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Manage Collateral

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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 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.

Suppliers can provide you with Collateral content that is customizable (co-brandable), or downloadable, or a combination of the two. Customizable content can be personalized, distributed, and shared - assets of this type are identified on the portal with a Customize button.

Contents

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

Personalize Customizable PDFs

When you've opened a customizable PDF for edit, use the Personalization tab to add/edit your logo, phone number, email, website info, mailing address, and other content, as determined by your supplier.

portal_customize_PDF.png

To customize the content of a PDF:

  1. In the Collateral area of the portal (the names of the pages are determined by your supplier, so check with them), use the filters in the left navigation to find the PDF. PDFs that can be customized have the label Customizable under their title.

    portal_browse_collateral_customizable.png

  2. Click Customize. This option is only available for a PDF that can be personalized. If you are prompted to select an Existing Customization or a New Customization, this means that at least one customization already exists. Review the existing one(s) before creating a new one.
  3. Select Edit to access the edit screen, then choose Personalization, or choose Review on the review personalization task to go straight to the Personalization tab. 

  4. In Personalization, the Properties area lists the fields that your supplier has provided for the PDF. Enter your information into any or all, as required.

    Click the Edit icon icon_edit_black.png for any text field, if you need to add a long entry.

    portal_customize_PDF_edit_field.png

    Click Edit image to upload a new image in a Partner Logo field.

    Enter a URL in a Partner URL field, or upload a file. A URL will appear on the PDF as hyperlinked text. If entering a URL, add it in the format <button text>|<URL>. For example, click here|www.google.com.  Don't include http:// in the URL and ensure there is no space on either side of the bar.

  5. [Optional] Enable the Save as default option for any of the fields to make future personalizations of the same PDF easier.

    portal_customize_PDF_properties.png

  6. Select Apply to see the changes in the PDF.
  7. Use the toolbar buttons to zoom/fit the image, rotate it, download it, or print it.
  8. When you're happy with your personalization, click Save & Next. You will be taken to the Distribute tab of the edit area, where you can get links to distribute the PDF.

Distribute Customizable PDFs

Distribution allows you to share a PDF in an email or embed a URL to the collateral on a website.

You may be taken directly to the Distribute area for the PDF, if you've just completed the Personalization. If not, use the first two steps to get to the correct configuration area.

  1. In the Collateral area of the portal (the name of the pages are determined by your supplier, so check with them), use the filters in the left navigation to find the personalized PDF. You can either find the PDF in the general Browse Collateral page, or pick it up from your My Collateral page if you've interacted with it before. You may be prompted to select an Existing Customization or a New Customization. Be sure to select the correct one.

  2. Click Distribute.

    If the personalisation of the PDF is in progress, you may need to select Edit to access the edit screen, then choose Distribute.

  3. Use Copy to Clipboard to pick up a link to the PDF. There are two options:

    • Link for distribution - A link that can be used to distribute the PDF in any medium.
    • Preview link - Use to preview the PDF in a browser.

    portal_browse_collateral_distribute.png

  4. Click Close.
  5. Paste the link into other marketing activities or use the link on a website.

Share Customizable PDFs

You can share a customized PDF through social media networks. You create a social post, which will include a link to the PDF.

  1. In the Collateral area of the portal (the name of the pages are determined by your supplier, so check with them), use the filters in the left navigation to find the personalized PDF. You can either find the PDF in the general Browse Collateral page (you will need to select the PDF's Customize option), or pick it up from your My Collateral page if you've interacted with it before. You may be prompted to select an Existing Customization or a New Customization. Be sure to select the correct one.

  2. Select Share to create a social post. This option is not available if you selected an incomplete customization of the PDF.

    portal_browse_collateral_share.png

  3. Create the social post

    1. Select the account to post from.
    2. Add content to the post - it is pre-populated with the URL to the PDF.
    3. Add a social form to the post.
    4. Schedule when the post will go out to social media contacts.

    portal_browse_collateral_share_social_post.png

  4. Click Save.

Personalize Customizable Videos

When you've opened a customizable video provided by your supplier, use the Personalization tab to add your logo.

portal_customize_video.png

  1. In the Collateral area of the portal (the names of the pages are determined by your supplier, so check with them), use the filters in the left navigation to find the video. Videos that can be customized have the label Customizable under their title.

    portal_browse_collateral_customizable_video.png

  2. Click Customize. This option is only available for videos that can be personalized. If you are prompted to select an Existing Customization or a New Customization, this means that at least one customization already exists. Review the existing one(s) before creating a new one.
  3. Select Edit to access the edit screen, then choose Personalization, or choose Review on the review personalization task to go straight to the Personalization tab. 

