Recommended Tags for Organizing Notes and Clips

At a Glance This article goes over some of our recommended tags to use. Read this article to learn more about how to apply a tag.

 

Tagging notes and clips is one of the best ways to uncover trends within and across videos. All you have to do is add a "#tag" to any note or clip summary. You can then search for clips to share as a highlight reel and/or organize your notes or clips by tags afterwards, using the Export to Excel tool.

In the notes and clips pane of the video player, you can add tags to notes and clips by typing "#tag".

By type of observation

Adding some context to your note or clip will help you easily find it again in the future. For example, tagging all direct quotes “#quote” will allow you to look back and pull a quote, and use it for a presentation. Another example we love to use is "#positive" or "#negative" to assign sentiment to an observation.

Here’s a list of tags that will provide some additional context for your notes and clips:

#quote: a direct quote from the contributor

#observation: a generally interesting or noteworthy moment

#confused: an instance when the test contributor isn’t clear on what to do next or what something means

#usability: moments capturing usability issues

#positive, #neutral, #negative: sentiments assigned to contributor feedback

#bug: a technical or performance issue

#video: something that would make a good video that you want to get back to later, and then cut the section that’s relevant, converting it into a clip

#success/#fail: a signifier that the test contributor successfully or unsuccessfully completed an activity

By UI element or product/site area

Tagging the different sections of your product/site allows you to focus on all of the feedback and observations for a given UI area in one place, across tasks and test contributors. From there, you can identify patterns and themes to act on so as to improve the design. 

Here are just a couple of example tags, but this list focuses on the components of your site or app:

#homepage

#navigation or #nav

#megamenu

#dropdown

#search

#filter

#carousel

#layout

#versionA (or just #A)/#versionB (or just #B)

By objective

You can also apply tags related to the goals for your study, though doing so is dependent on those goals being clear and readily addressed during multiple tasks.

For example, you could use the following #tags for these research questions:

1. Can people upload their profile photo? #profile-photo
2. Can people sign up for the newsletter? #newsletter
3. What information do contributors need before buying a gift card? #gift-card 

Then, when reviewing all your notes, you can easily group observations by goal to quickly answer a question.

By action or topic

Sometimes, you'll want to tag instances when test contributors do something or something happens during the session so that the tag takes you the very beginning of the action or activity. For example, during a Live Conversation you might want to note down when the test contributor started screen sharing by using #screenshare.

Here are some examples of actions you might want to note with a tag:

#final-thoughts

#screenshare

#background

#first-impression

#screenshare

#start

#q1 or #task1 (especially helpful when tagging a Live Conversation)

Pro tips

1. Abbreviate tags: the tags above are all full words, but you can also use shortcuts (e.g., typing "#Q" rather than "#quote")
2. Add multiple tags to the same note or clip: there’s no limit as to the number of tags, so you can combine different types of tags if you’d like. For example, #about-us #value for someone who used the About Us page to understand any benefits. You can use multiple separate tags or combine them, such as #newsletter_success
3. Include special characters: doing so give you more flexibility with what and how you tag. For example, #design1:satisfaction or #nav_pdp are ways to capture more detail and to incorporate subtags.

Searching and organizing by tag

You can find tagged notes and clips in two places:

1. Highlight Reel Creator: Easily find related clips to add to a highlight reel by searching for a tag.Example of filtered clips by the tag "#problem" on the Highlight Reels page.
2. Export to Excel. Download all notes and clips for one or more tests into an Excel file. Then search or sort by tag in the Notes and Clips tabs. Read more about analyzing and sharing results.

The Notes and Clips tabs in the Export to Excel spreadsheet include a Tag column that is automatically populated with any tag. This column can be easily sorted and filtered.

Learn More Need more information? Read these related articles. Effectively Using Notes and Clips How to Analyze and Share Results Smart Tags Want to learn more about this topic? Check out our University courses. How to Create Highlight Reels