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  • Christoph Amthor
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Tag Groups Premium Documentation

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).

Installation Procedure

  1. Go to the menu Plugins → Add New.
  2. Click on the button “Upload Plugin”.
  3. 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.
  4. Click “Install Now”.
  5. Activate the plugin directly there or, on a network installation, on the site where you want to use it.

Updating Procedure

  1. Go to the menu Plugins → Installed Plugins.
  2. Find the Tag Groups Premium plugin and click on “Deactivate”. The Tag Groups plugin can remain active.
  3. 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!
  4. Install the new version of Tag Groups Premium as described above.

Network Installation

The plugin works well on sites with a “multisite installation”.

Settings

The settings reside under the Settings menu.

Taxonomy

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.

Theme

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.

Export/Import

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.

Reset

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.

Meta Box

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.

Permissions

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

Object Cache

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.

Tag Groups screen

On the “Tag Groups” screen you create and edit tag groups.

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 tag group, 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.

Bulk Editing

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.

Filter Tags

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.

Tags edit page

Example of a “Tags” page where you can add and edit tags.

Working with Posts

Filter 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.

Tag Groups Premium - Meta Box - colored tagsIn 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.1

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.2

Shortcodes

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.).

Tag Clouds

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.

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.

Dynamic post filter with tags, WordPress

Example of the 2-layered Dynamic Post Filter: First select the group, then the 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.

Wordpress dynamic post filter by groups

Filtering only by 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.

Troubleshooting

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.

Show 2 footnotes

  1. Only with a mouse, currently not possible on touch screens.
  2. 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.
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