Activity filters, tags, and deletion

Activity filters allow you to surface activity based on different attributes, including signals, Contact tags, activity tags, sentiment, whether the activity is from an internal teammate, and auto-categories such as Bug/issue, Product question, and Content attached.

Preset Activity Filters

As a starting point, Common Room automatically surfaces three preset ways to view your activity in the left hand navigation: Trending conversations, Explore categories, and Team activity. After you navigate to each preset activity view, you can apply additional filters (e.g. signal, Contact, categories, or tags) to further narrow down the activity.

Trending Conversations

This preset view shows you the top conversations happening across all signals in your community. As a community leader, it’s vital to stay on top of significant conversations taking place in your community so you can quickly take action if needed. To surface trending conversations, we weigh the number of participants and the number of replies, and sort by the recency of the activity.

Explore Categories

This preset view allows you to explore some of the most meaningful activities and conversations happening in your community. Common Room’s sentiment and auto-category intelligence enable you to quickly identify meaningful conversations. Sentiment helps you understand how Contacts are feeling when they are engaging with your brand. Auto-categories help you identify feedback and comments that require action: Product complaints and appreciation may translate to product feedback, product questions may help inform the content in your organization’s FAQs, and activities with content attached may help you expand your organization’s educational resources.

Team Activity

This preset view allows you to quickly see how your internal team has been engaging within your community. Growing your community is a team sport, and the Team activity view in Common Room enables you to stay up to date on your team members’ activities and collaborate with them more effectively.

Activity Tags

To find and group related conversations happening across your community by an attribute, such as positive product feedback or a collection of feature requests, create and filter by activity tags.

Create an activity tag

1. Go to any location within the product which highlights activity (e.g. Activity page, Trending conversations, Explore categories, Team activity, A pulse on your community on the Activity tab on Contact and Organization profiles.)
2. Hover over the activity you’d like to tag.
3. Click the tag icon in the top right corner of the activity module. This opens a dropdown menu with different tag options.
4. Type the name of the activity tag you’d like to create and click New tag to create a new activity tag.

Apply an activity tag

1. Go to any location within the product which highlights activity (e.g. Activity page, Trending conversations, Explore categories, Team activity, A pulse on your community on the Activity tab on Contact and Organization profiles.)
2. Hover over the activity you’d like to tag.
3. Click the tag icon in the top right corner of the activity module. This opens a dropdown menu with different tag options.
4. Scroll within the dropdown or type in the search box to find the tag you would like to apply.
5. Click on the tag to apply it.
6. Once the tag is successfully applied to the Contact, you’ll see a confirmation toast at the bottom of the page.

To apply an activity tag to multiple community activities:

1. Go to any location within the product which highlights activity (e.g. Activity page, Trending conversations, Explore categories, Team activity, A pulse on your community on the Activity tab on Contact and organization profiles.)
2. Hover over the activity you’d like to tag.
3. Check the box next to the Contact's avatar for each activity you’d like to tag.
4. Click the Tag button which appears at the bottom of your screen. This opens a dropdown menu with different tag options.
5. Scroll within the dropdown or type in the search box to find the tag you would like to apply.
6. Click on the tag to apply it.
7. Once the tag is successfully applied to the Contact, you’ll see a confirmation toast at the bottom of the page.

Edit an activity tag

1. Go to the Settings page.
2. Open Tags in the left menu.
3. Navigate to the Activities tab, which displays all of your existing activity tags and the number of times they've been used.
4. Check the box next to the tag you’d like to edit.
5. Click Edit at the top right of the screen.
6. Edit the name and/or description. Edits made here will be reflected anywhere the tag has been used.
7. Click Save changes.

Delete an activity tag

1. Go to the Settings page.
2. Open Tags in the left menu.
3. Navigate to the Activity tab, which displays all of your existing activity tags and the number of times they've been used.
4. Check the box next to the tag you’d like to delete. You can select multiple tags at once for deletion.
5. Click Delete at the top right of the screen. Deleted tags will be removed from all activities.
6. Click Delete tag.

Activity Deletion

Activities from more custom signals such as Manual entry and Zapier can be deleted individually or in bulk.

To delete an individual activity:

1. Navigate to the activity you would like to delete, either via the Activity tab or the Contact profile activity section
2. Hover over the activity and click on the pencil icon to edit the activity
3. Click Delete activity

To delete multiple activities:

1. Navigate to the Activity tab and select the activities you would like to delete via the checkbox on the acitivity
2. In the toast which appears, click on the ...
3. Click delete Delete activities