Frequently asked questions about page tags

Page tagging is now available in the Siteimprove platform. This article covers frequently asked questions regarding page tags, including:

• What are page tags?
• What can I use page tags for?
• How do I add page tags?
  • Tagging pages using a Policy
  • Tagging pages manually
• Run Policies on sub-set of pages using tags
• Useful functionality to consider
  • Dashboard widget
  • Exporting tables

Note: Only Administrators and Account Owners can add, edit, and delete tags.

What are page tags?

Page tags give you the possibility to target specific issues, aspects and/or attributes on pages within the Siteimprove platform. The page tag can then be used to gain more context for pages within the following tables:

• Quality Assurance > Inventory > Pages
• Quality Assurance > Readability > Pages
• Policy > My Policies > Select a content policy and view the associated pages

You can filter the tables above by one or multiple page tags. It's also possible to create/edit/remove tags directly from the Quality Assurance pages table. When creating or editing a content policy, you can add tags that will then be added automatically to any existing or future page that matches the policy. More information on this is given below. 

Page tags not only allow your organization to quickly focus on the pages you'd like to prioritize but also allow you to integrate Siteimprove data with other tools you are using. For example, when you export the page list, the page tags will also be exported.

What can I use page tags for?

There are numerous cases where page tags can be useful. Here are a few examples:

• Migrating from an old CMS/platform to a new version -  It can be useful to keep track of which pages have not been migrated yet. This could be done by targeting HTML attributes in the markup of those pages and automatically tagging them with a policy. 
• Keep track of a new important campaign - Page tags set with a policy can allow you to keep an overview of the pages related to a campaign across the different country sites on your Siteimprove account.
• Track the worst performing pages - Set up a policy to tag these pages and which combines all the metrics you consider relevant.

Here are some more situations in which page tags can be useful:

• Geographical aspects (e.g. tagging pages that serve a particular country, region or language).
• Product-specific information (e.g. tagging pages that relate to a particular product). 
• Technical issues or aspects (e.g. tagging pages that you'd like to update). 
• Organizational matters (e.g. tagging pages that your department is responsible for).

In cases like the above, pages can be targeted using a policy and consequently have page tags applied.

How do I add page tags?

There are two ways in which you can add page tags: automatically through policies and manually on a page table.

Tagging pages using a policy

Adding page tags using Policy opens new automation possibilities within the Siteimprove platform. It allows you to target different attributes of your pages and view them across the page tables where page tags can be seen.

To add tags using a content policy: 

1. Got to Policy > My Policies
2. Click "Create Policy"
3. Select the "Content" policy category
4. Add rules to the policy as required
5. Add the page tag(s) in the policy setup options
6. Click on "Create policy".

Tagging pages manually

Manually tagging allows you to easily set tags on the fly for either one or multiple pages. These tags can be used in numerous ways, for example to identify an issue on a page that needs to be addressed, or something specific you want to remember about a page.

To manually add a page tag:

1. Go to Quality Assurance > Inventory > Pages
2. Select the page or pages on which you would like to add a tag
3. Click on the "Edit tags" button above the table or the edit icon to the right of the table
4. Select an existing tag or create a new tag for the page using the modal box
5. Click "Save changes".

How do I delete a page tag from all pages?

• Go to Settings > Tags, from the main menu. 
• Select the tag you'd like to remove from all your pages. 
• Click on the "Delete" button.

Run Policies on sub-set of pages using tags

You can now create a Policy rule that identifies pages with a specific tag, meaning you can customize your policy to run on a sub-set of your pages. For example, you can create a policy that will be run on only your HubSpot Landing Pages, where the pages are tagged automatically via Siteimprove's HubSpot integration.

To create a policy based on tags: 

1. Got to Policy > My Policies
2. Click "Create Policy"
3. Select the "Content" policy category
4. Select the "Page tag" rule type.
5. Select the relevant page tag from the list provided
6. Complete the policy settings
7. Click "Create policy"

Useful functionality to consider

Dashboard widget

Page tags allow you to filter on the tables mentioned above and export that view as a dashboard widget. This is helpful if you want to create dashboards with widgets that focus on certain attributes based on page tags.

Exporting tables

The page tags work with the export functionality in the Siteimprove platform. For instance, if you are reliant on exporting tables from Siteimprove to comma separated documents, you may be able to save some steps utilizing page tags.