How to Auto-Tag Tickets by Brand in Gorgias

1. To begin, click on "settings".

2. Next, click on "Rules".

3. Then, click on "Create Rule".

4. Following that, click on "Create Custom Rule".

5. Next, name the rule.

6. Then set the When event as: When - Ticket Created - IF Brand is Nike

7. Next up, set the Then event as: THEN - ADD TAGS - THEN Add Tag 'brand-nike' - VIP

8. Feel free to further customize the rule as per your needs.

9. Finally, click on "Create rule," and it's done.

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This interactive demo/guided walkthrough on How to Auto-Tag Tickets by Brand in Gorgias was created using Supademo.

How to Auto-Tag Tickets by Brand in Gorgias: Step-by-Step Guide

Start by navigating to the main dashboard and locating the "Settings" option in the menu. This is where you can customize how your account works and manage important configurations.

Within the settings area, find and select "Rules." This section lets you automate actions by creating rules that respond to different triggers.

To start making your own automation, click on the "Create Rule" button. This will open the rule creation interface where you define what should happen and when.

Next, choose the option labeled "Create Custom Rule" so you can tailor the automation exactly to your needs rather than using preset templates.

Give your new rule a descriptive name that clearly indicates its purpose. This makes it easier to manage and identify among multiple rules later on.

Set the trigger condition for when this rule should activate. For example, specify that the rule runs "When a Ticket is Created," but only if the ticket’s Brand is set to Nike. This ensures the rule applies to the right tickets.

Then, define the action that should happen after the trigger fires. In this case, add tags like 'brand-nike' and 'VIP' to help organize and prioritize these tickets automatically.

Take advantage of the flexibility here to add any additional conditions or actions that fit your workflow, allowing you to fine-tune how this rule operates.

Once everything looks good, finalize your setup by clicking "Create rule." This will activate the automation so it starts working immediately.

With your rule in place, you can now quickly create automations within Supademo, saving time and improving your ticket management effortlessly.

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