Overview
This training article is designed for end users (Loan Officers, Account Executivesloan officers, account executives, and other sales team members) who are sending content to clients or posting directly to social media platforms.
See the Content Library: Creating | l Editing Content article for administrator features.
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Accessing the Content Library
There are two options to access the Content Library.
Option 1: inTouch
Click inTouch in the main menu bar.
Select Content Library from the inTouch drop-down menu.
The default view displays all the approved content you can use.
Option 2: Main Menu
Click the Content Library icon from the right side of the main menu bar.
The default view displays all the approved content you can use.
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See the Content Library Navigation article for additional filter options. |
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Viewing Content
There are two options for previewing the content.
Click the image in the Content Panel.
ORClick the eye icon in the Content Panel.
Both options open the Content Preview panel.
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Cloning Content
Cloning content in the Content Library duplicates an existing piece of content and allows you to use it as a starting point to edit and create a new version of the content.
Click the clone icon.
The Clone Content Panel panel opens, allowing you to edit the content using the content editor.
Send a test email.
Click Save to save a new version of the content.
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Creating a Task
Creating a task gets content ready to send. You can easily share and reuse pre-approved preapproved content. Based on your permissions, you will be able to send a task for approval or send it directly to an audience.
Click the Send icon.
Complete the 5-Step Task Approval Process that is initiated. It includes the following steps:
Step 1: What do you want to send?
Step 2: Who is your audience?
Step 3: Who is this to/from?
Step 4: Let’s schedule it!
Step 5: Review and submit.
Step 1: What do you want to send?
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This step provides a full preview of what will be sent. You can review the content before clicking Next step. The content includes:
Template Name
This is created automatically.
Edited names must be less than 64 characters.
Subject
Content
Step 2: Who is your audience?
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This step automatically loads a screen displaying a list of applications assigned to you. This list includes essential details that can be filtered to narrow down the population of clients to send the content to. The details include:
The application name or Partner partner name
Creation date
Status
The campaign to which the application belongs
The last activity taken on the application
The current population total who will receive the content (this This is included next to the step rather than the list of applications.)
Filter Content by Header Columns
Content can be filtered by the header columns. Click Next step when filtering is complete.
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Filter Content by Individual Columns
Content can be filtered by individual columns. Click Next step when filtering is complete.
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The information that auto-populates in the Audience section is subject to the settings in your User Preferences. The Customer Type default setting controls the audience results.
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Step 3: Who is this to/from?
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This step allows you to choose the recipients of the email by selecting the To, Cc, BCC, and From fields. By default, the email will be sent from the primary agent's email address but this can be changed to another sender in the organization.
Click inside the To fields to add or remove recipients. Click into the From field to change the sender.
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Step 4: Let’s Schedule It
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This step allows you to schedule the delivery of the content by:
Setting the time zone
Selecting a specific date and time
Time Zone
Select the time zone to send from. This field defaults to the user's setting in User Registration. Click Next step when the time zone, date, and time are set.
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Date
Select the date to send the content. Click Next step when the time zone, date, and time are set.
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Time
Select the time to send the content. Click Next step when the time zone, date, and time are set.
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Step 5: Review and
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Submit
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This step allows you to review the content and delivery schedule and submit it. The template name, audience size, action type (e.g., email), and scheduled date and time are on this screen.
If
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Depending on your permissions:
Select Send Schedule to send the content for delivery.
Select Submit the Task for Approval to submit the content for approval.
Social Media
Users can post messages to social media.
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On the Content Library page, check the box next to Social Media under Content Type.
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Click the Post to Social Media icon for the content selected to be posted.
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The Post to Social Media screen opens.
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Complete the fields in the Post to Social Media screen.
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Template Name: The template name is entered by the admin when the template is created. If you change the template name when creating a social media post, the new name appears as the Task Name in the Task Management screen in inSight. The template name does not change. The template name is limited to 128 characters.
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Description: Enter a description of the content to be posted (optional).
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User Association: Select the user associated with the content from the drop-down menu in the User Association field. If tokens are being used in the content, it will pull from this user.
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Connect Facebook: This allows you to link your Business Facebook page.
Click Connect Facebook.
Sign in to your Facebook account.
Select the Business Page where you want the post to be published.
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Connect LinkedIn:
Click Connect LinkedIn.
Sign in to your LinkedIn account.
Click Allow when prompted to permit publishing a post.
You will be returned to the Insellerate page to select a post to publish.
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Social Media Message: This is the message that will be displayed as the post text. Content creators may choose whether the content message is editable.
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Post Options: Several options are available for when to post to social media.
Post Now immediately posts to the user’s linked social media account.
Schedule allows you to pick a future date and time to schedule a post.
Removal Date allows you to specify a removal date for Facebook posts. This function ensures that posts are automatically taken down from the platform on the designated date, providing control and flexibility over the content's lifespan.
Expiration Date enables you to schedule an expiration date for posts on Facebook. This ensures that content stays relevant and up-to-date, saving you the effort of manually removing outdated posts.
Downloading Flyers
Users may download static flyers and template-based flyers.
Static Flyers
Static flyers are easily identified in the Content Library with a Static label under the image in the flyer’s content panel.
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Select a static flyer from the Content Library.
Click the Download icon.
The flyer appears in the your Download folder. Click the flyer name to open it.
Template-Based Flyers
Template-based flyers are easily identified in the Content Library with a Template label under the image in the flyer’s content panel.
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Select a template-based flyer from the Content Library.
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Click the Download icon.
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The template for the flyer opens.
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You can change the content settings for the template in the Content Settings menu on the left side.
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If no changes are needed, click Download to download the template.
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If changes are desired, continue to Step 6.
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You may change the template name, add/change the template description, and/or add/change the tokens by modifying the fields in the Content Settings menu.
Template Name: Change the name of the template directly in the Template Name field.
Description: Add or change the description of the template directly in the Description field.
User Association: Select the appropriate name from the User Association drop-down list to add to the template in the Primary Agent token location.
Partner Association: Select the appropriate name from the Partner Association drop-down list to add to the template in the Partner token location.
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Click Download to save the changes in the template. The updated template appears in your Download folder.
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Click the template name in the Download folder to open the updated template.
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you are a Task Self-Approver, you will see the Sendbutton. Click the Send button to send the task. If no edits are made to the content, the task is approved automatically. If any edits are made to the content, the task must be approved by a Task Approver.
If you are not a Task Self-Approver or you have made edits to the content, you will see the Submit for Approval button. Click the Submit for Approval button to send the task through the task approval process.
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More About the Content Library
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