Tag types, tags and dimensions

Owned by Alex Logsdon (Deactivated)
Last updated: Jan 12, 2023
1 min read

A list of all tag types, tags, and dimensions, how they are best used, and when to create new ones.

This document is a guide for the ideal tag architecture. Your site might not use this architecture exactly.

Tag types and tags

How tags are attached to users

Adding new tag types and tags

Default tag architecture

 

Definitions

Contents

Tag type group: System (0)

General

Grp.

Tag Type Name

Modifiable

Analytics

Notes

0

Admin

Yes

No

Create new tags under this tag type if they don’t belong anywhere else.

There are a few default tags that are used for sessions and should not be modified. (Learn more about session tags below.)

Stop Snap To Live, Prevent Auto Play, Hide Attendees, Hide Live Session Start Time, Hide Live Session Countdown Timer

0

Navigation

No

No

Internal and External identify a link as within or outside of the platform. You can also use them to “break” links in order to create static images.

0

Points Multiplier

No

No

 x2, x3, x4, x5, x6, x7, x8, x9, and x10 increase the amount of points that a gamified action is worth.

0

Profile Icon

Yes

No

Used to add badges to the bottom-right of a user’s avatar. Create a tag for each unique badge.

Sessions

Tags are very important for sessions because they help them function correctly. See Optional session tags to learn more about each tag.

A few session tags are also listed under the Admin tag type above.

Grp.

Tag Type Name

Modifiable

Analytics

Notes

0

Session

No

No

Main Stage, Panel, and Breakout identify the session type.

0

Stream Type

No

No

Recorded Wistia, Recorded YouTube, Opentok Broadcast, Opentok Conference, Facebook Live, Vimeo, Custom Url Stream, Recorded BrightCove, and Amazon IVS identify the stream type.

0

Archive Mode

No

No

Do Not Archive prevents a session from being recorded.

0

Live Session Layout

No

No

Grid Layout and Horizontal Speaker Layout change the session layout.

0

Live Session Content Hint

No

No

Video Content Hint - Motion, Video Content Hint - Text, Video Content Hint - Detail, Screenshare Content Hint - Detail, Screenshare Content Hint - Motion, and Screenshare Content Hint - Text improve the quality and performance of the stream under special circumstances.

Site layout

Use these tags to fine-tune where content displays. While the content topic tags (below) are part of your larger content strategy, site layout tags are only utilitarian.

Grp.

Tag Type Name

Modifiable

Analytics

Notes

0

Site Layout

Yes

No

Pull content into modules:

Create a tag to pull a piece of content into specific module on the site. These tags might not be used anywhere else. Often they are named after the module.

Example tags: Featured, Homepage, Hero Rotator, Sponsored

Hide content:

Use these tags (and create new ones) to hide content from modules. Note that It doesn’t automatically work when you add the tag to content; First the module must be configured to hide content with the specified tag.

Default tags: Hide Content, Hide from Schedule Widget

Configure public preview:

Allow Video Preview allows users to watch the video on an individual piece of content. This does not apply to sessions because logged-out users never see the stream page, only the session information page.

Do Not Preview makes an individual piece of content NOT previewable. A lock icon in the corner of the image indicates that it can’t be opened.

Admin groups

Use these tags to create admin groups. Attach a tag from the School tag type to each learner user. For manager users, attach the Facilitator tag and a tag from the School tag type. All tags should be set as preferred tags.

Grp.

Tag Type Name

Modifiable

Analytics

Notes

0

School

No

Yes

Create one tag for each admin group. Note that your organization’s admin groups may or may not be literal “schools,” but they still belong to this tag type. Example tags: Greene High School, Purple College

0

Role

No

N/A

Facilitator gives a user the manager role.

Tag type group: Topic (1)

Content topics

Content topic tags are how you organize content into meaningful categories. They are usually used to pull content into modules and added to search filters. These tags are highly dependent on the content itself. Think about:

  • How are users normally looking for your content? Which topics are they centered around?

  • Don’t get too broad or too specific. Aim to create tags that can be added to 5-10 pieces of content.

For small content collections, keeping all tags under one tag type might work. But for larger collections, we recommend creating multiple tag types to group topics.

Grp.

Tag Type Name

Modifiable

Analytics

Notes

1

Topic
(example only)

Yes

Yes

Example tags: Collaboration, Creativity, Innovation, Sustainability, Wellness

Custom profile questions

These tags are used for matchmaking content to users. They are attached to content, then also attached to users when they answer questions on the onboarding form.

Each custom profile question is its own tag type. The answers to the question are its tags. Create a new tag type and tags for every question.

A standard example is a set of questions about Professional and Personal interests. You might rephrase these questions as Focus or Area of Study (professional) and Hobby or Hashtag (personal). But you can replace the defaults with any questions you’d like.

Courses work differently than the other content types. Please see Course functionality constraints.

Grp.

Tag Type Name

Tag Type Description

The display text that users see.

