From 6cf1f49c8eb760c7425964d306391503ebbb5541 Mon Sep 17 00:00:00 2001
From: Johannes <72809645+jobenjada@users.noreply.github.com>
Date: Thu, 2 Oct 2025 01:47:31 -0700
Subject: [PATCH] docs: add tag docs (#6640)
---
docs/docs.json | 3 +-
.../surveys/general-features/tags.mdx | 143 ++++++++++++++++++
2 files changed, 145 insertions(+), 1 deletion(-)
create mode 100644 docs/xm-and-surveys/surveys/general-features/tags.mdx
diff --git a/docs/docs.json b/docs/docs.json
index 85b2c11056..5f1b69895e 100644
--- a/docs/docs.json
+++ b/docs/docs.json
@@ -79,7 +79,8 @@
"xm-and-surveys/surveys/general-features/hide-back-button",
"xm-and-surveys/surveys/general-features/email-followups",
"xm-and-surveys/surveys/general-features/quota-management",
- "xm-and-surveys/surveys/general-features/spam-protection"
+ "xm-and-surveys/surveys/general-features/spam-protection",
+ "xm-and-surveys/surveys/general-features/tags"
]
},
{
diff --git a/docs/xm-and-surveys/surveys/general-features/tags.mdx b/docs/xm-and-surveys/surveys/general-features/tags.mdx
new file mode 100644
index 0000000000..a46d310d7f
--- /dev/null
+++ b/docs/xm-and-surveys/surveys/general-features/tags.mdx
@@ -0,0 +1,143 @@
+---
+title: "Tags"
+description: "Organize and categorize survey responses to easily filter, analyze, and manage your data."
+icon: "tag"
+---
+
+## What are Tags?
+
+Tags are labels that you can apply to individual survey responses. They allow you to:
+
+- Categorize responses by topic, sentiment, or any custom criteria
+- Filter responses to find specific subsets of data
+- Track and organize feedback across multiple surveys
+- Simplify analysis and reporting workflows
+
+Tags are environment-specific, meaning each environment maintains its own set of tags.
+
+## Add tags to responses
+
+
+
+ Go to the **Responses** tab of your survey.
+
+
+
+ Click on any response card to view the full response details.
+
+
+
+ At the bottom of the response card, click the **Add Tag** button.
+
+
+
+ - Select an existing tag from the dropdown list, or
+ - Type a new tag name and click **+ Add [tag name]** to create a new tag
+
+
+
+The tag will be immediately applied to the response. You can add multiple tags to a single response.
+
+## Remove tags from responses
+
+To remove a tag from a response:
+
+1. Open the response card
+2. Click the **X** icon on the tag you want to remove
+
+The tag will be removed from the response immediately.
+
+## Manage tags
+
+Access the tag management page to view and organize all tags in your environment.
+
+
+
+ Click on **Project Configuration** > **Tags**.
+
+
+
+ You'll see a list of all tags in your environment with their usage count showing how many responses have each tag applied.
+
+
+
+### Edit tag names
+
+1. In the tag management page, click on the tag name field
+2. Edit the name directly
+3. Click outside the field or press Enter to save
+
+
+Tag names must be unique within an environment. If you try to use an existing tag name, you'll receive an error.
+
+
+### Merge tags
+
+Merging tags is useful when you have duplicate or similar tags that you want to consolidate.
+
+1. In the tag management page, find the tag you want to merge
+2. Click the **Merge into** dropdown
+3. Select the destination tag
+4. Confirm the merge
+
+All responses tagged with the original tag will be updated to use the destination tag, and the original tag will be deleted.
+
+### Delete tags
+
+1. In the tag management page, find the tag you want to delete
+2. Click the **Delete** button
+3. Confirm the deletion
+
+
+Deleting a tag will remove it from all responses. This action cannot be undone.
+
+
+## Filter responses by tags
+
+Use tags to filter and find specific responses in your survey analysis.
+
+
+
+ In the **Responses** tab, click the **Filter** button.
+
+
+
+ Scroll to the **Tags** section and select a tag from the dropdown.
+
+
+
+ Choose whether to filter by:
+ - **Applied**: Show only responses that have this tag
+ - **Not Applied**: Show only responses that don't have this tag
+
+
+
+ The response list will update to show only responses matching your tag filter.
+
+
+
+You can combine tag filters with other filters (questions, attributes, metadata) to create complex filter criteria.
+
+## Use cases
+
+Here are some common ways to use tags:
+
+- **Sentiment tracking**: Tag responses as "positive", "negative", or "neutral"
+- **Follow-up needed**: Mark responses that require action with a "follow-up" tag
+- **Feature requests**: Categorize feedback by product area or feature
+- **Customer segments**: Tag responses by customer type, industry, or plan level
+- **Priority levels**: Mark critical issues with "urgent" or "high-priority" tags
+- **Review status**: Track which responses have been reviewed with "reviewed" or "pending" tags
+
+## Permissions
+
+Tag management requires appropriate permissions:
+
+- **View tags**: All users with access to the environment can view tags on responses
+- **Add/remove tags on responses**: Users with read-write access can apply and remove tags
+- **Manage tags** (create, edit, merge, delete): Users with project team read-write permission or organization owner/manager roles
+
+---
+
+**Need help?** [Reach out in Github Discussions](https://github.com/formbricks/formbricks/discussions)
+