Do you find it challenging to manage your conversations and stay organized? Using tags is an effective solution to flag important discussions, assign tasks to team members, and streamline your workflow.
Tagging creates categories you can use to filter your conversations or even embed a selection of responses.
If you're looking for more ways to keep your VideoAsk account tidy, check out how to create and manage folders.
Jump to:
Auto-tag conversations based on respondents' answers
Tag a conversation manually
Choose the videoask you'd like to create a tag for and select a conversation.
Click the Tag icon.
Start typing a tag name and click + Add or click + New tag to create a new tag.
Toggle existing tags on or off.
When you're finished tagging, click Done.
When tags have been added to a conversation, the tag icon will turn yellow. Hover over the tag icon to preview which tags have been applied to this interaction:
Auto-tag conversations based on respondents' answers
If you want to streamline your tagging process, you can automatically tag conversations based on the answer your respondent gives.
This means no more trawling through conversations to assign the appropriate tag.
Automatic tagging works with the following answer types:
- Multiple Choice
- Button
- AI Chatbot
- Live Call
- NPS®
Important: You cannot set up auto-tagging if you have the "Skip data collection" option enabled on your videoask step. Find out more about enabling and disabling "Skip data collection" here.
In our example, we want to know where our clients' companies are based to make sure the relevant team can follow up with them.
So let's get started!
Go to the videoask you want to set up automatic tagging for and click the step you'd like to assign a tag to.
In the right-hand sidebar, select Logic.
Toggle on Advanced Logic.
Here, we're only going to focus on automatically tagging conversations based on the answer our respondents give, but there's so much more you can do with Advanced Logic. Learn more about how to use Advanced Logic.
Click + Add new condition.
In the If... box, choose the answer you'd like to auto-tag. In the ...Then box choose where you'd like to send the respondent if they choose that answer.
Click the + icon below the ...Then Jump to box.
Choose the Tag response option.
Next, choose a pre-existing tag in your account, or create a new one by typing your chosen tag name into the Tag name box, then click Create.
Repeat this process for any other answer options you want to tag on this step, and when you're finished, click Done.
And that's it! Hover over the yellow tag icon on a response to check your chosen tag(s) have been applied correctly.
Edit a tag
Click the Tag icon to open the tag manager.
Click the three vertical dots next to the tag you want to edit.
Click Edit.
Type the new name and click Update.
Delete a tag
Click the Tag icon to open the tag manager.
Click the three vertical dots next to the tag you want to delete.
Select Delete.
Click Confirm.
Note: Once a tag has been deleted no conversations will be associated with it.