Tags

Tags help you organize and manage your guides and surveys by creating custom labels that make it easy to categorize, search, and coordinate your content across teams.

Key benefits

• Better organization: Group related guides and surveys together.
• Improved searchability: Find specific content using tag filters.
• Team coordination: Make it easier for teams to manage their guides and surveys.
• Bulk management: Apply changes to multiple guides or surveys at the same time.
• Event tracking: Tags are automatically included as a property on all guide and survey events.

Adding tags

Add tags to an individual guide or survey

1. In the guide or survey editor, click the Tags control under the title.
2. Select an existing tag, or enter a new one.

Add existing tags to multiple guides or surveys

1. From the list view, select the guides or surveys to which you want to apply a tag.
2. Click Assign Tags in the table header.
3. Select the tags you want to apply.

Tag naming best practices

• Use descriptive, consistent names (for example, onboarding, feature-announcement, user-feedback)
• Keep tags concise but meaningful
• Use lowercase with hyphens for multi-word tags
• Establish naming conventions across your team

Renaming tags and editing description

To rename a tag or update its description:

1. Navigate to the guides list view or surveys list view.
2. Ensure you enable the Tags column in table settings.
3. Hover over a cell in the Tags column and click edit.
4. Click the edit icon and update the name and/or description
5. Save

The tag updates across all guides and surveys where it's used.

Tag best practices for organization

Come up with a system of tags that makes sense for your team. For example you might run with the following:

• Campaign tags: Use tags like spring-campaign, product-launch for time-bound initiatives.
• Feature tags: Tag content related to specific features (for example, analytics, billing, onboarding).
• Team tags: Identify ownership with tags like growth-team, product-team.

Searching and filtering by tags

1. Navigate to the Guides or Surveys list view.
2. Ensure that the Tags columnn is visible.
3. Click Add Filter and select Tags.
4. Choose one or more tags from the available options.
5. The list updates to show only guides with the selected tags.

Advanced filtering

Combine tag filters with other filters. For example, applying a team tag and a feature tag to a specific guide.

Bulk operations with tags

From the guides list view or surveys list view, you can select multiple rows and bulk-apply tag updates.

Tags and throttling

Tags are important in advanced throttling. Use tags to create sophisticated rate-limiting strategies for different categories of guides and surveys.

Throttling use cases with tags

• Campaign management: Use campaign tags like spring-launch to limit promotional guides.
• User journey stages: Use tags like onboarding, activation, retention to control flow progression.
• Content priority: Use priority tags like critical, important, optional with different throttle limits.

Go to Advanced Throttles for detailed setup instructions.