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 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.

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

Prepare-assets-1.png

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:

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 (/)

A folder in the library where you want an asset to be stored. 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 (/)

The file name of the asset to which you want to add fields.

myFile1.mp4

Content Format

Abc123

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

Comma-separated

Standard system field across 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 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 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 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 Optimizely 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 Labels attached to them:

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