Feature Overview

Classifying assets allows users to define classifying categories and assign those categories to assets so they are easier to find. We made surveys more flexible by enabling survey creators to add classifying questions to surveys and remove the previously hardcoded questions. We built this feature to enable teams outside of our core marketing users to find more value in UserEvidence. Using custom categories to find assets, sales, and customer success reps can find the assets they need independently.

We built this feature to enable teams outside of our core marketing users to find more value in UserEvidence. Using custom categories to find assets, sales, and customer success reps can find the assets they need independently.

The classifier feature was built in response to feedback from several customers. The ability to classify assets will enable customers to:

• filter assets by custom categories
• use custom categories to replace the pre-defined filter lists (i.e. Industry)
• remove the default questions from surveys (these questions were previously hard-coded questions in the survey intro section) - See Classifying Assets v2
• add classifying questions to surveys - See Classifying Assets v2

Best Practices

There are two primary use cases for classifying assets

1. categorizing the assets by attributes about the asset itself (i.e. the asset refers to a specific product benefit or a specific product line)
2. categorizing the assets by attributes related to the survey recipient (i.e. the survey recipient’s industry or region)

Typically only classifiers related to the survey recipients should be added to surveys.

How To

Creating Classifiers

Editors can create classifiers in the Account section of UserEvidence.

1. Navigate to the Classifiers tab of Account Settings
2. Click ‘Add New’
3. Name the classifier (ex. Product Line) — this should represent what the assets are categorized by; the name will show as a filter option in the asset library and microsites