Do your program goals require you to target different sections of your community with tasks or rewards? Many live entertainment programs will have a wider pool of regular users, but want to restrict some postering and flyering challenges for their approved street team members. A lifestyle brand may want to make certain rewards available only to users marked as influencers, and a nationwide program might want to publish different versions of a challenge to different locations.
Through SocialLadder’s tagging and segmenting feature, you can divide your overall community into smaller subgroups and target content to these groups when desired. You can use this feature to define the parameters for each group, make sure the correct users are assigned to each one, and restrict the availability of content in the app to specific users. Read on to learn more about how you can set up tagging and segmenting in your program!
Segmenting and Tagging Overview
Tagging and segmenting are related features that allow organizers to identify users and separate them into groups. A tag is an identifying keyword that is placed on a user profile for the purpose of creating a group of users.
The segment, on the other hand, is the actual group of users within a program that are identified by the tags on their profile. A segment comprises user profiles that either include or exclude a specific tag or multiple tags, and can be used to target challenges, rewards, feeds, or notifications.
How to Create, View and Manage Tags
To view and manage your tags, head to the Settings tab of the Admin Web Portal. Under the menu heading SEGMENTATION, click on the Tags option.
Start by creating a new tag. Use the blue +ADD TAG button in the top right corner of the page to create a new tag.
The Name of the tag is the actual tag word itself that will be placed on user profiles, whereas the Description is information about the tag and how it should be used. You can also set a Category Name here, which is helpful in keeping track of what different groups of tags are used for.
You can also check or uncheck an option that will allow users to apply the tag to themselves in the app. Talk to your Customer Success representative for more information on how to set up this feature!
The Tags screen will show you all of the active tags in your program, along with information about the tag and how it’s being used.
NAME is the name of the tag, exactly as it is typed on the user profile.
DESCRIPTION can be filled in and edited using the Actions feature on this screen. This is where you can describe the tag and what it represents. For example, you might label a STREETTEAM tag as “users that have been designated as members of the street team.”
CATEGORY is the category of the tag. For example, the tag PHILADELPHIA would most likely be one of a number of tags that are used to track user locations, so the category can be set as City. These are used to group your tags together for reporting purposes.
TOTAL USERS shows the amount of users that have this tag applied to their profile.
TOTAL SEGMENTS shows the amount of segments that this tag is associated with.
You can also edit tags from this screen. Use the pencil tag to pull up the same information as the tag creation window, and edit as necessary.
Please note that if you edit the Name field on a tag, it will also edit the tag as it is applied to any of your users. For example, if the STREETTEAM tag name was edited to STREETTEAMONE, then every user with the STREETTEAM tag would then have the STREETTEAMONE tag instead.
How to Create and Manage Segments
Even if you have created a tag, in order to begin using it for your program, you must create an associated segment. To view and manage your tags, head to the Settings tab of the Admin Web Portal. Under the menu heading SEGMENTATION, click on the Segments option.
You will notice 3 tabs on this screen: All, Advanced, and User Created. The Advanced tab is a list of standard segments automatically created for you by the SocialLadder team with special tagging. The User Created tab is a list of all of the segments that you and your team have created in your program. The All tab combines both Advanced segments and User Created Segments in one list.
To create a new segment, click on the blue +ADD SEGMENT button in the top right hand corner of the screen. This will bring up the segment creation window, where you’ll be able to create and configure your new segment.
In the Name field, enter the name of the segment. For example, if you would like to make a segment for all users in the Northeast, you would call the segment something like “All Northeast Users.”
In the Description field, enter a short and informative description on the segment. This is purely for your own reference and other users in your Admin Web Portal.
In the Tags To Include field, enter the tags that users should have on their profile in order to belong to this segment.
Input a single tag here if you would like to define a segment with a single criterion. For example, if you wanted a segment that included only Philadelphia users, you would input just the PHILADELPHIA tag.
If you want to create a segment that combines multiple groups, simply input multiple tags in this field. For example, a segment of all users in the Northeast might include PHILADELPHIA, BOSTON, and NEW YORK tags.
Note that leaving the Tags to Include field will default the segment to All Users, and will require the Tags To Exclude field to define a group of users.
In the Tags To Exclude field, enter the tags that users should not have on their profiles to be included in this segment. This is mostly useful for creating segments that include a wide range of your users but exclude a specific group; for example, you might exclude the STREETTEAM tag to create an All Non-Street Team Users segment.
Once you’ve created a segment, you’ll be able to view this information at a glance from the Segments screen, along with additional information such as the amount of users belonging to a segment.
To edit existing segments, use the pencil icon beneath Actions. The trash can icon will delete existing segments when clicked. Please note that the action of deleting a segment will not be available if there are any user profiles belonging to that segment. You are still able to edit other information about the segment while it is active, such as the name of the segment.
How to Apply Tags to Your Users
The tagging feature of the portal is used in both the Settings Tab and the Ambassador Tab. Once a tag and associated segment are both created, these tags can be applied to user profiles in the Ambassador tab.
To apply a tag to a user profile, start by heading to the Ambassador Tab of the Admin Web Portal and clicking on a user card to bring up their user profile.
Scroll down on the user profile to find the TAGS field.
Hover below TAGS to bring up a text field, then click into the field and begin typing to enter a tag. Tags must be written as one word. If your tag technically consists of multiple words, omit the spaces for the tag. Once you’ve typed the desired tag, press enter, space, or forward slash to input the tag. If you begin typing a tag that already exists, the tag will appear for you to select from a dropdown menu.
Once you have entered a tag, it will show in the TAGS field in a blue box with an X next to the tag, which can be clicked to strip the tag from the user. When your desired tags have been entered and shown in the blue box in the field, click the blue SAVE button. A green popup will appear in the top right of the screen saying “Tags saved successfully.”
The user profile will now show the tags that you have applied.
Tips and Tricks
When creating segments, you can combine the Tags to Include and Tags to Exclude fields to create precise segments. For example, an All Northeast Users Except Philly segment might include BOSTON and NEW YORK but exclude PHILADELPHIA.
Reference the amount of users in a segment to make sure it’s set up correctly! Use your judgment here - if you were trying to create a small group but ended up having a large amount of users in the segment, try checking your Tags To Include and Tags To Exclude fields again.
You are also able to create tags directly from the user profile screen. Simply type in a new tag when applying tags to a user profile, and the tag will appear on your Tags screen when you save the tags on the user profile.
**Please note removing a tag from a user’s profile will not remove any existing challenges assigned to this user from that specific segment associated with the tag. The tag removal will only affect future challenges published.**
For any other questions about this feature, you can use the Submit a Request button at the top of this page, click on the blue chat icon at the bottom of the Admin Web Portal to activate the chat feature, or reach out to your dedicated Customer Success Specialist to learn more!