Content Item: Properties

The Content Item Properties page records the content item name and other crucial information used to reference and identify the content item. This information is for other CRMS users and for CRMS: it is not displayed to users. Defining and saving the content item description is the first step in creating a new content item or editing an existing content item.

The Properties page is displayed when you create a new content item, clone a content item, or open an existing content item record for editing.

Fields

You can use the Properties page to describe a content item by recording data in the following fields:

Name
It is the content Item name that is displayed in the main Content Item page.
Reference Tag
It is the unique identifier for this content item that is displayed in content rule sets or emails. This is the text that forms the unique part of a hyperlink to this content. Content item reference tags can only use standard alphanumeric characters and the underscore character: "_". If you supply no reference tag text, CRMS-assigned ID number is used instead, by default. Modifying the content item reference tag for a content item causes existing links to fail. The content is no longer rendered in any emails that include the old tag. This action has no effect within a content rule set, since content rule sets do not use the reference tag.
Source ID
You can use this optional field to define an alternate name or ID for this content item. This is most often used if you have exported content items from another content management system and want to retain a cross reference to the item's old ID. This field is not used in any way by the Reward system.
Internal Note
This text is used internally in CRMS, and is displayed only on this page. The best practice is to use this space to record useful information about this content. Such information might include its intended purpose, a content summary, how it has been modified (if appropriate), non-obvious characteristics with potential impact, and so on.
Note: After finishing work on this page, click the Next Step button. This saves your work and advances the wizard to the next page in the workflow.

To define the properties of a content item:

  1. Start the Edit Content Item wizard.

    When you create a new content item record or edit an existing content item record, the Edit Content Item wizard starts automatically, and the Properties page is displayed first. A new content item record contains no data except for a unique content item ID number, which is automatically assigned by CRMS and cannot be changed.

  2. Supply the content item data field values.
  3. Click Next Step.

The Edit Rich Content page is displayed.

Note: When you modify an existing content item record, add text to update the notes in the Internal Note field in the Properties page. Always review all preexisting data. Remove unwanted data and add the correct new data.