My Collateral

Overview

Collateral content provides you with the means to build, mix, and promote business engagement and conversation. It comes in many forms: audio, text, video, images, and more. This content allows you to target the interests of your audience with the most relevant content in many formats. Delivering the right content in the right format at the right time to your customers.

The first time you see the My Collateral view, it will be blank. It is populated as you take advantage of supplier-provided collateral. You can think of My Collateral as a history of the documents that you and other users in your organization have used.

What's the Value in Collateral?

• Reduce the time and costs of collateral efforts for channel partners.
• Provide relevant content channel partners can use to enhance their presence.
• Build and foster new customer relationships.

You can access this content via Collateral > My Collateral. In the view, you can do the following:

• Search: Searches are matched on keywords and search terms in the collateral description field, as well as on words or phrases in the collateral name. 
• Filter: Filtering allows you to narrow the results to get a specific list of data. The options for filtering includes your activity types, status, and tags.
• The number beside the title My Collateral in parenthesis is the number of assets available for use.
• Click on any collateral in the list to preview, distribute via a link, or share on social media outlets. Access options are decided by your supplier.
• Download to use the collateral outside of the portal.
• Depending on the supplier, you may be able to personalize content.
• Content can be previewed prior to use.