Assets In Marketing Automation

  • Last Created On Jul 12, 2023
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The Assets screen is used to create and manage files such as images, audio, video, pdf or zip files, doc, excel, etc

This screen data is used for the Email screen of the Channel menu

* Note: If the file upload is refused, the system may not have set the extension name to allow upload. Select Settings -> Accepted file format to add the extension name of the file to upload

1. Create Asset

Step 1: Select the Components menu screen -> Select the Assets screen -> Select the Add function included in the screen


Step 2: The system will display the Add new screen -> Proceed to enter the necessary values -> Select Save to save the action you just made


* Explanation: 

   o   Name: enter the property name

   o   Category: taken from the category setting screen with the type as Asset

   o   Color: choose a color that reminds you to sort and search later.

   o   Published: If you select Yes, the uploaded file will be displayed at the Add Email screen for use

   o   Description: enter a detailed description of the property

   o   Upload file: used to select the file to upload



2. View Asset

Step 1: Select the menu Component -> Select the Asset screen -> Select the View function corresponding to the data to view information


Step 2: The system will display a screen containing the information of the corresponding Asset


* Explanation:

   o   The Copy link function is used to copy the link containing the file and download it to the computer. From the number of downloads from the link, the system will re-statistic and display it on the chart

   o   Download function is used to download files to the computer but is not listed, often used for employees

   o   The Chart Statistics chart will show the number of file downloads per day


3. Edit Assets

Step 1: Select the menu Component -> Select the Asset screen -> Select the Edit function corresponding to the data to be edited


Step 2: The system will display a screen containing the corresponding information of the data -> Proceed to edit the data


4. Delete Asset

Select the menu Components -> Select the Asset screen -> Select the Delete function corresponding to the data to be deleted


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