Overview
Currently, these tags are not supported for Table or Basic Rich Text answer types in Projects.
You can convert responses to tags so they can be reused in both Projects and the Content Library. These reusable responses are variables that are embedded in records and leveraging them can help reduce duplicate content, making it easier to manage your responses.
- This option is accessed from the Brackets icon located near each Response field on the Add Content, Edit Content, and Clone Content pop-up windows in the Content Library, Moderation, Review, Project Recommendations, Complete Review screens, and Q&A pairs (the field appears on the Clone Content pop-up only if the response is edited from the existing tag).
- Using these tags revokes the existing privacy access of the response, since they can be used by all users who have Edit permission and can be used across all business units (BUs).
- Changes made to a tag in one place appear in each place the tag is used.
- You can copy or delete the created tags from the same windows they are created in.
- You can search for the source response of the tag, as well the responses where it is used, using the advanced search.
For a visual guide, refer to the Reference Tags course in the Academy.
Creating content reference tags
- Navigate to the content you want to create a content reference tag for and click Edit, then click the Brackets
icon.
- Complete the required fields on the Create Content Reference Tag pop-up, then click Save.
- Tag names must be unique and can't be repeated.
- Tag names must be in square brackets and have c- as a prefix, such as [c-companyname] for example.
Note: This is what shows in the preview of the tag name so ensure the name is something that makes sense for your organization.
- Click Save.
See the video below for a quick walkthrough of the process. Click the dot to see each step.
Using content reference tags
- Start typing the following format in the Rich Text Editor of any response: [c-<reference tag name>].
- Select an option from the list that appears.
See the video below for a quick walkthrough of the process. Click the dot to see each step.