PathFactory provides the ability to tag your content assets and highly recommends well-maintained tagging as a best practice to fuel optimized personalization, content management, and reporting. There are 11 different types of tags; 9 of the tag types are customizable by administrators (Added By, Topic, Content Type, Product, Solution, Business Unit, Persona, Industry, and Estimated Cost), and 2 are non-customizable (Language and Funnel Stage).
This article defines and explains the intended use of each tag type.
We have several knowledge base articles to help you adopt tagging best practices within PathFactory, including:
- Introduction to Content Tags
- How to Tag Content
- How to Configure Content
- Tagging and Naming Conventions
Notes:
1. Customizable tags are those which your administrator can create and name themselves.
2. 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.
How to Use Tags to Search the Content Library
To access all of the filter categories and apply them to the Content Library to assist your search, follow the steps below.
- Navigate to the Content Library from the left-side navigation menu.
Content Library menu item - At the top of the Content Library, you will see the Show Filters toggle. Click on it to display the available filters.
Show Filters - Once the filters are displayed, click on Add Filters to view all available filter categories.
Filters - Find the filter you want to apply. Click on the associated arrow next to the filter name to reveal the categories within the filter. For example, when you click on the Business Units filter will display all the categories, which you can then use to narrow down your search.
Example of Filter Categories - Depending on the filter you select, different category options will appear. Check the boxes next to the categories you want to apply to your search and then select the tags within that category to narrow down the list of content assets.
- After selecting the desired filter categories, the Content Library will automatically update to display only the content assets that match your selected filters.
Content Library Tags and Their Meanings
Added By
This filter dropdown list includes all registered usernames. Administrators can add or delete users as needed.
Language
What language is the content asset written in?
The Language tag field is meant to help you keep track of non-English content assets. If you are adding content assets to your Content Library that are in different languages, you can use the Language tag to categorize and sort your Content Library assets and create content tracks for a specific language. There is a preset list of languages available to you, which was set up by your administrator.
These tags cannot be made public-facing.
Note: Language tags are not customizable.
Topic
What is the content discussing?
These tags are meant to be descriptive, and should be in the terminology of your target audiences as you may want them to be public-facing (available in Explore Pages and Recommend Content Tracks).
Note: Admin users can create and edit these tags on the Content Tag Configuration page.
Topic Examples
- Challenges: Quality Improvement, Safety, Efficiency
- Themes: AI, Digital Transformation, Account-Based Marketing
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 there, 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) to support browsing and filtering.
Content Type tags have funnel stages and estimated cost fields associated with them. You can set default values for the funnel stage and estimated cost on the Content Tag Configuration page.
Note: Content Type tags are customizable; administrators can create and edit these tags on the Content Tag Configuration page.
Content Type Examples
Blog Post, Web Page, Industry Report, Video, Case Study, Infographic, Data Sheet, Article, Whitepaper, Guide, Webinar, Presentation, Testimonial
Product
Which product does this content apply to?
Product tags can be used to associate assets with your company’s offerings – i.e. products, services, or lines of business. Assigning Product tags enables you to see engagement and performance analytics through the lens of what business offerings that content relates to.
Note: Product tags are customizable; admin users can create and edit these tags on the Content Tag Configuration page.
Solution
Which solution does this apply to?
The intended use of this tag is to filter a set of products/services that have been bundled into a solution package for sales to sell.
Solution Examples
Automation, Storage, Security, Recovery
Note: Solution tags are customizable; admin users can create and edit these tags on the Content Tag Configuration page.
Funnel Stage
When in the buyer’s journey should a visitor see this content?
The funnel stages of the buying process describe the journey from initial awareness of a product or service to making a purchase decision. These stages represent the different steps or levels of engagement a potential customer goes through, at the beginning, middle, and end of a their path to purchase.
Tagging your content assets with funnel stages is useful when creating content tracks, to analyze content performance.
The following funnel stages are available for tagging:
- No Funnel Stage
- Top of the Funnel
- Middle of the Funnel
- Bottom of the Funnel
Note: Funnel Stage tags are not customizable.
Business Unit
Which business unit does this content primarily apply to?
These tags can be used to categorize content by geographical regions, divisions, or internal departments. Often these tags are in the terminology of your organization and may not be relevant to prospects or other outside audiences. The most important thing to note about these tags is that they should be whatever is 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.
Business Unit Examples
- Internal Departments: Marketing, Customer Experience, Customer Support
- Regions: North America, LATAM, EMEA, APAC
Persona
Which persona is this content written for?
This tag is intended to help you categorize your content based on who the relevant audiences are for the content assets. For example, you may have content that is targeted at marketers, while other content is intended for IT or developers. Tagging your content for personas will help you more easily find assets to build audience-centric experiences and understand if that content is performing and driving engagement with intended personas.
Note: Persona tags are customizable; admin users can create and edit these tags on the Content Tag Configuration page.
Industry
Which industry is this content written for?
The Industry tag enables you to classify your content according to relevant industries or verticals, such as automotive or financial services. By tagging content for specific industries, you can easily find assets to create industry-specific experiences and gauge content performance and engagement within those sectors.
Industry Examples
Automotive, Financial Services, Healthcare, Technology
Note: Industry tags are customizable; admin users can create and edit these tags on the Content Tag Configuration page.
Estimated Cost
Approximately how much does this content asset cost?
To help narrow down your search results when you are looking for assets within a specific cost range, you have the option to tag your content with its approximate production cost.
The estimated cost for each content asset is typically manually entered by the person who uploads the asset. At that time, the user can select from default values for a specific Content Type. Those defaults are ballpark, so if the users want to overwrite it with a more specific value, they can. The cost usually relates to a budget line item to create the asset in question. The more accurate the cost, the more accurate your reporting is when it comes to ROI on the asset.
Note: Estimated Cost tags are customizable; admin users can create and edit these tags on the Content Tag Configuration page.
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