Learnings and tools for customer experience design

Using predefined tags in ExperienceFellow

19. July 2017

Using predefined tags in ExperienceFellow

Predefined tags enable your participants to categorize touchpoints on their own and make analyzing data much easier and faster.


What it is

Predefined tags enable your participants to tag their experiences on their own when creating the touchpoint and by using the tags you provide. Each experience can be tagged with one or more tags. Researchers can afterwards use these tags for their analysis and work with them just like with traditional tags.


You will find a new section “Predefined Tags” in the mobile application settings. Here you can:

(1) decide how you would like your participants to see tags. Tags? Categories? Problems? Scale? Give it a name or ask a question, like in the example below.

(2) set the tags you would like to include. You can set as many tags as you want, however be aware choosing tags will cost your participants time. Please be aware that this can help participants focus on certain aspect of the experience, but can also lead or bias the participant a bit – so choose wisely! 

Setting up predefined tags

As a hint: if you would like to collect feedback outside of the predefined tags, it could help to e.g. include a tag “other” to make people aware that their reports are not restricted to a set of tags.


In the browser-based app, predefined tags will have the same symbol as traditional tags. However there are some differences:

As the raw data always shows you the exact data your participants have submitted to you, in your raw data tags will be assigned already and can’t be deleted. You will also recognize the tag symbol is yellow.

Predefined tags in raw data

When you create a perspective, predefined tags will be converted in normal tags – now you can work with the tags as with the traditional ones and also delete them, if needed. The symbol changes to blue

Predefined tags in a perspective

Using predefined tags in order to add a second scale 

Predefined tags also give you the chance to add a second scale to your research project. Now you can e.g. research satisfaction with the classic ExperienceFellow 5-smileys-scale, and additionally add a second scale with the dimension and scale you’re interested in, e.g. a 3-point scale for importance (with the tags “high”, “medium”, and “low”).

Use predefined in order to add a second scale

In a nutshell

Predefined tags will give the participants some guidelines and the researcher will save time with the analysis. However they should be used very carefully in order to not restrict the participant in his reporting.

Katharina takes care of marketing and communications at More than Metrics. With her background in business and psychology she loves both logical as well as empathic thinking.
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