Managing Cohort Tags

In this article

We will show you how to use tags to filter the list of your cohorts in the Permutive Dashboard and how to add and delete them.   

Filtering the list of cohorts     

Tags are a useful way to group cohorts that have something interesting in common. 

To filter the list of cohorts visible in your dash click on the Filter button on the right-hand side of the cohorts list. On the list that appears you will see all the tags you have added to the cohorts. Click on the tick boxes next to the names of tags to select cohorts that have all selected tags. Click on the 'Clear All' button at the bottom of the dropdown list to remove all ticks and if you want to close the filtering list, click on the 'Ok' button.

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Adding and removing tags

To edit tags belonging to a specific cohort, go to that cohort Edit page. To do that, on the cohort list either click on the name of the cohort or click on the three dots context menu at the end of the row and click 'Edit' from the drop-down menu.

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On the 'Edit cohort' page find the 'Tags' row and click on the 'Edit' button on the right-hand side.

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The tags row expands and you will be able to remove and add tags belonging to the cohort.

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 Click on the 'x' button next to the tag name to remove it from the current cohort. When a tag is removed from all cohorts it will no longer appear on the tags drop-down list.

You can add any existing tag when you click on the arrow next to the 'Add' button and select from the drop-down list.

If you want to create a completely new tag and add it to the cohort, type its name in the box saying 'Select or create tag...' and click on the 'Add' button.

When you're finished with your edits, click 'Save' to commit all tags addition and removal or 'Cancel' to come back to the state before you click on 'Edit' effectively discarding your changes.

Note: The tag list is fully dynamic, reflecting tags belonging to your cohorts. That means that when you add a completely new tag to any cohort it will appear on the list of tags. Conversely, when you remove a given tag from all of your cohorts it will no longer appear on the list, giving you a convenient way to manage your tags.  

Tip: To learn more about how to use tags to manage your cohorts you can read:  

Cohort Building Best Practice

Cohort Naming Convention

If you want to delete a tag from the system entirely or have any questions, please contact customer support by emailing support@permutive.com or chat to the Customer Operations Team via the LiveChat icon in the bottom right corner of your screen.

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