Content Library Admin Training Home

Description

This article describes creating content using the New Content Document Template. It covers the following topics:

How to Access the Document Upload - Static for the Content Library

1. Click the Add Content button.
   

   

2. Select Document Upload-Static from the drop-down menu.
   

   

3. The Content Upload - Content Settings page opens.

How to Upload Content to the Content Library

1. Enter the Template Name to reference your content.
   

   

2. Enter a Description to describe the content.
   

   

3. Select the Content Type:

   • Flyer - ability to upload a static flyer users can download

   • Social Media - upload static content (images or videos) users can post to Facebook, LinkedIn or Instagram
     

     

4. Create new tag(s) or choose from a list of existing tag(s) to help categorize similar templates.
   

   

5. Set the Permissions.

   • Branch: Select the Branch(es) that should see the content.

   • Role: Select any Role(s).

   • Users: Select any User(s).
     

     

6. Content Type = Flyer: User can upload the Document/Image (PDF, PNG, JPG, or Supported). The maximum size is 8MB.
   

   

7. Click Update to add the content.
   

   

8. Content Type = Social Media

   1. Select which Social Sites this template will apply to:

      1. Facebook and LinkedIn can only upload images

      2. Instagram can upload images or add a Video URL

         

   2. User can then select the “Media Type” for the template

      

   3. Image: upload image

   4. Video URL:

      1. Instagram only - Add a URL that links directly to a .MOV or .MP4 file - currently you must host this video on a file server.

      2. Post Caption: this is the caption that will show with the Instagram Post.

• Content Library Navigation
• Content Library: Emails
• Content Library: Flyers
• Content Library: Social Media
• Content Library: Creating | Editing Content
  • Creating Content Using the Regular Editor
    • Content Editor: Appearance Section
      • General Settings
      • Stripes
      • Headings
      • Button
      • Mobile Formatting
    • Content Editor: Content Section
      • Structure
      • Blocks
        • Image Block
        • Text Block
        • Button Block
        • Spacer Block
        • Video Block
        • Social Block
        • Banner Block
        • Timer Block
        • Menu Block
        • HTML
      • Modules
  • Creating Content Using the Plain Email Editor
  • Creating Content Document Template (HTML)
  • Creating Content Using Document Upload - Static
  • Editing Content in the Content Library
  • Sending Test Emails
• Content Library: Task Management
  • Task Management: Task Approval Process
  • Admins Task Management Settings
• How to Connect Instagram and Facebook Accounts
• How to Disconnect Facebook and Instagram Accounts