About the Collateral Library

To be effective, partners will rely on content that you provide to build, mix, and promote business engagement and conversation. In Unifyr One, this content is called collateral and is stored in the Collateral Library. Collateral can take many forms: audio, video, text, images, and more. 

Collateral is displayed to your partners by adding the Collateral feature bundle, or the standalone Browse Collateral feature page, to your site. Depending on the collateral type, partners will be able to preview, download, customize, and distribute content that you publish. You can control which options to allow as you create new collateral assets. Downloads via Download or a URL distributed via Copy Link to Clipboard are tracked for reporting.

You can also tag content to ensure partners can find the assets that suit their needs.

Unifyr One checks assets that are uploaded against the existing collection to prevent unnecessary duplication. 

The Collateral Library (Library Content > Collateral Library) provides a list of all available collateral assets, grouped by content type. Content types are particular to your organization - for information on manging your types, see Managing Content Types for Collateral.

Use the tabs in the left sidebar to select which type of assets to view.

It's possible to control access to certain types of content, by assigning Terms & Conditions for access. Partner users must accept the T&Cs to get access to the content. For more information, see About Terms & Conditions of Service.

Unifyr One supports the use of tags of type Library Content to classify and filter your assets for partners. For more information about tags, see About Tags and Taxonomy.

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Note

Note: Co-brandable/customizable content is managed separately - in Partner Marketing > Multimedia. Assets of this type are tagged with tags of type Marketing Activities.

Contents

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

Configure your Collateral Library View

The Collateral Library shows all the assets you have available. You can configure the list in any of the tabs (All, or a specific content type) to make sure you're showing what you need to see.

  1. In the Collateral Library, select the tab for the list you want to configure in the left sidebar. The individual assets are listed, with columns representing default information properties (Name, Author, Last Modified, etc.)
  2. Click the Column Configuration button.
  3. Drag and drop fields to and from Available Columns and Selected Columns as required.

    If you're in the tab for a specific content type, Available Columns also includes the tags for the content type - you can add these as columns for the view.

    For information on content tags, see Tag Management.

  4. Click Save. The view shows the columns you selected.

    To reorder the columns, go back into the Column Configuration window and drag and drop the columns vertically in Selected Columns.

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 Training

Learn more with our training course:

You will be prompted to log into your CustomerONE account to access the link.

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