Overview

This article provides an overview of the different types of permission-based content users can create and how to set content-specific permissions.

This article includes the following sections:

Overview of the 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

1. Click the Add Content button at the top right side of the screen.
   
   

   Open

   

    

2. The Create New Content panel opens. Select the type of content editor from the dropdown list.

   • Regular Email
     
     

     Open

     

      

   • 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.

1. Select the More ellipsis to open the Permissions window.
   
   

    

2. The Permissions window allows users to control visibility to the content.
   
   

    

3. Set the Available in inTouch toggle. This toggle controls the content's use in an inTouch campaign.

   • Yes: Content is available for an inTouch campaign.

      

   • No: Content is not available to be used in an inTouch campaign. This is the default setting.

      

4. Set the Template Editable toggle. This toggle controls if the content can be edited by a user when creating a task.

   • Yes: The content can be edited when creating a task. This is the default setting.

      

   • No: The content can not be edited when creating a task.

      

5. Set the Available in My Pipeline Task toggle.

   • Yes: Allows for editing Branch/Role/User visibility settings. This is the default setting.

      

   • No: Will not display the content in My Pipeline tasks.

      

6. Set the Archive toggle. The archive allows users to safely store content for records or future reuse, ensuring easy retrieval and maintaining content organization.
   
   

    

   • Branch: Allows users to select Branch(es) from the drop-down.

      

   • Role: Allows users to select the Insellerate users that can see the content by their role in the system.

      

   • User(s): Allows the selection of the specific user(s) to have visibility to the content.

More About the Content Library