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Tag categories

Categories group related tags under headings on the Tags page, so a long list stays easy to scan. Type a category name on a tag and the group appears. Here is how to use them, with example structures to copy.

How categories work

A category is a name you give to tags. There is no separate list of categories to manage.

  • The Tags page shows a heading for each category. Click a heading to collapse or open it.

  • Tags with no category sit under Uncategorized, at the end.

  • A testimonial's Tags card groups its tags the same way.

  • New tags from AI have no category, so they start in Uncategorized.

Categories only keep your tags tidy. You cannot filter testimonials by category, so filter by the tags inside it.

Add a tag to a category

  1. On the Tags page, click Edit in the tag's row.

  2. Type the category name in the box in the Category column. Names you have used before appear as suggestions.

  3. Click Save.

Tags grouped under the Outcomes heading, with one row open for editing and Outcomes in its Category box.

A new name creates the category.

You can also fill in Category when you create a tag with New tag.

Rename a category

There is no rename action. Edit each tag in the category and type the new name in its Category box. Use the same capital letters each time.

Remove a category

Edit each tag in the category and clear the box. The tags move to Uncategorized, and the heading goes when its last tag leaves.

Example structures

There is no single right way to organize your tags. These three are common starting points.

By outcome

For businesses that sell a result.

Category

Example tags

Outcomes

revenue-growth, time-saved, productivity, peace-of-mind

Pain points solved

manual-work, missed-deadlines, burnout, churn

Emotions

confidence, relief, excitement, trust

Audience

small-business, enterprise, freelancer, agency

By product

For businesses with several products or feature sets.

Category

Example tags

Products

your product names

Features

dashboard, automation, integrations, mobile

Use cases

onboarding, reporting, collaboration

Channel

chrome-extension, web-app, api

By marketing use

For teams using testimonials across campaigns and sales material.

Category

Example tags

Campaign

spring-launch, q4-promo, anniversary

Channel

website, email, social, sales-deck

Stage

top-of-funnel, mid-funnel, bottom-funnel

Format

quote, story, video, screenshot

Use color with categories

You have eight colors. Pick one of these patterns and use it across your tags:

  • One color per category. All Outcomes tags are green and all Pain points tags are red.

  • Stoplight. Green for good outcomes, yellow for concerns, red for complaints.

  • Brightness. Bright colors for your main themes and gray for the rest.

Good habits

  • Start small. Let real testimonials show you which categories you need, rather than building 50 tags up front.

  • Review the Tags page every few months. Delete tags nobody uses, or combine them into a broader one. See Tag basics.

  • Let AI find new themes, then move the useful tags into a category. See AI auto-tagging.

If something goes wrong

A category shows up twice, such as Outcomes and outcomes

Capital letters count in category names. Edit the tags in one group so that they match the other.

A tag is not under my category

Its category box may be empty or spelled differently. Edit the tag and fix it. Choosing a suggestion avoids typing errors.

Too many tags are in Uncategorized

Older tags and tags from AI often have no category. Edit each one, or leave Uncategorized as your general group and use categories only where they help.

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