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Organize your user base with custom tags that make segmentation, search, and bulk operations effortless. Tag Management lets you create labeled categories — from “Verified ✅” to “New Joiner” — and assign them to users directly or in bulk, so you can filter, track, and act on specific groups instantly.

Create

Define custom tags with name, color, and description

Assign

Tag individual users or assign in bulk

Filter

Instantly find users by tag on Manage Users

Customize

Set background and text colors for visual distinction

Search

Find tags quickly by name or ID

Manage

Edit, delete, and track tag usage over time

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Overview

As your community grows, managing users at scale requires more than just names and roles. Tag Management provides a flexible labeling system that lets you categorize users by any criteria meaningful to your organization — expertise areas, membership tiers, geographic regions, behavioral segments, or program participation. Tags appear directly in the Manage Users table, can be used as filters to narrow down user lists, and are visible on individual tag detail pages where you can see and manage all assigned users at a glance.

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Key Benefits

Flexible Segmentation

Create unlimited tags for any categorization need — roles, regions, programs, behaviors, or custom segments

Visual Identification

Color-coded tags make it easy to spot user groups at a glance in the Manage Users table

Efficient Filtering

Filter the entire user base by one or more tags (up to 10 simultaneously) to quickly find target groups

Centralized Control

Manage all tags from a single page — create, edit, assign users, and track usage in one place

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Accessing Tag Management

1

Open Users Section

In the sidebar, click Users to expand the submenu
2

Select Tag Management

Click Tag management from the expanded Users submenu
3

Browse Tags

View all existing tags in a sortable table with name, ID, description, user count, and timestamps

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Tag Management List

The main Tag Management page displays all tags in a table with the following columns: Tag Management list view showing tags with names, IDs, descriptions, user counts, and timestamps You can search for tags by name or ID using the search bar at the top of the table.

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Creating a Tag

1

Click Create Tag

Click the Create tag button in the top-right corner of the Tag Management page
2

Enter Tag Details

Fill in the tag creation form:
  • Tag name (required): A unique name up to 20 characters
  • Background color: Hex color code for the tag background (default: #EBEBEB)
  • Text color: Hex color code for the tag text (default: #464646)
  • Tag description (optional): A brief explanation up to 140 characters
3

Save

Click Save to create the tag. It will immediately appear in the Tag Management list and become available for assignment.
Create tag form with fields for tag name, background color, text color, and description

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Tag Creation Parameters

Type: string Required: Yes Max length: 20 charactersThe display name shown in the tag list, user profiles, and filter dropdowns. Must be unique across all tags.Examples: Verified ✅, New Joiner, Skincare expert, Team A, USA
Type: Hex color code Required: No Default: #EBEBEBThe background fill color of the tag badge. Use contrasting colors to make tags visually distinct.
Type: Hex color code Required: No Default: #464646The text color displayed on top of the background. Ensure sufficient contrast for readability.
Type: string Required: No Max length: 140 charactersAn optional explanation of the tag’s purpose. Visible in the tag list table to help team members understand each tag’s intent.Example: “Recognizes emerging members who consistently contribute and show strong engagement within the community.”

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Editing a Tag

1

Open Tag Actions

On the Tag Management list, click the more options button (⋯) in the Action column for the tag you want to edit
2

Select Edit Tag

Choose Edit tag from the dropdown menu
3

Modify Details

Update the tag name, colors, or description as needed on the tag detail page
4

Manage Assigned Users

On the tag detail page, you can also view, search, assign, and remove users directly
Tag detail page showing assigned users with search, assign, and remove capabilities

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Tag Detail Page

When you open a tag for editing, the detail page shows:
  • Breadcrumb navigation: Tag management → Tag name
  • Tag header: The tag’s display name
  • Search bar: Search assigned users by display name or user ID
  • Assign users button: Add new users to this tag
  • User table: Lists all assigned users with a remove action for each
  • Pagination: Navigate through assigned users (with configurable page size)

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Assigning Users to Tags

You can assign users to tags from the tag detail page:
1

Open a Tag

Navigate to the tag detail page by clicking Edit tag from the more options menu
2

Click Assign Users

Click the Assign users button at the top of the user list
3

Search and Select

Search for users by display name or user ID, then select the users you want to tag
4

Confirm Assignment

The selected users will be immediately assigned to the tag and appear in the user list

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Removing Users from Tags

To remove a user from a tag, click the remove button (trash icon) next to the user’s name on the tag detail page. The user will be untagged immediately.

