How do I add Visitor Tags to a ticket in the Queue? How do I add Visitor Tags to a ticket in the Queue?

How do I add Visitor Tags to a ticket in the Queue?

Permanently deleted user Permanently deleted user

Hello,

Thank you for visiting our Qtrac Knowledge Base library. We hope the below article will assist you.

Based on your questions in the chat, it looks like you are trying to add Visitor Tags to a ticket in the Queue.

In order to accomplish this, please follow these steps: 

Permissions Required:

Roles
  • Agent Templates

 

  1. Under the Visitor Tags column in the queue, click on the plus sign                     
    visitor tag 1.png

  2. In the pop up menu, select your preferred Visitor Tag(s) from the list and click Add to Visitor Tag (you may also assign multiple Visitor Tags at once)                                                                                                        
    visitor tag_spanish.png

  3. Additionally, you can create a Visitor Tag and assign it at the same time under the Create New Visitor Tag.
    Type in your Visitor Tag name, select a color or input your hex value, and click Create & Add                    
    create and add.png

  4. After you have added your Visitor Tag, you will see the group’s dot color appear under the Visitor Tag column.

    Hover your cursor over the dot to view the Visitor Tag name                                      
    urgent tag.png

  5. You may also assign a Visitor Tag if you are adding a new visitor from the queue. To do this, click on the Add Visitor button in the left hand menu of your queue                                   
    add visitor.png

  6. In the new popup window, click on the Select Visitor Tags text field  
    select visitor tag 1.png

  7. This will display a dropdown menu of all your available Visitor Tags.
    Click to add any of your Visitor Tags
    select visitor tag 2.png

  8. Once you have added your visitor to the queue, you will see the dot color appear under the Visitor Tags column.

Hover your cursor over the dot to view the Visitor Tag name            
urgent tag 2.png

If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.

 

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