A list of all tag types, tags, and dimensions, and when to create new ones.

This document is a guide for the ideal tag architecture. Your site might not use this architecture exactly.

Tag types and tags

Tags are a powerful tool at our disposal and control many things in our platform including matchmaking content to users, access to content, filters, and lots more.

Tag types are how we organize tags in the content management system (CMS). A tag type is simply a category. Every tag is assigned a tag type. Then the tags themselves are attached to content and users, and/or used in site configuration.

How tags are attached to users

When tags are attached to users, they can be preferred or non-preferred.

Preferred tags are either:

  • Selected by the user on their personal profile or onboarding form. They might deselect them later.

  • Designated by JUNO or the organization through registration. Users can’t change these tags.

Non-preferred tags are attached when users engage with content that has those tags. Users don’t actively choose these tags. They are useful when sending targeted notifications.

Adding new tag types and tags

Try to use the default tag types. But if they don’t address the platform’s needs, you can create new ones.

Tags are even more flexible. Example tags are meant to serve as a guide. They can and usually will be changed to suit the platform’s needs. Create them within any of the modifiable tag types listed on this page. Consider these requirements:

  • All tags must have an associated tag type.

  • Don’t create more than one tag with the same name. One exception to this rule is forum tags, which can be duplicated from tags used elsewhere on the site.

  • Tags should only contain letters, numbers, dashes- and underscores_? They should not contain any other punctuation or special characters.


Default tag architecture

Definitions

Group (Grp.)

Tag types are divided into 4 groups so that we can store similar data together. These groups correspond to how the tag types will be used in analytics dashboards and reports. The group name represents the primary object that will be tagged. But, as always, tags within a tag type can be attached to multiple content types and users.

  • System (0)

  • Topic (1)

  • User (2)

  • Exhibitor (3)

Modifiable

Yes: The tags within the tag type can be modified, deleted or added to.
No: The tags within the tag type are not modifiable. You can only change the tag type Description.

Analytics

Yes: The tags in that type are sent to analytics.
No: The tags in that type are not sent to analytics. Note that none of the tags in the System group (0) are sent to analytics.

Contents

Tag type group: System (0)

General

Grp.

Tag Type Name

Modifiable

Analytics

Notes

0

Admin

Yes

No

Create new tags under this tag type if they don’t belong anywhere else.

There are a few default tags that are used for sessions and should not be modified. (Learn more about session tags below.)

Stop Snap To Live, Prevent Auto Play, Hide Attendees, Hide Live Session Start Time, Hide Live Session Countdown Timer

0

Navigation

No

No

Internal and External identify a link as within or outside of the platform. You can also use them to “break” links in order to create static images.

0

Points Multiplier

No

No

 x2, x3, x4, x5, x6, x7, x8, x9, and x10 increase the amount of points that a gamified action is worth.

0

Profile Icon

Yes

No

Used to add badges to the bottom-right of a user’s avatar. Create a tag for each unique badge.

Sessions

Tags are very important for sessions because they help them function correctly. See Optional session tags to learn more about each tag.

A few session tags are also listed under the Admin tag type above.

Grp.

Tag Type Name

Modifiable

Analytics

Notes

0

Session

No

No

Main Stage, Panel, and Breakout identify the session type.

0

Stream Type

No

No

Recorded Wistia, Recorded YouTube, Opentok Broadcast, Opentok Conference, Facebook Live, Vimeo, Custom Url Stream, Recorded BrightCove, and Amazon IVS identify the stream type.

0

Archive Mode

No

No

Do Not Archive prevents a session from being recorded.

0

Live Session Layout

No

No

Grid Layout and Horizontal Speaker Layout change the session layout.

0

Live Session Content Hint

No

No

Video Content Hint - Motion, Video Content Hint - Text, Video Content Hint - Detail, Screenshare Content Hint - Detail, Screenshare Content Hint - Motion, and Screenshare Content Hint - Text improve the quality and performance of the stream under special circumstances.

Site layout

Use these tags to fine-tune where content displays. While the content topic tags (below) are part of your larger content strategy, site layout tags are only utilitarian.

Grp.

Tag Type Name

Modifiable

Analytics

Notes

0

Site Layout

Yes

No

Pull content into modules:

Create a tag to pull a piece of content into specific module on the site. These tags might not be used anywhere else. Often they are named after the module.

Example tags: Featured, Homepage, Hero Rotator, Sponsored

Hide content:

Use these tags (and create new ones) to hide content from modules. Note that It doesn’t automatically work when you add the tag to content; First the module must be configured to hide content with the specified tag.

Default tags: Hide Content, Hide from Schedule Widget

Configure public preview:

Allow Video Preview allows users to watch the video on an individual piece of content. This does not apply to sessions because logged-out users never see the stream page, only the session information page.

Do Not Preview makes an individual piece of content NOT previewable. A lock icon in the corner of the image indicates that it can’t be opened.

Tag type group: Topic (1)

Content topics

Content topic tags are how you organize content into meaningful categories. They are usually used to pull content into modules and added to search filters. These tags are highly dependent on the content itself. Think about:

  • How are users normally looking for your content? Which topics are they centered around?

  • Don’t get too broad or too specific. Aim to create tags that can be added to 5-10 pieces of content.

For small content collections, keeping all tags under one tag type might work. But for larger collections, we recommend creating multiple tag types to group topics.

Grp.

