Table of Contents
All about managing tags
Updated
by Billy Dowell
Managing Tags
It's no secret that running customer research without conducting analysis is, well, pointless.
And one quick way to chop up a customer interview into bite-sized, digestible insights is by using tags. That way, you can associate portions of an interview or response with keywords you're looking to synthesize on a broader study level.
With that said, if you love to analyze and synthesize customer interviews, you know that tagging can quickly become unruly. So, we have introduced "study tags" that are relevant to just a specific study.
Here's a quick breakdown:
- Global tags: used across an entire organization to describe something happening in a study or across multiple studies.
- Study tags: used in a specific study to synthesize and analyze relevant data for that study. Study tags are not available across an organization.
Who can create tags?
By default, all team members with either an Admin or Creator role can create and manage tags. Admins can change this setting to allow only Admins to create and manage tags by navigating to Account > Tags > Permissions toggle in top right.
How do I create tags?
Depending on the user permissions on your account, folks with the ability to create tags...
From your account settings:
- Navigate to your account
- Click on Tags
- Add a new tag to any existing group, create a new group, or add to the ungrouped bucket.
- You can drag tags to different buckets depending on the taxonomy you wish to create.
From a transcript:
When you're in an interview room, you can highlight and tag transcripts. Here's how.
- Navigate to a participant's interview room from a study or search for one in the repository
- Highlight a portion of the transcript you'd like to tag
- Click Highlight
- Start typing in a tag
- Either select the tag from the existing list, or
- Create a new tag
- From this navigation, you can also reach the tag manager.
From a study:
- Navigate to the Tags page in a study
- Add a new tag to any existing group, create a new group, or add to the ungrouped bucket.
- You can drag tags to different buckets depending on the taxonomy you wish to create.
How do I manage tags?
Global Tag Management:
From the tag manager, you can create groups or "buckets" of tags. These buckets will be visible every time someone on your team highlights a transcript and looks to add tags.
Global tags can each be managed by clicking on the three dots and then choosing an option, such as:
- View occurrences to see where this tag has been used, if at all.
- Edit tag to change the name of the tag.
- Move to to add the tag to a group.
- Delete tag to completely remove it.
Study Tag Management:
Study tags can each be managed by clicking on the three dots and then choosing an option, such as:
- View occurrences to see where this tag has been used, if at all.
- Edit tag to change the name of the tag.
- Move to to add the tag to a group.
- Delete tag to completely remove it.
Have Questions?
Please reach out to us in the chat or at [email protected]!
