Tags
Last updated
Last updated
Each Smaply account comes with a default set of tags, organized by categories. Tags are managed in the account settings and can be added to all kinds of items: to journey maps, cards, personas, metrics or portfolio items.
Tags function within their specific sections, e.g.:
Tags in journey maps: Filter the journey map list by tags.
Tags in cards in journey maps: Filter the journey map itself by tags.
Tags do not cross over between sections. For example, if you add a tagged persona to a journey map, you cannot filter the journey map for the persona's tag.
Add tags to your journey map either through the journey information modal in the journey map editor, or from the journey map list in the dashboard.
Tags help you structure and navigate your journey map library. By tagging maps, you can create tailored views that function like folders — grouping related maps for better organization. Simply filter your map list by tag to view specific categories or themes.
Add tags directly to cards in journey maps, and filter journey maps by lanes, personas, and tags.
Just like tags for journey maps and individual cards, tags for personas allow you to create a clear and flexible system that supports your workflow.
How tags help with personas
Grouping personas by role → e.g., "Customer," "Employee," "Partner"
Segmenting based on behavior → e.g., "Frequent Buyer," "Occasional User," "Needs Support" Tracking research sources → e.g., "Survey Data," "Interview-Based," "Hypothetical"
Managing project scope → e.g., "Phase 1," "Pilot Study," "Expansion Market"
For example, if you're working on an HR tool, you might tag personas like:
HR Manager (tags: Decision-Maker, Enterprise, Experienced) HR Assistant (tags: Operational, SME, Junior)
Employee (tags: End-User, Feedback-Giver, Training Needs)
Create views for your persona list based on tags
Tags help you organize portfolio items, making it easier to categorize and retrieve them based on different attributes. This is especially useful when managing multiple projects, departments, or strategic initiatives, e.g.:
Categorizing by type → e.g., "Service," "Product," "Internal Process"
Aligning with strategic goals → e.g., "Customer Experience," "Digital Transformation," "Sustainability"
For example, if you're managing multiple services, you could tag a portfolio item like Customer Support Chatbot with "Automation, AI, Support Channel", making it easy to find related innovations across different teams.
Apply tags to your metrics, e.g.:
Grouping by key performance area → e.g., "Customer Satisfaction," "Operational Efficiency," "Revenue Growth"
Identifying ownership → e.g., "Marketing," "Product," "Support"
Tracking data sources → e.g., "Survey-Based," "System Logs," "Third-Party Data"
For example, a Net Promoter Score (NPS) metric could be tagged with "Customer Satisfaction, Surveys, Retention", making it easier to compare and analyze trends across different touchpoints.
Account admins can manage tags and tag categories in the account settings:
Edit or delete existing categories or tags
Add new categories and tags and set colors and icons for them
