Description

This article describes how to navigate the Content Library.

Content Library Menu Options

The Content Library menu includes several navigation options.

• 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 Emails

    • 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.

Filtering Content

The left side of the screen displays the Content Library Filter Content menu.

Search

The Search field allows you to search for any of the content by the name of the content.

Content Type

Currently, there are three content types available. Others will be added soon.

• Email checkbox: When selected, this content type filters the content to only email templates.

• Flyer checkbox: When selected, this content type filters the content to only downloadable flyers.

• Social Media checkbox: When selected, this content type filters the content to only downloadable social media images.

Tag(s)

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.

1. Click the Tag(s) drop-down.
   

   

2. Select the tag(s) associated with content to see available content within the library for that tag.
   

   

   • Click the check mark to include All content tags.
     

     

   • Click the X to clear any selected content tags.
     

     

Approval Status

The Approval Status field allows users to sort and view materials based on their status in the approval process.

• The default Approval Status is Approved.
  

  

• Click inside the Approval Status field to see the other available Approval Status options.
  

  

  

• Click the X to clear and reset the filter to the Approved default.
  

  

• Click the check mark to see all available approval statuses.
  

  

Creator

The Creator filter enables users to sort and display content based on the individuals or entities who originally authored or produced the materials. The default shows all content available based on the set permissions.

• Click inside the Creator field to filter the content by the creator(s) of the content.
  

  

• Click the check mark to select All.
  

  

View Permissions

The View Permissions field can be used based on permissions to see the content available at the Branch and User levels.

View Permissions - Branch

• Click Branch to see the available content at the Branch level.
  

  

• Click inside the Branch field to see branch options based on your permissions.
  

  

View Permissions - Users

• Select Users from the drop-down to see the available content at the Users level.
  

  

• Select User(s) to see available users based on your permissions.
  

  

• Click the check mark to select All.
  

  

Content Library

The Content Library section displays a subset of available materials that match the selected filters, helping you to quickly find and access the relevant content from within the larger content collection.

Content Panels

Each Content Panel contains a content template. It allows you to quickly find where the content is in the approval process. Users can:

• See applicable tags that can categorize content for recommended use

• View the status of the content in the approval process tags

• Preview and send content

• Clone and modify (depending on your permissions)
  

  

• Content Approval Status refers to the current status of the content review process. Content in the Pending Approval and Approved status will show in the Content Library.
  

  

  • Approved Content is approved and ready to be sent.

    

  • Approval Required shows content that has not been submitted for approval.

    

  • Pending Approval shows content that awaiting review from an approver.

    

  • Declined shows content that has been declined by the approver.

    

• The Content Template Name is a unique identifier or label that helps users quickly identify and select a specific pre-designed format or structure for creating and organizing their digital content. The content creator selects the name of the content.
  

  

• The Content Type describes the way the scheduled content will be sent.

  • Email
    

    

• Content Permissions

  1. Click the three dots in the upper-right corner of the Content Panel.
     

     

  2. The Permissions window opens.
     

     

  3. Complete the fields in the Permissions window.

     1. Available in inTouch toggle

        • Setting the toggle to Yes allows the content to be used in inTouch Engagements.

        • Setting the toggle to No will not allow the content to be used in inTouch Engagements.

     2. Available in My Pipeline Task toggle

        • Setting the toggle to Yes allows the content to be used in the My Pipeline/Content Library task process.

        • Setting the toggle to No will not allow the content to be used in the My Pipeline/Content Library task process.

     3. Visibility settings are permissions that can be set to allow certain branches, users with specific roles, or individual users to access to use the content.

        1. Select the Branches that can see the content.

        2. Select the User Roles that can see the content.

        3. Select the User(s) that can see the content.

        4. Click Update to permissions.

• Tags categorize tags to display content groupings with similar tags.
  

  

  
  

• The Content Preview section enables users to review content before sending it.
  

  

• The Created by field displays the name of the person who created the content.
  

  

  
  

• The Content Panel Action Tools allow you to View, Clone, and Send the content.
  

  

  • The View icon allows you to preview the content.

    

  • The Clone icon duplicates the content to copy and start editing from an existing piece of content.

    

  • The Create New Task icon initiates the process of sending the content to a target audience.

    

More About the Content Library