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The Content Library is in BETA testing. The product interface and images are regularly updated to ensure that the latest enhancements are documented. Some screenshots may not be in sync due to ongoing changes. |
Description
This article describes how to navigate the Content Library. It covers the following information:
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The My Pipeline icon is a shortcut icon to the My Pipeline screen.
The Task Management icon is a shortcut to the Task Management screen.
The Add Content button is a shortcut to the Create New Content panel.
Add Content options.
Regular Email: Use the editor to create beautiful emails using an email builder.
Plain Email: Use for text-based emails.
Document Template: HTML Editor
Document Upload - Static: Upload templates based on a PDF.
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Filtering Content
The left side of the screen displays the Content Library Filter Content menu. This section of the article describes each field in the Filter Content menu.
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The Search field allows users to search for any of the content by the name of the content.
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My Content Only Toggle
The My Content Only toggle is OFF by default. It shows all content available for use based on the user’s permissions.
Turning the My Content Only toggle ON filters the content to only content added by the user.
Show Only Archived Content Toggle
The Show Only Archived Content toggle is OFF by default. It shows all content available for use based on the user’s permissions.
Turning the Show Only Archived Content toggle ON filters the content to show only content that has been archived.
AgentConnect Button
Click the AgentConnect button for direct access to AgentConnect. This is only available to users with access to AgentConnect.
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Content Type Field
Currently, there are three content types available. Others will be added soon.
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Category tags help organize digital content by grouping similar items based on their subject matter or theme, making it easier for users to locate and browse relevant materials. The Tag filter only shows tags that are actively in use and already associated to a template.
Click the Tag(s) drop-down.
Select the tag(s) associated with content to see available content within the library for that tag.
Setting the OR/AND toggle to OR requires the search to include any one of the selected tags (meaning the content will show if at least one tag
is true for the content).
Setting the OR/AND toggle to AND requires the search to include all of the selected tags (meaning all tags must be true for the content to show). This is the default setting.
Click the check mark to include All content tags.
Click the X to clear any selected content tags.
Approval Status Field
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The View Permissions field can be used based on permissions to see the content available at the Branch, Role,and User levels.
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View Permissions - Branch
Click inside the Branch field to see branch options based on your permissions.
View Permissions -
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Role
Select Role to see available usersbased on your permissions.
Note that clicking the checkmark will cause all available users to be entered in the Role field.
Note that clicking the X that appears alongside any entered user(s) in the Role field will cause all user(s) to be removed.
View Permissions - Users
Select Users to see available usersbased on your permissions.
Click the check mark to select All.
Note that clicking the checkmark will cause all available users to be entered in the Users field.
Note that clicking the X that appears alongside any entered user(s) in the Users field will cause all user(s) to be removed.
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Content Library
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