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Auto-tagging in Feedback

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Overview

You can automatically tag Accounts and Visitors through the Pendo snippet.

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 for your product from any set of visitors, accounts or opportunities you have grouped together with tags. Head here for more information about tags in Feedback.

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

Accounts:

  • Location
  • Subscription plan
  • Contract length
  • Company size
  • Account Owner

Visitors:

  • Persona
  • Job role
  • Access level

 

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

How to set up auto-tagging

If you've already installed the Pendo snippet, you can just 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 validation

There are certain validations in place for tag values, as below:

  1. Tag values must be strings
  2. 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.
  3. 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.
  4. Tags must be at least 2 characters in length
  5. Invalid characters: , | { } : < >
  6. Tag categories only work on Visitors, not on Accounts.

Invalid Examples

tags: ["Admin,IT"] — comma not allowed in simple tags

tags: [{"Title":["IT, Systems & Programming"]}] — comma not allowed in tag value

tags: [{"Title":[null]} — tag value should always be 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"] }
}

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