Overview

Users can create and share content with clients by adding it to the Content Library. This article describes how to add new content to the Content Library effectively. It also highlights tips on optimizing your content's organization and management for easy access and retrieval.This article provides an overview of the different types of content users can created (permission based) and how to set content specific permissions.

Quick links on how to create specific content types:

Creating Content Using the Regular Editor

Creating Content Using the Plain Email Editor

Creating Content using Document Upload - Static

Creating Content Document Template (HTML)

This article includes the following sections:

How to Access the Create New Content Panel

1. Navigate to the inTouch tab on the left side of the main menu bar.
   

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2. Click Contact Library to open the Content Library.
   

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3. Another option to access the Content Library is to click on the airplane icon on the menu bar.

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Overview of the four different content types and how to Add content

1. Click the Add Content button at the top right side of the screen.
   

   

2. The Create New Content panel opens. The type of content editor can be selected from the drop-down.

   • Regular Email: This option opens the corresponding Create New Content panel. The Regular toggle setting is the default setting for the Add Content button. When set, the Create New Content panel opens, allowing full-feature content creation, including images and video links.
     

     

   • Plain Email: When set, the Create New Content panel opens, allowing full-feature content creation, including images and video links.
     

     

   • Document Template: When selected, this option opens the Template HTML editor that can integrate directly with Insellerate tokens.
     

     

     
     

   • Document Upload - Static
     Flyers: Showcase your loan officer's expertise, highlight products, services, and exclusive promotions with downloadable branded flyers, empowering you to market your organization's offerings effectively.
     Social Media: Effortlessly upload flyers and social media posts for Facebook. Whether you're looking to create eye-catching flyers for your products or engaging social media content, our user-friendly interface allows you to seamlessly upload your static documents, ensuring maximum visibility and impact.
     Content Upload: Details panel allows you to upload content (PDF, PNG, or JPG) up to 8MB.
     

     

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