Do you want to analyze the overall results of similar questions integrated into multiple parts of your survey or used in several campaigns ?
Tags consolidate answers from multiple questions of similar format, allowing you to use them in your analyses or for various triggers.
Introduction
A tag allows you to group and aggregate the results of multiple questions of the same format. The purpose is to centralize answers on the same topic (NPS tags, verbatim, satisfaction, etc.) while facilitating data cross-referencing between multiple campaigns.
Tags can have several uses :
- consolidate the results of a similar question asked in several distinct campaigns (brand NPS questions, open-ended questions on the purchasing experience, etc.)
- consolidate the results of multiple elements of a matrix or multi-questions
- identify a profile of respondents who have been exposed to a specific element of the survey (survey path 1, concerned by delivery issues, redirection to review submission at the end of the survey, etc.)
- evaluate a validated step of the survey (completion of page 2, survey completed, etc.)
- allow better mapping of data with an external tool
- filter dashboard data based on tags
Unlike flags, which are used to identify a respondent profile based on defined criteria (learn more about flags), tags are used to group and analyze answers to similar questions on the same topic.
Unlike flags and verbatim analysis, tags are retroactive. You can therefore add them even if your campaigns are already active and deployed to consolidate answers.
Accessibility
- Overall tag management is only accessible to users with the right "Account settings":
With the rights mentioned previously, tag management is done from the "Settings" tab in the left sidebar, then "Tags".
- However, each user with access to campaigns can manually add or use tags
Put a tag on a question
You can easily associate a new tag or an existing tag. Repeat this operation as many times as necessary to link multiple questions of the same format to a common tag, including those from different campaigns.
Start by accessing the first campaign containing the question whose answers you wish to consolidate with similar questions, whether in the same survey or in other campaigns.
To add a tag, go to the second tab "Advanced settings" of a survey element you have selected if it is already created or in the process of being created.
Once in the advanced settings of your survey element, go to the "Tag" field and click "Add".
By entering the first characters of the tag, a list of suggestions will be displayed based on the tags already existing on your organization's account. Only tags matching the expected format will be suggested to you.
As with labels (learn more about labels), we recommend adopting a clear structure for your tags. Indicate the expected format in their name, as once created, they remain permanently associated with the type of question concerned. For example, a tag used for an NPS question cannot be reused for an open-ended question or a rating scale.
Make sure to click on the green checkmark icon to validate the addition of the tag and ensure it is correctly saved in the platform.
Remember to validate the changes to your survey element and save the survey.
Even after deletion on the platform, tags remain stored in the database. If an error message prevents you from adding a new tag, it is possible that an old deleted tag with the same name is still occupying a space. In this case, contact Skeepers Support to perform the necessary cleanup and free up space in the database.
Analyze similar questions associated with the same tag
Once the questions associated with the same tag have collected answers, you can use these results in your analyses : indicators, raw data, reports, dashboards, and alerts.
We will therefore focus on creating an indicator based on the "NPS" tag, which groups the results of "Net Promoter Score" type questions on the same topic.
From the left side menu, go to the "Analysis", "Libraries" then "Indicators" tab.
In the upper right part, click on the blue button "Create new indicator".
Name your new indicator and base its dataset on "Feedbacks".
Then add a new dimension of type "Feedbacks" type dimension.
You must then select the item "Tag" and choose the tag grouping the questions you wish to analyze.
Then select the values (answer options / modalities) you wish to display or set up categories if the format allows it (learn more about categories).
If you wish to perform a calculation on your indicator (percentage, average, etc.), we recommend selecting all values, including "(Unanswered)".
Your indicator is ready. You can now customize it if you wish and save it.
Here, we can see that the tag aggregates 148 feedbacks with an average NPS score of 75.68.
To see the details of what a tag consolidates, several options are possible. We invite you to consult our article Analyze multiple questions or elements with multiple choices in an indicator.
Use tags as filters
Note that the platform also offers you the possibility to use tags in your filters.
To do this, simply add a new filter to your analysis and select "Feedbacks". Choose "Tag" and then the tag you wish to use as a filter.
Save and use your new filter to refine the display of your results.
Please note that this allows you, in particular, to track clicks on a specific button and thus monitor completion, a feature that is not available by default on the platform.
Manage account tags
With the rights mentioned previously, tag management is done from the "Settings" tab in the left sidebar, then "Tags".
You will be able to quickly view all active tags on your organization's account, their associated format, and the campaigns to which they are linked.
By hovering over the name of the campaign attached to a tag, you can access it with one click.
If the campaign name is grayed out, it means it is inactive and archived on your account.
Being retroactive, tags can be added at any time, even after the launch of your campaigns.
Use tags in your mappings
As we present in the article dedicated to mapping (How to enrich CRM with mapping), just like questions, tags can also be used as data to be retrieved in Skeepers and transmitted to your tool.
This allows you, in particular, to more easily identify the data to be transmitted, to streamline the configuration and optimize interactions.
If you have any questions, feel free to contact our Customer Care team.