Branch Settings - Mail Tags

Mail tags are used to categorise and organise Your Mail in Rave. They help keep information structured and easy to find.  Mail Tags allow users to tag their mail when creating Enquiry Mail, Project Mail or our coming soon Branch Mail, making it easier to find important information, track progress updates, Client issues, Project Kick off Emails and much more.

If you are looking for Managing Notes Tags click here for the article. 

1. Click on your Profile dropdown menu.

2. Select Branch Settings.

3. Scroll down to the Tags section.

4. Open the Mail Tags Management area.

From here, you can add, edit, archive, delete, or merge tags.

Creating a Mail Tag

1. Click + Mail Tag to create your first tag.

2. A pop window will appear allowing you to:

   • Choose which mail type(s) the tag can be used in (Enquiry, Project, or Branch Mail).

   • Select a colour for the tag.

   • Enter a name for the tag.

3. Once you have made your selections, click Create.

Your tag will then appear in the list, displaying:

• The selected colour

• The Tag Name

• The mail type(s) it applies to

Managing Existing Tags

You can manage tags using the following options:

• Edit – Update the tag name, colour, or applicable mail types.

• Delete – Remove a tag that is not currently in use.

• Merge – Combine duplicate or unwanted tags into a single new tag.

• Archive – Retain historical data while preventing the tag from being used again.

These Mail Tags can now be used in CRM mail or Project Mail.

The help article for CRM mail is here.

The help article for Project mail is here.