Tags are the most important part of Effective Experiments after templates.
They essentially help you classify and categorise your research, ideas, experiments and discussions making it easy for you to find it easily.
eg. You might want to find experiments where you tested social proof on the homepage
Effective Experiments already has system tag fields within its templates. These help with reporting on dashboards and reports.
To edit and manage your system tags, go to
Project Settings > Project Governance > Tag Manager
This is accessible only to Project Admins & Super Admins
There are 4 different types of tags you will find in your templates
A. EXPERIMENT & IDEAS
Tags - What are we testing (eg. Social proof, banner image)
Page/Category Tags - Where are we testing it (eg. homepage, pdp, checkout)
B. RESEARCH
Observation Tags - How do we classify the insight (eg customer frustration, feedback)
C. CUSTOM
Custom Tags - These vary based on the custom fields you set.
HOW TO PLAN YOUR TAGS :
Syntax is very important when setting tags.
Home Page is different to homepage is different to home-page.
It is extremely important that you decide how you want the tags to be set so everyone follows the same pattern.
Skipping this step will lead to confusion or information that might not be found
EXERCISE :
Note down 5-10 most common tags for the following. Don't worry, you can always add more later as well as audit what other people are adding.
Variables you test - social proof, banner images, timer, value proposition etc
Pages you test on - all the potential page groups in your funnel
Observation tags - how would you classify your insights.
WHO CAN ADD NEW TAGS
Admins can decide if they want anyone to be able to create new tags or restrict it to admins and masters only.
If you allow anyone to create tags
When a user (who isn't an admin) goes to create an idea or experiment and enters a new tag in the tag field, they will be prompted to create this tag.
However, if this is only restricted to Masters & Admins, they will not be able to add a new tag.
Best Practice Alert
When creating a new project, it's always best to populate it with 10-15 tags for each and create rules and guidelines for how to use it.
Leave the tags open to anyone. Even if they make errors in spelling or create "duplicate" tags with a slightly different syntax, admins can rectify this via the tag governance.
TAG GOVERNANCE
Admins have access to the tag manager which provides them with a robust way of managing tags - cleaning up, deleting and merging erroneous tags.
This health check is vital to ensure the data integrity in the project.
In the tag manager, you will be able to select tags
Delete tags
Rename tags
Select two or more tags and merge them into one tag.
The tag manager will also highlight tags that are connected with experiments and ideas to prevent accidental erasure