User tags

Manually tag end-users to easily create segments, filter users, and limit end-users access to boards, changelogs, and more.

Written By Markus from Featurebase

Last updated 24 days ago

Overview

User tags enable you to categorize users by assigning labels such as Testimonial candidate, Beta tester, or VIP customer, which can be seen under their profile in the Users module.

You can then use these tags to easily create segments, filter users, and limit their access to specific boards, changelogs, articles, and more. Tags can be added manually by your team or automatically via API, SDK, or SSO.

Examples:

  • Tag users with Testimonial candidate based on support chats to automatically trigger a Featurebase survey.

  • Tag users with At risk if they’re showing signs of dissatisfaction. This lets you group them into a segment, monitor their feedback closely, and take action to prevent churn.

  • Tag users with Beta tester to automatically include them in a “Beta testers” segment and grant access to restricted help articles.

…and much more.

Creating user tags

  1. Go to Settings → User Tags

  2. Click on ‘Add User Tag’ on the top right

  3. Enter a name for the tag, such as ‘Product A users’

  4. Click on ‘Create user tag’

Assigning tags to users

1. Add user tags manually

While not intuitive at scale, you can assign user tags manually to users:

  1. Go to the Users module

  2. Use the search bar to enter the user's name, email, or company

  3. Click on the user to open their profile

  4. From the User tags toggle, select the desired role

2. Add user tags via API

  1. Go to Settings → API to copy the API key

  2. Then, follow our API documentation to assign the user tags

3. Add user tags via SSO

To add user tags via SSO:

  1. Set up our SSO by following this guide: Public Portal Single Sign-On (SSO)

  2. When you’ve completed that, modify the JWT body to include the user tag:

{
name: "Jane Doe",
email: "jane.doe@example.com",
role: "Member" // Change this to the role you want to add the user
}

👨‍💻 You'll need to write custom code for adding users through API and SSO. If you're uncomfortable with this, share these guides with a technical team member who can assist.

More the topic: