Tagging Content

Tagging TechFacts and case studies will help you more easily find and filter them as your repository of content grows. With tags, you'll be able easily search within your Content Library and your Salesforce integration, which will make it faster to find the asset you are looking for. Please note that tags are for internal use only and will not be seen on any public pages or public facing content.

We recommend that you tag your TechFacts and case studies with keywords that are relevant to your business such as:

  • Unique company value propositions
  • Sales regions
  • Usage models
  • Trends
  • Customer personas
  • Commonly used words (ex. ROI, time savings, cost savings, value for money, etc.)
  • Any additional categories that are not included in the default filters

Please note you cannot use tags to exclude content. Tags only work by searching for that specific tag.

Follow these steps to create tags:

  1. Once you decide which asset you want to publish, go to the editing page of that piece of content.
  2. Within the editing panel to the left of the content, navigate to the Tags dropdown.
  3. Fill in the tags you want applied.
  4. Note: Tags need to be separated by commas. Example: ROI, biotech, financial, backup.
  5. Click on Submit for approval.

Once a piece of content has already been published, you can still go back and adjust (add/edit/delete) the tags on the content as needed:

  1. Go to the Content Library in the menu on the left and find the piece of content you want to adjust.
  2. Under Actions, click on View Details.
  3. Scroll down to Item Details and click on Add/Edit Tags.
  4. Apply the necessary changes.
  5. Click on Save Tags.

Follow these steps for using tags:

  1. Go to your Content Library within the menu on the left.
  2. Click on either the TechFactsCharts, or Case Studies tabs.
  3. Next to Filters, click on Tags and select the tag you want to filter by.

If you have the Salesforce integration enabled and active, follow these exact steps in Salesforce.

Here's how to make the tags you and your team have created for your content work for you:

  1. Go to Settings in the menu on the left.
  2. Click on Manage Tags.
  3. On this page, you can edit or delete any tags to ensure your tag list is clean and up to date.