Use and manage Item tags (and tag groups)

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Item tags help you categorize and organize your Items by keywords. Tag groups allow you to organize tags, and the content they're applied to, even further. This article shows you how to add and manage Item tags and tag groups in your Hub, which you can use to enhance Hub Search, Smart Filters, and more.

 

Before you begin

  • To work with tags, you need to be an Account Admin, Content Manager, or Author
  • If you're looking to step-up your tagging with advanced options and quick-tagging features, check out the Enhanced Tag Manager app by Uberflip

 

About Item tags and tag groups

In Uberflip, you can add tags to all Items in your Hub, similar to how tags work on most blogging platforms. A tag is simply a keyword used to categorize content, and Items that have a tag are associated with that keyword.

You can use tags to return associated Items when a visitor searches for the keyword in Hub Search (if enabled), or to select Items using Smart Filters.

Tag Groups are collections of tags with similar intents. They’re fully customizable and can be based on any topic or parameter you want.

The organizational structure of your tags, tag groups, and how they relate to each other, is referred to as your tag structure.

A few things you should know about tags and tag groups:

  • Tags can be added to Items only—they can't be added to Streams.
  • By default, tags are not visible on the frontend (i.e. to visitors to your Hub). If you want to show tags (or Item labels based on tags) in your Hub/Streams, custom options are available. Speak with your account manager. 
  • Tags and tag groups are account-wide—if you have multiple Hubs, tags and tag groups you create can be used across all of them. Any tags created in any Hub will be shown in the list of existing tags in the Tags Manager.

For a more in-depth look at tags, tag groups, and tag structures, check out Tags explained.

 

Add or remove tags from Items

In both the Manage Stream page and the Item Editor, you can manually add existing or a new tags to any Item, and remove tags that shouldn't be there.

Add or remove tags in the Manage Stream page

  1. In the Hub you're working with, click Content in the sidebar menu
  2. Now in the Streams tab, find and click the Stream you want to view
  3. In the Stream view, scroll down to the Item Tile for the Item you want to add a tag to. At the bottom of each Item the Tag icon
    Fullscreen_2019-06-19__4_41_PM.png
  4. If an Item already has tags applied to it, the icon will include the number of tags on that Item
    Fullscreen_2019-06-20__1_49_PM.png
  5. Click the Tag icon to open the Tag Item menu:
    • To add an existing tag: Start typing the tag you want to add into the Tags field. Any existing tags and tag groups that match what you've typed will be autosuggested.
      Hubs___Manage_-_Uberflip.png
      Click an existing tag in the autosuggested list to add it. Added tags will be listed in the Tags box.
      Hubs___Manage_-_Uberflip.png
    • To create and add a new tag: Type out the full tag text and hit the Enter key. The tag will be added and applied.
    • To remove an existing tag: Click on the x on the tag in the Tags field.
      Hubs___Manage_-_Uberflip.png
  6. Click Done to save your changes

 

Add or remove tags in the Item Editor

  1. In the Hub you're working with, click Content in the sidebar menu
  2. Select the Items tab
  3. In the list of Items, find and click the Item you want to edit tags for 
  4. The Edit Article view will open. Here, click on the Tags tab
    Hubs___Edit_Article_-_Uberflip.png
  5. In the Tags field:
    • To add an existing tag: Start typing the tag you want to add. Any existing tags and tag groups that match what you've typed will be autosuggested:
      Hubs___Edit_Article_-_Uberflip.png
      Click on an autosuggested tag from the list to add it. Tags that have been added will appear in the Tags field.
      Hubs___Edit_Article_-_Uberflip.png
    • To create and add a new tag: Type out the full tag text and hit the Enter key. The tag will be added and applied.
    • To remove an existing tag: Click on the x on the tag in the Tags field.
      Hubs___Manage_-_Uberflip.png
  6. Any changes you make here will be saved automatically, and applied immediately.

