What are Tags
A Tag marks a single element that should be tracked to measure users’ interaction with that element within the underlying application. For example, you can track interactions with buttons that indicate an important interaction such as “Submit” or “Finish”.
The tracking results are shown in the Portal under the Task Success page. There, you can understand if users complete tasks or interact with important features of your application.
ℹ️ To see how you can use the information available in Task Success to reduce support effort and increase productivity, please visit the following section.
Who can create Tags
Tags can be created and edited from the Editor. The new feature can be accessed by Admins and Moderators. Contributors do not have access to Tags-related actions in the Editor.
Create a Tag
To create a new Tag:
1. Select Tag from the Create dropdown in the Editor. If you are already on the Tooltip tab, you can simply click Create.
The editor is minimized in the bottom left of your screen. You can press once ALT to pause recording mode to find elements located in dropdowns or modules.
2. Select the target element for the Tag, e.g., a button or menu.
3. Define the Tag settings.
- Userlane will automatically assign a name to the Tag which includes details about the selected element. You can edit the Tag name anytime.
- You can reselect an element or manually adjust the Code Selector.
4. To start tracking, first, save the Tag and then click Activate Tracking. You can also only save the Tag and later activate it either from the Tag or from the Tags view list.
⚠️ To start tracking the tagged elements, you must have Advanced analytics enabled in Analytics privacy settings. You will also be warned in Tags list view if the setting is not enabled.
ℹ️ Check the following section to learn more about what needs to be considered when implementing Tags in your underlying application.
Test a Tag
To test a Tag without having it activated first, use the Test Tag functionality: simply click on the target element to confirm whether tracking information will be sent to Analytics.
A green popup will show up in case of success:
Manage Page Segmentation
You can use page segments to show Tags only on a specific page or pages (URLs). To learn more about page segmentation, continue reading the following section.
To manage page segments, simply click the Manage page segments link available in the Editor and you will be redirected to the page segmentation management section in the Portal:
- there, you can see the existing page segments and their usage
- you cannot delete a page segment that is still being used by a Tag or any other content type
A tooltip will show a notification in case the element is not visible in the current view.