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- 1 Dependency on the free Tag Groups Plugin
- 2 Installation and Updating
- 3 Settings
- 4 Writing and Editing Your Content
- 5 Shortcodes
- 6 Using the Post Filter on the Front End
- 7 Troubleshooting
Note: In the following documentation the word “tag” stands for any kind of WordPress term, including custom taxonomies such as WooCommerce Product Tags.
Some of the described functionalities are part of the free Tag Groups plugin. You can see the difference between the free and the premium version in this table.
Dependency on the free Tag Groups Plugin
The Tag Groups Premium plugin requires the free Tag Groups plugin to be installed and activated. Should the free plugin not be installed, then you will see a message that guides you to the installation. You will also see a notification if a later version of the free plugin is required.
Installation and Updating
Since the Tag Groups Premium plugin is not hosted in the WordPress repository, it needs to be installed and updated manually. For the following steps you need to be logged in as administrator (or network administrator). It is recommended to make a database update before updating.
- Go to the menu Plugins → Add New.
- Click on the button “Upload Plugin”.
- Click “Browse” and select the file tag-groups-premium.zip. Make sure that you upload the right file – it might be inside another ZIP file that you received.
- Click “Install Now”.
- Activate the plugin directly there or, on a network installation, on the site where you want to use it.
The tag groups data and the settings are saved with the free Tag Groups plugin, which you simply keep activated while you update the Tag Groups Premium plugin.
- Go to the menu Plugins → Installed Plugins.
- Find the Tag Groups Premium plugin and click on “Deactivate”. The Tag Groups plugin should remain active.
- Under the Tag Groups Premium plugin click “Delete”. Don’t worry, the settings and tag groups won’t be deleted. Make sure that you delete the “Premium” plugin!
- Install the new version of Tag Groups Premium as described above.
The plugin works well on sites with a “multisite installation”.
The settings reside under the Settings menu.
Taxonomies are types of tags. The default WordPress post uses post_tag (that are the standard tags) and category but other plugins can add their own taxonomies.
Before working with tag groups, you should figure out which taxonomies you want to use. Activated taxonomies will have a “Tag Groups” submenu under the menu where you find their posts.
The list shows also taxonomies that are not visible. Activate only those where you need the group functionality.
Here you can choose between three standard themes or set your own theme, that you created with the jQuery UI ThemeRoller. You find step-by-step instructions on this settings page.
If you want to move the settings to another website or just back them up separately, you can use this tool. All information is part of the standard WordPress database and can be backed up also with the usual backup plugins.
The exported file does not contain any tags. If you import the settings from another website or after having edited the tags, their assignment to the imported tag groups might not match anymore.
Here you have the option to delete all groups and reset your tags to “not assigned”. You can also set what happens if you delete the free Tag Groups plugin: keep the settings or wipe them. This does not regard the Tag Groups Premium plugin, and just inactivating the plugin won’t delete anything.
The functionality of the Meta Box is described below.
In the settings you can choose for which of your active Taxonomies the Meta Box will appear. You also have two options regarding the way how tags can be entered:
- You can restrict the tags entered in the Meta Box to existing tags. That option might be useful if you want to set up a pool of allowed tags and your post authors should not be able to add new tags.
- You can prevent tags from being moved to a new group. Otherwise authors would be able to enter a tag that already exists in another group, that way moving it to a new group.
- You can automatically open all groups that contain tags of the post that you start editing.
On the Permissions screen, you can determine who is allowed to edit tag groups. That way you can prevent that authors make changes to the groups, while they are still allowed to use them. Here you can also allow exceptions to the rule that prevents the creation of new tags, or moving tags to another group in the meta box
Caching helps your server speed up the generation of tag clouds by saving the finished output and reusing it for some time, instead of recalculating everything again. In the settings you can turn it off or choose the location where the output will be saved (database or file system).
Writing and Editing Your Content
Creating and Editing Groups
After you have chosen the right taxonomies in the Tag Groups settings, you can start creating tag groups. You find the “Tag Groups” submenu at the place that corresponds to the chosen taxonomy. Administrators can always access it, for other users you might have to adjust the “permissions” in the Tag Group settings.
Click on the plus sign to insert a new group and on the trash bin to remove it. You change the name by clicking into the name. The order can be changed by drag-and-drop, or with the arrows on the right.
Working with Tags
Each tag can be assigned to one or more1 tag groups, or it can remain unassigned. Tags that were created in the default tag box on the post edit screen are unassigned. If you create or edit a tag through the Tags page (in the Posts menu), you find there a pull-down menu with your tag groups.
Each tag can be assigned to one or more groups. These groups are then available for that tag when you edit a post. In each post you can still decide for which of these groups – one or more – you want to use that tag.
It is also possible to select multiple tags with the check boxes, select a tag group from the menu above and then click on “Apply”, in order to assign or unassign all selected tags together.
On that “Tags” page you find a menu above the list that – once applied – shows only tags of a particular group, or only unassigned tags. If you don’t see that menu, you might have to enable it in the settings.
Working with Posts
If the post filter is enabled in the settings, you find it above the list of posts (or pages, products, … – depending on your chosen taxonomy). The activated filter shows only those posts that contain tags, which are assigned to a particular group.
