Response tagging in modern reports

Evaluate responses and tag them as noteworthy or low-quality using modern reporting's built-in functionality.

When you distribute an activity, you try your best to find the right participants: the customers you want to hear from, the people who will provide you high-quality feedback, the third-party sample that fits your target demographic. But despite your best efforts to ensure response quality, the responses you receive may not be what you were expecting. You may need to do some data cleaning to exclude low-quality responses before you begin analysis, or you may wish to categorize responses for any other research or business reason to enhance your analysis. The Manage Responses page in modern reporting allows you to do just that.

On the Manage Responses page, you can evaluate responses and tag and organize them, all without having to export your data or leave the application. Aside from data cleaning and organization, tagging provides greater flexibility in your data analysis. Use tags in filters, recodes, or banners to refine your data set or provide added context. If you do need to export data, tags you create also appear in CSV (Filtered Responses) exports for additional traceability.

Tip: Use the AI Assistant to uncover recurring themes in responses. These themes can then inform your tagging schema.

Go to the Manage Responses page

You can access the Manage Responses page in two ways.

• On the Modern Reports page that lists all modern reports for a survey, click Manage Responses.
• In a modern report, on the report toolbar, click Manage Responses.
  

View responses

The Manage Responses page lists all the responses received for the survey.

The initial Manage Responses view displays the following columns:

• Member ID
• Response Started
• Response Completed
• Tags

By default, responses are sorted according to the Response Completed date and time in descending order.

• Find a response based on Member ID by using the Search Member ID field.
• Use the paging controls in the bottom right corner to go to the previous or next page.
• Use the menu in the bottom center to show 10, 25, or 50 responses at a time.
• Click Refresh Data to refresh your data set and view incoming responses.

Add and manage columns on the Manage Responses page

Add survey responses or profile variables as columns. Viewing this data alongside the response metadata provides more context and helps you evaluate and tag responses.

1. Add columns.
   1. On the Manage Responses page, click Manage Columns.
   2. Click Survey Questions to add questions from this survey, or click Profile Variables to add profile variables.
   3. Select the checkboxes beside the questions or profile variables you want to add.
      The Selected Field(s) list on the right updates to reflect your selections.
   4. To remove a field, in the Selected Field(s) list, click the delete icon next to a field.
   5. When you are finished, click Save.
2. Manage columns.
   • To move a column into the desired position, click the options menu in the column header and select Move Left, Move to Start, Move Right, or Move to End.

     

   • To sort the table according to one column's values, click the options menu in the column header and select Sort Ascending or Sort Descending.

     

   • To pin a column to the left of the table, click the options menu in the column header and select Pin Column.

     

     This option is useful if you added a lot of columns which you need to scroll horizontally to view, and you want to freeze specific columns in place as you scroll. You can pin multiple columns.

   • To unpin a pinned column, click the options menu in the column header and select Unpin Column.

     

     The column returns to its original position in the table.

Filter the responses on the Manage Responses page

Filtering can help you quickly find all the responses you want to tag a certain way.

Example

You want to send online shoppers who shop with you 4+ times a week and are labeled as Super Shoppers a usability test for your website's checkout functionality, so you want to tag them as Follow-Up Survey Required. To do this:

1. You add the Shopping Frequency, Shopper Type, and Online or In-Person Shopping questions as columns.
2. You filter the responses to include data that matches the following conditions:
   • This Survey Shopping Frequency Is 4+ times a week
   • This Survey Shopper Type Is Super Shopper
   • This Survey Online or In-Person Shopping Is Online
3. Once the filter is applied, the Manage Responses page refreshes to only display responses that match your criteria, allowing you to bulk select the responses and apply the Follow-Up Survey Required tag.

1. Do one of the following:
   • Click the options menu in a column header and select Create Filter.
   • On the Manage Responses toolbar, click Filters.
2. Add your filter statements.
   Filtering works the same way it does in the rest of modern reporting. For more information, see Create and apply a filter to a modern report.

Apply tags to responses

Tag specific responses or tag responses in bulk.

1. To apply a tag to individual responses:
   1. Select the checkboxes beside one or more responses.
   2. Click Apply Tags.
   3. Select the tags you want to apply.
   4. To add a tag, click New Tag, type the tag label, and click the checkmark icon.
   5. When you are finished, click Apply.
   Tip: You can also manage tags for individual responses using the Tags column.
2. To bulk tag responses:
   1. Filter the Manage Responses page so only the responses you want to tag are displayed.
   2. Select the checkbox in the top left corner of the table.
   3. Click Apply Tags.
   4. Select the tags you want to apply.
   5. To add a tag, click New Tag, type the tag label, and click the checkmark icon.
   6. When you are finished, click Apply.

Remove tags from responses

Remove tags from specific responses or in bulk.

1. To remove a tag from individual responses:
   1. Select the checkboxes beside one or more responses.
   2. Click Remove Tags.
   3. Select the tags you want to remove.
   4. When you are finished, click Remove.
2. To remove tags in bulk:
   1. Filter the Manage Responses page so only the responses you want to remove tags from are displayed.
   2. Select the checkbox in the top left corner of the table.
   3. Click Remove Tags.
   4. Select the tags you want to remove.
   5. When you are finished, click Remove.

Manage tags

View a list of all the tags used in the data set at a glance. Add new tags, edit existing tags, or delete tags as necessary.

1. On the Manage Responses toolbar, click Manage Tags.
2. To add a new tag, click New Tag, type the tag text, and click the check mark icon.
3. To edit a tag, click the pencil icon beside a tag, make your changes, and click the check mark icon.
4. To find a tag by keyword, type the keyword in the Search Tags field.
5. To delete a tag, click the garbage can icon next to it, and then click Delete to confirm.
   Deleted tags will no longer appear wherever they are referenced.

In addition to your custom tags, you will see these tags:

• Gibberish
• Outlier
• PIIDetected
• Speeder
• Straightliner

These tags are reserved by the application and intended to represent specific definitions and calculations. You can apply these tags manually to your responses, but you cannot edit them or create new tags with the same names.

Use tags in modern reporting

You can use tags in filters, recodes, and banners, or add a new tile that displays the response tagging breakdown. You can also view tags in CSV exports.

• To use tags in filters:
  1. Select This Survey as the filter statement source.
  2. When selecting the question or profile variable, scroll to the Response Data section and select Tags.
  3. Set the rest of your filter statement.
  
• To use tags in recodes:
  1. When you set the recode rule, in the Based On list, scroll to the Response Data section and select Tags.
  
• To use tags in banners:
  1. When you're adding a field, click Survey Questions and scroll to the bottom of the question list.
  2. Select Tags.
  
• To add a data tile that displays your tags:
  1. Click Add/Delete Tiles.
  2. Select Add Data Tile.
  3. Click Survey Questions.
  4. Scroll to the bottom of the question list and select Tags.
  5. Click Add.
     A new Tags data tile appears at the bottom of the report.
  

  Note: The total in the Tags data tile reflects the total number of tagged responses, not the overall response total.
• To view tags in CSV exports:
  1. Click Export > CSV (Response Data).
  2. Click Filtered Responses.
  3. Click Export CSV.
  4. Follow your browser's prompts to download and open your CSV file.
  In the CSV export, the tag columns appear to the far right. 1 indicates the tag was applied. 0 indicates the tag was not applied.