Tip

You can also edit tags from the Content > Items tab page. Just hover over the Item in the Item list, and click the Tags icon that appears. The same Tag Item menu will appear as when you edit tags in the Manage Stream page.
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Manage, edit, and delete tags

You can manage your existing tag in the Tags tab of the Tags Managers. Here you can:

 

Open the tags manager: Tags tab

  1. In the Hub you're working with, click on Tags in the sidebar menu
    Tags_-_Uberflip.png
  2. Select the Tags tab
    mceclip1.png

Here you'll see a list of all existing tags, the tag groups they're in, the number of Items each tag is applied to, and the date they were was last used.

 

Create a new tag

You can create a new tag without assigning it to any Item using the Tags Manager.

  1. In the Tags tab of the Tags Manager, click Add Tag 
  2. The Add Tag menu will appear. Enter the tag text into the Tag Name field. If you want, you can also enter a description of the tag (optional).
    Screen_Shot_2023-01-17_at_10.42.24_AM.png
  3. Click Save, and your new tag will appear in the tags list

 

Edit an existing tag

You can edit the tag text or description of any existing tag. Doing this will also automatically update the tag text on any Item that the tag is already applied to.

  1. In the Tags Manager, select the Tags tab
  2. Find the tag that you want to edit and hover over it
  3. Click on the Edit button (pencil icon)
    mceclip1.png
  4. The Edit Tag window will appear, showing the current tag text and description. Make any changes you want using the text fields provided.
    Screen_Shot_2023-01-17_at_11.02.37_AM.png
  5. Click Save 

 

Delete a tag

If you want to delete a tag that's no longer needed, you can do that from the Tags Manager as well.

Caution

Deleting a tag will also immediately remove it from all Items that it is currently applied to, and from all Smart Filters and Scheduled Tasks that reference it (potentially breaking affected filters/tasks). Deleting a tag is permanent and not reversible.

  1. In the Tags Manager, find the tag that you want to delete and hover over it.
  2. Additional option buttons will appear on the right side, after the Count column. Click on the Delete button:
    mceclip2.png
  3. A warning prompt will appear. Review it.
  4. If you're sure you want to delete the tag, click Delete Tag
  5. You'll be returned to the main Tags Manager table, where the deleted tag will no longer appear.

 

Create and manage tag groups

You can create and manage tag groups in the Tag Groups tab of the Tag Manager. Here you can:

 

Open the tags manager: Tags Group tab

  1. In the Hub you're working with, click on Tags in the sidebar menu
    Tags_-_Uberflip.png
  2. Select the Tags Groups tab
    mceclip2.png

Here, you'll see a list of all tag groups in your account, the number of tags in that group, and the date it was last used.

 

Create a new tag group

  1. In the Tag Groups tab of the Tags Manager, click Add Tag Group
  2. The New Tag Group modal will open. Enter the Tag Group name in Tag Group Name fieldScreen_Shot_2023-01-17_at_10.45.36_AM.png
  3. Click Add Tags in Group
  4. Still in the modal, find and click tags to add them to your new tag group. You can also add a new tag, and remove tags if you change your mind (hover the tag and click the x).Screen_Shot_2023-01-17_at_10.49.22_AM.png
  5. Click Done to save your new tag group

 

See and manage which tags are in a tag group

  1. In the tag groups table, click the number under the Tags Within column beside your tag group
  2. The tag group editor modal will open
    Screen_Shot_2023-01-17_at_10.49.22_AM.png
  3. Here you can manage the tags within that tag group
    • Add existing tags: find and click a tag in the Ungrouped Tags area to add it to the tag group
    • Add a new tag: Click New Tag in the Ungrouped Tags area to add a new tag.
    • Remove tags: Hover a tag in the Tags Within Group area and click the x that appear to remove the tag from this group (the tag with become ungrouped).
  4. Click Done to save your changes

 

Edit a tag group name

In the tag groups table, hover over the tag group and click the edit button (pencil icon) beside the current name. This will open the name field for editing. Edit the tag group name, then click the checkmark to save the change.
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Notes

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