Tagging Overview

Why is this important?
Tagging offers a flexible way of tracking different types of ideas. This allows you to segment your reports in a variety of ways and analyze product demand at a granular level.

What is tagging?

When an idea is submitted or when accounts & users are created it's possible to add a tag (or several) to them. This acts as an identifier, grouping related ideas together in your reports & browse pages:

Feature_categories.png

Examples

Examples of request tags include:

  • Product areas or modules - UX, Reporting, Email, Forms, 
  • Projects - Integrations, Tests
  • Function - Onboarding, Communication
  • Integrations - JIRA, Salesforce
  • Workflow - reviewed, needs translation, waiting for more info
  • Account owner / CSM - Bill, Sally
  • Expansion potential - 100-499, 500-999, 1000+
  • Product version1.1, 3.4

Examples of user tags include:

  • Persona - Bob, Jill
  • Job role / Access level - admin, limited, view only 

Examples of account tags include:

  • Account owner / CSM - Bill, Sally
  • Industry - Education, Finance
  • Region - Europe, Eastern USA, Western USA, Texas
  • Plan type - Startup, Gold, Free
  • Potential value - Enterprise, 10k+, Startup
  • Strategic - Yes, No

The items in bold would be classified as categories (see below) while the items in italics would classified as tags.

Categories

Categories offer a way of grouping tags together on the reporting and browsing pages. This makes it easier to find the tag(s) you're looking for.

To add a category, enter the tag like you normally would, but use the following format:

[CATEGORY: TAG]

For example, you might type, "Project: Integrations". In this example, "Integrations" is the tag, while "Project" is the category.

Here's an example of an account tag being added: 

Pasted_Image_8_4_17__12_35_PM.png

Once you press tab, enter, or click outside the box, the tag will be created. Or you can select existing filters that appear as you start typing. Here are some example feature tags & categories:

feature_tags.png

Once you've added a tag & category, the category and associated tags will be added to your Reports pages: 

Account_filters.png

Adding Tags

The following links will provide instructions on how to add tags to ideas, end users, and accounts.

Auto tagging

How to add tags to ideas >>

How to add tags to end users >>

How to add tags to accounts >>

 

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

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