Tagging and Naming Conventions

Overview

Keeping your content properly tagged and organized in PathFactory doesn’t just make it easier for you to find and use your content; it is also essential for maximizing the insights you can gather from PathFactory.

To help get you started, we’re sharing with you the tagging and naming conventions that our own PathFactory Customer Marketing Team uses!

Note
This guide also exists internally with more detail, explaining when one label would be used over another, and providing more context for how to use the tags.
We recommend that you create a similar Naming Style Guide for your own organization!

Table of Contents


Business Unit Tags

Which business unit does this content primarily apply to?
These could be industry verticals, geographical regions, or internal departments. Often these tags are in the language of your organization and may not be relevant to prospects or other outside viewers. The most important thing to note about these tags is that they should be whatever are the most helpful for the internal organization of your content.

Note
Business Unit tags are customizable; admin users can create and edit these tags on the Content Tag Configuration page.

PathFactory’s Customer Marketing Team uses the following Business Unit Tags:

AM = Account Management
CM = Customer Marketing
CSM = Client Success Manager
OPS = Operations (includes anyone working under operations, adoption, support)
SA = Solutions Architect
TR = Training
UCL = Use Case Library
PR = Product


Content Type Tags

How is the content presented?
The Content Type refers to the format of the content. Keep in mind that these tags can be made public-facing within certain PathFactory features (Explore and Recommend Content Tracks).

Note
Content Type tags have funnel stages and estimated costs associated with them. You can set default values for funnel stage and estimated cost on the Content Tag Configuration page.
Note
Content Type tags are customizable; admin users can create and edit these tags on the Content Tag Configuration page.

PathFactory’s Customer Marketing Team uses the following Content Type Tags:

Blog Post
Case Study
Demo
Ebook
Field Event
Guide
Infographic
Newsletter
Presentation Slides
Signup Page
Survey
The Nook
Use Case Library
Training Video
Video
Webinar Recording
Webinar Registrations
Whitepaper


Topic Tags

What is the content discussing?
These tags could be related to product lines, services, solutions, or challenges that your prospects face. These are meant to be descriptive, and should be in the language of your target audiences as you may want them to be public-facing (available in Explore and Recommend Content Tracks).

Note
Topic tags are customizable; admin users can create and edit these tags on the Content Tag Configuration page.

PathFactory’s Customer Marketing Team uses the following Topic Tags:

ABM
A/B Testing
Account Based Analytics
Account Based Content
AI
Best Practices
Channel Performance
Company Announcements
Content Engagement
Content Marketing
Content Performance
Customer Events
Customer Examples
Customer Marketing
Customer Spotlight
Customer Stories
Demand Generation
Explore
Form Strategy
Integrations
Marketing Operations
Measurement & Analytics
New in the Nook!
Onboarding
PathFactory Advocacy
Path Analytics
PathFactory for Sales
PathFactory Luminaries
Personalization
Platform Training
Product Launch
Recommend
Sales Enablement
Target
Website Optimization


Product Names

If a content track is focused on a particular product offering, the product name (or acronym) will be included in the name of content track.

PathFactory’s Customer Marketing Team uses the following:

ABA = Account Based Analytics
ABC = Account Based Content
All (for content/tracks that aren’t product specific)
Explore
PA = Path Analytics
PFS = PathFactory for Sales
Target
Rec = Recommend
BT = Buyer Tools


Asset Naming Convention

Adopting a naming convention for your content assets not only helps you organize and find content assets in your content library, it also provides greater clarity and context to your reporting.

PathFactory’s Customer Marketing Team uses the following format:

[Business Unit]-[Product]-[Asset Name]

Examples

TR-Rec-Training Video
CM-PA-Intro to Path Analytics Registration
CM-Target-Case Study EnterpriseDB


Track Naming Convention

Consistent track names have the same benefits of improved organization and reporting.

PathFactory’s Customer Marketing Team uses the following format:

[Business Unit]-[Product]-[Campaign Name]-[YYYY-MM-DD]

Examples

CM-All-Success Series Cisco Registration-2018-12-18
UCL-Target-PathFactory Post Event Follow Up-2018-12-20
TR-Target-Onboarding Training-2019-01-02


Folders

We based our folder structure on Business Units. Since folders are already nested under either Target, Recommend, or Explore they are already organized by which product was used to create them.

PathFactory’s Customer Marketing Team uses the following Folders:

Account Management
Customer Marketing
CSM
Solutions
Operations (Includes everyone working under Operations, adoption and support)
Product
Training
Use Case Library


Labels

Labels can be added to folders for additional tagging and organization.

PathFactory’s Customer Marketing Team uses the following labels:

Product type (see acronyms above)
Date (quarterly) Example: Q1 2019, Q2 2019 etc.

Updated on June 28, 2022

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