Merge Tags (Beta)

Merge Tags help you efficiently manage and maintain skills and topics by resolving duplicate or incorrectly named tags. Admins can select multiple tags and merge them into a single tag, keeping organised and consistent.

Super or Learning Admins can merge up to 30 tags at once, provided the selected tags have a combined total of no more than 1,000 associated items.

mergemerge tag

This release introduces three new columns to the Skills & Topics dashboard, allowing you to sort skills and topics by created date, updated date, and number of goals. Additionally, a recently added filter enables you to view only Skills, Topics, Endorsed, or Non-Endorsed tags, making tag management more efficient.

For a deep dive of this feature and FAQs, see Merge Tags Deep Dive in Thrive Tribe.

  1. Go to Dashboard > Configure > Beta features.

  2. Toggle Merging tags to ENABLED.

Merge Tags are now enabled in your Thrive instance.

Note:

Only super admins can enable this feature.

There are many different reasons that you may want to merge tags. Some use cases may be that you’d like to fix tags that have incorrect spelling. Or there may exist multiple instances or variations of the same tag on the system and you would like to combine them all into one tag - reducing duplication. And it also helps with rationalising the number of skills that are on the platform.

When the total number of associated items that will get merged exceeds 1000 items per column, excluding the tag you will keep, the merge will not work. The counts which are included are collections, people, content & the goals column. You can however merge tags into a tag that has more than 1000 items associated.

Note:

To see some examples, see Merge Tags Beta Limitation Examples.

This can vary depending on how many tags are being merged and how many locations that tag is associated with. While the merge is taking place the tags will be hidden on the dashboard so no one can do further edits or delete it.

There are messaging on the tag dashboard that will show a merge is being processed and also when it’s complete.

If you merge tags that are assigned to the same pieces of content, people or collections, the count won't go up, as the remaining tag already exists on that content, people, or collections.

Example: We are going to merge 'Listening' into 'Communication 101'. Listening is assigned to 20 pieces of content and Communication 101 is assigned to 60 pieces of content.

10 pieces of the 'Listening' tagged content are also tagged with 'Communication 101' already, so the content count once merged would be 70, and not 80.

An alert message will appear to inform them that they can only merge tags of the same type. The merge button will be disabled - however, they will still be able to bulk-delete the selected tags.

If a skill tag is being merged and a user has multiple of those skills associated with their profile, then the skill level that will remain will be the new parent tag they’ve selected to merge all other tags into.

Example one: if you have a “Graphic Design” skill at level 1, and a “Visual Design” skill at level 2, and you merge the Graphic Design into the Visual Design - only the Visual Design skill will remain and will maintain the skill level at level 2.

Example two: if you have a “Graphic Design” skill at level 1, and a “Visual Design” skill at level 2, and you merge the Visual Design into the Graphic Design - only the Graphic Design skill will remain and will maintain the skill level at level 1.

If two admins are trying to merge the same tags at the same time then the person who completes the process first will be successful. The other will get a warning message saying it has failed.

If an auto curated tag is merged in to another tag, then the auto curation task will also be updated (except for GraphCMS which will just recreate the tag). However, if a tag is generated by the content provider it will recreate it in Thrive.

If the parent tag is in a homepage block/collection, and other tags are merged with it, then all content with those old tags will now be shown in the homepage/collections - since they’ve been merged into the primary tag that is originally associated with the homepage blocks/collections.

They are removed from the platform and will no longer exist, and replaced by the remaining parent tag.

Example one: A piece of content is tagged with the skill ‘Leadership’. This tag is then merged into a new skill called ‘Leaders 101’. The Leadership skill is removed and will now be tagged with the skill Leaders 101.

Example two: A piece of content is tagged with two skills ‘Leadership’ and ‘Leaders 101. The Leadership tag is then merged into the Leaders 101 skill. The Leadership skill is removed, and will now only be tagged with the skill ‘Leaders 101’.'

The tag you have will merge into the other tag you removed and it will get added back your learn page.

Example: I have ‘Listening’ and ‘communication’ on my learn page. I delete ‘communication’ from my list of skills. The ‘listening’ tag is merged into ‘communication’. This will now appear again on my Learn page as it’s replaced the skill you had.