Tagging Management

Panelfox has a management page that allows you to see and edit all of your Panelist tags and Study tags in the same convenient area. Now, you can see all existing user segments within all your panels, and quickly connect existing panels with their subject matter.

Access Tag Management

To access the tag management page, open the Settings tab and click on the Tags section in the sub menu. 

 If you’ve created tags previously (either for studies or panelists), they will show on this page.

Create New Tags

You can also create new panelist or study tags on this page by either

• clicking on the New Tag button on the top right of the page OR

• pressing “N” on your keyboard

This will open up the “Create a new tag” pop-up, where you can create a new tag for either a new Panelist (Type: Person), or a Study (Type: Study) by adding a title, selecting the type, and then clicking on “Create tag”

If the tag was successfully created, you’ll receive the following message stating that the tag was “Successfully created”, and you’ll see the tag in your list. If you enter in a tag title that already exists, you’ll receive the following error stating that the “Tag already exists”

Edit/Delete Tags

Additionally, you can edit and delete tags on this page. To edit a tag, follow the steps below:

1. Find the tag in the list by either searching in the upper right corner search bar, or scrolling down

2. Click on the Edit button

3. A popup will show the current title of the tag, and also the tag type. You can change either or both.

4. A message will state if the update was successful

To delete a tag, follow the steps below:

1. Find the tag in the list by either searching in the upper right corner search bar, or scrolling down

2. Click on the Trash Can icon

3. A popup will appear to confirm that you want to proceed.
4. A message will state if the tag deletion was successful.

Search Tags

This page also allows you to search through tags. The search bar is located in the upper right corner of the tags page.