Predefined User Tags

Predefined User Tags let administrators create a structured list of approved tags that members must use when tagging ideas. This ensures consistent categorization and improves search, filtering, and reporting. These Predefined User Tags can be defined at the community level for broad use or at the campaign level for specific initiatives.

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Settings

The Predefined User Tags tab on the community & campaign level shows all the pre-populated user tags that community administrators have created for members to use when tagging ideas.

It can be enabled or disabled from Settings at the Community level & Campaign level individually.

A. Community Level Settings

To configure predefined user tags at the community level, navigate to Community Settings >> Community Configuration >> Tags, then click the Settings button. This opens a modal with User Tag Permissions section.

Within this modal, enable Allow users to select from predefined tags. Turning on this option:

• Makes the predefined tags available for members to choose from when tagging ideas.

• Updates the label next to the Predefined User Tags tab from Disabled to Enabled, clearly indicating that the feature is active at the community level.

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B. Campaign Level Settings

Campaign-level predefined user tags can be configured in two places:

1. Campaign Management >> Campaigns >> Action (three dots) dropdown >> Edit >> Settings >> Idea Tags >> Predefined User Tags

2. Campaign Management >> Campaigns >> Action (three dots) dropdown >> Tags >> Predefined User Tags

From either location, click the Settings button to open the User Tag Permissions modal.

In this modal, administrators can choose how members apply predefined tags by selecting one of the following options:

1. Community and Campaign-Level Predefined Tags: Members can use tags from both the community-level predefined tag list and this campaign’s predefined tag list. This is useful when you want consistent tagging across the entire community while still allowing campaign-specific tags.

2. Only Campaign-Level Predefined Tags: Members can use only the tags defined for this specific campaign. This is helpful when a campaign requires a focused, specialized tagging scheme that should not be mixed with broader community tags.

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Creation of Tags

Administrators can create Predefined User Tags at both the community level and the campaign level, allowing them to design tag sets that support organization-wide consistency as well as campaign-specific needs.

Help Article on Tag creation

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Import Tags

To streamline setup and avoid creating each tag manually, administrators can import predefined user tags in bulk using an Excel file. This bulk import is available for both Community Predefined User Tags and Campaign Predefined User Tags.

Help Article on Import Tags

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Tag Visibility

Predefined User Tags are presented to members as a dropdown menu when selecting tags on the Idea submission form, Idea Details page, within Idea Management, and on the Moderator Dashboard. From this dropdown, members can choose one or multiple tags from the predefined list to accurately categorize each idea.

Idea Submission form

Idea Details Page

Idea Management & Moderator Dashboard