Content Management

Overview

Unifyr One's Content Management and User-Content Association feature allows you to associate content owners with content in Unifyr One. Content Management can be used for Library Content, Collateral Programs, Campaigns, and Activities. 

For example, your CT team is responsible for uploading and managing all content associated with the CT product line. Other Business Units in your organization may manage their own content for the partner portal. Unifyr One Admin allows you to associate each user with their particular set of content.

It is a Unifyr One best practice to always keep content fresh and relevant. To control this, suppliers use effective dates on each piece of content. Effective dates determine when the content becomes available to partners and when it should expire and be removed from the portal.

The benefit of using Content Management lies in the Unifyr One automated notifications, which are sent to content owners when their content is due to expire within the next 30 days. This gives each content owner the opportunity to adjust the effective dates of their own content, archive it or upload a new version of it.

Content owners can receive email notifications in advance of expiration for campaigns, activities, library content, or collateral programs. 

• Suppliers can associate individual users with particular content types (for collateral assets) and/or specific content tags (for collateral assets and marketing activities)
• When users are associated with content they are notified via email if the content will expire in the next 30 calendar days.
• The email includes an attached .CSV file with content name, type, description, create date, activation date, expiration date, tag/content field values, and a hyperlink to the associated campaign, activity, asset or program.
• Users can click on the hyperlink in the report to take the following actions on the item that will be expiring:

  • Select Mark as Reviewed

    The item is removed from the report and the content will expire on the assigned date.

  • Reset the expiration date

    The item will continue to be available for users, until the new date.

• The email is sent once a week, on Saturdays, to users associated with the tag on the content. 

Additionally, associated users see a banner when on the edit campaign, marketing activity, library content, or collateral program pages, alerting them that the content will expire within 30 days.

Before You Begin

• Ensure that your list of Collateral Library content types is up to date. For more information, see About the Collateral Library.
• If you're associating users with tags for Library Content and Partner Marketing, review your lists of tags of types Library Content and Marketing Activities. For more information, see:
  • Tag Management
  • Apply Tags to Marketing Activities and Campaigns
  • Applying Tags to a Collateral Asset
• A Unifyr One Admin User role that includes Content Management is required to view this page. For more information, see Manage Users. 

Intended Audience: Channel Operations Managers

Contents

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

How to Associate Content with a User

Associating a user with content makes it easier to manage the content. You can associate your users with content types, and certain data fields and available content tags, to ensure that they get notified when content items of that particular type/tagging is expiring.

To add a user for content expiration notification:

1. Navigate to   > Settings > Content Management.
2. In User-Content Associations, select the user from the User drop down list.
3. Click a Library Content Type to associate with the user.

4. Choose the tags for that content type.

   All content of the selected type, that is tagged with the selected values, will be associated with the user.

5. [Optional] Select specific Campaign & Activity Tags to associate with the user.
6. Save the user association.   

In this example, the user J Taylor is associated with all content of type Library Asset that has the values Manufacturing, Maritime, or Energy for the Vertical tag.

How to Reset User Associations

From time to time, you will want to reset a user's content associations. To reset user and library content associations:

1. Navigate to   > Settings > Content Management.
2. In User-Content Associations, select the user from the User drop down list.
3. Select Reset all user & library content associations. All content associations for that user are removed.
4. Repeat this step for campaign and activity tags as required, clicking Reset all user & campaign/activity associations.
5. Click Save.

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