Jeto Ideas

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Add grouping/tag function to Launchers

Original Idea Description: Add the ability to group or sort Launchers, especially for Admins who will see all Launchers.

Scoping

This is still a work in progress, but after conducting initial analysis and client interviews, we came up with the scope below for this feature.

Launcher Tags

  • Administrators can create New Tags Labels to be used on Launchers.

  • Administrator can to add a tag to a Launcher.

  • Administrator can to select any of the previously used tags from a list when adding a tag to a launcher

  • All tag used on any Launcher by any admin within a given account become visible and available to search/select by to all other admin users. If a tag has been used but is now deleted it is no longer available in the list of tags to pick from.

  • When a tag is no longer used on ANY Launcher or Campaign, it is no longer visible on the picklist when adding tags to a Launcher/Campaign (applied to all admins)

  • Tag Labels should support the use of UTF-8 alphanumeric characters

  • Limit: It is expected that no Launcher will never contain more than approximately 20 tags at once, therefore it could safely be maxed to 1000 characters. How do we enforce limit on UI? TO BE COMPLETED

  • Tags on each Launcher are displayed in alphabetical order 0-9, then A-Z.

Launcher Filters

  • Filter menu un Launcher will mimic elements of Campaigns filters:

    • Filter can be accessed from filter icon on top right

    • Clicking will display/hide filter section

  • Launchers to allow filtering by Type, other Users or Group with Access AND Tag.

  • Each filter allows to combine multiple selections (multi select) each filter element.

  • Multiple filters can be combined together and we will apply "AND" logic between them.

Campaign Filters (including Tags)

  • On Campaign page, Tags from associated Launcher are NOT visible in the Campaign Table.

  • Tags associated to a Campaign are sourced from the related Launcher and are available to use in campaign filtering options.

  • Campaign Filters will allow me to filter on the following dimensions:

    • Campaign Type

    • Tags (inherited from the Launcher)

    • Shared with (Group or Users)

    • Status

  • Each filter option allows combine multiple selections (multi select) each filter element

  • Filtering for a specific user should return Launcher shared with user directly or via groups.

  • User with access is displayed with it’s user Name, Associate Group (if applicable) related Launcher role

General UI/UX for tags applicable to both Campaigns and Launchers

  • In any given session previously selected tags are selected by default when Launcher or Campaign Page Loads/Reloads.

  • New filtering options in Launcher should be consistent with the filtering option in Campaigns including:

    • Click on filter icon displays/hide filtering options.

    • If the filtering options are hidden, the filter icon should displays the count of filters applied.

    • User can add and remove any filter from drop downs.

  • Allow Sort Launchers by: Create Date, Modified Date, Name (alphabetical 0-9 then A-Z).

  • Nikki Hawver
  • Feb 4 2019
  • Shipped
  • Attach files
  • Admin
    David Desrosiers commented
    17 Nov, 2020 07:52pm

    Hi Everyone,
    Tagging function for Launchers has just been released! See November release notes for details.
    This first phase focuses on Tagging Launchers. We will continue to work to bring these tags down to the campaign level.
    We created a separate idea to keep track of our progress in this second phase.
    Please cast your vote and add any relevant comment on the new "Add Launcher Tags to Search and Campaigns Filters" Idea.

  • Admin
    David Desrosiers commented
    9 Sep, 2020 09:01pm

    This had been put on the back-burner for the last couple months as we focused our efforts on more pressing improvements that where added with the September 2020 release, but we're now back to working on it and we have it lined up in the next release - stay tuned!

  • Admin
    David Desrosiers commented
    8 Apr, 2020 02:59am

    See the updated description for initial scoping.

    We'd some additional feedback on this as well as designs & mockups. Your feedback would be greatly appreciated.

    Please share your thought here or use this link to book me directly: https://david-desrosiers.youcanbook.me/
    Thanks!

  • Admin
    David Desrosiers commented
    5 Feb, 2020 08:34pm

    Hi!
    We started to work on tagging function for Launchers.

    I'd love share some of the initial designs & mockups. Your feedback would be greatly appreciated.

    Would you be available for 15-30 minutes next week to review it over a call?

    Please use this link to book me directly: https://david-desrosiers.youcanbook.me/
    Thanks!


  • Admin
    David Desrosiers commented
    1 Nov, 2019 02:50pm

    Merged with idea JETO-I-70 Categorization via Folders within Launchers.
    We aknowledge this as a high priotity. Short term focus being on API, this one is moved for "Future Consideration" but will be reevaluated early 2020 for prioritization.

  • Admin
    David Desrosiers commented
    12 Mar, 2019 09:26pm

    Yes that makes lot of sense. Thanks for your input. 
    Although I won't be able to add this to next release we'll definitely loo k into implementing this in the future. 

  • Nikki Hawver commented
    6 Feb, 2019 05:35pm

    Hi David-

     

    Yes-  Navigating a large number of launchers and campaigns can be confusing to both Admins, and users who have multiple responsibilities.  Navigation tags or folder view would be helpful I think in sorting and grouping campaigns together.

     

    IE-  as an admin if I have to make changes to a series of launchers tied to/ tagged with "Brand A", to see only those in list format would let me methodically make a change one after another rather than re-searching after each change.

     

    As an end user, to have my campaigns separated by function/ or audience would allow me to quickly make the selection by comparing available campaigns that fit criteria rather than looking through everything I have access to.

     

    Does this make sense?

  • Admin
    David Desrosiers commented
    6 Feb, 2019 01:44am

    It sounds like the issue we're trying to address here is having to navigate in a large number of Lanchers, either from the "Lauchers" page as well as on the Campaign creation modal window where you're asked to pick a Launcher, is that right? 

    Currently you can filter out by Launcher type. (Email, Event, Webinar, SMS) 

    In the next 1-2 are planning to add a filter option on the top navigation, so you can filter by Name and Create Date (currently create date is the default order) . 

    For more custom grouping, do you think a tagging function could work for you? 
    i.e. you could add custom tags to each launcher. These gags become visible on the tiles and you can type/select them in the search bar to "filter" out results.

    Ex: You could tag a group of launchers with "Brand A"
    So that when you type "Brand A" in search bar, only those launchers with the corresponding tag would display.   

    This sounds easier than adding 2nd/3rd level of grouping where you would need to drill down into subfolders. Tags also allow for multiple dimensions to be tagged to the same launcher. 

    Thoughts?