Overview

This article describes the options available in the Content Library. It includes the following topics:

Accessing the Content Library

There are two options to access the Content Library.

Option 1: inTouch

1. Click inTouch in the main menu bar.
   

   

2. Select Content Library from the inTouch drop-down menu.
   

   

3. The default view displays all the approved content you can use.
   

   

Option 2: Main Menu

1. Click the Content Library icon from the right side of the main menu bar.
   

   

2. The default view displays all the approved content you can use.
   

   

Viewing Content

1. There are two options for previewing the content.

   1. Click the image in the Content Panel.
      

      

   2. Click the eye icon in the Content Panel.
      

      

2. Both options open the Content Preview panel.
   

   

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.

1. Click the clone icon.
   

   

2. The Clone Content Panel opens, allowing you to edit the content using the content editor.
   

   

3. Send a test email.

4. Click Save to save a new version of the content.

Creating a Task

Creating a task gets content ready to send. Users can easily share and reuse pre-approved content. Based on your permissions, you will be able to send a task for approval or send it directly to an audience.

1. Click the Send icon.
   

   

2. Complete the five-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?

Email

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

Social Media

• 

  Template Name

  • This is created automatically.

  • Edited names must be less than 64 characters.

• Description

  • Describes the content.

• User Association

  • Select the user associated with the content from the drop-down menu in the User Association field.

  • If you are using tokens in the content, it will pull from this user.

• Connect Facebook

  • This allows you to link your Business Facebook page.

    1. Click Connect Facebook.

    2. Sign in to your Facebook account.

    3. Select the Business Page where you want the post to be published.

• Facebook Message

  • This is the message that will display as the post text.

  • Content creators may choose whether the content message is editable.

• Shared Link

  • This allows users to input the link to direct their users.

    • Website

    • Apply Now Link

    • Article or Blog Post

• Post Options

  • Post Now immediately posts to the user’s linked social media account.

    

  • Schedule allows users to pick a future date and time to schedule a post.

    

  • Removal Date allows users 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 users to schedule an expiration date for posts on Facebook. This ensures that content stays relevant and up-to-date, saving users the effort of manually removing outdated posts.

    

Step 2: Who is your audience?

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 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 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.

Filter Content by Individual Columns

Content can be filtered by individual columns. Click Next step when filtering is complete.

Step 3: Who is this to/from?

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 into the To fields to add or remove recipients. Click into the From field to change the sender.

Step 4: Let’s Schedule It

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.

Date

Select the date to send the content. Click Next step when the time zone, date, and time are set.

Time

Select the time to send the content. Click Next step when the time zone, date, and time are set.

Step 5: Review and submit

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 everything is accurate, you can add any necessary notes or click Send to complete the setup for sending the content. If you need approval before sending it, you can submit it for review and wait for the approval. Once approved, the content will be automatically delivered to the selected recipients at the scheduled time and date.

Depending on your permissions:

1. Select Send Schedule to send the content for delivery.

2. Select Submit the Task for Approval to submit the content for approval.

More About the Content Library