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Tags in EHQ

Different Types Of Tags & How To Use Those Tags in EHQ Platform?

Nathan Connors

Nathan Connors

Nathan is Bang the Table's Melbourne based Learning and Practice Manager. He has a background in media, communications and software training.

If you’re a regular user of EHQ, you’ve probably come across several locations to use tags.

Tags in EHQ can be used for comments, projects, questions or even participants.

In this post, I look at the different types of tagging in EHQ and how tags can help you better manage your online engagement activities.

Different Types of Tags in EHQ:

  • The Project Tag
  • The Participant Tag
  • Comment Analysis Tag
  • Question and Answer Tag

The Project Tag

Use project tags to categories your consultations into key themes.

When setting up your projects you will have noticed a field for Project Tags.

Project tags allow you to categorise your projects into key themes or areas of consultation.

You might decided to map these tags to your key strategic priority areas for your organisation or simply use an agreed set of themes to help categories your projects.

With project tags it’s important you do not create a new tag for every new consultation, as this will create an unwieldy and unmanageable set of tags.

What do I do with project tags?

Project tags come in handy in several places.

Firstly, they allow you to filter through your projects lists and search for projects via tags.

This can help you quickly find the projects your are looking for.

Use the search box on the Project List to search for projects via tags.

The other main benefit of project tags is they enable you to filter through your participant database and create groups of participants interested in different themes.

This works by filtering through your registered participants list and returning you results of community members that have engaged on all projects with the associated tag.

Essentially, if you want to find all the people in your database who have engaged on “water management” projects, you would simply apply a filter using the project tags drop down menu applying the tag “water management”.

You now conduct direct communications with this new group using the EHQ email tool.

Use the project tag column to filter through your participant list by tags.

Secondly, if you are using our theme templates such as Bondi, you can also use these project tags to automatically assign projects to different collections on the homepage of your site.

This will save you having to manually manage the projects on your homepage.

With the Bondi theme, simply select a card list to manage and select the “autofill using tags” option to assign projects to the card list via tags.

Using Bondi, you can automatically assign project tags to collections of projects meaning you no longer need to manually manage your list of

Using project tags with Bondi might demand a different set of tags that go beyond your general theme tags. Some that we have seen include, #currentproject, #decisionpending, #projectfinalised.

By using contextual tags relating to the progress of the consultation, you can automatically move your projects through different card sections on the homepage of your site.

The Participant Tag

The participant tag is a useful way to group and categorise your community members.

It allows you to tag individuals with any number of tags of your choosing.

Often we see participant tags used to identify people who are part of user reference groups, citizens juries or even event and conference participants.

By tagging these people with participant tags you can then establish groups of people to assign to protected consultations.

The participant tag is applied in the People>Participants section of the site.

Click into a user profile and add the participant tag on the right hand side.

Use participant tags to create groups of key stakeholders.

Once you have done this, simply filter your PRM using the participant tag field to display that group of participants.

Use the participant tag filter to create groups.

You can then save the group and again communicate directly with them using EHQ’s email tool.

You can also then assign your group to a protected project. See how to do this here.

Comment Analysis Tag

One of the most valuable places to use tags in EHQ is when using the comment analysis tool for analysing forum conversations.

Using comment analysis allows you to code your forum contributions using tags as a way of organising like sentiment, feedback and themes.

To use comment analysis tagging, open the comment analysis tool and select a project that held a forum discussion.

From here you can then read through each comment that was made in your forum and apply the tags of your choosing.

You might choose sentiment tags such as positive, supportive, negative or disapproves.

Extending this type of coding you might also apply tags such as question or suggestion to be able to filter out the key questions or suggestions that come out of your discussions.

Of course you should always use the key identifiers that relate to your discussion topic or project as well.

By doing this you can then easily report of your forum discussions and also export .pdf and .excel files of your tagged comment groups.

Comment tagging is the best way to organise and report on forum conversations.

Use comment tags to code your forum comments and make reporting easier.

Question and Answer Tags

Finally, our last set of tags are those which allow you to code questions that get asked using the Q&A tool.

The Q&A tool is one of our most useful tools for capturing community questions, concerns and controlling the flow of information between you and your community.

When you receive a question via the Q&A tool, you have two options, to either respond publicly or privately to your community member.

When you draft your response, you will be prompted to assign tags to the query.

Add you Q&A tags at the time of responding to your communities questions.

This allows you to setup key categories for your community, who might be browsing through your Q&A tool from the public side of your site, to see areas where other community members have previously asked questions.

We highly recommend that you use tags relevant to your project and that reflect the nature of the question.

Again, you should avoid creating too many different tags here, so not to make it hard for community members to find questions they might be looking for.

Using Q&A tags are the best way to categories your communities questions.

Using tagging in EHQ will greatly help you organise your projects, people and questions.

Before you begin each project make sure you identify some of these possible tags and let your project team know.

This will make reporting and managing you consultations much easier.

5 September 2017
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