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Getting Started

  • Understanding Data Availability
    • Connecting Basic Sources
    • Connecting Zendesk
    • Connecting Salesforce
    • Connecting Help Scout
    • Connecting Slack
    • Connecting Gainsight NXT
    • Connecting Chorus
    • Pushing to productboard
  • Mastering the Search Bar
    • Search Filter Explanations
  • Saving and Sharing Views
  • Navigating Records
    • Contact Drilldowns
    • Tag Drilldowns
    • Widget Drilldowns
  • Optimizing Tag Setups
    • Auto-Tagging
    • Tag Management
    • Bulk Edit Tags
  • Leveraging Weekly Briefings
  • Okta SSO Integration Guide

Dashboards Overview

  • Browse
  • Scores
    • Score Cards
    • Breakdown and Distribution
    • Score Factors
    • Correlated Tags
    • Score Tiers and Flags
    • Time Period Selector
    • Scores Overtime
    • Signal-Based Scores Bound by a Range
  • Reports
    • Viewing Reports
    • Troubleshooting Reports
    • Configuring Reports
    • Insights

CONFIGURATION

  • Scores Dashboard
  • Scores
  • Breakdowns
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Optimizing Tag Setups

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Tags are one of the most powerful aspects of frame, as they can allow you to easily pull up subsets of your data at the drop of a hat. In this section, we'll walk you through some of the ways you can set them up at scale.

Updated over 4 years ago