Create Content Profiles for Dynamic Content Filtering

Great content libraries offer a lot of material for various needs. This can overwhelm users at times. By creating Content Profiles, you can tailor the content your users see based on criteria such as their location, languages, and tags.

Unlike tags, which are topics that can be applied to different assets for easy filtering, Content Profiles provide more comprehensive information, such as details like locale and language. They allow users to see the best content, saving them time.

Content Profiles are essential for Dynamic Content Filtering. When Dynamic Content Filtering is enabled at the Experience level, it eliminates the need to duplicate Experiences in various languages. For example, you can assign a single Experience, and users will only see content that aligns with their Content Profile. This feature also extends to internal Pages. When enabled, it allows all assets on the Page to be filtered for internal users when Dynamic Content Filtering is turned on.

You could create Content Profiles to limit content access by:

• language, region, country, or product lines
• market, industry, partner, and direct sales
• a persona such as an account executive, solutions engineer, field or internal sales

See how it works

Key features

• Filtered content based on specific criteria
• Cultivate custom libraries for each team
• Enable multiple Content Profiles for user groups based on locale

You need this to succeed

The quick way

1. In the Admin App, click Users, then the Content Profiles tab
2. Select Add Content Profile
3. Fill in the fields and select the applicable filters
4. Enable Dynamic Content Filtering in Pages and assigned Experiences
5. Repeat until you have all the profiles you need

Do this step by step

To ensure certain user groups see filtered content, define a Content Profile. Then, enable Dynamic Content Filtering on assigned Experiences and Pages.

• Create a Content Profile
• Enable Dynamic Content Filtering for an Experience
• Enable Dynamic Content Filtering for a Classic Experience
• Enable Dynamic Content Filtering for a Page
• Filter combination logic reference

Create a Content Profile

1. Log in to the Admin App and click Users. Then, choose the Content Profiles tab and click Add Content Profile.
2. Fill in the Profile name and optionally a Description, and select a Library if you use more than one. Content profiles can only be assigned to one Library.
3. Select which user groups to assign the profile to.
4. Add filter parameters by locale (languages and/or countries or territories) and tags. When you select More Options, you can choose to Match ALL, ANY, or NONE of the options.
5. Click Create Content Profile when ready.
6. You can find Content Profiles by using the search field or filtering by Groups or Libraries.
7. Click on a Content Profile to view its detail panel. To edit the profile, hover over any field and click the pencil icon. To delete the profile, click the trash icon and confirm on the pop-up.

Note: Users assigned to multiple Content Profiles will see all assets associated with each profile. The more Content Profiles your users are assigned to, the more assets they can access.

Enable Dynamic Content Filtering for an Experience

1. Navigate to the Libraries tab.
2. If your organization uses multiple Libraries, select the desired Library from the top-left dropdown menu.
3. Click Experiences in the left side menu.
4. Select an Experience from the Experiences library. In the Experience details panel, click the edit icon in the Settings section.
5. Toggle on Enable Dynamic Content Filtering and then click Save changes.

Note: If a Classic Experience contains a folder that isn’t part of a user’s Content Profile, the folder will be hidden from view. In Advanced Experiences, the nodes will remain visible, but users won’t be able to access their content.

Enable Dynamic Content Filtering for a Page

1. Navigate to the Libraries tab.
2. If your organization uses multiple Libraries, select the desired Library from the top-left dropdown menu.
3. Click All Pages in the left side menu.
4. Select a Page from the Pages library. In the Page details panel, click the edit icon in the Permissions section.
5. Toggle on Enable Dynamic Content Filtering and then click Save changes.

Filter combination logic reference