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!
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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! |
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.
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Business Unit tags are customizable; admin users can create and edit these tags on the Content Tag Configuration page. |
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).
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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. |
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Content Type tags are customizable; admin users can create and edit these tags on the Content Tag Configuration page. |
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).
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Note
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Topic tags are customizable; admin users can create and edit these tags on the Content Tag Configuration page. |
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.
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.
Track Naming Convention
Consistent track names have the same benefits of improved organization and reporting.
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.
Labels
Labels can be added to folders for additional tagging and organization.