...
This article provides an overview of the different types of permission-based content users can created (permission based) create and how to set content-specific permissions.
This article includes the following sections:
| Table of Contents | ||||
|---|---|---|---|---|
|
| Info |
|---|
Additional Information about Creating or Sharing ContentReview the following article to learn how to send or post content. |
...
Follow these quick links to learn |
...
how to create specific content types: |
...
This article includes the following sections:
| Table of Contents | ||||
|---|---|---|---|---|
|
...
Overview of the
...
Click the Add Content button at the top right side of the screen.
...
The Create New Content panel opens. The type of content editor can be selected from the drop-down.
...
Four Content Types
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.
How to Add Content
Click the Add Content button at the top right side of the screen.
The Create New Content panel opens. The type of content editor can be selected from the drop-down.
Regular Email
Plain Email
Document Template
Document Upload - Static
...
Content Permissions
The Content Library offers granular control over visibility, allowing users to determine who can view and access the content, empowering them to cater to specific audiences and branches.
...