You can never have too many customer insights, but sifting through them can become difficult. When you have an abundance of research, specific trends may be hard to spot. Global tags and study tags give you a flexible way to categorize study, interview, and file highlights so key themes stand out in your analysis.
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Overview
Tags provide an easy way to categorize and highlight information in customer research. Use them to label insights by product capability, theme, jobs to be done, or categories that match your team's focus.
You can organize research insights with two types of tags:
Global tags: Accountwide research tags that you use across many studies, interviews, and files
Study tags: Tags that exist only within a single study
Global tags help you track broad themes (such as usability, onboarding, and pricing) over time. Study tags give you finer detail for a specific research topic (such as "signup flow friction" or a particular experiment name). You can apply both types to the same highlight to see how local observations roll up into strategic themes.
Global tags
Global tags are created and maintained at the account level. They are available in every study so that the team can apply them consistently.
Create global tags
Customization administrators can create global tags in your Aha! account.
Navigate to the User menu → Settings → Account → Customizations → Tags.
Click Add tag. Enter a name in the Tag field and select a color. You can use letters, numbers, or emojis.
If you are using Aha! Roadmaps or Aha! Ideas with Aha! Discovery, choose the Type for your tag. Select Research for tags that you want to use on interview and file highlights.
Click Create tag or Create tag + add another to save the tag.
Bulk edit or merge global tags
You can bulk edit research tags to clean up your global list.
To bulk edit tags:
Navigate to the User menu → Settings → Account → Customizations → Tags.
Check the boxes next to the tags you want to edit, then click Bulk edit to open a list report of the selected tags.
Use bulk edit to update the name or color, or delete tags you no longer need.
To merge tags:
From the bulk edit view, use the Merge into option.
Select an existing tag to merge into. The selected tag replaces the merged tags everywhere they appear across your account.
Study tags
Study tags help you capture themes that are specific to a single research project. You create and manage them directly in the context of a study.
Create a new study tag
Open a study.
At the top of the study, select the More options button and select Manage study tags.
Click Add tag.
Enter a tag title, select a color, and click Create tag.
Edit, replace, or delete study tags
From the Tags tab in the study drawer, you can:
Hover over a study tag and select Edit to update its name or color.
Select the More options menu and click Replace to swap the tag for a different one.
Select the More options menu and click Delete to delete the tag from your study.
Add tags to highlights
Once you have a tag structure in place, use tags on highlights to capture insights as you go.
Tag existing highlights
To add tags to a saved highlight in an interview or file:
Select the highlight in the Highlights side panel.
Click the Tag icon.
In the dropdown, choose one or more tags from the Global and Study sections.
If you do not see the tag you need, you can create one from here. Type in the tag field and select Create [global or study] tag to create a tag and add it to the highlight in one step.
Create a highlight and tag it at the same time
You can create a highlight and tag it in a single step.
In an interview transcript or research file, select the text you want to tag.
In the highlights toolbar, click the Tag icon.
Select global and study tags to apply.
This creates a new highlight and attaches the selected tags immediately.
Report on tags
You can use tags in reports to explore patterns in your research across studies or within a single study.
All tags: Build a list report of highlights and add the Highlight tags field to see all tags. This will show you both global and study tags. Filter the report to narrow in on the tags you want to see.
Global tags: Navigate to Studies -> Highlights. Filter the Highlights page by global tag.
Study tags: Open a study and navigate to Insights -> Highlights. Filter the page by study tag.
Best practices for using global and study tags
A clear tagging structure improves the quality of your analysis and saves time for everyone who reviews research.
Use global tags for strategic themes: Reserve global tags for broad concepts that you expect to reuse across many studies, such as "onboarding," "performance," or "pricing."
Use study tags for local detail: Create study tags for specific flows, experiments, or questions in a single project. If a study tag appears in several studies over time, consider turning it into a global tag.
Review tags regularly: At the end of a study, review the study tags you created. Remove those that did not help you answer your research questions. Periodically audit global tags to avoid close duplicates.
Share conventions with the team: Document a short list of recommended global and study tags and when to use them.
With a thoughtful mix of global tags and study tags, your research stays organized, patterns are easy to see, and the team can move from insights to product decisions with confidence.