Learn about Savio
- Getting Started
- How Savio Works
- Triaging Feedback
- Managing Users
- Closing the Loop
- Voting Boards
- Importing People, Companies, and Attributes
- Connecting Your Support Tool
- Chrome Extension
- Emailing Feedback
- Slack Integration
- Creating Feedback Templates
- Tips for Triaging Effectively
- Managing Custom Attributes
- Canned Filters
- Hubspot Integration
- Importing Historical Data
- Using Savio's API
- Setting “Feedback From”
- Exporting Your Data
- Feature Request Details Page
- Setting Up Savio
- How To Be Successful with Savio
- The Four Problems Savio Solves
- Segment Integration
- Help Scout Integration
- Zendesk Integration
- Intercom Integration
- Salesforce Integration
- Customizing Feature Request List Columns
- Customizing Feature Request Status Options
- Moving Feedback
- Savio's Integrations and Their Features
- Daily Digest Email
- Running a Product Meeting
- Zapier Integration
- Voting on Behalf of (VOBO)
- Single Sign-On
- Configuring Voting Board Access
- Using Feedback Forms
- The My Feedback Page
- → Using Tags
- Filtering Feedback and Feature Requests
- Jira Integration
- Shortcut Integration
- Using the Zendesk App
Using Tags With Feedback and Feature Requests in Savio
Tags are pieces of metadata that you can attach to feedback and feature requests. They help you find and group together feedback and feature requests that are similar to each other. In this article, you’ll learn how to create tags, apply them to feedback and feature requests, and how to use them to slice and dice your requests.
Why use tags?
Tags help you organize, find, and sort feedback and feature requests.
Use them to organize feedback
You might want to use tags with your feedback for the following reasons:
To group together pieces of feedback that come from a specific source. For example, you might add a tag called “Q3 Active Customer Survey” to group together all the feedback from a survey you send to your active customers in Q3. Later, you could easily see all the feedback you’ve put into Savio from that survey.
To group together feedback that has a common purpose. For example, you could ask users why they converted and then add that feedback that to Savio with a “Conversion Reason” tag. Later, you can find all those reasons and use them in your marketing copy.
To group feedback that may not be easily added to a larger feature request. For example, you could make a tag for “UX improvements” and apply it to minor pieces of customer feedback that would improve your UX. When you decide to make the UX better, you can look up all the relevant pieces of feedback at once.
Use them to organize feature requests
Tags can also be useful in grouping and organizing feature requests. You might want to add tags to feature requests for the following reasons:
To group feature requests that are similar. For example, you might have an “Integrations” tag that you use for all your feature requests that include an integration.
To communicate status on a voting board. You can set public tags that are visible on your public voting board. For example, you could tag some feature requests as “Public::Planned for Q4” or “Public::In progress” to communicate their status to your customers. See below for how to do this.
How to create new tags
There are two ways to create a new tag: using the “Tags” page and from within a piece of feedback or feature request.
Using the Tags page
You can create a new tag from the “Tags” page in Savio:
1. Log into Savio and then click “Tags” in the left-hand menu.
2. Click the “Add New Tag” button.
3. Type the name of your tag in the “Title” field and then click the “Save New Tag” button.
The new tag will appear in the list of tags.
From within feedback or feature requests
You can also create new tags by adding them directly to feedback and feature requests:
1. Navigate to a piece of feedback or a feature request. In the “Tags” field, type the name of your new tag and hit Enter. Your new tag will be created and applied to that piece of feedback or feature request.
How to apply tags to feedback
1. To apply tags to feedback, navigate to a piece of feedback, and click the edit icon.
2. Scroll down to the “Tags” field.
3. Type your desired tag in the “Tags” field. If the tag already exists, you can choose it from the list. If it doesn’t, you can create a new one. Then click the “Save Feedback” button to apply the tag to the piece of feedback.
How to apply tags to feature requests
1. To apply tags to a feature request, navigate to the feature request and click the edit icon.
2. Type your desired tag in the “Tags” field. If the tag already exists, you can choose it from the list. If it doesn’t, you can create a new one. Then click the “Save Feature” button to apply the tag to the feature request.
How to remove tags
To remove a tag from a piece of feedback or feature request, do the following:
1. Navigate to the piece of feedback or feature request and click the edit icon.
2. Click the “X” beside the tag to remove it.
How to use tags to organize your feedback and feature requests
There are several ways you can filter and sort your data using tags.
By clicking the tag
You can find all the pieces of feedback and feature requests with a given tag by clicking on the tag.
You’ll get a list of all the feedback and feature requests that have the tag you clicked.
You can use the filter bar to filter by tags. To do it:
1. Click the filter icon in the top right corner of the Feedback page or Feature Request page. Scroll down to the “Tag” field and select the tag you’d like to filter by. Then click “Filter Requests” to filter.
2. You’ll see a list of feedback or feature requests that have been assigned the tag you chose.
Read more: Using Attributes To filter feature requests.
Note: When you filter feature requests, there’s an additional option to filter by “Feedback Tag”. This will show you all the Feature Requests that have pieces of feedback with the tag you selected.
Here, we filtered our feature requests by the “Feedback Tag” field. We’ve asked Savio to show us the feature requests that have feedback assigned to them with the “must-have” tag. The result is a list of feature requests that have feedback tagged as “must-have”.
Using the Tags page
You can filter by tag using the “Tags” page. To do so:
1. Navigate to the “Tags” page. You’ll see a list of your tags together with the number of feature requests and pieces of feedback with those tags applied.
2. To filter feature requests by a tag, click the number in the “Feature Requests” column for that tag.
3. To filter feedback by a tag, click the number in the “Feedback” column for that tag.
How to make a tag public
By default, the tags you apply to feature requests and feedback are private—your customers won’t see them. Here’s how to make them public
Type “Public::” at the beginning of the tag.
Note that “Planned for Q4” will be a public tag. But “Integrations” will stay private.
How to make a tag private
To make a tag private, remove the tag. Add another tag without “Public::” at the beginning.
Now, the tag will not appear on the public voting board or the My Feedback page.
Note that the “Planned for Q4” tag is no longer visible.Last Updated: December 13 2021