Prepare assets for import

  • Updated

You can upload your existing assets into the platform, creating a single source for storing and accessing anything. To do so, take the time to examine each of your teams, organizations, and repositories and gather the assets you need.

The library functionality (where your assets are stored) is driven by the taxonomy that you built with your onboarding team - you will want to retroactively apply it to these existing assets.

To do so, there are two components to your asset ingestion: assets, and a spreadsheet to connect them to Fields, both of which are uploaded to your secure file transfer protocol (SFTP).

Fields mirror your marketing organization's content taxonomy, letting you organize and filter your marketing content and activities across every Content Marketing Platform (CMP) module. For information on Fields, see Setting up fields.

Upload assets to SFTP

With SFTP, you can transfer many file formats (such as Word documents, images, PDFs, Videos, PowerPoint and so on) to NewsCred for ingestion.

You should rename files that are unclear for better search results and user experience. For example:

Prepare-assets-1.png

Prepare asset spreadsheet

Tagging items – in a spreadsheet Welcome provides – with a taxonomy ensures that assets are fully searchable and accessible in the CMP. Your spreadsheet will contain some standard fields for linking (such as File Name) and your taxonomy. The spreadsheet looks similar to the following:

Prepare-assets-2.png

The following table describes the headers:

Header

Format

Description

Sample value

Folder

Abc123

symbols accepted excluding full stop (.) or forward slash (/)

Folder in the library that you want an asset to be stored in. Leave blank if you do not want this asset in a folder.

Historical Studies

File Name

Abc123

symbols accepted excluding full stop (.) or forward slash (/)

File name of the asset you want to add fields to.

myFile1.mp4

Content Format

Abc123

symbols accepted excluding full stop (.) or forward slash (/)

Comma-separated

Standard system field across all instances.

Ensure values do not contain commas (which are separators).

Video, Case Study

Content Pillar

Abc123

symbols accepted excluding full stop (.) or forward slash (/)

Comma-separated

Standard system field across all instances. You can select more than one value.


Ensure values do not contain commas (which are separators).

Testimonials, Product Focus

Journey Stage

Abc123

symbols accepted excluding full stop (.) or forward slash (/)

Comma-separated

Standard system field across all instances.


Ensure values do not contain commas (which are separators).

Bottom of Funnel, Middle of Funnel

Target Audience

Abc123

symbols accepted excluding full stop (.) or forward slash (/)

Comma-separated

 

Standard system field across all instances.


Ensure values do not contain commas (which are separators).

Marketing Operations, CMO

YourField[X]

Abc123

symbols accepted excluding full stop (.) or forward slash (/)

Comma-separated

Placeholder name for field groups unique to your business that we will help you define.


Ensure values do not contain commas (which are separators).

Distribution Channel

The process of ingesting these into the CMP has up to a four week lead time to see your assets available for use, with the Asset Fields/Labels attached to them:

Prepare-assets-3.png