Using your feedback board as a moderator

Using tags to add categories

Introduction

As a moderator you can assign custom tags to suggestions. This is useful because:

  • You can create your own categories to more usefully structure the data
  • You can make it easier for your customers to search by certain categories (such as ‘high priority’ or ‘customisations’)

Adding an existing tag to a suggestion

Select the suggestion you want to tag.

Select the ‘tags’ dropdown menu and choose an existing tag.

Add existing tag

Creating a new tag

Select the ‘Tags’ dropdown menu.

Select ‘Create new tag’.

Enter the tag name. You can use spaces and emojis.

Create new tag

Select ‘Create new tag’

You can also create a new tag using the tag management screen.

Select ‘Board settings’ from your dashboard.

Board settings

Select ‘Tags’.

Tags

This next screen allows you to create a new tag.

Create new

Who can see tags?

Everyone can see tags that have been applied to a suggestion. They can see these tags in the full list of suggestions, and when viewing individual suggestions.

Editing and removing tags

Select ‘Board settings’ from your dashboard.

Board settings

Select ‘Tags’.

Tags

This next screen allows you to edit a tag’s text.

Tag management

All suggestions that use the tag will be updated to use the edited tag text.

You can also remove a tag using this screen.

Filtering by tags

If your feedback board has at least one tag, a tag filter appears on your list of all suggestions:

Filter by tag

Select any tag from the filter drop-down list to see all suggestions with that tag.

You can also type the tag name directly into the search box.

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