Compliance checker overview

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Your marketing team must ensure consistency with your brand across your content and assets and that any released assets comply with brand and regulatory requirements. Compliance checker lets you import your brand guidelines to manage asset compliance and create alerts to changes you may need to make before someone approves an asset for use.

Import brand guidelines

  1. Go to your avatar > Brand Compliance. The Brand Compliance view displays categories and descriptions.
  2. Click Download Sample CSV and enter your brand guidelines in the CSV file.

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  3. Complete the spreadsheet with the Category, Sub-Category/Criteria, and Description data you want assets to comply with. You can include font, color scheme, or terminology requirements, to name a few. The more detailed your spreadsheet is, the easier it will be for your team to review content for compliance.

    Remove the instruction text after editing and before uploading your final CSV file for the Brand Compliance check in the platform.

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    Description

    Category

    The headline category for the next group of rules, such as Photography. When checking multiple rules in this category, you can repeat this across multiple rows.

    Sub Category / Criteria

    The Item/Rule (such as width) to be applied in the parent category. Within a parent category of Photography, you will likely have multiple rules for handling photographs, which would require multiple rows in the import file.

    Description

    A description of the rules for this sub-category. For example, for a sub-category of width your description might be All imagery needs to be supplied in a width of 600 pixels. The description is sent to the asset creator as a notification if you reject an asset.

  4. Click Import in the Brand Compliance view to load your completed file. (Only Admin users can do this.)

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Apply brand compliance to a workflow

After you import the brand compliance CSV file, you can apply it to any workflow.

On a Workflows tab, select Enable creative assets approval.

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Use the compliance checklist

Select the task to ensure an asset complies and click Review Compliance. A panel on the right displays populated with brand compliance requirements.

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Check the asset items that comply. Optionally enter a comment.

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Approve assets or request changes

After completing the checklist, you can Approve the checklist or Request Changes. CMP notifies the asset creator when an asset is approved or needs changes.

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Compliant assets display an Approved status in the Content tab. 

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If an asset is not compliant, CMP displays Changes Requested

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Review assets in bulk

You can select multiple assets to review at once and approve or request changes for them simultaneously.

  1. Switch the Grid view within a task, and click Review Compliance.

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  2. Select the assets you want to review for brand compliance.
  3. Review selected assets with the compliance checklist to the right of your page. You can optionally make comments, notes, or reviews for each item.
  4. Click Approve Selected or Request Changes For Selected. CMP notifies the asset creators when an asset is approved or needs changes.

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