There are numerous ways to create tags at different points in the Experience. Creating tags while a measurement is In Progress and when measurement is Complete have same steps.
Adding tags through the platform
Start by clicking on the "Setup" tab for your data collection event. You can select certain participants by clicking the check box to the left of their status and clicking "Add Tags."
You can also do this with individual participants by using the 3 dot menu to the right of each participant and again clicking "Add Tags." The tags feature allows you to filter by age and gender or you can create new tags.
If you go to the "Second-by-Second" tab, you can view data for the participants that fit that tag. To view only participants that fit your tag, turn off the “All Participants” filter on your left, and turn on the button for your desired tag. Then, the data for those participants will be displayed.
Adding tags on a CSV file
First, go to the “Setup” tab. Select all the participant emails, so that a check appears next to each participant.
Then, click on “Export to CSV” on the top right of your screen and download the CSV to export the participants. You will be asked whether you want to export and map "By Email" or "By Device ID."
Open up the CSV file and add your tags for each participant in the column labeled Tags. Be sure to include a comma separating the tags if you have more than one, and to delete any spaces between text and commas. Resave the file.
For example, to input two tags for a participant, the text may look like this:
tag1, tag2
4. The CSV is in the format you need to re-upload those tags. To re-upload the edited CSV
For measurement in progress: Select one participant and the menu bar with an option to "Import Tags" will appear on your screen. Go to “Import Tags” and upload your file.
For measurement is completed: Go to “Import Tags” on the top right of your screen where you see the "Measurement Status" box. Upload the file and the tags should load onto the platform!
Still having trouble? Contact your Customer Success representative or request more help here: