Content Details

Once you have located a piece of content, you can preview it to view your branding, bookmark it, share it on social media, embed it on your website or blog, send it in a one-off email, or download it. This article provides information on viewing, sharing, sending, and downloading content.

When you send content in a one-off email, you can use Content Assist to quickly craft an engaging message using generative AI technology. Content Assist is purpose-built for insurance agents and understands specific industry terminology, ensuring your email is technically sound. You can review and modify the generated email before sending it to make sure it conveys exactly the right message. The Content Assist feature is only available if your organization does not have Active Directory authentication enabled in Configure > Security > Logins in Applied Epic.

Note: Applied utilizes generative AI models that are reviewed by our Information Security and AI Engineering teams, then modified for use within the insurance industry enabling AI to understand specific industry terminology that will assist in streamlining communications for users of Applied Software. The user decides the length, formality and subject matter, then Content Assist will generate text recommendations. This integration is periodically assessed to review whether it continues to meet the needs of Applied users and follows industry trends and recommendations. The Content Assist feature is secured and does not share any Epic or Marketing Automation data with the public AI model. While Applied takes security precautions, data security is a shared responsibility and we recommend that our users exercise care to avoid incorporating any client data, confidential information, or personal identifiers into the Content Assist module given that by its nature such information may be reused in responding to prompts.

For information about uploading and managing your organization's own content, see My Content. For information about customizing a piece of Applied content with information specific to your organization, see Edited Content. If your organization uses Applied CSR24, you can also share content with contacts on the CSR24 Self-Service Portal if your system is configured to allow it. See Share on CSR24 Self-Service Portal for more information.

Preview content with branding

You can open content to view it in full by clicking the title or the Preview link. The Details page displays the content with a branding profile applied in a preview pane, allowing you to see the content as a recipient would. Branding profiles are not available for pieces of content intended as downloadable templates (for example, for employers, business owners, or HR managers), so their recipients can customize them more fully. If you have more than one Branding Profile available, select the one you want to view from the dropdown. The following information about the content also displays:

• Last Updated: Content is sometimes updated to ensure that it remains timely. You can check the date of the last update at a glance.
• Content Source: Displays Applied Systems Content, My Content, or Edited Content to indicate how the content was created.
• Language: If the content is available in multiple languages, click the link for each one to view the content in that language.
• Market: The country or countries in which the content is relevant.
• Categories: The filter categories that include this content.
• Type: The Content Library includes a variety of content types, such as articles, eBooks, checklists, infographics, letters, and policies. Before you send a piece of content, make sure the type fits the goal of your email.
• Audience: Some content is geared toward specific audiences, such as agents, business owners, employees, or employers. Before you send a piece of content, make sure the audience matches the recipient.
• Keywords: The search keywords that apply to this content.
• Bookmark: Indicates whether the content is in your bookmarked content list. An unfilled icon indicates that the piece is not bookmarked.

Bookmarks

Bookmarks allow you to save content to find easily later. Click the bookmark icon beside a piece of content to add it to your bookmarks. A solid bookmark icon displays beside content pieces that you have already saved. Click the icon again to remove a piece of content from your saved bookmarks. The Bookmarks list will reflect your changes the next time you access the page. Your bookmarks are unique to your user account and do not affect other users’ bookmarks.

Share

You can share content online with your clients and prospects on your Facebook, LinkedIn, or Twitter account or by generating a snippet of code to embed full text or a teaser on your organization’s blog or website. See Share on CSR24 Self-Service Portal for information on sharing content with contacts on the Applied CSR24 Self-Service Portal.

Social Media

If you are viewing the full details of a piece of content from the Content Library, you can use the Share option to share the content on your organization’s Facebook, LinkedIn, or Twitter page. Where, how, and with whom you share the content depends on the options available on the social media platform you choose. Depending on the platform, you may be able to add additional messaging to your post, but you cannot edit the selected piece of content from the Content Library.

1. Locate the piece of content you want to share from the Content Library.
2. Click on the title or the Preview link to open the Details page.
3. Click Share and select Facebook, LinkedIn, or Twitter from the dropdown.
4. A pop-up window displays the social media platform you selected. If you are not already logged in to your account, you must log in before you can share the content.

Embed Options (Full or Teaser)

If you are viewing the full details of a piece of content from the Content Library, you can use the Embed Full or Embed Teaser option from the Share dropdown menu to create a snippet of code to post either the full content or the teaser text on your organization’s website or blog.

1. Locate the piece of content you want to share from the Content Library.
2. Click on the title or the Preview link to open the Details page.
3. Click Share and select Embed Full or Embed Teaser from the dropdown.
4. A pop-up window displays the code for the option you selected. Click the Copy to Clipboard button to copy the code to the clipboard, from which you can paste it into your website or blog.
5. Click the Cancel button to close the pop-up window.

Send

You can send a single piece of content from the Content Library in a one-off email to a maximum of 10 existing Applied Epic contacts. If you are speaking with a client who is curious about adding umbrella coverage, for example, you can send them an article about it in a one-off email to provide additional information and reinforce your conversation. You can send to client contacts or employees, but not both.

Customize the Email Body by adding images, hyperlinks, and merge variables, and format the contents as needed. Merge variables allow your organization's name and contact information and/or recipients' information to populate in the email automatically. You can also add merge variables to the Subject field. After selecting client contacts, you can preview the email with merge variables applied to ensure that they populate as expected.

If you have multiple options available for your From email address, Reply To email address, or Branding Profile, you can choose defaults for these dropdowns from Edit Preferences. All fields are required. Any keywords or filters you have used to locate content are retained when you return to the Content Library after sending content in a one-off email.