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Deleting a Tag

1

Open Tag Actions

Click the more options button (⋯) for the tag you want to delete
2

Select Delete

Choose Delete this tag from the dropdown menu
3

Confirm Deletion

A confirmation dialog will appear with the message: “Deleting this tag will remove it from all users it is currently assigned to. This action cannot be undone.”
4

Delete or Cancel

Click Delete to permanently remove the tag, or Cancel to keep it
Delete tag confirmation dialog warning that the action cannot be undone
Deleting a tag is permanent and will remove it from all users it is currently assigned to. This action cannot be undone. Make sure you no longer need the tag before confirming deletion.

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Additional Actions

The more options menu (⋯) on each tag row provides:

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Filtering Users by Tags

Tags integrate directly into the Manage Users page for powerful user filtering:
1

Navigate to Manage Users

Sidebar → Users → Manage Users
2

Open Tag Filter

Click the Select tag dropdown next to the search bar
3

Select Tags

Choose one or more tags from the dropdown (up to 10 tags simultaneously). You can search by tag name or ID within the dropdown.
4

View Filtered Results

The user table updates to show only users matching the selected tags. The Tag column displays each user’s assigned tags.
Manage Users page with tag filter dropdown showing available tags
When a user has multiple tags assigned, the Tag column shows the first tag name along with a +N badge indicating the number of additional tags. Hover or click to see all assigned tags.

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Use Cases

Membership Tiers

Create tags like “Premium”, “VIP”, or “Free Tier” to segment users by subscription level and customize their experience

Expertise Labels

Tag subject matter experts (e.g., “Skincare expert”, “Tech Guru”) so community members can identify knowledgeable contributors

Geographic Segments

Use location-based tags (“USA”, “APAC”, “EU”) to organize users by region for targeted communication or compliance

Program Participation

Track users enrolled in specific programs (“Beta Tester”, “Ambassador”, “New Joiner”) for streamlined management

Behavioral Segments

Combine with User Insights to tag high performers (”🌟 Rising Star+”) and track them over time

Team Organization

Organize internal teams or external partner groups with clear, color-coded labels

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Best Practices

  • Use clear, descriptive tag names that any team member can understand
  • Keep names concise (under 20 characters)
  • Consider using emojis for quick visual identification (e.g., ✅, 🌟, 🏆)
  • Establish a consistent naming convention across your organization
  • Assign distinct colors to different tag categories for quick visual scanning
  • Use high-contrast text/background combinations for readability
  • Reserve bright or alert colors (red, orange) for tags that need attention
  • Keep neutral colors for informational or low-priority tags
  • Regularly review and clean up unused tags
  • Monitor the Users count column to identify underused tags
  • Use tag descriptions to document the purpose and criteria for each tag
  • Delete deprecated tags to keep the list manageable
  • Combine tag filtering with Contribution Level and Content Quality filters for powerful segmentation
  • Use the Copy tag ID action to integrate tags with your SDK or API workflows
  • Assign tags during user onboarding or milestone events for consistent categorization
  • Leverage tags in conjunction with User Insights to identify and reward top contributors

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Troubleshooting

Symptoms: A newly created tag doesn’t show in the Manage Users tag filterSolutions:
  1. Refresh the Manage Users page
  2. Verify the tag was saved successfully on the Tag Management page
  3. Check that you have the correct permissions to view tags
Symptoms: Delete option is not available or failsSolutions:
  1. Ensure you have admin-level permissions
  2. Confirm you’re clicking the correct more options button (⋯) for the intended tag
  3. Try refreshing the page and attempting again
Symptoms: Tag badge shows unexpected colorsSolutions:
  1. Verify the hex color codes are valid 6-character hex values
  2. Ensure you’re using the # prefix in the color fields
  3. Edit the tag and re-enter the correct color values

User Insights

Combine tags with contribution and content quality scoring for comprehensive user segmentation

User Social History

View detailed activity history for tagged users to support moderation and recognition decisions

Moderation Feed

Review flagged content from specific user segments identified through tags