Types of Tags

Summary

PathFactory provides the ability to tag your content assets. There are 10 different types of tags; 8 of the tag types are customizable (Topic, Content Type, Business Unit, Estimated Cost, Persona, Industry, Expiry Data, and External ID), and 2 are non-customizable (Language and Funnel Stage).
This article explains the intended use of each tag type.

Note
Customizable tags are those which you create and name yourself. You can create as many of these tags as you want.
Non-customizable tags are those which have set options. For example, you cannot create a new Funnel Stage tag—​you can only select from the provided list.

Want a video walkthrough? Check out this video from our client success team.


Topic

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.

Examples:

  • Product lines: Widgets, Gadgets, Carrying Cases
  • Solutions: Automation, Storage, Security, Recovery
  • Challenges: Quality Improvement, Safety, Efficiency

Content Type

How is the content presented?
The Content Type refers to the format of the content. A generic list of content types is listed below, however you can add or remove tags as necessary. 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.

Examples:

Blog Post, Web Page, Industry Report, Video, Case Study, Infographic, Data Sheet, Article, Whitepaper, Guide, Webinar, Presentation, Testimonial


Business Units

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.
These tags cannot be made public-facing.

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

Examples:

  • Verticals: Automotive, Food and Beverage, Healthcare
  • Internal Departments: Marketing, Customer Experience, Support

Language

What language is the content asset in?
These tags are meant to help you keep track of non-English content assets. If you are adding content assets to your Content Library which are in different languages. You are able to easily sort your Content Library by language tags to create content tracks in a specific language.

These tags cannot be made public-facing.

Note
Language tags are not customizable.

Funnel Stage

When in the buyer’s journey should a visitor see this content?

Funnel stages are commonly used to describe the beginning, middle, and end of a buyer’s path to purchase. Tagging your content assets with funnel stages is useful when creating content tracks; it is best practice to use content assets which are appropriate for the same funnel stage.

Note
Funnel Stage tags are not customizable.
Updated on August 25, 2022

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