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Tagging content in the Content Library

Updated 7 days ago

Overview

Tags are used to organize content by grouping related items together, making it easier to filter and search for specific sets of data. They help point search queries to relevant content and can also be used to restrict AI answers to certain Q&A pairs.

  • Content in the Library can be tagged on the fly, individually or in bulk.

  • Custom fields are independent of tags, so if you want to add or change your tagging structure any existing custom field definitions and values will be preserved.

See Assigning Tags to Questions for information on tagging questions in projects.

Tagging content in the Content Library

  1. Locate the content you want to tag, then click the + icon next to the tags.

  2. Check the boxes next to the tags you want to apply, or click Select All to select all tags. You can also:

    • Search for tags and sort them alphabetically in ascending or descending order.

    • Add new tags and set their hierarchy.
      Note: You can set the hierarchy for new tags only. To set it for existing tags your organization's Admin must make the change in your organization's settings.

    • Click Clear all to remove all tags.
      Note: When content is migrated from one Responsive instance to another, a tag with the same name as an existing one may carry over and need to be removed from the platform. Duplicate tags don't appear in your organization's settings, your Admin must contact our Support team and request the removal.

  3. Click Update.

Tagging content in bulk

  1. Check the boxes associated with the content you want to tag, or click Selected to select all content, then click Tags from the Bulk options bar.

  2. Add or remove the required tags, then click Update.

See Applying bulk changes to content in the Content Library for more information on bulk updating content.

Exporting Content Tags from custom Content fields

The Export Content Tags feature only exports values from custom fields that are categorized as Content. Custom fields assigned to any other category are not included in the export. To ensure your custom field values are exported:

  1. Go to Organization Settings > Response Projects > Custom Fields.

  2. Locate the custom field you want to include in the export.

  3. Verify that the Category is set to Content.

  4. Save any changes.

  5. Run the Export Content Tags action again. The custom field values will now be included in the exported spreadsheet.

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