My Content

The My Content area allows you to upload and manage your organization’s own original content. You can send your brokerage-uploaded content in campaigns or one-off emails or share it on social media, just as you can with Applied’s content. As with Applied’s content, you can use Reports and Metrics for insights into recipients’ engagement with your content. Your uploaded content and any keywords you add are unique to your organization; other organizations cannot access them.

You can add or edit content in PDF, DOC, DOCX, SVG, PNG, and JPG format (up to 50MB per file). If you upload a PDF, DOC, or DOCX file, recipients can download the content in the same format. If you do not want your content to be easily editable by recipients, convert DOC and DOCX files to PDF before uploading them. Before uploading a piece of content, proofread it carefully and apply your organization’s branding to convey a polished, professional image to recipients.

You can only delete content that has never been sent before. If necessary, you can archive content that has been sent. Archived content still displays to any campaign or one-off email recipients but is not available for selection for future emails. By default, archived content is hidden from the Content Library > My Content area. If you must delete a piece of content that has already been sent (for example, to prevent recipients from receiving erroneous information), contact Applied Marketing Automation Support.

Adding a thumbnail image for each piece of content is recommended, to increase its visual appeal and make it easier to locate in the Content Library. Thumbnail images display as squares of various sizes, depending on where you or the recipient view the content. The system crops thumbnail images as necessary. For best results, upload a PNG, JPG, or SVG image at least 315 by 315 pixels. If you do not upload a thumbnail, the system adds a generic default image.

If your content is hosted on your organization’s website or blog, you can enter the content’s URL in the Read More Link field to direct users to it when they click its Read More link. Otherwise, Applied will host the content for you and the Read More link will take recipients to the content’s Applied-hosted location (as it does for Applied’s content).

Because written materials and images are usually protected by copyright, make sure you either own or have rights to share any documents or thumbnail images before uploading them.

Add Content

You can upload content from any page in the Content Library. Once uploaded, your content is available for inclusion in campaigns and one-off emails. To prevent recipients from editing your content after downloading it, convert DOC and DOCX files to PDF before uploading them.

1. Navigate to any area of the Content Library.
2. Click the Add Content button.
3. On the Add Content screen, click the Choose a File button to browse to the file location, or drag and drop the file you want to upload. You can upload files up to 50MB in PDF, DOC, DOCX, SVG, PNG, or JPG format.
4. Select an Audience from the dropdown.
5. Select a Content Type from the dropdown. Hover over the help button for a definition of each option.
6. Choose all applicable Markets from the dropdown.
7. Enter a Title for the content. The Title displays exactly as entered to recipients and to users searching the Content Library.
8. Choose the Language of the content from the dropdown. If you want to make your content available in multiple languages, you must upload each translation as a separate piece of content.
9. Enter Teaser Text to provide a brief summary of your content for recipients and other users at your organization.
10. Select at least one Category. Categories are used in Content Library filtering and can help users find your content in their searches. Do the following:
1. Click in the Categories field.
2. In the popup, select a category from the first dropdown.
3. Optionally choose subcategories from the additional dropdowns. Each dropdown selection adds a category to the content.
4. To add additional categories and subcategories, click the Add Another Category button and make dropdown selections in the new row that displays.
5. To delete an entire row of categories and subcategories, click the row’s remove button . You must leave at least one category associated to the content.
6. Click the Save button to add your selected categories or the Close button to discard your selections.
11. If your content is hosted on your organization’s website or blog, you can enter the content’s URL in the Read More Link field to direct recipients to it when they click its Read More link. The URL you enter must begin with http:// or https://. If you leave this field blank, Applied will host the content for you and the Read More link will take recipients to the content’s Applied-hosted location (as it does for Applied’s content).
12. In the Select Thumbnail frame, add a thumbnail image by clicking the Choose an Image button to browse to the file or by dragging and dropping it. Thumbnail images must be in PNG, JPG, or SVG format.
    Note: If you do not upload a thumbnail image, the system adds a generic default image.
13. Enter one or more Keywords that relate closely to your content (for example, you may want to add the word “fire” if your content is about fire hazards). Press [Enter] after each one. To remove a keyword, click the beside it.
14. Click the Save and Continue button to save the piece of content and the information you added, or click the Cancel button to discard the content and its details.

