1. To begin, click on "settings".
2. Then, click on "Rules".
3. Next, click on "Create rule".
4. Next up, click on "Create Custom Rule".
5. Now, add a name to the rule.
6. Once that's done, click on "Add tags".
7. Now, add the When and Then statements as specified here for Brand A.
8. Finally, click on Create Rule. Repeat the same process for each brand you manage by creating separate rules.
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This interactive demo/guided walkthrough on How to Configure Multi-Brand Ticket Tagging in Gorgias was created using Supademo.
How to Configure Multi-Brand Ticket Tagging in Gorgias : Step-by-Step Guide
Start by navigating to the main dashboard and selecting the "Settings" option. This is where you can customize various aspects of your account and prepare to set up your rules.
Once inside the settings menu, look for the "Rules" section. This area allows you to manage how your system automatically handles different scenarios.
Here, click on the button labeled "Create rule" to start defining new automation rules that will help streamline your workflow.
Next, choose "Create Custom Rule" to tailor your automation to fit your specific needs, giving you full control over how the rules behave.
Give your new rule a clear and descriptive name. This helps you easily identify the purpose of the rule later, especially when managing multiple rules.
After naming your rule, click on "Add tags" to categorize and organize it. Tags make filtering and searching through your rules more efficient.
Now, carefully input the When and Then clauses following the example provided for Brand A. These statements define the conditions and actions for your rule.
Once all details are set, finalize the process by clicking Create Rule. Repeat this setup for each brand you oversee, creating a separate rule tailored to each one’s requirements.
And that’s it! You’ve quickly built a custom Supademo rule to automate your workflows and save time across your projects.
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FAQs
Commonly asked questions about this topic.
What is multi-brand ticket tagging in Gorgias?
Why should I use custom rules for ticket tagging?
How do I add a tag in Gorgias for multi-brand tickets?
Can I create multiple rules for different brands?
What should the "When" and "Then" statements include?
Is coding knowledge required to configure these rules?
How can multi-brand tagging improve customer support?
What if a ticket relates to multiple brands?
How do I test if my rules are working properly?
Can Supademo help me create demos on Gorgias configurations?
Product Operations Associate
Vimal Kumar helps build and grow Supademo’s team and GTM efforts, with a focus on figuring out growth levers and improving product traction.