  4. The Properties area shows an editable logo field and areas in which you can adjust the opacity, position, and size (%) of your logo.

    Click Edit image to upload a new image in the Logo field.

    Enable the Save as default option for any of the fields to make future personalizations of the same video easier.

    portal_customize_video_properties.png

  5. Select Apply to see the changes in the video.

  6. Use the Width drop down list to test how the video looks on various devices or at a particular size.

    portal_customize_video_width.png

  7. When you're happy with your personalization, click Save & Next. You will be taken to the Distribute tab of the edit area, where you can get links to distribute the video.

Distribute Customizable Videos

Distribution allows you to share a video in an email or embed a URL to the collateral on a website.

You may be taken directly to the Distribute area for the PDF, if you've just completed the Personalization. If not, use the first two steps to get to the correct configuration area.

  1. In the Collateral area of the portal (the name of the pages are determined by your supplier, so check with them), use the filters in the left navigation to find the personalized video. You can either find the video in the general Browse Collateral page, or pick it up from your My Collateral page if you've interacted with it before. You may be prompted to select an Existing Customization or a New Customization. Be sure to select the correct one.

  2. Click Distribute.

    If the personalisation of the video is in progress, you may need to select Edit to access the edit screen, then choose Distribute.

  3. Use Copy to Clipboard to pick up a link to the video. There are three options:

    • Embed code - A code snippet that can be embedded in other web pages.
    • Link for distribution - A link that can be used to distribute the video in any medium.
    • Preview link - Use to preview the video in a browser.

    portal_browse_collateral_distribute_video.png

  4. Click Close.
  5. Paste the link into other marketing activities or use the link on a website.

Archive Your Customizable Content

You can archive your activated customizable PDFs and videos to keep your My Collateral list up-to-date and organized. Your archived customizable collateral can be restored at any time. 

Important

Download Only collateral cannot be archived at this time.

There are two ways you can archive your customizable collateral: individually or in bulk.

Archive Individually

  1. Navigate to Collateral > My Collateral.

  2. On the left-hand sidebar, under Collateral Type, uncheck Download Only to list only customizable content.

    This step may not be required. The Collateral Type filter is not available if you have only activated either customizable or downloadable collateral.

  3. Click the hyperlinked name of the customizable collateral you would like to archive, to open it.
  4. On the edit view, in the top right-hand corner, click the Archive button.

portal_customized_content_archive.gif

Archive in Bulk

  1. Navigate to Collateral > My Collateral.

  2. On the left-hand sidebar, under Collateral Type, uncheck Download Only to list only customizable content.

    This step may not be required. The Collateral Type filter is not available if you have only activated either customizable or downloadable collateral.

  3. Select each of the customizable assets you would like to archive. Don't click the hyperlinked names of the collateral as this will open them.
  4. On the top right-hand corner, click the Archive Selected button.
  5. You are asked to confirm that you would like to archive these pieces of collateral. Click Archive to proceed.

portal_customized_content_archive_bulk.gif

Restore Your Customizable Content

If you have archived previously activated customizable PDFs and videos from My Collateral, you have the ability to restore them at any time. Rather than creating a new activation of a previously activated customizable collateral, restoring it reduces duplicate reporting and duplicate customization efforts.

There are two ways you can restore your customizable collateral: individually or in bulk.

Restore Individually

  1. Navigate to Collateral > My Collateral.

  2. On the left-hand sidebar, under Collateral Type, uncheck Download Only to list only customizable content. 

    This step may not be required. The Collateral Type filter is not available if you have only activated either customizable or downloadable collateral.

  3. Check Archived under Status to only find content you've archived.
  4. Click the hyperlinked name of the customizable collateral you would like to archive, to open it.
  5. On the edit view, in the top right-hand corner, click the Restore button.

portal_customized_content_restore.gif

Restore in Bulk

  1. Navigate to Collateral > My Collateral.

  2. On the left-hand sidebar, under Collateral Type, uncheck Download Only to list only customizable content.

    This step may not be required. The Collateral Type filter is not available if you have only activated either customizable or downloadable collateral.

  3. Check Archived under Status to only find content you've archived.
  4. Select each of the customizable assets you would like to archive. Don't click the hyperlinked names of the collateral as this will open them.
  5. On the top right-hand corner, click the Archive Selected button.
  6. You are asked to confirm that you would like to archive these pieces of collateral. Click Archive to proceed.

portal_customized_content_bulk.gif

Training

Collateral Library - Collateral Programs

 

Training

Multimedia (Co-brandable Content)

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