Edit Content

You can edit brokerage-uploaded content if necessary. If you edit a piece of content that has already been sent, your changes will be visible to all recipients.

1. Navigate to Content Library > My Content.
2. Locate the piece of content that you want to edit. If necessary, you can narrow the list using the Search field, Sort Order dropdown, and/or View dropdown.
3. To access the Details screen, do one of the following:
• Click the title of the content and then click the Edit button.
• Click the Preview link and then click the Edit button.
• Click the Edit link beside the piece of content.
4. To replace the content itself with a new file, click the Remove button to remove the existing file. Then click the Choose a File button to browse to the file location or drag and drop the file.
5. To update the content’s details, do any of the following:
• Select a different Audience from the dropdown.
• Choose a different Content Type from the dropdown.
• Make additional Market selections, or click the to remove an existing Market.
• Edit the Title.
• Select a different Language from the dropdown.
• Edit the Teaser Text.
• Add or remove Categories.

  To remove a category, click the  beside it. You must leave at least one category selected.

  1. Click in the Categories field.
  2. In the pop-up window, select a category from the first dropdown.
  3. Optionally choose subcategories from the additional dropdowns. Each dropdown selection adds a category.
  4. To add additional categories and subcategories, click the Add Another Category button and make dropdown selections in the new row that displays.
  5. To delete an entire row of categories and subcategories, click the row’s remove button . You must leave at least one category associated to the content.
  6. Click the Save button to add your selected categories or the Close button to discard your selections.
• If your content is hosted on your organization’s website or blog, you can enter the content’s URL in the Read More Link field to direct recipients to it when they click its Read More link. The URL you enter must begin with http:// or https://. If you leave this field blank, Applied will host the content for you and the Read More link will take recipients to the content’s Applied-hosted location (as it does for Applied’s content).
• Optionally, click the Remove button to delete the file in the Select Thumbnail field. If necessary, click Choose an Image button to browse to the new file’s location, or drag and drop the image file you want to use as the thumbnail.
• Update the Keywords. Choose words that relate closely to your content (for example, you may want to add the word “fire” if your content is about fire hazards). You can do either of the following:
• Enter a keyword into the field and press [Enter] to add it. Repeat this process to add additional keywords.
• Click the beside a keyword to remove it. You must leave at least one keyword associated to your content.
6. Click the Save button to save your changes or the Cancel button to discard them without saving.

Delete Content

You can only delete content that has never been sent in a campaign or a one-off email. Deleted content cannot be restored. If you must delete a piece of content that has already been sent (for example, to prevent recipients from receiving erroneous information), contact Applied Customer Support.

1. Navigate to Content Library > My Content.
2. Locate the piece of content that you want to delete. If necessary, you can narrow the list using the Search field, Sort Order dropdown, and/or View dropdown.
3. Click the Preview link or the title of the content to open the Details screen.
4. Click the Delete button.

Archive Content

You can only archive content that has previously been sent. Archived content remains visible to recipients who have already received it, but it is not available for selection from the Content Library.

By default, archived content does not display in the Content Library > My Content area. To view it, select the Show Archived Content checkbox.

To archive or restore content, do one of the following:

• Archive Sent Content

  You can only archive content that has already been sent in a one-off email or campaign. Archiving a piece of content does not affect recipients’ ability to view the sent content, but the content will not be available for use in future campaigns or one-off emails.

  1. Navigate to Content Library > My Content.
  2. Locate the piece of content that you want to archive. If necessary, you can narrow the list using the Search field, Sort Order dropdown, and/or View dropdown.
  3. Click the Preview link or the title of the content to open the Details screen.
  4. Click the Archive button.
• Restore Archived Content

  If necessary, you can restore archived content to make it available for future campaigns or one-off emails.

  1. Navigate to Content Library > My Content.
  2. Select the Show Archived Content checkbox and locate the piece of content that you want to restore. If necessary, you can narrow the list using the Search field, Sort Order dropdown, and/or View dropdown.
  3. Click the Preview link or the title of the content to open the Details screen.
  4. Click the Restore button.