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Configure and analyze your content for Website Tools

Configuring your content is a prerequisite for Website Tools to make recommendations and for using Guide and Concierge. When setting up your content, you are setting guardrails around which groups of content can be recommended.

Together, content sources, segments, and pools help you define where the content comes from, and what the final pool of content will look like prior to content analysis and recommendation. Defining the content in this way within Website Tools allows you to more efficiently deliver content that is best suited to your visitors.

What are content sources, segments, and pools?

Conceptually, content is configured in three steps.

  1. Define the content source
  2. Group content from a source into segments
  3. Create content pools by gathering multiple segments and applying inclusion and exclusion rules.

The benefit to this approach is the content configuration allows you to cross-reference content from more than one source. For example, if you would like to recommend content from your main website (www.example.com), a resource hub (resource.example.com), and a second website (www.example2.com), you will be able to do so.


Content source

Content sources are any sources that host the content you wish you recommend. Currently, PathFactory supports the following source types:

  • Website URLs
  • Website sitemaps

Note: The accepted format for content sources are full paths, such as www.example.com or www.example.com/sitemap.xml. Wildcards are not supported. When a URL is used as a content source, Website Tools’ crawler will follow every hyperlink to gather the content. For the best results, we recommend using a sitemap.

Content segments

Content segments are groups of content within a single content source. One content source can have multiple segments.

Content segments are defined by entering the full path of that content piece or group. A single content segment can have more than one path. Wildcards are supported.

For example, if www.example.com was your content source, you can then create a content segment labeled “Product Education” that could contain the following paths:

  • www.example.com/product
  • www.example.com/resources/*

Note: You can include the asterisk (*) in the middle of a path to create unique wildcard path patterns.

For example, www.example.com/*/tag/* will encompass the following paths:

  • www.example.com/blogs/tag/title
  • www.example.com/resources/tag/title
  • www.example.com/content/tag/title

If you would like to include the whole content source, such as the whole www.example.com website, the content segment will include the following path:

  • www.example.com/*

Note: The accepted format for content segments is full paths, and the root domain must match the content source. You may use an asterisk (*) to denote wildcard paths to include all content within a directory.

Content pools

Content Pools are collections of content segments. Creating a content pool is the last stage of content configuration before it is ready to be analyzed and used by Guide or Concierge to make recommendations to your visitors.

In a content pool, you are able to select content segments from multiple sources to create a customized pool of content.

Within content pools, you create rules to further refine the recommendations. A rule is a segment that has been ordered within a pool, and has inclusion or exclusion actions applied to it. In this way, you are able to create rules that define what is included and excluded in the recommendations.

Step 1. Add a content source

  1. Navigate to Content Intelligence > Content Configurations.
  2. Select Source & Segment.
  3. On the left side, select Add Content Source. The Add Content Source modal appears.
  4. Complete the following fields:
    1. Source Name: A name that you use to label your source. Pick a name that is unique and descriptive
    2. Source Type: select either Website URL or Sitemap URL to match your source. Once selected, a URL field appears; paste your source URL.
  5. Select Add Content Source.

Note: To help keep your sources organized, each unique source URL can only be added once. You can further group your content when you create your content segments.

Edit an existing content source

You can edit any existing content source.

  1. In the left sidebar, select the content source you want to edit.
  2. Beside the source name, select pencil Edit. The Edit Content Source modal appears.
  3. Edit the content source and URL as required. Select Save when you’re done.

Delete a content source

  1. In the left sidebar, select the content source you want to delete.
  2. Beside the source name, select pencil Edit. The Edit Content Source modal appears.
  3. Select Delete Content Source. A confirmation message appears.
  4. Select Delete.

Warning: Deleted content sources cannot be recovered.

Step 2. Create content segments within a content source

  1. In the left sidebar, select the content source you want to segment.
  2. In the top right, select Add Segment. The Add Segment modal appears.
  3. Complete the following fields:
    1. Segment Name: enter a name that describes the segment so you remember why it was created later (for example, “Corporate website blogs”).
    2. URLs: enter the full URL paths that will be included in the segment.
      Note: Use full URL paths (i.e. www.example.com/about), not relative URL paths (i.e. /about).
  4. Select Add Segment to save your segment.

Edit an existing content segment

  1. Locate the segment you wish to edit and select Edit. The Edit Segment modal opens.
  2. Edit the segment label and URLs. When you’re finished, select Save.

