You have the option to tag users automatically from the Receptive integration. See more about how to set up auto-tagging here.
Why is this important?
Tagging user accounts allows you to segment your reporting however you like. Some popular examples are tagging users with their persona, job role, and access level. This will give you additional insights into the variations in feature demand based on the tags you choose.
How do I choose my user tags?
You need to think about the insights which will be most valuable for your business. For example:
- Persona - Fictional characters that represent different user types who will interact with your product in a certain way. These are commonly used by marketing teams to segment their marketing campaigns.
- Job Role - It's important to know the role of each user so you can segment your data in terms of overall power in their organization.
- Access Level - Users with different access levels will have different wants and needs.
How do I add tags to a user?
Use the search bar to find the relevant user.
Alternatively, select "Customers" on the left-hand navigation.
You'll be presented with a list of your customer accounts. Select the relevant account.
Scroll down to the "Users" section on the left-hand side and click on the customer you want to add a tag to.
Click "Edit" on the top of their profile.
Then choose the "Profile" tab from the right-hand side. You can then enter in any tags. Make sure to click "Save Changes" when you are done.
It is also possible to add categories to your tags. This allows you to see tags grouped together on your Reports page, saving you the hassle of finding them on a large list.
For example, you might want to group tags by Job Role.
To add a category, use the formula:
In the above example, you might use "Job Role: Sales".
How do I use the user tags in Reports?
Go to your "Reports" page using the left-hand navigation. On the right you'll see a box called "Report filters".
Click on "Advanced" and scroll down to the "User filters" section.
This is a list of categories, each with a drop-down allowing you to select the relevant tags. Any tags not assigned to a category will be placed in "Other".
You can then select any tags you need and the report will be updated to include those filters.