About Collateral

Important

Your portal is based on a unique configuration and design set by your supplier. Names/locations of pages may be different in your portal. The information provided here reflects the standard names of pages.

Overview

The Collateral page of the partner portal is where you will find any digital resources that your supplier has chosen to share with you. The assets that you can see are specifically filtered to reflect your needs.

The supplier determines access for each piece of collateral. They may also require you to accept Terms and Conditions for use of certain types of content.

You can take the following actions on collateral - depending on an asset's settings:

• Download an asset that is not locked. The asset downloads to your browser's download location.

• Download an asset that is locked.

  • The document downloads as a URL that will expire.
  • The URL is single-use only.
  • Attempting to reuse the URL will result in an error.
  • The user accessing the file must be logged in to the partner portal.

  A locked asset displays a padlock icon next to its name

  

• Customize the collateral with partner-specific information.  Suppliers allow certain specific content to be modified.
• Copy Link to Clipboard to distribute the assets to users with a link that does not require a partner portal login. 
• Preview the asset in your browser. This is available for certain file types.

Your supplier may also have provided a Browse Programs page, where you can access the Collateral Programs they've bundled together for you to use.

Before You Begin

The Collateral Library is typically located behind a login screen. You will need to authenticate to view these pages.  All of the procedures below assume that you have logged in.

Contents

Click on the + to expand the instructions for the desired task.

About the Browse Collateral View

To view the list of collateral assets that your supplier has made available to you, open the Browse Collateral view.

Your supplier may have gated some types of asset with Terms and Conditions of use. Click View in the banner provided for each restricted content type, to display the T&Cs and accept them. If you don't accept the T&Cs, you will not be eligible for content of that type.

You can see this information in the Browse Collateral page:

# of Assets

Check how many assets are in your list. The number appears next to Browse Collateral at the top of the screen.

Search

Find an asset by searching with keywords.

Items are presented in date order as a default - use the controls above the results to change the sorting, for example to display the most relevant content.

For tips on effective searching, see Search for Content in your Partner Portal.

Filters

Limit the assets that display in your list. You can filter against these values:

• Asset Type
• Content tags such as Language that categorize the assets

View

Change the layout of the page. You can display the assets in a basic list, or in a grid, or in a list with detail.

• List view

  

• Grid view (default)

  

• Detail view

  

If you've changed the view, click the icon to save it. The next time you navigate to the page, it will be arranged in the same way.

Email Selected

This option is available in grid or list view. It allows you to add selected collateral assets to a marketing email in a campaign.

Choose the assets you want to use with Ctrl + click (or Cmd + click for Mac). Click Email Selected.

You will be asked to choose an existing campaign, or create a new one, and provide a name for the email. 

If you're looking for an existing campaign, start typing the name in the Existing Campaign field to get suggestions.

Click Create to create the email and continue its configuration.

Download Selected

This option is available in grid or list view. It allows you to download selected collateral assets to your browser's download location.

Choose the assets you want to use with Ctrl + click (or Cmd + click for Mac). Click Download Selected.

Access Your Active Collateral

In the My Collateral page, you can find assets that you have previously customized or downloaded.

You can filter the list for items that can be customised or only downloaded. You can also show only your active or archived items.

To add an asset or assets to an email in a campaign:

1. Select the assets you want to add to an email (use Ctrl + click (or Cmd + click for Mac) to select multiple).
2. Click Email Selected
3. Choose the campaign to which to add the email, or create a new one.

Access Collateral Programs

Collateral Programs are thematically grouped bundles of collateral assets that your supplier may make available to you. They may include multiple content types and are used to facilitate content use.

1. Navigate to the Browse Programs page.
2. Find a collateral program in the list. The card for each one gives a summary about it, and whether it's included in a marketing campaign.
3. Click View Contents to see the assets that the program contains.

4. Depending on the types of content available, you can preview, download, or copy a link:

   • Individual items - use the buttons on the asset.
   • Multiple items - select multiple items with Ctrl + click (or Cmd + click for Mac) then use the Download Selected or Email Selected buttons.
   • All items in the program - click Download All.

   For more information about the options, see Browsing Available Collateral.

Customize Cobranded Collateral

Cobranded content is a special kind of collateral that your supplier provides and allows you to customize. There are several benefits to using cobranded content, including reducing the amount of content you need to create from scratch and contributing to customer trust by validating your relationship with your supplier.

For information about working with customizable collateral, see Manage Collateral.

Customized versions are saved and available from your My Collateral page.

Training

Collateral Library - Collateral Programs

Training

Multimedia (Co-brandable Content)