Browsing and Using Available Collateral

Unifyr Support
Unifyr Support
  • Updated

Your supplier can make collateral assets available to you in three ways - they choose how to deliver them to you:

Browse Collateral portal page

The Browse Collateral page of your portal allows you to browse the collateral assets provided by your supplier.

react_content.png

In this page, you can carry out these actions:

  • Filter the list of collateral by content tag

    Use the drop down menus in the Filter area to choose the filter values. If no filter is selected, the page shows all collateral from your supplier.

    react_content_filter.png

  • Sort the list of collateral by:

    • Relevance
    • Date (default)
    • Name

    react_content_sort.png

  • Search for a collateral asset - enter text in the Search box then hit ENTER

    react_content_search.png

  • Download collateral for your own use

    react_content_download.png

  • Access the AI-powered features, if enabled by your supplier (from the icon_ai_expert_blue_2.png icon) that help you create marketing content from the assets:

    Note

    Ask IQ may make mistakes, so review important information carefully.

Customizable Collateral portal page

The Customizable Collateral page of your portal allows you to browse the customizable / co-brandable collateral assets (PDF and video) provided by your supplier.

react_customizable_collateral.png

In this page, you can carry out these actions:

  • Filter the list of collateral by content tag

    Use the drop down menus in the Filter area to choose the filter values. If no filter is selected, the page shows all collateral from your supplier.

    react_customizable_collateral_filter.png

  • Sort the list of collateral by:

    • Relevance
    • Date (default)
    • Name

    react_customizable_collateral_sort.png

  • Search for a collateral asset - enter text in the Search box then hit ENTER

    Search terms will match against the name, description, and tags given to the asset by the supplier.

    react_customizable_collateral_search.png

  • View the asset with the Preview option. 

    react_customizable_collateral_view.png

  • Access the customization/personalization screen for an asset, by clicking Customize. for more information, see Personalizing a Customizable PDF and Personalizing a Customizable Video.

    react_customizable_collateral_customize.png

  • Access all your customizations by going to the My Customizations tab.

    react_customizable_collateral_view_my_customizations.png

Recent Collateral widget

The Recent Collateral widget can be added to any page by your supplier. It's often on the portal homepage so that you see that there is new marketing content as soon as you log in.

The widget displays the most recent collateral assets that your supplier has published for you to use. The assets found here are ready for use - they can't be customized/personalized.

react_recent_collateral_widget.png

You have the same actions here as in the Browse Collateral page.

You can click View All to go to the Browse Collateral page and view all available assets.

 

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