The Content Manager serves as a central hub for storing, organizing, and sharing files with all users in your eduCRM account.
How to access the Content Manager
- Click Campaigns on the left menu.
- Click the "Content" option on the left of your screen.
Content Manager-supported file types
Supported file types include JPG, PNG, GIF, and PDF.
The maximum size for each file is 10MB.
Please note that PDF files cannot be used in campaign image blocks, nor can they be attached to campaigns created with the drag-and-drop email designer. However, you can upload PDF files to the Content Manager to create a shareable link.
All images used in campaigns and forms are stored in the Content Manager.
Content Manager capabilities
Below are capabilities available with the Content Manager.
Centralized location
The Content Manager is found in the Campaigns section of your CRM account. All users of the account can manage their assets from this location.
Bulk actions
Account users have the ability to perform bulk actions with files. For instance, you can select multiple images, such as four, and easily drag them into a folder. Additionally, you can delete or export multiple images at once. Please note that bulk actions can only be carried out in the Content Manager.
Bulk upload
Bulk Upload allows you to upload multiple images to the Content Manager simultaneously. This feature is available in both the Content Manager and the Campaign Builder.
Use folders to organize files
You can create custom folders to better organize your files. Any custom filters you create will be accessible through the Content Manager and email designer. If you decide to delete a folder, the images it contains will still remain in the Content Manager.
Use keywords to tag files
In the Content Manager, you can assign keywords to any file. After adding a keyword, users can search for files by that keyword, making it easier to find what they need.
Search
You can use the search function to locate images by title or keyword.
Sort
You can use the sort function in the Content Manager to display files by:
- Newest first
- Oldest first
- Largest file size
- Smallest file size
- Alphabetical (A - Z)
It is not possible to sort files from the email designer.
Tile and List views
Users can switch between Tile and List views to see their images displayed in either a tile format or a list format. Both formats show 20 images per page before proceeding to the next page.
Image access scoped to account
All files uploaded to the Content Manager can be accessed by all users of the account.
Additional file options
With each file in the Content Manager, you can:
- Rename a file
- Add to folder
- Get URL
- Download image
- Delete image
To take any of these actions, hover your mouse over the file you want to work with, then click the gear icon that appears. From there, select the option you want to use.
Retrieve a file URL
When you upload a file to the Content Manager, we'll generate a file URL. There are two ways to access this link.
Option 1:
From the Content Manager, hover your mouse over the file you want to work with, then click the Gear icon that appears. From there, select the "Get URL" option.
Option 2:
From the Content Manager, click the image you want to work with. From there, click the URL icon.
A modal will appear with the image URL link that you can copy and paste.