{"id":53412,"date":"2021-03-20T08:13:06","date_gmt":"2021-03-20T08:13:06","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=53412"},"modified":"2026-04-17T11:22:30","modified_gmt":"2026-04-17T11:22:30","slug":"how-to-manage-tags-and-categories","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/how-to-manage-tags-and-categories\/","title":{"rendered":"Manage Tags and Categories in CX"},"content":{"rendered":"

Keep all your Tags and Categories organized within Dashboard Settings.<\/p>\n

Here\u2019s how:<\/p>\n

    \n
  1. Open the CX Dashboard.<\/li>\n
  2. Click on the gear\/settings icon in the right-hand corner.<\/li>\n
  3. Select Tags and Categories from the left menu.<\/li>\n
  4. By default, three categories will appear: Touchpoint, Department, and Product.<\/li>\n
  5. Click Add Category on the right to create your own custom Tag Categories. You can add up to 10 categories.
    \n<\/li>\n
  6. Click on Add a Tag to create new Tags under each Category. A total of 500 Tags per Category can be created.\n
    \n<\/i><\/p>\n

    All Tags created will be available across all CX projects.<\/p>\n<\/div>\n<\/li>\n

  7. To update many Tags at once, click Bulk Add\/Delete Tags. Here you can add new Tags separated by line breaks. Do not use this option to edit Tags, as it will only add or delete existing Tags.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

    Keep all your Tags and Categories organized within Dashboard Settings. Here\u2019s how: Open the CX Dashboard. Click on the gear\/settings icon in the right-hand corner. Select Tags and Categories from the left menu. By default, three categories will appear: Touchpoint, Department, and Product. Click Add Category on the right to create your own custom Tag Categories. You can add up to 10 categories. Click on Add a Tag to create new Tags under each Category. A total of 500 Tags per Category can be created. All Tags created will be available across all CX projects. To update many Tags at once, click Bulk Add\/Delete Tags. Here you can add new Tags separated by line breaks. Do not use this option to edit Tags, as it will only add or delete existing Tags.<\/p>\n","protected":false},"author":26,"featured_media":0,"parent":0,"menu_order":544,"comment_status":"closed","ping_status":"closed","template":"faq_php.php","meta":{"footnotes":""},"categories":[328],"tags":[],"yoast_head":"\nHow to Manage Tags and Categories in CX Dashboard - Sogolytics<\/title>\n<meta name=\"description\" content=\"Organize your Tags and Categories to enable drill-down analysis on your SogoCX Dashboard.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sogolytics.com\/help\/how-to-manage-tags-and-categories\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Manage Tags and Categories in CX Dashboard - Sogolytics\" \/>\n<meta property=\"og:description\" content=\"Organize your Tags and Categories to enable drill-down analysis on your SogoCX Dashboard.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sogolytics.com\/help\/how-to-manage-tags-and-categories\/\" \/>\n<meta property=\"og:site_name\" content=\"Sogolytics\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-17T11:22:30+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/how-to-manage-tags-and-categories\/\",\"url\":\"https:\/\/www.sogolytics.com\/help\/how-to-manage-tags-and-categories\/\",\"name\":\"How to Manage Tags and Categories in CX Dashboard - 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