Collections allow marketers to select one or more pieces of content (i.e. existing brand assets available from across your Library folders) and quickly compile them within a single, brand-able webpage.
Once created, teams can generate a public URL — unique to that Collection — and easily share with internal teams or external stakeholders for instant access to those materials.
In this article, you will learn how to:
- Create a Collection
- Add assets to a Collection
- Add/Change/Remove Cover Photo to the Collection
- View a Collection
- Edit a Collection
- Delete a Collection
- Download and Remove assets from a Collection
- Make a Collection Public
- Remove Public Access to a Collection
- Embed a Public Collection
- Search assets within a Collection
- Filter assets within a Collection
- Sort assets within a Collection
- View Assets in the Collection
Create a Collection
To create a collection for your marketing campaign, you can navigate to the Collections tab within the Library module and click “Add Collection". Next, enter the title of your collection and Description (optional) and click “Save.”
Add assets to a Collection
From within an empty collection, you can click on the “Select Content” action under the “Add content to Collection” heading for adding the assets relevant to your marketing campaign.
Below you can see how the collection will look after adding the assets to it. Alternatively, if assets have been added to the collection, you can use the “Add Asset” button in the Collection header to select the file to add, similar to that within the Library or from a Task.
Add/Change/Remove Cover Photo to the Collection
You can add a cover photo to your collection relevant to your marketing campaign. Click on the ellipsis menu that appears on the top right corner of the collection page and select Add cover photo from the dropdown.
You can change and remove the cover photo after uploading if needed.
View a Collection
To view your collection, you can navigate to the Collections tab within the Library module and select the Collection Title under the Collections List.
Edit a Collection
To edit a collection, from within the collection you can hover over the title or description of the collection. A pencil icon will appear which will allow you to go into edit mode for the field. After making your updates, click the checkbox to save your edits.
Delete a Collection
To delete a collection, from within the Collections home, you can hover over the name of the collection within the Title column of the Collections List. An ellipsis will appear (...) which when clicked will give you the option to delete the collection.
Download and Remove assets from a Collection
To download and remove assets from a collection, you can hover over the name of the asset within the Title column of the Title List. An ellipsis will appear (...) which when clicked will give you the option to download and remove it from the collection.
Make a Collection Public
To make a collection public, from within the Collection page, click on the Generate Public Link under the collection title or click on the ellipsis that appears beside the Add Asset button to get the Generate Public Link option.
Once the link is generated you can copy it anytime from the Copy Public Link option under the collection title or copy the link from the ellipsis dropdown and share it with the other marketing associates so that they can view the collection.
Remove Public Access to a Collection
To remove the public link, from within the collection page, click on the ellipsis (...) beside the Add Asset button and select Delete public link from the dropdown.
Embed a Public Collection
To embed the public collection, click on the ellipsis (...) beside the Add Asset button and select Copy embed code from the dropdown.
You can embed the code to the following places,
- Embed within a published article
- Embed within an intranet site
- Embed within Salesforce
- Embed within your website
Search assets within a Collection
In your collection, you can search your required assets by their title.
Filter assets within a Collection
You can filter the assets by their types within the collection