1. Locate the piece of content you want to send from the Content Library.
2. Do one of the following to access the Send Email page. If you need to send content in a different language, you must view the full version of the content in Content Details to access the translation before sending the content. The content is sent in the language displayed in the preview when you begin the Send workflow.
• From the Content Home page, click the send button on the piece of content.
• If you are viewing content from All Content, Bookmarks, What’s New, or Recently Viewed, click the Send link.
• If you have clicked on the title of a piece of content or the Preview link and are viewing the full content from the Details page, click the Send button.
3. From the Send Email page, click the Find Contacts button.
4. In the Find Contacts window, you can locate either client contacts or employees:
• Client contacts

Enter full or partial search terms into one or more of the Search Options fields and click Search to locate client contacts.

• Employees

Select the Search for contacts who are internal employees checkbox and click Search to locate employees. You cannot use merge variables in emails to employees.

5. Select the checkbox for each contact you want to add.
6. Click the Select button. Each contact’s name and email address displays in the To: field.
7. If necessary, click the Find Contacts button to add additional contacts. You can add up to 10 contacts. If you need to send content to more than 10 contacts, create a list of these contacts and create a standard campaign or a drip-campaign.
8. Select a From email address. This address displays in the From field for recipients.
9. Select a Reply To email address. If recipients reply to your email, their replies will be sent to this address.
10. Select a Branding Profile from the dropdown.
11. If you want to save time by generating email content using AI technology, click Compose with Content Assist. Admin users and users with custom roles that have the Compose with Content Assist permission enabled can use this feature.

IMPORTANT: To maintain your data security and privacy, this feature does not transmit any Applied Epic or Marketing Automation user data. Applied recommends that you omit any personally identifiable or sensitive information when generating or regenerating the message, to avoid any reuse of this information by the AI model.

Complete the fields in the Compose with Content Assist pop-up window:

1. Select a Tone for the email. The Casual tone addresses the recipient by their first name (for example, “Jane”), and the Formal tone addresses the recipient by their salutation and last name (for example, “Mr. Smith”).
2. Choose a Length for the email. Short emails are approximately 120 words, medium emails are approximately 180 words, and long emails are approximately 220 words.
3. The Language defaults based on your user profile settings, but you can select a different one if necessary.
4. Select a Topic, then modify the Prompt Details as needed. If you want your message to highlight the piece of content you are sending, select the Attached Marketing Automation Content option. To create your own prompt from scratch, select the Custom option. To discard your changes and revert to the original prompt, click Reset Prompt Details.
5. Click Generate Message.
6. Review the AI-generated message. To refine the message’s content (excluding the Email Subject), suggest changes in the text box in the Not Perfect? section and click Regenerate Email Body. If you have manually edited the message, regenerating the email discards your changes.
7. Review the email to ensure it is accurate and represents your brokerage appropriately.
8. Click Accept Message to close the pop-up window and paste the message into the Email Body on the Send Email page. You can still make changes manually before sending it if necessary.

12. If you did not use the Content Assist feature in the previous step, enter a Subject line for your email. You can insert a merge variable if necessary. For a complete list of merge variables, click here.

    To use the Test Merge Variables button, you must have previously selected a Branding Profile and at least one client contact using the Find Contacts button (merge variables do not populate for employee recipients). To add a merge variable to the Subject field, do the following:

    1. Place your cursor where you want to add the variable in the Subject field and then click the Insert Merge Variable button.
    2. Select a merge variable from the list to insert it.
    3. Click the Test Merge Variables button to preview the email with the merge variable(s) included. Select a contact in the To: dropdown to populate the variable with that contact’s information in the preview.
    4. Click the Return to Send Email link to return to the email and complete the remaining fields. You must complete all required fields before clicking the Send button.
13. If you did not use the Content Assist feature, add a personalized message to the recipient(s) in the Email Body. You can do any of the following to customize the message further:
1. Use the formatting ribbon to insert images and hyperlinks and to format the Email Body content. Images must be in PNG or JPG/JPEG format and should not exceed 800px in width. Use the Image Formats options on the formatting ribbon to style your images.
2. Insert merge variables in the Email Body if necessary. For a complete list of merge variables, click here.

   To use the Test Merge Variables button, you must have previously selected a Branding Profile and at least one client contact using the Find Contacts button (merge variables do not populate for employee recipients). To add a merge variable to the Email Body, do the following:

   1. Place your cursor where you want to add the variable, then click the Insert Merge Variables button.
   2. Select a merge variable from the list to insert it.
   3. Click the Test Merge Variables button to preview the email with the merge variable(s) included. Select a contact in the To: dropdown to populate the variable with that contact’s information in the preview.
   4. Do one of the following:
   • Click the Return to Send Email link to make additional changes to the email before sending it.
   • Click the Send button to send the email immediately.
14. Click the Preview Email button to review the message before sending. If you need to make any changes, click the Return to Send Email link to edit the message details.
15. From the Preview Email screen, click the Send button.

Download content

When you view a full piece of content you have the option to download it (for example, for internal reference or to print and share with a client when you meet in person). Be aware that downloaded content may display different formatting than the same content viewed in an email or web browser. Before downloading a piece of content, make sure to select the Branding Profile you want to apply to it. Branding profiles are not available for pieces of content intended as downloadable templates to enable you to customize them more fully after downloading them.

1. Locate the piece of content you want to download from the Content Library.
2. Click on the title or the Preview link to open the Details page.
3. If necessary, click the Translations link for the language in which you want to download the content.
4. If applicable, select a Branding Profile to apply to the downloaded content.
5. Select a file Format for the downloaded content. Most content is only available in PDF format, but some content pieces are also available as Microsoft Word documents.
6. Click the Download button to initiate the default download action for your web browser (e.g. opening in a default application or saving to a specific folder).