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Step-by-Step Guide to Creating & Editing Topics

Written by Stevi

Create a New Topic

  1. In the left-hand navigation bar, click Topics.

  2. Click Add Topic in the top right corner.

  3. Enter the name of the topic you'd like to create and click Create Topic.

  4. Cognizo will ask you to add prompts to your new topic. Choose either Manual Entry or Prompt Suggestions.

  5. Set up prompts for the topic to begin collecting data.

Topic names should be clear enough that a colleague unfamiliar with your setup would understand them at a glance. A naming convention — like [Product] - [Funnel Stage] or [Audience] - [Intent] makes a growing topic list much easier to navigate.


Learn more about Topic best practices here <<<LINK TO ARTICLE>>>

Edit an Existing Topic

  1. In the left-hand navigation bar, click Topics.

  2. Click the 3 dots in the top right corner of the topic you want to edit

  3. Select “Edit”

  4. Update the name in the textbox

  5. Click Save

Delete an Existing Topic

  1. In the left-hand navigation bar, click Topics.

  2. Click the 3 dots in the top right corner of the topic you want to edit

  3. Select “Delete”

Keep in mind: Deleting a Topic deactivates all prompts in that Topic and data will no longer run for these prompts.

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