What is auto-tagging and how do I set it up?


You can automatically tag accounts, users, and features through our javascript integration.

Why is this important?
Tags are an incredibly flexible way to segment your reports at a granular level. Auto tagging provides for deep analysis and insights into your demand data without any manual input.

After a quick setup, you'll be able to view the demand on your product from any customer, user, or product segment.

Tags are completely flexible, so its up to you to decide which tags to implement. Here are just a few examples:

Accounts:

  • Location
  • Subscription plan
  • Contract length
  • Company size

Users:

  • Persona
  • Job role
  • Access level

Features: 

  • Product, module, or instance of the product a request is raised from
  • Location of the user who raised the request
  • Name / title of the user who raised the request
  • Any custom tag based on user data or activity

How to set up auto tagging

If you've already integrated with Receptive, you can just add the new keys for account, user and feature tags in our integration doc to your original integration snippet:

Key Description Example
account.tags Account tag categories and their associated tags Simple: ["automotive", "london"]
Tags in categories: [{"location":["london","paris"]}, {"industry":["automotive"]}]
Mixed simple and categories: "["automotive", {"location":["london","paris"]}]
user.tags
User tag categories and their associated tags Simple: ["sales", "london"]
Tags in categories: [{"location":["london","paris"]}]
Mixed simple and categories: "["sales", {"location":["london","paris"]}]
feature.tags Tags automatically set on features created by the user specified in this snippet Simple: ["beta", "london"]
Tags in categories: [{"area":["sales","stock"]}]
Mixed simple and categories: "["beta", {"area":["sales","stock"]}]

If you integrated before 1st Jan 2017, and you have "secure mode" switched on, (so you sign the snippet data), you'll need to update the signing method to use JWT signing. This should be simpler to develop than our earlier manual signing method. 

If you haven't integrated with Receptive yet, just follow the steps here

 

Any questions? Email support@receptive.io or use the form here.

 

 

 

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