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Auto-tagging survey responses

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Use CheckMarket’s built-in automatic tagging to categorize open-ended survey questions as they come in. This is especially useful for long running surveys.

If you have not already, you should first read our article on text analysis, as this page covers an extension to our text analysis tool.

Start by tagging the first 100 or so respondents. Then look at which tags are used the most. Are you often applying a tag to the same word or phrase? Then that is a candidate to be auto-tagged.

Setting up auto-tagging

To start auto-tagging:

  1. Go to your survey.
  2. Click Analyze
  3. Click on Text analysis.
  4. Click on the question you wish to analyze.
  5. Click on the cog wheel Survey report cogwheel  in the top right corner.
  6. Click on Auto-tagging.
  7. Find the tag you want to be auto-tagged and click on the button.
  8. In the keyword textbox enter the word or phrase that should trigger the tag.
  9. If sentiment is on, then select the sentiment the keyword should trigger.
  10. Click on Add.
  11. Click on the Activate button to start the auto-tagging process.

Keyword matching options

Auto-tagging does not only have to look for one word. Often a combination of words is important or maybe if another word is mentioned then you do not want the tag or sentiment applied. By entering your keywords and phrases in a certain syntax, you can change how the system applies the tags and sentiment.

Match typeSpecial symbolsExample keywordExample matchTag
single wordnone (case insensitive, accent sensitive)recommendI’d recommend them for anyone.promoter
multiple words, any orderplus sign between the different words (any order, other words may appear before, after or in between)late+deliveryMy delivery arrived super late!late_delivery
multiple words, exact matchnone (must match exactly, other words may appear in front or behind)no differenceThere was no difference to me.no_preference
entire response[keyword] (keyword must match the complete answer.)[smell great]Smell greatodor
do not tag-keyword (this will overrule other keywords for this tag)-not recommendI would not recommend this product.(tag will not be set)
wildcard for 0 or more characters* (wildcard for any combination of letters or numbers within the same word)recommend*I have recommended them before, and would do it again.promoter
wildcard for 0 or 1 character? (wildcard for any letter or number within the same word.)offer?They have great offers.sales

Wildcard matching

In order to reduce the number of keywords, you need to assign to a tag, you can add a asterisk (*) or question mark (?).

  • An asterisk stands for zero or more characters.
  • A question mark stands for zero or one character.

Looking at the single word match example from the above table. The keyword is ‘recommend’. If a respondent enters, ‘I recommended you several times already‘, the keyword would not cause the tag to be applied. To catch that response and other suffixes, change the keyword to ‘recommend*‘, without the apostrophes. That would also catch ‘recommend’, ‘recommends’ or ‘recommending’, …

You can also place the asterisk (*) or question mark (?) at the beginning of a word to match any prefixes or in the middle of a word too.

Automatic process

Once auto-tagging is active, the automatic process will first auto-tag all existing responses and then run every hour and automatically tag new open responses to this question. In the survey activity log, you can see when the last batch was processed and how many open answers were tagged. A shortcut to get there, is by clicking on the ‘last run’ link on the Auto-tagging’ tab on the text-analysis page.

Review auto-tagged open answers

It is a good idea, definitely in the beginning, to review the open answers that have been auto-tagged. To do this, select ‘to be approved’ in the tag status dropdown. Go down the list checking the tags to see if they are correct. Click on the checkmark to approve the auto tag. If it is incorrect, fix it and then update the auto-tagging if possible to not have it happen again.

If there are many responses incorrectly tagged, fix the auto-tagging keywords and then have it rerun to process the responses again. That way you do not have to manually fix them.

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