Tagging offers a flexible way of tracking ideas and segmenting your reports so that you can analyze product demand at a granular level.
Tagging allows you to group your data. Tags can apply to requests, users (teams, visitors, and prospects), and accounts. This makes it easier to efficiently analyze your data.
You can then use these tags to take a closer look at your data with Feedback Reports. You could, for example, see the most popular requests by Enterprise customers who are based in Europe.
Add Tags
Rather than trying to tag every user or every piece of feedback you receive, we recommend that you focus on groups of users, requests, or accounts. Start small and add tags as you find knowledge gaps in your feedback database.
Tags can be added through Pendo Feedback to requests, to visitors, team users and accounts based on your strategic goals. For more information, see the following articles:
- How to add tags to requests
- How to add tags to visitors
- How to add tags to team users
- How to add tags to accounts
The quickest way to add tags is to set up auto-tagging when you configure the Pendo snippet. Auto-tagging can additionally be configured using Feedback API's.
Set up auto-tagging
Auto-tags will pull data from your product, and automatically add tags to visitors and accounts in Pendo Feedback. This lets you view requests and reports from specified user or account groups.
You can automatically tag Accounts and Visitors through the Pendo snippet.
Why is this important? Tags are a flexible way to segment your reports at a granular level. Auto-tagging allows for deeper analysis and insights into your demand data without any manual input.
Tags are completely flexible, so it's up to you to decide which tags to implement. Some example Account and Visitor tags include:
| Accounts |
|
| Visitors |
|
After setting up auto-tags, you can view the demand for your product from any set of Visitors, Accounts or opportunities you have grouped together with tags.
If you've already installed the Pendo snippet, you can add the new auto-tags for accounts and visitors to your original installation snippet, or you can add them using our APIs: http://apidoc.receptive.io/
| Key | Description | Example |
|---|---|---|
| account.tags | Account tags | Simple: ["automotive", "London"] |
| visitor.tags | Visitor tag categories and their associated tags | Simple: ["sales", "London"] Tag categories: [{"title": ["Engineer", "IT"]}] |
Tag categories
Categories offer a way of grouping tags together in the Reports and Browse pages of Pendo Feedback. This makes it easier to find the tags you're looking for. You can use the format “CATEGORY:TAG” to better organize the various tags you apply to Visitors. Categorized tags don't work for Accounts.
Here are some examples:
- Persona: Customer Success
- Location: Germany
- Product origin: Dashboard
- Price Plan: Gold
Note: Creating new tags is restricted to users who have the correct permissions. For more information, see Manage Teams: Roles & Permissions in Feedback.
Once you've added a tag and category, the category and associated tags will be added to your Reports and Browse pages, where the category has created one easy drop-down menu:
Add a tag category
To add a category, enter the tag like you normally would, but use the following format:
CATEGORY:TAG
For example, you might type, "Industry: Education". In this example, "Education" is the tag, and "Industry" is the category.
Use an existing category
You can also select existing filters that appear as you start typing.
Example categories and tags
Use the format ("Category:Tag") shown in the following examples to categorize your tags.
Request tags
Categorize your requests so that you can quickly access them in the Reports and Browse pages of Pendo Feedback.
| Category | Examples |
|---|---|
| Product Areas | See Product Areas in Feedback. |
| Projects and themes |
|
| Problems and pain points |
|
| Strategic goals |
|
| Functions |
|
| Integrations |
|
| Workflow or status clarifications |
|
| Project owner (see also, Product Areas in Feedback) |
|
| Expansion potential |
|
| Product version |
|
Other ideas
- Customer Success:Quick Win (for example, if a request may be a small tweak to an existing feature)
- Customer Success:Efficiency Project (for example, if a request is a pain point related to a bigger pain point the CS team is seeing more often)
- Customer Success:Strategic (if your customer success teams notice a theme or project that ties to a strategic goal)
- Sales:Strategic (if your sales teams notice a theme or project that ties to a strategic goal)
- Trends:Sales (for example, if your sales team has noticed trends
- Risk:Customer value (if a request is stopping customers from getting value from your product)
- Risk:Lost sale (if a feature blocked a sale, in this case add the prospect to the request and add a private note in the comments)
- Risk:Potential bug (if a request is not quite a bug but the feature isn't performing as the customer expected)
User tags
Categorize tags by users, which could be your Visitors or prospects.
| Category | Examples |
|---|---|
| Persona |
|
| User role or access level |
|
| Job title, team, or role |
|
| Customer Advisory Board member |
|
| NPS category |
|
Account tags
Categorize your tags at the account level.
| Category | Examples |
|---|---|
| Account owner or CSM |
|
| Industry |
|
| Location |
|
| Subscription or plan type |
|
| Strategic |
|
Team tags
Use tag categories to organize your teams.
| Category | Examples |
|---|---|
| Location |
|
| Roles |
|
| Verticals |
|
| Projects |
|
Tag validation
There are certain validations in place for tag values:
- Tag values must be strings.
- Tag categories should be a string key and values as an array of strings, where the the key is the category and the value is one or more tags.
- Combinations of category:tags (key and values) plus simple tags are also allowed. For example:
[{"title": ["Engineer", "IT"]}, "Admin", {"Location": ["NewYork", "London"]}]
Where "Admin" is a simple tag. - Tags must be at least 2 characters in length
- Invalid characters: , | { } : < >
- Tag categories only work on Visitors, not on Accounts.
Invalid Examples
| Tag | Explanation |
|---|---|
| tags: ["Admin,IT"] | Comma not allowed in simple tags |
| tags: [{"Title":["IT, Systems & Programming"]}] | Visitor tag categories and their associated tags |
| tags: [{"Title":[null]} | Tag value should always be a string |
| tags: [{"Title":["Dept | Financial and HR Manager"]} | | not allowed in tag value |
Note: If you installed Feedback (then Receptive) 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.
Example snippet
visitor: {
id: 62343,
email: 'john@doe.com',
full_name: 'John Doe',
role: 'admin',
creationDate: 1404326949156
tags: [{"title": ["Engineer", "IT"]}, "Power User", {"Location": ["NewYork", "London"]}] },
},
account: {
id: 17,
name: 'Acme, inc',
monthly_value:'99.99',
is_paying: true,
planLevel: 995,
isFoo: false
tags: ["Enterprise", "Commercial"] }
}