You can never have too many customer insights, but sifting through them all can be overwhelming. When you have an abundance of customer research, specific trends in customer insights can get lost in the shuffle. Tags are a highly flexible tool that you can use to highlight themes, categories, and more across all of your customer research.
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Overview
Tags provide any easy way to categorize and highlight information in customer research interviews. Workspace contributors can create and add them to information they want to callout in interview transcripts. Add them to AI summaries, learnings, quotes, and answers highlighted in interview transcripts to visually call out details so you can easily find them later.
Interview tags are great for labeling insights by product capability, theme, jobs to be done, or categories that fit your team's focus.
If you are using Aha! Discovery with Aha! Roadmaps or Aha! Ideas, you will have two types of tags in your account: General tags and Interview tags. General tags can be added to features, ideas, initiatives, notes, and whiteboards.
Create tags
Account customization administrators can create tags in your Aha! account.
Navigate to ⚙️ Settings -> Account -> Customizations -> Tags.
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Click Add tag. Enter a name for your tag in the Tag field and assign it a color. Your tag can include letters, numbers, or emoji.
If you are using Aha! Roadmaps or Aha! Ideas with Aha! Discovery, you will also choose a Type for your tag: General (for records) or Research (for interview highlights.)
Click the Create tag or Create tag + add another to save your tag.
Bulk edit or merge tags
You can bulk edit tags to change their color, merge them into a single tag, or delete them. To bulk edit tags:
Navigate to ⚙️ 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 your selected tags.
Select the tags you want to edit use the bulk edit function to update or delete them.
To merge tags, use the Merge into option in the bulk edit menu. When you merge tags, you will select an existing tag to merge tags into. This tag you will replace the merged tags everywhere they appear across your account.
If you use multiple Aha! products, you may have both General and Interview tags in your account. You cannot merge the two types of tags together. You can merge tags if all selected tags are the same type.
Add interview tags to highlights
To add an interview tag to a saved highlight in an interview, select the highlight in the Highlights side panel and click the Tag icon. Then select the tag you want to add.
To save highlighted text as a quote and add a tag at the same time, highlight the text you want to tag and click the Tag icon in the highlights toolbar. Then select the tag you want to add.
To see all of your tagged highlights, select Tag in the Highlights side panel.
Report on tags
From the Tag page, click any of the hyperlinks under the Used in column to create a list report showing you a list of your selected record type that is using the given tag. Click the Edit button to change the name or color of a tag. Click the Replace button to replace a given tag with another existing one. And click the Delete button to delete a tag.
You can also add the Tags field to any list or pivot report. Use the field to display or filter records by tag for visibility or narrowing in on specific records.