Let’s say you have a tag group called “Countries” with tags “Poland”, “Senegal”, “Vietnam” and “Japan”. If you now filter by the group “Countries”, you will only see posts that contain at least one of the mentioned country tags.
Using the Meta Box on the Post Edit Screen
The default box where you add tags naturally does not use tag groups. Therefore, the plugin offers a “Meta Box” that helps you edit post tags separated by groups. The meta box can be adjusted like the other boxes on the post edit screen: You can move it around (also into the sidebar), fold it and hide it by deselecting it in the “Screen Options” on the very top. If you use the plugin’s meta box, it makes sense to open the “Screen Options” and deselect the default tag box.
In the Meta Box can open required tag groups, or open all by clicking on the arrow-down icon on the right side of the box. The arrow-up icon closes all groups again. Once a group is open, the tag input field is already populated with tags that belong to that group. Click into the field and click on one of the tags that appear in the menu, or start typing to see all tags of this group that match the characters.
On the right of the tag group name you find two buttons: The left one adds all tags of this group, the right one closes this group in the editor.
Depending on the settings, you may also add new tags or add a tag that is currently in another group, in order to move it to this group. Added and moved tags will be marked green and yellow. If the settings allow you to move tags, you can also move them by drag and drop.2
Nothing is final until you save that post. Until then, no new tags will be created, no tags moved to other groups and no post tags changed.
Only when you save the post, it will receive the new tags and keep the old tags that it had before and that were hidden in groups that you kept close.
Please note that other plugins and usual templates usually don’t use tag groups. For them, all tags form just one unsorted group. If you want to display them in groups to your visitors, you need to use the shortcodes of this plugin or modify your theme.3
Shortcodes are something like placeholders. You add them into the text of a post or page and they will be replaced in the output with something different, depending on the code you use. Shortcodes are enclosed by square bracket and they start with a shortcode’s specific name, followed by optional parameters. Parameters can be numbers or words, and they look like size=12, button=large or title=”Hello there!” (Enclosed in single or double quotes because otherwise the space and everything following would not be included.).
The premium plugin offers three shortcodes that display your tags segmented by groups. The shortcodes [tag_groups_cloud] and [tag_groups_accordion] come already with the free Tag Groups plugin, and the premium plugin adds [tag_groups_table]. All of them can be customized with a big variety of parameters, which are explained here. You can see examples of these shortcodes in action on the demo pages.
Tag clouds that are created by Tag Groups (Premium) automatically receive parameters into their links that filter the resulting list of posts additionally by tag group.
It is recommended to switch your editor first from “Visual” to “Text” mode before pasting a shortcode or parameters so that you don’t accidentally paste any formatting that would break the code.
The Dynamic Post Filter
The Dynamic Post Filter can be inserted into a page with the shortcode [tag_groups_dpf]. You can use it only once on each page.
Displaying Posts Filtered by Groups and Tags
Imagine you write posts about your travels and you tag these posts with the names of the countries. Now, you may want to assemble all those country tags under a tag group called “Countries”. Using the Dynamic Group Filter, your visitors can now open the group “Countries” and then select tags of your countries. The list of posts refreshes automatically and displays all posts that match one of the selected country tags. You can also configure the filter to show all posts that match all tags.
If you don’t need the interactivity of the Dynamic Post Filter, or if you want to display all tags as clickable links, you can as well use one of the tag clouds. They are highly customizable so that you can, for example, display all tags in the same size or prepend to each the same character. Using the tag clouds, however, visitors don’t see immediately the list of matching posts. Instead, a click on the tag takes them to a “tag page”, where all posts are listed that have this tag.
Displaying Posts Filtered by Groups Only
The parameter “groups_only” reduces the filtering process to one step. After selecting one or more tag groups, the list shows posts that have at least one tag from at least one of these groups.
You can customize the Meta Box shortcode with several parameters, such as post template, the number of posts, and more. Find the parameters and descriptions here.
Using the Post Filter on the Front End
On default WordPress pages that show lists of posts you can filter that list by tag (term) group.4 Simply append the query parameter “term_group” with the group’s ID to the URL of that page. Example:
You can also filter by a term and show only posts that use this term in a particular group. In that case use “term_group” and “term_id”. Example:
If you want to filter by tag and group, you alway have to use both “term_group” and “term_id”. It is not sufficient to use only “term_group” on a tag archive page (…/tag/my-tag/?term_group=3 won’t work).
Please note that the first parameter is always appended with a “?”, while all following parameters use a “&”.
If you need to filter just by a term (tag), you simply use the standard Tag page that is part of every theme.
Since version 1.8, there is a new “Migrate” button in the Settings under the “Support” tab. This function updates terms and posts so that they can be used in filtering. If you imported posts or tags or created some while this plugin was deactivated, you should use this button to bring the system up to date.
If you have any difficulty or question, please search in the knowledge base or contact me. In case you want to contact me about an issue, I recommend you first read this article so that you have all required background information ready.
- since version 1.8 ↩
- Only with a mouse, currently not possible on touch screens. ↩
- The group information is basically an integer in the term_group database field of the tags, which can be easily accessed through the standard WordPress API. ↩
- That filter won’t be effective on custom lists created by other themes or plugins or when they modify the database query. ↩