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Traveling Tags

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Tags can travel with outgoing email, or they can remain only within your local Outlook folders. A public tag is a tag that will travel with your outgoing email, and can be seen by the recipients. If that recipient is a Taglocity user, it will add the tag to a special collection called Other People's Tags (depending on their settings). A private tag never travels with email.

Tip In the Professional Edition, private tags are shown in blue text in the Tagger as a visual differentiator from public tags.

Why use public (traveling) tags?

Public tags traveling with messages can extend the benefit of tagging to others. If you tag email with public tags, then the recipients don't need to which saves them a little time. It also helps with consistency in teams. If they are Taglocity users and don't want other people's tags, they can tell Taglocity to ignore unrecognized incoming tags. See Other People's Tags for more information about this setting.

Also, public tags 'round trip' so that reply messages come back pre-tagged even if the other recipients are not Taglocity users.

Tip If you want to share tag collections within teams, talk to your IT department about deploying a TeamFeed service on your intranet.

How tags travel

By default, tags travel with email in two ways:

1.In the Tagline text in the footer of messages. By default, it will look like this:

Taglocity Tags: Tag 1, Tag 2, Tag 3  (a comma separated list)

Tip  In the Professional Edition, you can change the Taglocity hyperlink to a custom hyperlink. If Taglocity finds a Tagline on incoming messages, then it assigns the tags to the email. If a tag on a Tagline is not in one or more of your tags collections, then Taglocity creates it under the Other People's Tags collection. If you don't want other people's tags put on your emails, you can tell Taglocity to ignore unrecognized incoming tags. See Other People's Tags for more information about this setting.

Tip  In the Professional Edition, you can tell Taglocity not to put a Tagline in the footer of outgoing messages that have public tags (if none of the tags are public, a Tagline is not set). Check the Remove Tagline text checkbox in Application Options. Public tags will still travel with the message via the second way noted below, but may be stripped out by some email servers.

2.In the Internet header which is meta data attached to an email. The Internet header is not intended for recipients to see but most email clients do have features to show this information. In some rare cases, Exchange server may reject emails using the standard Comment header so if you get emails bounced back, you can turn this feature off. You can turn if off by checking the Remove Tagline Internet headers checkbox in Application Options.

Note  If you turn off the Remove Tagline text and  settings in Application Options, then public tags will not travel with the email.

To set the public or private property on tags
1.Click the Taglocity toolbar button or ribbon tab, then choose Configuration
2.In the left pane, click Tags
3.Select a tag from the Tags list (Tip click the top node of the tag list and start typing the tag's name to quickly locate it)
4.In the Properties section, choose Public (can travel with email) to allow this tag to be attached to outgoing email, or choose Private (will not travel with email) to have it saved only with the original Outlook item.

Tip Public tags appear in the Tags list with an icon similar to this:

Tip Private tags appear in the Tags list with an icon similar to this:

If you do not want public tags to travel

Before you send an email that has one or more public tags, you can tell Taglocity not to send them by clearing the Send tags checkbox:

If you do not want any tags to travel by default
1.Click the Taglocity toolbar button or ribbon tab, then choose Configuration
2.In the left pane, click Settings
3.In the Application Options section, check the Do not allow any tags to travel by default checkbox

Note The Do not allow any tags to travel by default setting only clears the Send tags checkbox on Outlook's compose email window. If you want the public tags to travel with your email, you can override this setting by checking the Send tags checkbox prior to sending the email.

To turn off the Tagline in message footers

In the Professional Edition, you can tell Taglocity not to put a Tagline in the footer of outgoing messages that have public tags (if none of the tags are public, a Tagline is not set). Check the Remove Tagline text checkbox in Application Options. Public tags will still travel with the message in the Internet header (meta data attached to an email), but may be stripped out by some email servers. See How tags travel above for more information.

 

See also:

Other People's Tags

 


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