Modifiable

Analytics

Notes

1

Professional Interest
(example only)

What are your professional interests? (example only)

Yes

Yes

Example tags: Business Growth, Networking, Leadership, Customer Experience

1

Personal Interest (example only)

What are your personal interests? (example only)

Yes

Yes

Example tags: Fashion, Fitness, Technology, Travel, Sports, Wine Lover

Access levels

Access level tags are added to content and users to control access. Your tagging strategy might involve multiple sites and multiple ticketing or membership levels. We recommend prefixing the name of tags with the site name to keep them grouped together. Learn more about access levels.

It’s important to create an access level tag for each site on your platform, and assign them to all users who should have access. For example, Event Site Access and 365 Site Access. This makes it much easier to manage user access between sites. Even if you only start with one site, it's important for future-proofing because it makes the transition to a multi-site platform much easier.

Courses work differently than the other content types. Please see Course functionality constraints.

Grp.

Tag Type Name

Modifiable

Analytics

Notes

1

Access Level

Yes

Yes

Example tags: Reg Full, Reg Workshop, Reg Basic, Reg Advanced

Forums

Create new tags under this tag type to use on forum topics and/or posts. No other tag types work in the forum. Learn more about forums.

Grp.

Tag Type Name

Modifiable

Analytics

Notes

1

Forum

Yes

No

Example tags: Fashion, Fitness, Technology, Travel, Sports, Wine Lover

Tag type group: User (2)

User privacy

These tags are attached to users when they choose their contact preferences.

Grp.

Tag Type Name

Tag Type Description

The display text that users see.

Modifiable

Analytics

Notes

2

Privacy Level

Share my contact information

No

Yes

Users can choose to hide their contact information from exhibitors:
With no partners, With partners I have interacted with

2

Switch Prefs

Privacy Settings

No

Yes

Users can allow private messaging and meeting:
Allow members to contact me

User information

There are two ways to identify user information: Tags and Dimensions.

These tags should be the default choice for demographic data about users. This is because, unlike dimensions, tags can be made searchable in the directory and can be used in our analytics.

The only time you should use a dimension over a tag is when you need users to fill in a free-text response. Learn more about dimensions below.

Grp.

Tag Type Name

Modifiable

Analytics

Notes

2

Audience

Yes

Yes

Example tags: Business Owners, Consultants, Service Providers

2

Gender

Yes

Yes

Suggested tags: Man, Woman, Genderqueer/Gender non-conforming, Questioning, Prefer Not to Say, Not Listed

2

Pronoun

Yes

Yes

Suggested tags: he/him/his, she/her/hers, they/them/theirs, other

2

Age Range

Yes

Yes

Suggested tags: 18-24, 25-34, 35-44, 45-54, 55-65, 65+

2

Region

Yes

Yes

Example tags: Northeast, Southeast, Midwest, Southwest, Northwest, International

2

Job Level

Yes

Yes

Example tags: Executive Management, Middle Management, Managers & Advisors, Staff

2

Company Size

Yes

Yes

Suggested tags: 1-9 employees, 10-19 employees, 20-49 employees, 50-249 employees, 250+ employees

2

Member Type

Yes

Yes

Example tags: Regular, Student, Associate, Retired, Honorary, Non-member

Tag type group: Exhibitor (3)

Exhibitors

We often categorize exhibitors using tags. Use these suggested categories, or create more tag types to create a new type of category.

Grp.

Tag Type Name

Modifiable

Analytics

Notes

3

Sponsor Type

Yes

Yes

Create tags within this type to categorize exhibitors and sponsors. This is usually a “tier” level.

Example tags: Bronze, Silver, Gold,Platinum

3

Product Type

Yes

Yes

Create tags within this type to categorize exhibitors and sponsors by their product offerings.

When to use dimensions

Dimensions are an alternative way to collect demographic data about users during onboarding. You should default to using tags unless the onboarding question is a free text response.

Dimensions can only be used if the question is a free-text or select one response. Tags can be used for any response type except free text.

It is important to keep in mind that dimensions:

  • Cannot be used for filters or searched in the search bar

  • Are NOT available on the JUNO or Bear analytics dashboards

  • Are available in JUNO reports when selected as Onboarding

  • Are available as user attributes in exported Bear reports

Flow chart titled 'Should you use tags or dimensions.' If the question response format is free text, dimension. If it's select many, tag. If it's select one, then decide if it needs to be used in analytics and or searchable in the directory. If yes, tag. If no, dimension.

Default dimension types

These are the default dimensions. You can create new ones.

ID

Display

Name

1

Instagram Link

instagram

2

Facebook Link

facebook

3

Twitter Link

twitter

4

Website

website

5

Phone

phone

6

Online At

blackout_start

7

Offline At

blackout_end

8

LinkedIn

linkedin

9

Date of birth

dob

10

Address

address

11

Job Type

job_type

12

Designation

designation

13

City

city

14

State/Province

state_province

15

Postal/Zip Code

postal_code

16

Country

country

17

Company

This dimension has been removed. It’s already a field on the user table, so you don’t need to create a dimension.

company

18

Title

title