What are the best ways to tag my actions? Why would I want to tag it?

Suzy now offers Tags to help you organize your actions better! Think of tags as labels for each individual action you create in Suzy. You can add up to 5 tags to each individual action and easily search by tag to find the actions you need. Here is a quick guide on how to best use the tagging feature.

We recommend you mirror how you internally organize and label projects. For example:

Supporting multiple brands:

  • Tag your questions with the project type to help easily search up previous concept tests or find relevant information for your teams
  • Create distinct tags for each brand to quickly search up projects related to it
  • To narrow down within each brand, list the product being tested
  • Finally, add the internal name for your project. This will help you easily communicate with the brands you support by using their own language for the projects

    Example: Project type > Brand > Product > Internal project name   
    Screen_Shot_2019-11-18_at_11.27.03_PM.png

 

Supporting multiple teams:

  • Similarly to supporting multiple brands, you can use similar conventions to tag your projects to quickly identify and find them.
  • Create distinct tags for each team to quickly search up projects related to it
  • Finally, add the internal name for your project. This will help you easily communicate with the teams you support by using their own language for the projects

    Example: Project type > Team > Internal project name  
    Screen_Shot_2019-11-18_at_11.22.38_PM.png

 

Primarily one focus:

  • If you are the main team to use Suzy and largely focus on one brand, there are a number of ways you can tag your projects
  • List the product category to quickly search up what type of product it is for the brand (e.g. cheese, crackers, cookies, for a food brand)
  • Finally, add the internal name for your project. This will help you easily search for your projects in-tandem with your existing documents
  • Think about adding sample/concept names when applicable for faster searching

    Example 1: Project type > Product category >  Internal project name
    Screen_Shot_2019-11-18_at_11.27.57_PM.png

    Example 2: Project type > Product category >  Sample/Concept name
    Screen_Shot_2019-11-18_at_11.28.46_PM.png

    Example 3: Project type > Internal Project Name > Sample/Concept name
    Screen_Shot_2019-11-18_at_11.29.23_PM.png

 

General tips:

  • Tag while you’re setting up the action.
    • At Suzy we recommend tagging your action as soon as you set them up on the platform. By doing it during set-up, you can stay focused on the project you’re working and prevents incorrect tagging if you’re working on multiple projects.
    • Additionally, tagging proactively will save you time as you don’t have to search for individual questions and project documents after everything has been launched.

  • For cloned actions, use tags to identify the sample difference or image being tested.
    • You’ll be able to quickly see which question/survey is which, cutting down time from searching within the action to see the image or find the targeting

  • Currently, you can add up to 5 tags on any particular action.
    • While you can add up to 5 tags, keep in mind that more tags will increase the length of your action on the action list and will increase the number of pages you have to. 
    • As a result, we recommend keeping your tags limited to 3.

  • For any actions that were made in error OR had mistakes, we HIGHLY recommend that you create a label called “archive” to help you determine which actions to ignore.

  • Listing the project type is imperative to helping you find data that is relevant to you when you need it

  • Overall, use any conventions that make sense to you. We recommend that you keep the tagging convention as consistent as possible across actions to keep you as organized as possible. Below are some conventions that fit best with your workstream and your actions.
    • Brand
    • Internal Team
    • Project Type
      • Concept testing
      • Shopper insights
      • Purchase intent
      • Competitive study
      • Packaging design
    • Product Category
    • Internal Project Name
    • Target Audience/Sample
    • Concept Name