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DJohnson4
Contributor

Do Ticket Tags update automatically?

SOLVE

Hi,

I have started using tags on my tickets for customers who begin a quote with us but don't complete it. The tags are determined by the quoted start date. For example, I have a tag for "Quoted Start Date = Today" and one for "Quoted Start Date = 1-3 Days."

 

If a ticket has a quoted start date in 2 days and is tagged "Quoted Start Date = 1-3 Days," will this tag automatically change to "Quoted Start Date = Today" when the quoted start date matches today's date?

 

thanks,

David

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Do Ticket Tags update automatically?

SOLVE

Hi @DJohnson4,

 

This depends on the tag criteria that you have set up – could you please share a screenshot? If your "Quoted Start Date = 1-3 Days" tag, for example, filters for the date property value being more less than 3 days from now but more than 1 day from now, then yes, it will automatically appear according to these criteria.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Do Ticket Tags update automatically?

SOLVE

Hi @DJohnson4,

 

This depends on the tag criteria that you have set up – could you please share a screenshot? If your "Quoted Start Date = 1-3 Days" tag, for example, filters for the date property value being more less than 3 days from now but more than 1 day from now, then yes, it will automatically appear according to these criteria.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
DJohnson4
Contributor

Do Ticket Tags update automatically?

SOLVE

Hi @karstenkoehler

 

That's exactly how I've got it set up for each of the date ranges.

 

thank you for confirming,

David

0 Upvotes