Using the Tags Menu

Tags Menu

Important Pulse is deprecated in Flare Desktop, which means that it is slated to be removed in a future version.

AVAILABLE TO: Administrators and Employees

In the Pulse dashboard, the Tags menu is available to members of the Administrators and Employees groups. Tags are used to organize information.

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Using Tags

While tags can be created and applied to posts by any registered user (see Tagging Posts), members of the Employees and Administrators group also have the ability to create, follow, and delete tags in feeds.

Example You want to create tags to apply to posts that talk about cats, fish, or nutrition.

When posts are tagged, members of the Employees and Administrators groups can click a tag to view all of the posts with that tag.

Group Permissions and Tagging Options

The table below details the tagging options that are available for members:

Feature	Customers Group	Employees Group	Administrators Group
Create New Tags and Add Existing Tags to Posts
Follow Tags
Create New Tags and Add Existing Tags to Topic Feeds
Invite People to Follow a Tag's Feed
Subscribe to a Tag's Feed
Edit Basic Settings for Tags
Edit Privacy Settings for Tags
Create Parent and Child Tags
Change the Image Associated with the Tag
Delete a Tag from the System
Find Topic Leaders Based on Answers to Tagged Questions

Creating Tags

Tags can be created by any registered user. Keep the following in mind:

There is no limit to the number of tags that you can create in Pulse.
You can create tags up to 100 characters in length. However, tags are most effective when limited to one or two keywords.
If you create a tag that contains multiple words, you do not need to separate the words with an underscore.
There is no limit to the number of tags that can be applied to a post.

How Do You Create Tags?

How you create tags depends on your group membership:

Group	Pulse Dashboard	Embedded Discussion Forms
Administrators	Use the Tags > Create Tag menu command.	Click the Tag link at the bottom of a post. OR Click the Edit link in the Tags section.
Employees	Use the Tags > Create Tag menu command.	Click the Tag link at the bottom of a post. OR Click the Edit link in the Tags section.
Customers		Click the Tag link at the bottom of a post.

How to Create Tags in the Pulse Dashboard

Log in to the Pulse dashboard using an account that is a member of the Administrators or Employees group.
Select Tags > Create Tag.
In the Create Tag page, click the Basic tab. Then do the following:
- Change the Tag Name In the Name field, you can enter a new tag name.
- Change the Tag Description In the Description field, you can enter a new tag description.
- Change the Tag's Profile Image You can click Change Image to open a dialog to select a new image. Once you select an image, the Crop Your Image dialog appears. Select the area of the image that you want displayed and click Crop and Save.
- Delete the Tag You can remove the tag from Pulse by clicking Delete Tag.
Click the Privacy tab. Then set permissions for the tag as follows:

how to configure privacy settings

You have a variety of options when configuring privacy settings:
- Add Users and Groups You can add users by clicking Add a user or group. This opens the Add a User or Group dialog. Do the following.
  - Enter the name of the user or group in the small field at the top of the dialog. Names that already exist in the Pulse database will appear in the large field below.
  - Click the check box next to the name of the user or group you want to add in the large field. You can then enter other names in top field and select different users or groups if you need to.
  - Click Add.
- Remove Users You can remove users by clicking next to their names.
- Set Permissions for Users Select the permission settings for each user. You can select the following options:
  - Owner Gives the user full access to the group. Owners can comment, post, add and remove content, adjust group settings, and add users to the group.
  - Contributor Lets lets the user create group posts.
  - Commenter Lets the user comment on group posts, but restricts the user from posting content.
  - Viewer Lets the user view the group, but they cannot interact with it in any other way.
At the bottom of the Create Tag page, click the Create this Tag button.
This opens a page that gives you different options for editing tag settings.

How to Create Tags in the Embedded Discussion Forms

Tags can be created in two ways using the Pulse system that is integrated with the Flare output—from the Tags section of the embedded discussion forms or by clicking the Tag link directly under a post.

how to add tags from the tags section of a feed

Log in to the Flare output using an account that is a member of the Administrators or Employees group.
In the right column of an embedded discussions form, next to the Tags section, click Edit. A field will appear displaying existing tag(s).
Enter a new tag and click Update.

how to add tags to a post

Log into the Flare output using a registered Pulse account. See Logging In to Pulse.

Note This is the only method that members of the Customers group can use to create tags.
In the options below a feed post, click Tag.
In the Edit Tag dialog, enter a new tag name in the field. If you want to add multiple tags, separate each tag with a comma.
Click Update. The tag is created and the post is tagged with the selected tag. Click Update.

How to Find and Moderate Tags

Log in to the Pulse dashboard as an Administrator or Employee.
Select Tags > Find Tags.
In the Find Tags page, all of the tags in the Pulse system are listed. You can click one of the tags to open its corresponding page.
Depending on what you want to accomplish, do one of the following:

how to search for a tag
1. In the Find Tags page, type part or all of the tag name in the Search box and press ENTER.
2. Click the tag to open it in a new web page.
how to filter the tags on the page

Using the drop-down list in the Find Tags page, you can narrow the tags that are viewable on the page by selecting one of these items:
- New Tags Shows the most recently created tags.
- Most Followed Tags Shows the tags with greatest numbers of followers.
- Most Active Tags Shows the tags with the greatest numbers of updates.
- Followed by Me Shows the tags that you are following.
- All Tags Shows all tags.
how to follow a tag

There are two ways for members of the Administrators or Employees group to follow a tag.

to follow a tag from the dashboard
1. Log in to the Pulse dashboard as an Administrator or Employee.
2. Select Tags > Find Tags. Then open the desired tag's page.
3. Under the tag's image, click the Follow link.
to follow a tag from a post
1. In a web browser, navigate to your published Flare output.
2. Log in to Pulse as an Administrator or Employee.
3. In the embedded discussion form, hover the mouse cursor over a tag. A popup window appears.
4. In the popup window, click Follow.
how to change the tag settings
1. Log in to the Pulse dashboard as an Administrator or Employee.
2. Select Tags > Find Tags. Then open the desired tag's page.
3. Click Settings.
4. Change the tag name, description, privacy settings, profile image, or manage parent and child tags.
how to view tag information

In the tag's page you have other options that include:
- View Updates Click Updates to view updates to the tag's feed. The number next to the button indicates the number of updates to the tag's feed.
- View Followers Click Followers to view a list of users and groups following the tag. The number next to the button indicates the number of followers.
- View the Following Click Following to view the users, groups, systems and searches the tag is following.
- Filter the Tag Feed Using the Your Apps Menu Use the Your Apps menu on the tag page to filter the posts displaying in the tag's feed. For example, click Images to view only the tagged images.
- Find Topic Leaders Topic leaders are users who have answered questions that have been tagged. To find a topic leader for a tag, go to the tag's page and click Find Topic Leaders to open the ranking page.See Finding Topic Leaders.