Creating Content Profiles for Dynamic Content Filtering

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Great content libraries have a lot of material for many different needs, which can sometimes feel overwhelming for users. As an admin, you can tailor your content to best suit your users based on different criteria, such as where they are located, what language(s) they speak, and commonly used tags. You can do this by creating Content Profiles.

Content Profiles differ from tags in that they include an umbrella of information, including locale and language. Unlike tags, which are topics that can be applied to different assets for easy filtering, Content Profiles allow your users to see the best content for them, saving time for everything else on their plate.

By enabling Dynamic Content Filtering on the Experience level, you can avoid duplicating Experiences in different languages. For example, you could create one Experience where users only see the content that is relevant to them based on their Content Profile. You can also do this when creating and distributing internal Pages. When enabled for Pages, Dynamic Content Filtering allows all assets to be filtered on the Page for internal users.

Examples of Content Profiles you may create as an admin include Language, Region, Country, or Product Lines. More in-depth Content Profile examples may be Persona (AE versus Solutions Engineer, Field Sales versus Internal Sales, etc), Market, Industries, Partner versus Direct Sales, and more. 

Key features

• Filter content for users based on location, language, and/or tags
• Cultivate custom libraries for each team
• Enable multiple Content Profiles for groups and users based on locale

You need this to succeed

• Admin access or Promoted Member with User Management permissions
• Showpad Content Plus or Ultimate Package 

The quick way to awesomeness

1. In the Online Platform, click Users then Content Profiles
2. Select Create New 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

Note: Classic Experiences support Content Profiles. Dynamic Content Filtering does not apply to Advanced Experiences. However, when Pages with Dynamic Content Filtering enabled are assigned to Atom and Mapper Experiences, you must enable Dynamic Content Filtering on the Experiences to ensure the Pages filter correctly. Dynamic Content Filtering is not supported in Selector Experiences. 

Do this step by step

• Create a content profile
• Enable dynamic content filtering for Experiences 
• Employ dynamic content filtering for Pages

Create a content profile

1. Log in to the Online Platform and click Users. Then, choose the Content Profiles tab and select Create New Content Profile.
   
2. Fill in the Profile Name, Description, and Division. Assign your new entry to the groups of your choice. Content profiles can only be assigned to one Division. 
   
3. Add filter parameters by Locale (languages and/or countries) and Tags. When you select More Options, you can choose to Match ALL, ANY, or NONE of the options.

   Note: When adding multiple tags in the NONE field, an OR statement displays the filtered assets.

   
4. Find your Content Profiles by using the search bar or Groups and Division options to filter for results. Scroll down the right side for a quick look at the selected profile. Edit or delete with the pencil and trash can icons, respectively. 

Note: Users who are 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 Experiences

1. Navigate to your Library and click Open Experience Builder to enable Content Profiles for selected Experiences.
   
2. Select the Experience you want to enable Content Profiles for, then choose the gear icon on the right side of your screen. Select Edit. 
   
3. Check the box to Enable Dynamic Content Filtering and then choose Save.
   

Employ dynamic content filtering for Pages

1. Navigate to the Library that contains a Page where you want to enable Dynamic Content Filtering. Select All Pages in the left column to view a list of your Pages. Choose the Page you want. In the asset details pane, hover over Settings and click the pencil icon.
   
2. Click the checkbox to Enable Dynamic Content filtering. This setting will automatically update the permissions not to allow sharing outside your organization.