How Opportunity Tags Work
Opportunity Tags overview
Opportunity tags can be found on an opportunity under Report on the Overview page, below the Key Roles section.
By default Opportunity Tags start with two tag “types”: Technologies and Services. We define them as:
Technologies - shared between companies. Think code languages, data center or cloud provider regions, and technology you’re using from vendors.
Examples: Python, US-East-1, Consul
Services - created within your company. Think of all the things managed by teams and named by them, they’re likely acronyms, named after the product they support, or something fun/silly.
Examples: JSA, site-backend, Gandalf
📣 If your org uses Technologies and Services to mean something specifically different, or is inclined to interpret those words differently, define these two categories in whatever way will be the easiest for those within the culture of your organization to understand and adopt.
Managing Opportunity Tags
Adding and Creating tags
Anyone in your organization can add existing tags or create a new tag in Jeli.
To create a new tag:
Click on the + or Add tag(s) button in the Opportunity Tags section.
Select the tag type you would like to add your new tag value to. Search for your tag name using the search bar in the top left of the drop down.
If the tag does not exist, you’ll see a Create tag
tag nameitem appear in the drop down, as seen in the video.Click Create tag to apply the new tag in Jeli 🎉
Once you add tags to Jeli, this will allow Jeli to search across your opportunities for mention of the new tag. In the example above, Jeli will search across your opportunities for mention of “Consul” and “Lodash”.
To add an existing tag:
Click on the + or Add tag(s) button in the Opportunity Tags section. This will show you a list of tags types to choose from.
Select the tag from the drop-down list. In the example below, selecting
AWSwill show related opportunities that mentionAWS.
Adding the AWS tag will update the Related Opportunities list with other opportunities also tagged with AWS
Removing and Deleting tags
Anyone in your organization can remove tags from Opportunities, or delete tags. For deleting tags, we’ve put extra prompts in place to make sure this is something you want to do.
To remove a tag:
Click the
Xon the tag you want to remove from the applied Opportunity Tags.
Let the list of opportunities refresh with the new parameters. You’ll see a green ✅ when this is complete.
To delete a tag:
Click on the + or Add tag(s) button in the Opportunity Tags section.
Select the tag type you would like to delete your tag value from. Search for your tag name using the search bar in the top left of the drop down.
❗️ If the tag you wish to delete is applied to the opportunity you are viewing it will not appear in the selectable tag list. You must remove it first and then delete it.
Hover over the tag name and click the trash can icon. This will open a confirmation popup.
Enter the name for the tag you want to remove in the prompt, and click
Remove.
Understanding Auto-tagging
Once a tag is created, Jeli will automatically search through all the Slack messages across all of your Jeli opportunities, and match tags to message contents. Tags can be applied automatically by Jeli, or manually by you.
Auto-tagging: The tags applied to your opportunity automatically by Jeli will have sparkles ✨. Opportunity tags are applied as they are matched with message contents, and are not weighted in any way based on how they’re displayed.
Manual tagging: Manually add tags by clicking “+ Add” and typing in the tag you’d like to include in the query.
💡 The search Jeli uses to match tags with messages is not case sensitive, and is fuzzy when it comes to periods, dashes, and underscores, but not at spaces between words.
For example: a tag of Node.js will auto-tag an opportunity in the instance someone typed Node-js but not when they type Node js. A tag of Elasticsearch will not auto-tag an opportunity mentioning Elastic search and vice versa.
Tag Creation Advice
We recommend choosing your tag’s phrasing based off what is frequently used in your organization, and then check a few incidents you’d expect to be automatically tagged with that service or technology. If the opportunity tag you expect is not applied, check to see how the service was phrased in the Slack messages across those incidents.
📌 Opportunity Tag Parameters:
3 - 24 characters long
Contains only alphanumeric characters, periods
., dashes-, underscores_, slashes/and spaces ``.Not case sensitive
We recommend avoiding common words used frequently in response conversations. Such as
timeorupdate.
Managing Opportunity Tag Types
📣 To learn more about Managing Opportunity Tag Types please visit our doc here