Tagging TechFacts and Case Studies

Tagging TechFacts and case studies will help you more easily find and filter them as your repository of content grows. We recommend that you tag your TechFacts and case studies with keywords like unique company value propositions, sales region, or usage models that are relevant to your business.

Tags can be added when you publish a TechFact/case study or can be added after the fact when they are in your library of published items. Tagging TechFacts and case studies will help you more easily find and filter them as your repository of content grows.

1. Once you decide which asset to publish, you will see the Assign Tags area towards the bottom of the page. 

 

Why should you assign a tag(s) to your content? If you assign tags, you can search easily within your Content Library and Salesforce integration, making it faster to find the asset you are looking for. You can stay organized by tagging your content as you publish. Keep in mind these tags are ONLY internal - they will not be seen on public pages. 

 

Note: Tags should be separated by commas. Example: ROI, biotech, financial, backup

 

 

If you opt to create a new tag, you will be able to select it from existing tags when publishing your next asset. 

2. Use tags to search in the Content Library: 

 

3. Select the tag you want to search by, for quick access to specific published content: 

 

4. You can also search using tags in Salesforce: 

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