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Content Library: Emails, Flyers, and Social Media

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Overview

This training article is designed for end users (Loan 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 | Editing Content article for administrator features.

This article describes the options available in the Content Library for sending and using approved content. 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.

See the Content Library Navigation article for additional filter options.

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. You 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 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?

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?

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.

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.

  • Customer Type = Borrower: Results will show your borrower applications.

  • Customer Type = Partner: Results will automatically include your Partners.

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 inside 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.

Social Media

Users can post messages to social media.

How to Post to Social Media

  1. On the Content Library page, check the box next to Social Media under Content Type.

  2. Click the Post to Social Media icon for the content selected to be posted.

  3. The Post to Social Media screen opens.

  4. Complete the fields in the Post to Social Media screen.

    • 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.

    • Description: Enter a description of the content to be posted (optional).

    • 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.

    • Connect Facebook: This allows you to link your Business Facebook page. See the How to Connect to Facebook section below.

    • Deauthenticate Facebook: This allows you to break the connection between Insellerate and your Facebook account. This button does not appear until after an account is connected. Tasks scheduled prior to deauthentication will not post until you reauthenticate the account. See the How to Deauthenticate Facebook section below.

    • Connect LinkedIn: This allows you to connect to your LinkedIn account. See the How to Connect to LinkedIn section below.

    • 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.

    • Shared Link: Enter a URL in this field. This link will appear at the end of the social media post. It can be used to direct users to a website, their Apply Now link, article, blog post, etc.

    • Post Options: Several options are available for when to post to social media. See the How to Post a Message section below.

How to Connect to Facebook

From the Post to Social Media screen:

  1. Click Connect Facebook.

  2. Click Continue as your <your name> to sign in when prompted.

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

  4. Click Next.

  5. Select the actions that may be taken.

  6. Click Done.

How to Deauthenticate Facebook

From the User Profile:

  1. Click Deauthenticate in the Facebook Integration section.

  2. Click Yes in the Confirm Deauthentication popup window.

  3. The Connect Facebook button replaces the Deauthenticate button in the Facebook Integration section.

  4. Click Connect Facebook to reauthenticate Facebook. Follow the steps in the How to Connect to Facebook section above.

How to Connect to LinkedIn

From the Post to Social Media screen:

  1. Click Connect LinkedIn.

  2. Sign in to your LinkedIn account.

  3. Click Allow when prompted to permit publishing a post.

  4. You will be returned to the Insellerate page to select a post to publish.

How to Post a Message

You can schedule a message to be posted immediately or at a specified future time and date.

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

    • Click Post Now to post the message immediately.

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

    • Enter the date and time for the message to be posted.

    • Click Schedule.

  • Removal Date allows you to specify a removal date for Facebook posts. This field does not appear until a post has been scheduled. 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.

    • Enter the date the message is to be removed from social media.

    • Click Schedule.

  • Expiration Date enables you to schedule an expiration date for posts on Facebook. This field does not appear until a post has been scheduled. This function ensures that content stays relevant and up-to-date, saving you the effort of manually removing outdated posts.

    • Enter the date the message will expire.

    • Click Schedule.

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.

  1. Select a static flyer from the Content Library.

  2. Click the Download icon.

  3. 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.

  1. Select a template-based flyer from the Content Library.

  2. Click the Download icon.

  3. The template for the flyer opens.

  4. You can change the content settings for the template in the Content Settings menu on the left side.

  5. If no changes are needed, click Download to download the template.
    OR
    If changes are desired, continue to Step 6.

  6. 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.

  7. Click Download to save the changes in the template. The updated template appears in your Download folder.

  8. Click the template name in the Download folder to open the updated template.

More About the Content Library

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