Tagging notes and clips is one of the best ways to easily 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 tag afterwards in the Excel Export.
This article goes over some of our recommended tags to use. Read this article to learn more about how to apply a tag.
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 more easily find it again in the future. For example, tagging all direct quotes “#quote” will allow you to look back and pull one for a presentation. Another example we love to use is #positive or #negative to assign sentiment to an observation.
Here’s a list of type tags that will provide some additional context to your note or clip:
#quote: direct quote from the participant
#observation: generally interesting or noteworthy moment
#confused: where the tester isn’t clear on what to do next or what something means
#usability: moments capturing usability issues
#positive, #neutral, #negative: assign sentiment to tester feedback
#bug: a technical or performance issue
#video: something that would make a good video that you want to get back to later and cut exactly the section that’s relevant into a clip
#success/#fail: to indicate if the tester 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 given UI areas in one place--across tasks and testers. From there, you can notice commonalities and identify themes to act on in the design.
Here are just a couple of examples, but this list will depend heavily on your product:
#navigation or #nav
#versionA (or just #A)/#versionB (or just #B)
If you have clear goals for your study, you can also tag by those. This is especially helpful if your goals will be addressed during multiple tasks, or testers are given very broad tasks or questions.
For example, you could use the following #tags for these research questions:
- Can people upload their profile photo? #profile-photo
- Can people sign up for the newsletter? #newsletter
- What info do people need before buying a gift card? #gift-card
Then, when reviewing all your notes, you can easily group observations by goal to quickly answer your question.
By action or topic
Sometimes you’re specifically interested in when testers do something or something happens in the session and you want to be able to get back to the beginning. For example, during a Live Conversation you might want to note down when the tester started screen sharing by using #screenshare
Here are some examples of actions you might want to note with a tag:
#q1 or #task1: especially helpful when tagging a Live Conversation and it’s not automatically captured
- Abbreviate tags. The tags above are all full words, but you can also use shortcuts. For example, instead of typing #quote, you could type #Q.
- Add multiple tags to the same note or clip. There’s no limit, 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 benefit. You can use multiple separate tags or combine them, such as #newsletter_success
- Include special characters to have more flexibility with what and how you tag. For example, #design1:satisfaction or #nav_pdp are ways to capture more detail and incorporate subtags.
Searching and organizing by tag
You can find tagged notes and clips in two places.
- Highlight reel creator: Easily find related clips to add to a highlight reel by searching for a tag. Learn how to create highlight reels here.
Example of filtered clips by the tag #problem on the Highlight Reels page.
2. Excel export. Download all notes and clips for one or multiple tests into an Excel file and 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 Excel Export has a Tag column that is automatically populated with any #tag. This column can be sorted and filtered for easy organizing.