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How to add Contextual Tags to Stories & Chapters

Create content tailored to users based on their assigned tags.

📌 Sentence: Learn how to create Contextual Tags and apply them to stories and chapters, so new hires only see onboarding content relevant to their role, country, or office.

Overview

When onboarding new hires, it can be challenging to deliver relevant content tailored to their specific roles, locations, or profiles. Sending everyone the same content can lead to confusion and overwhelm, as not all information applies to every user.

Contextual Content allows you to show new hires only the content that is relevant to them. By using tags specific to countries, offices, or job profiles, you can create a customised onboarding experience without needing to create separate courses for each group.

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Steps to add Contextual Tags

Before you can add tags to your stories and chapters you will have to create the tags on course level. You will have to create the tags in a course in order to add them to stories and chapters.

→ Go to Tags page

  1. Click on 'Courses' in the menu on the left side of the screen.

  2. Click on the menu icon in the top right corner of the desired course.

  3. Click on 'Tags' to access the tag management page.

→ Create New Tags

  1. Click on 'Edit tags.'

  2. Type the name of the tag in the text field, then click the '+' button to add it to your collection.
    ​Note: Confirm that your tag appears in the 'Manage Tags' field. You can delete a tag by clicking the 'x' button.

→ Edit Default Tags


By default, the tags are categorised as 'Country tags', 'Office tags', and 'Role tags'. You can edit these by clicking on the name and typing your preferred name.

→ Add tags to your story

  1. Find the Story you want to add tags to.

  2. Click Assign tags on the Story.

  3. Select the tags you want to assign.

  4. Save your changes.

→ Add tags to your chapters

  1. Expand the Story containing the Chapter.

  2. Find the Chapter you want to add tags to.

  3. Click Assign tags on the Chapter.

  4. Select the tags you want to assign.

  5. Save your changes.

📌 Note:

  • Ensure that the chapter's tags do not conflict with those assigned to its story.

  • For example, if a story is tagged solely with 'Germany', all chapters under that story should also be tagged with 'Germany' and not 'Netherlands'.

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