Prepare assets for import

  • Updated

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 Optimizely Content Marketing Platform (CMP), creating a single source for storing and accessing anything. Examine each of your teams, organizations, and repositories and gather the assets you need.

The taxonomy you built with your onboarding team controls the library where your assets are stored. You 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 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.

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

Prepare asset spreadsheet

Tagging items in the spreadsheet provided by CMP with a taxonomy ensures that users can search and access assets. Your spreadsheet should contain some standard fields for linking (such as File Name) and your taxonomy.

  • Folder – 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.
    • Format – Alphanumeric. Symbols accepted except full stop (.) or forward slash (/).
    • Sample value – Historical Studies
  • File Name – The asset's file name
    • Format – Alphanumeric. Symbols accepted except full stop (.) or forward slash (/).
    • Sample value – myFile1.mp4
  • Content Format – A standard field. You get to decide the values. Ensure values do not contain commas (which are separators).
    • Format – Alphanumeric. Symbols accepted except full stop (.), forward slash (/), or commas. The values can be comma-separated.
    • Sample value – Video, Case Study
  • Content Pillar – A standard field. You get to decide the values. You can select more than one value. Ensure values do not contain commas (which are separators).
    • Format – Alphanumeric. Symbols accepted except full stop (.), forward slash (/), or commas. The values can be comma-separated.
    • Sample value – Testimonials, Product Focus
  • Journey Stage – A standard field. You get to decide the values. Ensure values do not contain commas (which are separators).
    • Format – Alphanumeric. Symbols accepted except full stop (.), forward slash (/), or commas (,). The values can be comma-separated.
    • Sample value – Bottom of Funnel, Middle of Funnel
  • Target Audience – A standard field. You get to decide the values. Ensure values do not contain commas (which are separators).
    • Format – Alphanumeric. Symbols accepted except full stop (.), forward slash (/), or commas (,). The values can be comma-separated.
    • Sample value – Marketing Operations, CMO
  • YourField1 – Placeholder for field groups you create. Ensure values do not contain commas (which are separators). Your implementation partner will fill this in with your taxonomy. 
    • Format – Alphanumeric. Symbols accepted except full stop (.), forward slash (/), or commas (,). The values can be comma-separated.
    • Sample value – Distribution Channel

CMP's import process can take up to four weeks for your assets to be available for use with the Asset Labels attached to them:

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