What are Tags?
- 12 Oct 2023
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What are Tags?
- Updated On 12 Oct 2023
- 3 Minutes To Read
- Print
- DarkLight
- PDF
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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 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.
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Log in to the Whatfix University and watch the Tags module.
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.
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Before you begin using Tags, they need to be configured. This can be done by setting up unique identifiers for the Tags. These identifiers can include CSS/jQuery Selectors, or Window Variables. For example, in the previous scenario, you can create Role Tags by associating them with Window Variables that are unique to each kind of department user. For more information on how to create Tags specific to your application, contact [email protected].
Types of Tags
Auto Tags
These tags are automatically captured during the content creation process. Auto Tags determine where your Whatfix content is shown. 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.
Auto Tags also filter content inside of a Self Help automatically so that only the most relevant content is shown to the end users. For example, if the end user is on the support page of your application, Auto Tags will show content related to help and support in the Self Help.
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- Auto Tags are available only for accounts where Smart Context is enabled.
- Auto tags cannot be manually added to dynamic content like Flows, Beacons, and Smart Tips, but can be added to static content like articles, videos, or links. For more information, see Add Tags to content.
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 pages. For more information, see Create Role or Page based Tags.
Tip:
- To ensure that your Whatfix widgets (Pop-ups, Self Help, Launcher, Task List, etc.) show up on the right page and appear automatically when the user lands on the page, add relevant Page Tags in the Visibility Rules section of your widget. You can also select Auto Tags as Page Tags.
- If you want to ignore the Auto Tags and specify exactly where to show a widget, you can use a Page Tag to override the Auto Tag. For example, if the Auto Tag enables a Self Help to be shown globally in your application, you can use a Page Tag to override this effect and show the Self Help only on the pages you want.
Other Tags
These tags are associated with a particular Whatfix account. They are created by the content creators based on their requirements. You can use Other Tags to group content and widgets for easier management. For example, a tag called 'project-1' can be used to group all content that is part of the project.
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Only Page, Role, and Other tags can be created from the Whatfix Dashboard.
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