Tag Type Name

Modifiable

Analytics

Notes

1

Topic
(example only)

Yes

Yes

Example tags: Collabororation, Creativity, Innovation, Sustainability, Wellness

Custom profile questions

These tags are used for matchmaking content to users. They are attached to content, then also attached to users when they answer questions on the onboarding form.

Each custom profile question is its own tag type. The answers to the question are its tags. Create a new tag type and tags for every question.

A standard example is a set of questions about Professional and Personal interests. You might rephrase these questions as Focus or Area of Study (professional) and Hobby or Hashtag (personal). But you can replace the defaults with any questions you’d like.

Grp.

Tag Type Name

Tag Type Description

The display text that users see.

Modifiable

Analytics

Notes

1

Professional Interest
(example only)

What are your professional interests? (example only)

Yes

Yes

Example tags: Business Growth, Networking, Leadership, Customer Experience

1

Personal Interest (example only)

What are your personal interests? (example only)

Yes

Yes

Example tags: Fashion, Fitness, Technology, Travel, Sports, Wine Lover

Access levels

Access level tags are added to content and users to control access. Your tagging strategy might involve multiple sites and multiple ticketing or membership levels. We recommend prefixing the name of tags with the site name to keep them grouped together. Learn more about access levels.

Grp.

Tag Type Name

Modifiable

Analytics

Notes

1

Access Level

Yes

Yes

Example tags: Reg Full, Reg Workshop, Reg Basic, Reg Advanced

Forums

Create new tags under this tag type to use on forum topics and/or posts. No other tag types work in the forum. Learn more about forums.

Grp.

Tag Type Name

Modifiable

Analytics

Notes

1

Forum

Yes

No

Example tags: Fashion, Fitness, Technology, Travel, Sports, Wine Lover

Tag type group: User (2)

User privacy

These tags are attached to users when they choose their contact preferences.

Grp.

Tag Type Name

Tag Type Description

The display text that users see.

Modifiable

Analytics

Notes

2

Privacy Level

Share my contact information

No

Yes

Users can choose to hide their contact information from exhibitors:
With no partners, With partners I have interacted with

2

Switch Prefs

Privacy Settings

No

Yes

Users can allow private messaging and meeting:
Allow members to contact me

User information

There are two ways to identify user information: Tags and Dimensions.

These tags should be the default choice for demographic data about users. This is because, unlike dimensions, tags can be made searchable in the directory and can be used in our analytics.

The only time you should use a dimension over a tag is when you need users to fill in a free-text response. Learn more about dimensions below.

Grp.

Tag Type Name

Modifiable

Analytics

Notes

2

Audience

Yes

Yes

Example tags: Business Owners, Consultants, Service Providers

2

Gender

Yes

Yes

Suggested tags: Man, Woman, Genderqueer/Gender non-conforming, Questioning, Prefer Not to Say, Not Listed

2

Pronoun

Yes

Yes

Suggested tags: he/him/his, she/her/hers, they/them/theirs, other

2

Age Range

Yes

Yes

Suggested tags: 18-24, 25-34, 35-44, 45-54, 55-65, 65+

2

Region

Yes

Yes

Example tags: Northeast, Southeast, Midwest, Southwest, Northwest, International

2

Job Level

Yes

Yes

Example tags: Executive Management, Middle Management, Managers & Advisors, Staff

2

Company Size

Yes

Yes

Suggested tags: 1-9 employees, 10-19 employees, 20-49 employees, 50-249 employees, 250+ employees

2

Member Type

Yes

Yes

Example tags: Regular, Student, Associate, Retired, Honorary, Non-member

Tag type group: Exhibitor (3)

Exhibitors

We often categorize exhibitors using tags. Use these suggested categories, or create more tag types to create a new type of category.

Grp.

Tag Type Name

Modifiable

Analytics

Notes

3

Sponsor Type

Yes

Yes

Create tags within this type to categorize exhibitors and sponsors. This is usually a “tier” level.

Example tags: Bronze, SilverGold,Platinum

3

Product Type

Yes

Yes

Create tags within this type to categorize exhibitors and sponsors by their product offerings.


When to use dimensions

Dimensions are an alternative way to collect demographic data about users during onboarding. You should default to using tags unless the onboarding question is a free text response.

Dimensions can only be used if the question is a free-text or select one response. Tags can be used for any response type except free text.

It is important to keep in mind that dimensions:

  • Cannot be used for filters or searched in the search bar

  • Are NOT available on the JUNO or Bear analytics dashboards

  • Are available in JUNO reports when selected as Onboarding

  • Are available as user attributes in exported Bear reports

Flow chart titled 'Should you use tags or dimensions.' If the question response format is free text, dimension. If it's select many, tag. If it's select one, then decide if it needs to be used in analytics and or searchable in the directory. If yes, tag. If no, dimension.

Default dimension types

The following dimension types are available by default and should be instead of any field in the user table of the same kind. Do not use both a dimension and the field in the user table.

You can create new dimensions.

ID

Display

Name

1

Instagram Link

instagram

2

Facebook Link

facebook

3

Twitter Link

twitter

4

Website

website

5

Phone

phone

6

Online At

blackout_start

7

Offline At

blackout_end

8

LinkedIn

linkedin

9

Date of birth

dob

10

Address

address

11

Job Type

job_type

12

Designation

designation

13

City

city

14

State/Province

state_province

15

Postal/Zip Code

postal_code

16

Country

country

17

Company

This dimension has been removed. It’s already a field on the user table, so you don’t need to create a dimension.

company

18

Title

title