Collections

  • Updated

Collections let marketers select one or more pieces of content (such as existing brand assets available from across your library folders) and compile them in a single, brand-able webpage. You can generate a public URL—unique to that collection—and with teams or external stakeholders to access those materials.

When you go to Library view and select the Collections tab, existing collections are listed.

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You can view assets in a collection in Carousel, List, and Grid views.

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Create a collection

  1. To create a collection for your marketing campaign, click Add Collection.
  2. Enter the title of your collection and optional description.
  3. Click Save. Optimizely Content Marketing Platform (CMP) adds the collection to the list.

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Edit a collection title or description

To edit a collection, select a collection to display it, hover over the title or description of the collection, and click the pencil icon.

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Delete a collection

To delete a collection, in the Collections list, open the More menu (...) of a collection and select Delete.

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Add assets to a collection

  1. Select a list.
  2. Click Add Asset.
  3. Select the assets you want to include in the collection. The ones you select display in the right panel.

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  4. Click Choose to add the assets to the collection.

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Add folders to a collection

You can add folders (with everything contained in the folder) from the library to a collection. You can add these the same way as you would add an asset to a collection.

A folder in a collection stays connected to the folder in the library as a reference. So, if you add an asset to the library folder, it is also automatically referenced in that folder in the collection.

You cannot separate assets in a collection from their folder. If you do not want an asset from the folder to display in the collection, you must add the asset separately.

Add a cover photo to the collection

  1. While in a collection, open the options menu (...) and select Add cover photo.
  2. The library appears, where you can select a photo for your collection and click Choose. The photo is applied to your collection view. You can Change the cover photo or Remove it from the More menu (...).

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Download and remove assets from a collection

  1. In the Collections view, hover over an asset and open the More menu (...).
  2. You can select Download or Remove.

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Grant, remove, or embed public access for a collection

  • To make a collection public, from the Collections page, click Generate Public Link under the collection title or from the options menu (...).

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  • After CMP generates a link, you can share it with the other marketing associates so that they can view the collection. Click Copy Public Link under the title, or open the options menu (...) and select Public Link > Copy public link.

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  • To embed the public collection, open the options menu (...) and select Public Link > Copy embed code.

    You can embed the code in the following places:

    • A published article
    • An intranet site
    • In Salesforce
    • In your website
  • To remove the public link, open the options menu (...) and select Public Link > Delete public link.

Sort assets in a collection

You can sort the assets in ascending or descending order according to their Last Modified time, Title, Type, or Owner.

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