What are Tags?

A Tag is a word, title, or group that helps organize information into categories. This makes it easy for you to filter and display the information to the end users in a logical way. A tag also helps identify a page on your application so that relevant Whatfix content can be displayed on the right page.

Let's say you want to provide software adoption support to HR, sales, and finance departments. However, not all content is relevant to all departments. So, how can you manage the content effectively? That's where Tags come in handy. You can create three different Tags specifically for HR, sales, and finance. Then, attach these Tags to any content you create, ensuring that the relevant content is tagged and easy to access through widgets like Self Help and Task List. In this way, you can easily segment content based on department.

Types of Tags

Auto Tags - These tags are automatically captured during the content creation process. For example, the global-page tag is an auto tag that must be added to all static content for it to be displayed in the Self Help widget.

Role Tags - These tags are used to segment content based on the user role that is defined when the system is set up. For example, you can use Role Tags to show different content to an admin, editor, and a translator. For more information, see Create Role or Page based Tags.

Page Tags - These tags are used for the visibility of widgets over a specific page on the application. For example, you can use a tag called 'asia-content' to display content specific to the Asia region. For more information, see Create Role or Page based Tags.

Other Tags - These tags are associated with a particular Whatfix account. They are created by the content creators based on their requirements. For example, a tag called 'project-1' can be used to group all content that is a part of the project.