Tag Types and Directory Filters

Introduction

Community Site Admins can set up their own Tag Types, which allows them to group tags into types/categories that are unique to their association, decide which ones to incorporate into user profiles, and determine which ones are available within a directory filter/search. This will make it easy for members to find others with shared interests, skills, experiences, or goals. 

Table of Contents

• Creating Tags and Tag Types
• Choosing Tag Types to incorporate into User Profiles
• Incorporating Tag Types into an improved Directory Filter feature
• How Community Members can use the Directory
• Related Articles

Step 1: Creating Tags and Tag Types

Where to find:

1. Navigate to the site-level settings.
2. Under Utilities, click on Tags.

   

Creating New Tag Types

Tag Types allow tags to be organized and grouped together into different buckets (or categories). Some common tag types are: Skills, Interests, Region, and Industry.

1. Click on New.
2. In the right side drawer, select Tag Type.
3. Enter the Tag Type Name.
4. Click Save. 

   

Moving Tags from One Tag Type to Another

Tags can be moved from one type to another without losing the information on where these tags may be used (i.e., discussions, user profiles). Since all tags were previously grouped together within the “Global Declared” bucket, this allows you to easily reorganize your tags into your new tag types.

1. Click on the pencil icon next to the Tag.

   

2. On the right side drawer, click on the dropdown to Select Tag Type and select the Tag Type you’d like to move it to.

   

3. Click Save.

Adding New Tags within Tag Types

1. Click on New.

2. On the right side drawer, select Tag.

3. Enter the Tag Name.

4. Select the Tag Type it will belong to.

5. Click Save.

Deleting Tags

Caution! Deleting Tags will completely delete the tag from your Community platform, including everywhere it has been selected: User profiles, discussion topics, posts, groups, etc. This data cannot be restored.

1. Click on the trash can icon next to the Tag.

2. Confirm you’d like to Delete or Cancel.

   

Deleting Tag Types

Caution! Deleting Tag Types will completely delete the tag type and all tags assigned within from your Community platform, including everywhere it has been selected: User profiles, discussion topics, posts, groups, etc. This data cannot be restored.

1. Click on the trash can icon next to the Tag Type.

2. Confirm you’d like to Delete or Cancel.

   

Step 2: Add Tag Types to User Profiles

This settings area allows you to choose which of your Tag Types you’d like to make available for Community Members to select from within their User Profile.

Where to find:

1. Navigate to the site-level settings.

2. Under Layout, click on Profile.

3. Click Add Profile Widget. 

   

4. On the right side drawer, click on the dropdown and select from the available Tag Types.

5. Click Add. 

   

Reorder Tag Types

Click and drag to list the Tag Types in the order you’d like to see them display within User Profiles, and click Save.

User Profile Display

How the Tag Types display on User Profiles after they’ve been added, and members have selected their tags.

Step 3: Add Tag Types to Directory Filter Options

This settings area allows you to choose which of your Tag Types you’d like to make available for Community Members to use when searching for others within your site-level Directory.

Where to find:

1. Navigate to the site-level settings.

2. Under Layout, click on Pages.

3. Locate and open the page with your Directory module.

   

4. In the left panel, click to open the Directory module.

   

5. Within the Directory module settings in the left panel, select the Tag Types to Display as Filters from the dropdown. A preview will be displayed to the right, showing Tag Types in alphabetical order, along with Tags within each Tag Type.

6. After your selections are complete, click the X in the upper right corner of the left panel.

   

7. Click Save Page.

   

Community Members Navigating the Site Directory

Using Directory Filters

The Filter icon will show/hide the Filter Options left panel. The Filter Options will be visible by default.

When selecting multiple tags within a tag type (i.e. Interests) it will show all members who meet at least one of the criteria. For example, Health & Fitness or Medical Research.

When selecting multiple tags across different tag types (i.e., Interests and Region), it will show all members who meet both of the criteria. For example, UX/UI Design Interest and Mid-Atlantic Region.

Connecting with Members

From the Directory, Community Members are able to:

• View member profiles.

  

• See how many shared groups they belong to.

  

• Start a Private Call.
  • This feature is allowed to be enabled/disabled by Site Administrators.

    

• Send a Direct Message.

  •  This feature is allowed to be enabled/disabled by Site Administrators.

    

Tag Filters throughout the Platform

Although this article primarily focused on the Directory module, tags will continue to be available in the other areas of the platform (along with the option to choose tags from your new tag types), such as:

• Discussion Topics

  

• Posts within a Discussion or Social Feed

  

• Groups

  

Related Articles

Directory 

Discussion and Feed User Experience

Groups