Prepare assets for import

This is a paid service and not self-serve or included with onboarding. Contact your Customer Success or Onboarding Engagement Manager for assistance.

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 taxonomy you built with your onboarding team drives the library functionality (where your assets are stored). You will want to apply it to these existing assets retroactively.

To ingest assets, you need assets and a spreadsheet to connect them to fields that 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 Optimizely Content Marketing Platform (CMP) module. See Manage 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 CMP for ingestion.

Prepare asset spreadsheet

Tagging items – in a spreadsheet CMP 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:

The following table describes the headers:

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 Labels attached to them: