Library overview

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The Library view lets you manage, discover, and reuse digital assets for campaigns.

Upload assets

CMP automatically adds assets associated with completed tasks and published articles (original and licensed) to the library for later use. To add assets, click Upload. A dialog box shows a list of options to initiate your upload. 

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  • My Device – Drag and drop or select files from your device.
  • Stock Images – Select from stock images already available in the platform. Search with any keywords in the search bar and find your desired stock photos directly from the Library. 

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  • Asset Address (URL) – Enter the URL of an existing asset.
  • Box – Connect your Box account with Optimizely Content Marketing Platform (CMP). 
  • Dropbox – Connect your Dropbox account with CMP.
  • Google Drive – Connect your Google Drive account with CMP.
  • OneDrive – Connect your Microsoft OneDrive with CMP.
  • Google Web Search – Find images from Google and add them to the Library.

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To set the asset file size limit, go to your avatar > Asset Management. An administrator can set the file size upload limit.

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Add assets to a campaign

On the campaign page, go to Content tab > Add > Upload or Add from library.

  • If you select Upload, the assets are added to the Content tab and the library Home folder.
  • If you select Add from library, select the assets you want and click Choose. CMP adds the assets to the Content tab.

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  • You can also add an asset to a campaign directly from the Library view. Select an asset, open the options menu (...), and select Add to > Add to Campaign.

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Download in bulk

You can download assets in bulk from the Library view or Content tab in a task or campaign.

  1. Go to Library > Assets.
  2. Select the assets you want.
  3. Click Download. CMP downloads the selected assets to a zip folder.

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Activate automatic tagging

When you upload an asset to the library, CMP automatically suggests tags for individual assets. You can search for tags, such as flower, to find assets with that tag. You can add or remove tags and click Save.

When you select an asset, you can edit its settings in the right panel. Click Apply, then Done to complete the upload.

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Click Add Assets to upload more files.

Deactivate automatic tagging

If you do not want to automatically tag your images when you upload them, go to avatar > Asset Management and select the Disable AI Tagging and OCR field.

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Organize assets

You can view assets in Category, Grid, and List views.

  1. Category view – View the asset folders and assets separated into categories such as Images, Videos, Articles, Documents, and Files. You can select a folder to access the assets inside.
  2. Grid view – View the assets in a grid and select one to view information without leaving the page.
  3. List view – View the assets in a list that displays basic information about the assets such as Title, Type, Owner, Last Modified date, and GUID. Select an asset to view information without leaving the page.
  4. Click Expand in the article preview panel to see more details about that piece of asset.
  5. Image Information – You can edit the information about the image.
  6. Related Assets – Displays other assets that are related to the asset.
  7. Asset Fields – You can add fields to your assets to help you search and organize your results.
  8. Usage – Displays the history of the asset.
  9. Destinations – Displays feed and social channels (if any) to which you can publish this asset.

You can download the asset to your local machine or start a workflow centered around the asset. 

Find assets

To find existing assets in the library, use the filters and search bar. See also Universal filter.

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The folder name displays in the search bar when you go to a folder. Searching here will only search for assets in the current folder. You can remove the folder from the search bar to search the entire Library.

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Saved views 

Saved views let you search for and find the items you regularly need.

  1. Use Filters to select the fields you want to apply for your search results such as Status, File Formats, Content Types, Campaigns, and more. 
  2. (Optional) Enter text in the search bar to specify what you are looking for.
  3. Click Save View.
  4. Enter a name for your saved view and click Save

Click Saved Views to see the list of your saved views and the ones shared with you. Click ... to see more options for a saved view. If you click Edit Details you can add a description for your saved view. Clicking Copy View duplicates the saved view. You can click Share View to share the saved view with a team member and assign them Can Edit or Can View permissions. 

Watch assets

You can watch assets and receive relevant notifications about whether assets were uploaded into a folder, when they were deleted or had a version uploaded, and before their expiry. 

You can add watchers when you click on an asset in the library.

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When you select a watcher, they will begin receiving notifications related to the asset, per their notification settings. Go to your avatar > your name > Notifications tab > Watcher Notifications section > Library tab to set notification settings. The watcher can select from a wide variety of in-app or email notifications. The watcher notifications are applicable for assets and folders in the library, so a user can choose to watch a folder or individual assets within the library.

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View asset usage

After opening up the details page for any piece of content, scroll down to find the Usage section. Here, you can see the details of when and by whom the content was created and reused. You can also see the task, campaign, or work request where the content was created and the status of that task or work request.

If a user deletes the task where the asset was created, you may see a Deleted status. You can restore the task from the Recycle Bin. See Manage tasks for details. 

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Delete assets

You can delete assets from the library. Select the asset you want to delete, and select More (...) Delete.

You can also delete an asset by clicking the asset title and selecting Delete.

Restore assets 

If you want to restore an asset you deleted, go to your avatar > Recycle Bin. You can search for the asset by its title and click Restore