Contact Tags

Contact tags allow you to filter for community Contacts with certain attributes, and can be used to filter Contacts on the Contacts, Activity, and Organizations pages.

Common Room allows you to automatically tag Contacts to make it easier to surface Contacts well-matched to your programs. You can also create and apply your own custom tags to track community Contacts (for example, swag recipients or beta testers).

To view the complete list of the custom tags used within your Common Room, view the table below or go to your App settings.

Default Contact tags

Contributor engagement is calculated by their activity in these signals:

• Discord, Discourse, Slack: At least one non-self reply.
• GitHub: At least one pull request created/closed or commit merged.
• Stack Overflow: At least one answer.
• inSided: At least one idea, article, answer, or product update.
• Khoros: At least one blog, forum, non-self reply, or answer.
• YouTube: At least one video upload or 20+ comments.

Influencer engagement is similarly calculated by Contacts with broad reach in at least one of these signals:

• Twitter: ≥ 500 followers
• GitHub: ≥ 100 followers
• Youtube: ≥ 100 subscribers

Customize or disable tags

The Contributor, Influencer, Community Qualified, Ideal Persona, and Product Qualified default tag criteria can be customized to a criteria that best fits your community. Any tag which is not suitable to your community can also be turned off. To customize or disable a default tag:

1. Tags can be found in Settings. Click the Settings gear at the bottom left of the left navigation bar.
2. Then, click Tags in the left navigation bar.
3. Default tags can be found at the top of the “Contacts” tab which contains all Contact tags. Click either the default tag you want to customize or disable the tag by toggling the tag “Status” to Off.
4. For customizable tags, you will see a tag detail page where you can set your custom criteria with the filters that are available in Common Room. Note: If you don’t see a filter for a specific signal (e.g. GitHub), you may have not connected it to your community yet. Connect the signal first, then update the default tag definition.
5. When you define your custom criteria, the preview table will update with a few Contacts that qualify under the custom criteria. Verify that this is what you’re expecting.
6. Click Save.

Create a Contact Tag

Contact tags can be created in a variety of ways. To create a Contact tag from the Contacts page:

1. Go to the Contacts page.
2. Find the Contacts you’d like to apply the tag to.
3. Check the box to select each Contact you want to tag.
4. Click the Tag button which appears at the bottom of your screen. This opens a dropdown menu with different tag options.
5. Start typing the name of the tag you would like to create, and then click New tag. This will create a new tag and apply it to the selected Contacts.
6. Once the tag is successfully created and applied to the Contacts, you’ll see a confirmation toast at the bottom of the page.

To create a Contacts tag from a Contact profile:

1. Open a Contact profile.
2. Click Add next to the Contact's existing tags.
3. Start typing the name of the tag you would like to create, and then click New tag. This will create a new tag and apply it to the Contact whose profile you are in.
4. Once the tag is successfully created and applied to the Contact, you’ll see a confirmation toast at the bottom of the page.

To create a Contact tag from the App settings page:

1. Go to the Settings page.
2. Open Tags in the left menu.
3. Click on the + button. This opens up a modal in which you can create a new tag.
4. Enter the name of your tag and a useful description of the tag.
5. Click Create tag to create the tag.

Apply a Contact Tag

To apply a Contact tag from the Contacts page:

1. Go to the Contacts page.
2. Find the Contacts you’d like to apply the tag to.
3. Check the box to select each Contact you want to tag.
4. Click the Tag button which appears at the bottom of your screen. This opens a dropdown menu with different tag options.
5. Scroll within the dropdown or type in the search box to find the tag you would like to apply.
6. Click on the tag to apply it to the selected Contact.
7. Once the tag is successfully applied to the Contact, you’ll see a confirmation toast at the bottom of the page.

To apply a Contact tag from a Contact's profile:

1. Open a community Contact profile.
2. Click Add next to the Contact's existing tags.
3. Scroll within the dropdown or type in the search box to find the tag you would like to apply.
4. Click on the tag to apply it.
5. Once the tag is successfully applied to the Contact, you’ll see a confirmation toast at the bottom of the page.

You can remove a Contact tag from within a Contact profile by clicking the x on the tag.

Edit a Contact Tag

1. Go to the Settings page.
2. Open Tags in the left menu.
3. Navigate to the Contactstab, which displays all of your existing Contact tags along with their usage in the system.
4. Check the box next to the tag you’d like to edit.
5. Click Edit at the top right of the screen.
6. Edit the name and/or description. Edits made here will be reflected anywhere the tag has been used.
7. Click Save changes.

Delete a Contact Tag

1. Go to the Settings page.
2. Open Tags in the left menu.
3. Navigate to the Contacts tab, which displays all of your existing member tags along with their usage in the system.
4. Check the box next to the tag you’d like to delete. You can select multiple tags at once for deletion.
5. Click Delete at the top right of the screen. Deleted tags will be removed from all Contacts.
6. Click Delete tag.