Delete an existing content segment

  1. Locate the segment you wish to delete and select Delete. A confirmation pop-up appears.
  2. Select Delete.

Step 3. Create and manage content pools

Create a content pool

  1. Select the Content Pools tab.
  2. In the left sidebar, select Add Content Pool. The Add Content Pool modal appears.
  3. Complete the following fields:
    1. Content Pool Name: enter a unique name that describes the content you’re adding to the pool. Some examples include “Blogs across all properties” or “Oil & gas pages.”
    2. Default Title: choose the default title that will appear for all pages within the content pool.
      1. Page title: the title specified in the page’s HTML tag.
      2. Meta title: the title specified in the page’s Open Graph title meta tag.
      3. Predicted title: the title is predicted based on an analysis of the content with natural language processing. Use this option if your pages don’t have the appropriate meta or page title tags.
    3. Remove Prefix/Suffix from title: use this option to remove any prefix or suffix that appears in your page titles. Enter the exact text to be removed. PathFactory supports a pipe, colon, and hyphen in this field.For example, if all your pages follow the format of Page Name | Company Name, you can remove the pipe and company name. In our example, we would enter | Company Name.
    4. Default Image: choose what image you would like to use as the default.
      1. OG Image: the Open Graph image that’s exacted from the pages at analysis.
      2. Fallback Image: the image you upload as a fallback.

4. Select Add Content Pool.

Assign content segments to the content pool

  1. On the right side of the screen, select Manage Segments. The Manage Segments modal appears, which shows all the segments you’ve created.
  2. Select the segments you wish to include in this content pool. Use the search field to filter your segments.
  3. When you’re done adding segments, select Confirm.

Apply order and inclusions or exclusions to segments

You can now reorder your segments and apply inclusions or exclusions to them.

To reorder the segments, select, hold, and drag the handles.

To apply inclusion or exclusion actions, select on the segment’s appropriate radio button.

Note: Order your rules from most specific to least specific. If rules are of the same specificity, place the exclusion rules before the inclusion rules.

As the URLs are crawled they’re assessed against the rules in the order you define. If the first rule does not match the URL, the URL is assessed against the second rule and so on. As soon as a URL matches a rule, the assessment process stops.

Here are a few example scenarios to help you understand how ordering and inclusions/exclusions work.

Scenario 1 – Most specific rule first

Consider this example, where the content source is www.example.com and we would like to recommend everything except the blog.

We create the following two segments:

  • Blogs (www.example.com/blogs/*)
  • Entire website (www.example.com/*)

If the two rules are defined as follows:

  • Blogs (Exclude)
  • Entire website (Include)

Then the results for the following URLs are:

  • www.example.com/contact-us is included (Does not match Rule 1, but matches Rule 2)
  • www.example.com/blog/abc is excluded (Matches Rules 1)
  • www.example.com/take-a-demo is included (Does not match Rule 1, but matches Rule 2)

Scenario 2 – Least specific rule first

If we simply reverse the order of the rules above we’ll get a different result. In this scenario the two rules are defined as follows:

  • Entire website (Include)
  • Blogs (Exclude)

Then the results for the following URLs are:

  • www.example.com/contact-us is included (Matches Rule 1)
  • www.example.com/blog/abc is included (Matches Rule 1)
  • www.example.com/take-a-demo is included (Matches Rule 1)

Scenario 3 – Ordering rules of multiple specificity

Consider this third example, where you want to exclude all blog posts except one, and include the rest of the website.

In this example, you will have three segments:

  • Blog post (www.example.com/blog/title)
  • All other blogs posts (www.example.com/blog/*)
  • Entire Website (www.example.com/*)

The correct order is:

  • Blog post (Include)
  • All other blog posts (Exclude)
  • Entire website (Include)

In this case, the blog post segment is the most specific and the entire website segment is the least specific.

Step 4. Analyze the content pool

Now that you’ve completed configuration, Website Tools can analyze your content. All content pools must be analyzed before recommendations show up in Guide or Concierge.

You must manually initiate the analysis. Once you do, all the content you’ve added to the content pool, including PDFs that are in an iFrame or embedded on a webpage, is analyzed.

  1. In the left sidebar, select the content pool you wish to analyze.
  2. In the top right, select Analyze Content Pool.

Only one analysis can occur at a time per content pool. If an analysis is in progress, you will not be able to initiate a new analysis until the old one is complete.

To ensure the most up-to-date content recommendations are made to your visitors, you should re-analyze your content periodically.

Note: Guide and Concierge are disabled for the duration of the content analysis. We suggest analyzing your content at times when your site gets less traffic.

Updated on July 10, 2022

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