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How-to: Use Tags to Categorize Trips On Your Dashboard and Website | Use Tags to restrict what Trips your Users have access to

When you have more than a handful of Trips, you'll need to start organizing them. To do this, you'll need to set Tags on your Trips.

Available with any of the plans: 

What will Tags allow me to do?

  • Include keywords for SEO on your TRIP PAGE
  • Split your embedded Trips on your website
  • Search for Trips on your TRIP DASHBOARD
  • Restrict Trip access from your Users

Important things to note

  • You can only have 10 TAGS per TRIP, so choose wisely!
  • We provide you with a few hints to get you started, but you can add your own
  • You'll be prompted when making a Trip, but don't worry, you can always edit later
  • Tags are case insensitive, so "adventure", "Adventure", and "ADVENTURE" are all the same
  • The Trips must still match the embed rules
  • Advanced Developers can create javascript filters to dynamically change the shown Trips based on a user-selected dropdown of Tags.

What is a Tag?

  • TAGS are a simple way to organize / categorize / group your TRIPS
  • Remember that this is not a name, instead, it is a term that usually matches more than one of your Trip

Examples of Tags

  • Adventure
  • Africa
  • High School
  • Private
  • VIP
  • Wedding
  • Group Leader
  • Italy Trip 2027

How to set your Tags

TIP: If you hit “backspace” when you’re in the tag text box, and it’s already empty, the last tag will become editable, and allow you to change it. This is for for accessibility (for keyboard-only users)

  1. Edit the list of TAGS shown to include

    • Adventure
    • Canada
  2. Click SAVE

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Please try to avoid using any special characters in your tags, especially commas.

If you plan to use your trip tags in embed codes or Xero integration. Even a small comma can cause issues. 

How to use Tags to filter your embed on your website

Normally when you copy to embed your full set of LISTED TRIPS it looks a bit like this

https://youli.io/embeds/script/trips/teamalias?view=card

If you want to further filter this down to a certain set of Tags, add them like this

https://youli.io/embeds/script/trips/teamalias?view=card&tags=adventure,volunteering

Read our full help article: How-to: Filter Your Embedded Trips On Your Website

 

How to use Tags to restrict users to access Trips

1. Follow the instructions here to add a user (eg. Team Member, Trip Coordinator, Co-Planner, Custom Role etc.)

2. Type the tag name under "Trip tags to restrict the user"

3. Review this Help article to decide if you want them to be the Main Contact of the trip

4. Review this Help article to decide if you want them to be listed as a Contact on Trip Page by default

5. Click Add

NOTE: Even if you (as the Planner) only want them on one trip, we recommend using the trips short name as the tag - and then you need to add that as a Tag to the trip - go to the Trip > Update Trip > Overview > Enter tags to categorize your trip:

IMPORTANT: DO NOT let them have their own YouLi account (ie. not under your company account, on a separate plan) while adding them to your company account, as this will cause issues for everyone. If this is the case, please follow this Help article to convert them.