Tagging Channels and Events in Community Posts and Comments
What Is Channel and Event Tagging?
Tagging channels and events allows you to create clickable links directly within your community posts and comments. By typing the # symbol, you can select from a list of channels or scheduled events you have access to. Once inserted, these tags appear as distinctive icons that members can click to navigate directly to the referenced channel or event—provided they also have the necessary permissions.
Key Benefits of Using Tags
Incorporating tags into your community interactions offers several advantages:
- Quick Navigation: Members can jump directly to the channel or event without searching.
- Enhanced Clarity: Visual icons help distinguish references in longer discussions.
- Actionable Content: Tags encourage members to engage with specific community areas.
- Access Control: The tag picker only displays items you have permission to view.
Permissions and Requirements
Before using tags, ensure you meet these criteria:
- You must be able to create posts or comments in the community.
- The tag picker will only show channels and events that you have access to.
- Tags can be added in any post or comment editor within your community groups.
How to Add a Channel or Event Tag
Step 1: Access Your Community Groups
From your CRM dashboard, go to Memberships, select the Communities tab, and choose Groups from the dropdown menu.
Step 2: Create or Edit a Post or Comment
Log into your desired group, then either create a new post or open an existing one to add or edit a comment.
Step 3: Insert the Tag
In the editor, type # to open the selection menu. Browse or search for the channel or event you want to tag, then press Enter or click to insert it. Complete your message and publish it. Verify that the tag works by clicking on it to ensure it leads to the correct destination.
Frequently Asked Questions
Can I include multiple tags in a single post?
Yes, you can tag multiple channels or events, but use them judiciously to maintain readability.
Why can’t I find a specific channel or event in the picker?
The picker only displays items you have permission to access. Check your membership or permissions if something is missing.
What do the different icons represent?
Icons help differentiate between channels and events, making it clear what type of resource the tag links to.
What happens if I tag an event that has already ended?
The tag may direct users to a concluded or read-only view of the event, depending on how it was configured.