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Tag users for better filtering and reporting

Related products:CC Community

I had an interesting challenge this week as a I wanted to understand the specific engagement across a set of different departments (design, product, marketing) in our community. What I hoped would be easy turned into a couple hours of work in Google Sheets and eventually some manual work in User roles.

What I’d love to see is some options to tag users and filter off of tags to locate them. For example:

  • in our case I might want to tag a cohort of users that joined in a particular month.
  • Or I might want to tag a group of employees and use that tag to differentiate their activity from other employees.

Right now you’re kinda stuck with custom user roles being this mechanism and it’s a bad way to segment for analytics and even content.

@Sebastian in followup to my email on the same, here’s the posted idea.

5 replies

Sebastian
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  • Helper ⭐️⭐️⭐️
  • 651 replies
  • March 21, 2022

Thanks for your idea @Scott Baldwin! Would it be okay for me to summarize the title of this idea to Tag users for better filtering and reporting

Apart from that, could a custom user profile field (hidden on the registration page) be used to achieve the same result, assuming you could make that fielt visible and filterable in the user overview?


Sebastian
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  • Helper ⭐️⭐️⭐️
  • 651 replies
  • March 21, 2022
Updated idea statusNewOpen

  • 0 replies
  • March 21, 2022

@Sebastian yes you could summarize the title that way.

I’d like to avoid using custom user roles for segmentation needs — that could quickly make that functionality messy. I used it in this instance to simply get to the data, but I think it’s important that the two are treated separately IMHO.


Sebastian
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  • Helper ⭐️⭐️⭐️
  • 651 replies
  • March 21, 2022

@Scott Baldwin I actually meant User profile fields (these get mixed up with custom user roles a lot). To ensure we’re talking about the same thing, please see the screenshot below.

 


  • 0 replies
  • March 21, 2022

OK, possible that would work, but I still feel tags are simpler.


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