Summary
Before you can build a Templated Experience or Content Playlist, you need to upload your content assets to the Content Library. You can upload content assets to the Content Library individually, or in bulk to save time.
We recommend taking the time to tag and edit your content as you upload it. This ensures your Content Library stays organized, and you’re always ready to build a new Templated Experience or Content Playlist.
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Note
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Unsure of what types of content you can upload? Click here to learn what content types PathFactory supports. |
The process for uploading content:
- Add content assets to Content Library
- using URLs (for web-based content)
- direct upload from your computer
- Configure public and internal content details
- Apply suggested Smart Topics
Asset Governance
We have increased governance for these assets so that a user may edit these fields only within Advanced Edit, and not when viewing an asset in the quick edit view. This prevents role types that do not have editing permission from modifying an asset.
To set up this feature, follow these steps.
- Click on your login name on the top right of the screen. In the dropdown menu, select Organization Settings.
- On the screen that opens, click on the Settings tab.
- Scroll down to view the Settings checkboxes, and select Make right-hand sidebar view only.
RIght-hand sidebar checkbox - Click Save. A confirmation message appears, The record was saved successfully.
- To view the results, click on Content Library on the main menu bar.
- Now you see that when any user, no matter their role, views an asset in the Content Library, the panel on the right side is read-only.
Adding Content Assets
In your Content Library, click on the Add Content button in the top right corner.
- To add an asset from a website click on the Website URL button. Copy and paste the desired web address into the field. To enter more than one address, press enter after each address.
Add Content popup menu -
To upload a file from your computer or other file storage, select File Upload and follow that process.
File Upload popup menu - To upload a CSV file, select the CSV Upload button and follow that process.
CSV Upload popup menu
Embedding a Microsoft Excel File as a Content Asset
The following instructions guide you through sharing an Excel spreadsheet file to the Content Library.
- With your Excel file open that you plan to share, click Share, as shown in the screen capture below, and then select Embed.
- The Embed menu opens.
- On this menu you indicate how you want the Excel file. You also are shown a link to share that file, as shown in the screen capture below.
- Copy the URL as shown in the screen capture above.
- Return to PathFactory. In the Content Library, select Add Content.
- On the Add Content popup menu, select Website URL.
- Paste the link into the Website URL field.
- Now click Add. The Add and Configure Content menu opens, for you to add Tags, Topics, Funnel Stage, Persona, etc.
9. When you have set up your new Content Asset, click Done.
Embedding a Google File as a Content Asset
The following instructions guide you through the process of publishing a Google file as a Content Asset.
- Within your Google Doc or Sheet, select the File menu and then click Share, and then click Publish to Web, as shown in the screen capture below.
2. Now you should see a popup menu that contains a link, as shown below.
3. With the Link tab selected, copy the link to your clipboard.
4. Return to your PathFactory application. In the Content Library, select Add Content.
5. In the popup menu that appears, select Web URL, and paste the link in the space provided.
6. Now click Add.
7. The Content Configuration menu opens, for you to add Tags, Topics, Funnel Stage, Persona, etc. Proceed as normal.
8. When you have set up your new Content Asset, click Done.
Saving a Google File in PDF Format
- Open your Google file (sheet or doc).
- Click on the File menu and then select Download, as shown below.
- Select the PDF format from the menu selections.
- Now go to the place in your computer’s hard drive where you save your downloaded files. You should see your file there, in PDF format, with the same file name as your original Google file.
5. Proceed normally to upload the PDF file to your Content Library.
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