Add tags to label and categorize your content

What's in it for you

Organizations upload and manage content by using the Showpad Content Library. You, as an administrator, need to be able to pull up relevant and related content quickly. This can be done with the use of filters and more specifically with asset tags.
Asset tags are labels you can add to your content. These tags are used to group, manage and find assets quickly. You can even use tags to automatically push assets into so-called Smart Folders and interactive Showpad Experiences.
You can use tags to categorize your content, searches, and content analytics. They also play a key role in using Content Recommendations in Salesforce. 
In case you're using divisions, it is important to know that tags are added separately and are not transferred automatically to all divisions. In short, you'll need to create tags in every division.

See how it works

 

Key features

• Tags are used to label and categorize your assets
• Use tags to create dynamic smart folders and experiences
• Users can use tags to do advanced searching
• Tags are important for using Content Recommendations in Salesforce
• Create filters in reports to give you specific Content Analytics
• When creating filters, we allow using up to 25 tags
• Examples of tags are:
  • Type of document (i.e. spreadsheet)
  • Language (i.e. English)
  • Product range (i.e. tablet)
  • Sales stages (i.e. prospect)

The quick way to awesomeness

• Add tags when uploading new content
• Add a tag to an existing asset in your Content Library
• Bulk edit multiple files to add a tag
• Manage existing tags
• Be creative in Excel to copy and paste comma-separated tags

Do this step by step

Adding tags when uploading assets

1. Click the Add Content button.
   
2. Choose how you want to upload content:
   • Upload files: click this option to upload local assets stored on your computer.
   • Add a URL: click this option to add URLs to your channels, Experiences, collections, and smart folders.
   • Import from…: click this option to import content stored in other apps like Box or Dropbox.
   • Create Page: click this to create a new Page and add tags to it
3. When you’ve selected the assets you want to upload, by using Upload files or Import from, click inside the Add tags field and choose an existing tag from the drop-down list or type a new tag and press Enter to add it. You can add as many tags as you like. To remove a tag, click the cross in front of the tag name.
4. Click the Start Uploading button to upload your assets.
   
5. If you've selected Add a URL, you can add the tags to the URL asset, similar to other assets, that will help when filtering content and adding to smart folders. Once you've added all the details, click Add.

Adding tags to a single asset in your library

1. Click the asset you want to tag in your library.
   
2. Move your mouse over the Tags section in the asset information panel.
3. Click the Edit button.
   
4. Click inside the Add tags field and choose an existing tag from the drop-down list or type a new tag and press “Enter” to add it. You can add as many tags as you like. To remove a tag, click the cross in front of the tag name.
5. Click the Update button.
   

Adding tags to multiple assets in your library

1. Select the assets you want to add a tag to.
2. Open the "Select an option" drop-down list.
3. Click Edit.
   
4. Click inside the Add tags field and choose an existing tag from the drop-down list or type a new tag and press “Enter” to add it. You can add as many tags as you like. To remove a tag, click the cross in front of the tag name.
   
5. You can also make bulk edits to the permissions for the selected assets.
   
6. If preferred, set a release and expiration date for these assets as well. Determine if it should default to the optimized file. Click Apply when you are done.
   

Managing your tags 

1. In your Content Library, select Tag, and choose to Manage Tags.
   
2. Create new tags, separated by commas, click Create. Edit or remove existing tags by clicking the corresponding icons.
   
3. When you edit the tag name, Smart Folders will still work and use the edited tag to select assets.

Use Excel to copy and paste a list of tags

1. Rearrange the tags you want to use in Excel.
   
2. We need a list of tags, separated by commas. Add commas by using the formula =C1&","&A2 . Make sure you copied the first tag in field C1.
   Drag the formula all the way down and you'll notice all tags will be added, separated by a comma.
   
3. Copy the tags.
   
4. In your Content Library, select Tag, and choose to Manage Tags.
   
5. Paste the tags and select Create.