Are you having difficulty organizing your account and searching for specific analyses ? Simplify your workflow with labels.
This feature allows you to organize your indicators, raw data visualizations, reports, dashboards, and alerts based on customizable keywords that you can modify at any time. These keywords can facilitate searches and also act as filters in the respective analysis list.
As you continue using the Skeepers platform, your space will contain numerous distinct analyses. A well-structured account ensures that each user can quickly access the information relevant to them. By adopting a clear organization, you promote better communication among teams and optimize the use of the platform's features.
In this article, we explain how to add labels and establish a clear naming system to maintain a structured space, ensuring a seamless experience for all collaborators.
Considering a label naming system
Labels are keywords that help you better organize your account. It is therefore essential to define a common naming convention for all account users to maintain a clear and accessible structure. This will facilitate future account management, allowing new users to quickly understand the logic behind the account’s organization.
The naming system you choose will help classify the following elements in your account :
- Campaigns
- Deployments
- Indicators
- Raw data visualizations
- Dashboards
- Reports
- Alerts
Here are our label suggestions :
| Suggestions | Examples |
|---|---|
|
Name of the creator or reference person for the analysis element |
"peter", "paul", "john", etc. |
|
Team/Department responsible for creating or managing the analysis element |
"marketing team", "voice of the customer", "CRM", etc. |
|
Analysis objective |
"customer satisfaction", "post-purchase verbatim", etc. |
|
Survey deployment type related to the analysis |
"email via Skeepers", "website", "QR code", etc. |
|
Surveyed stage in the customer journey |
"post-purchase", "post-e-commerce order", "post-customer service", "post-subscription", etc. |
|
Surveyed product, service, or reference |
"retirement insurance", "chocolate range", "UK stores", etc. |
|
Surveyed date or period |
"2025", "Q3 2024", etc. |
Using labels
In the analysis list, you can use the filter function at any time to display specific labels and quickly find the campaigns that interest you.
Adding a label when creating an analysis element
You can easily add a label to your analysis element, regardless of its type, right from its creation.
To do so, go to the "Analysis" tab from the left sidebar menu. Then, select the tab that corresponds to your needs.
Create a new dashboard, indicator, raw data visualization, report, or alert.
Whatever your choice, a window will appear where you can name the element and add labels.
You can add as many labels as needed. If a label already exists, it will be automatically suggested as soon as you start typing its first characters.
Make sure to click on the green checkmark icon to validate the addition of the label and ensure it is correctly saved on the platform.
Once your labels are specified and your analysis element is created, you will be able to identify the labels from the respective list of each analysis element. They are recognizable as they are all preceded by a hashtag ("#").
Adding a label to an existing analysis element
You can add a label to an analysis element even if it already exists. This feature is retroactive.
To do so, go to the "Analysis" tab from the left sidebar menu. Then, select the tab that corresponds to your needs.
Then, click on the analysis element you are interested in.
Once inside your analysis element, click on the gear icon located at the top center of your survey, then click on the "Settings" button.
| For an indicator or raw data visualization | For a dashboard or report | For an alert |
|---|---|---|
|
Once inside your indicator or raw data visualization, start by closing the right panel. Then, click on the "Add" button located at the top right-corner of the element. You will be able to directly enter labels. |
Once inside your dashboard or report, click on the gear icon located at the top right of the element. In the "General" section, which will be displayed by default in the settings, you can directly enter labels. |
Once inside your alert, click directly on the "Add" button located at the top right-corner of the element. You will be able to directly enter labels. |
You can add as many labels as needed. If a label already exists, it will be automatically suggested as soon as you start typing its first characters.
Make sure to click on the green checkmark icon to validate the addition of the label and ensure it is correctly saved on the platform.
You can modify or delete labels at any time using this procedure.
Once your labels are specified and your analysis element is created, you will be able to identify the labels from the respective list of each analysis element. They are recognizable as they are all preceded by a hashtag ("#").
To learn more about best practices for organizing your account, we invite you to read our article How to organize and clean up your Feedback Management account ?
If you have any questions, feel free to contact our Customer Care team.