpose to serve as a reference in future.

Contacts Notifications

Contact Notifications

Contact Notifications

These notifications are sent out to customers and tags can be inserted in the email subject line and the body of the mail.

Checking off these tags will insert the following content in the form field or the text area:

  1. category_signature – Signature associated to each category of the HappyFox instance.
  2. priority – Ticket Priority.
  3. staff_signature – Signature of the staff member replying to the ticket.
  4. client_name – Name of the client who sent the support query.
  5. message – Original support query message sent by the customer.
  6. client_email – Email address of the customer.
  7. status – Status of the ticket in the queue.
  8. category_name – Name of the category the ticket belongs to.
  9. ticket_id – Ticket Number.
  10. http_url – URL of the support page of your HappyFox instance.
  11. staff_name – Name of the support team member handling the ticket.

Staff Notifications

Staff Notifications

Staff Notifications

Notifications that are internal, sent to your support team members need not be as elaborate as the ones sent to the customer. So there are fewer tags in this section.

Checking off these tags will insert the following content in the form field or the text area:

  1. all_replies – The entire conversation in the ticket.
  2. message – Original support query message sent by the customer.

System Notifications

System Notifications

System Notifications

Automated responses are generated by HappyFox to inform contacts, admin and staff members. These notifications are about registration, password reset, sending invites etc.

  1. client_email – Email address of the customer.
  2. client_name – Customer name.
  3. password – The system generated password for the customer.
  4. http_url – URL of the support page.

Got any questions about tags or anything else about HappyFox in general? Leave comment or ping us at support@happyfox.com and we would be happy to help!