Overview

On TripBuilder’s Discovery Overview, you can have non-predefined filter options as Advanced Filters.

This flexibility is provided by tags that allow you to create flexible, additional filters. Once created, tags can be shared and applied to any template.

Applying Tag Filtering in Planner

Unlike the other advanced filters in Discovery, tag filters enable the dynamic creation of one or more filtering fields based on their setup. This means that instead of a single "Filter by tag" field, you can define the semantics, name and logic for each tag-based filter.

For example, in the following screenshot, the tag filter By Difficulty level could filter itineraries according to the traveller's physical demand: easy, medium, and hard.

By selecting one tag in the filter field, all templates classified with that tag will be shown in the results. A template with multiple tags will appear in the results if at least one of its tags matches the filter field. Consider the following scenario:

By selecting one tag in the filter field, all templates classified with it will be presented as results. A template with multiple tags will be presented if at least one of its tags is present in the filter field. As an example, let us consider the following scenario:

• Template_1 classified with tag_A
• Template_2 classified with tag_B, tag_C and tag_D
• Template_3 classified with tag_A and tag_D

How to Set Up Tag Filtering

Tags enable additional filters to be created for Discovery Overview. The steps below explain how to create a customised filter. Multiple filters can be created this way.

Configure Tag Filters

Tag filters are set up per Distribution Channel through the following steps:

1. Go to Settings
2. Click on Distribution Channels
3. Click on your TripBuilder ID
4. Click on the Discovery tab
5. Scroll to the Filters section, part of the Discovery Overview / Trip Search
6. At the end of the list, find the Tag filters
7. Click on the Add new tag filter link to create and configure a new tag filter

Each tag filter consists of the following fields:

• Label: The filter's display name in Discovery Overview, supporting multiple languages. Example: Difficulty level (in English).
• Tag prefix: Filter values must share a common prefix defined here. Example: difficulty_. This identifies relevant tags (e.g., difficulty_easy, difficulty_medium, difficulty_hard).
• Positioning: Determines the UI order for the filters. Lower position priority filters appear first. If two filters share the same position priority, alphabetic ordering is used.

Configuration settings include:

•  
• Enabled: True if the filter should appear in the UI and be considered in the filtering algorithm
• Multiselect Input: Allows multiple filter values within the same tag filter

An action label, Remove Filter, deletes the selected filter.

8. Fill in the input data and configuration settings

9. Click Save in the top right corner

Assign Tags to Templates

Tags must be assigned to templates to be used in filtering. Follow these steps:

1. Go to Inventory

2. Expand Package Builder

3. Click on Itinerary Templates

4. From the list, select the intended template

5. Click on Checkout & Open from the three-dot button at the top right

6. In the template tabs, click on Tags

7. Confirm that the tag(s) you want to associate with the template are available by typing them in the Search and add tags box (tags of this Template section). If the tag exists, select it from the options. If not, create a new tag.

8. Click Save at the top right of the screen

9. Publish the template from the three-dot button at the top right

10. Tags associated with templates are processed automatically. To make new tags available sooner, click the Click here link.

If the user at Discovery Overview selects the tag difficulty_easy, the template previously classified will appear in the results.

Preferred Tags

You can enable "preferred tags" to promote templates to the top of the results by default when no filters are applied.

For example, if the tag top is configured as the default preferred tag and it's associated with a template...

...this template will appear at the top of the results when no filters are applied.