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Tagging Ideas

Learn best practices for tagging Ideas in Upsiide

Leigh Greenberg avatar
Written by Leigh Greenberg
Updated over 9 months ago

In this article:


Why is tagging helpful?

Tagging Ideas is a great way to make sorting through and making sense of your data simpler. By adding Idea Tags, you're more easily able to filter and segment your data by variables that are important to you.

Some examples of tag types include:

  • Brand

  • Flavour

  • Motivations

  • Format

  • Key Benefits

  • Design elements

  • Key Ingredients

  • Currently available vs. innovation / seasonal offering vs. core item

  • Regional availability


How to add Idea tags

How to Add Idea Tags In-Platform

  1. After your Ideas have been added to your Idea Screen, click an individual Idea and click "Add Tag". Manually enter the tags you need, separating them by pressing the space bar or enter. Repeat for all Ideas where tags are used.

How to Add Idea Tags With Exports:

  1. In the top-right corner of your screen, select the current language and then "Manage Translations" (if there are multiple languages in the study) or "+ Add a Language".

  2. In the same corner of the screen, select "Batch Edit" and then "Yes, ready to translate".

  3. Download the Idea Screen CSV.

  4. In your spreadsheet software, open the CSV and identify the Idea Tags column. Add your tags for each Idea, separated by a comma, and save the file.

  5. Back in your browser, switch to the "Upload" tab of the translation pop-up and upload your edited file:

  6. Press done. Your tags are now uploaded! You can always view your existing tags in-platform by going to your Idea Screen (outside of Manage Translations mode) and clicking an Idea.

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