Media Center Overview

Media Center Benefits

When leads view trackable media items, an event will appear in their Life of the Lead in the Contact Manager. This enables you to track your leads’ interaction with important content and follow up with them in a meaningful way. The Media Center provides the ability to:

• Compare social media post performance
• A/B test new content against old content
• See if leads are actually engaging with content

In addition, you can utilize uploaded media assets for use in emails, providing recipients with a modern and more interactive experience.
 

Media Center Features

Click Media Center in the left toolbar to access the Media Center.

On the Media Center page, you will be able to:

• Add new media
• Create trackable links
• View your created media
• View media shared with you
• Report on media views

The My Media tab provides an at-a-glance view of uploaded media center assets.

The Shared Media tab displays all available links designated as available in the Content Manager, and allows for the creation of new links.

After media has been added to the Media Center, each item will be in an itemized list of assets that can be organized into folders. You can also modify sharing and availability options by clicking the  Options icon.
 

Adding New Media

You can add new media files to the Media Center as necessary.

To add new media files, do the following:

1. Click Media Center in the top toolbar.
2. Click + New Media.
   
   

    

3. Enter a name for the image.
4. Enter a description for the image.
5. Click any or all of the following checkboxes:
      •   Share with Team
      •   Available in Emails
      •   Available in Contact Manager
6. Click the Upload a File radio button.
   
   

    

7. Click either Drop a File to Upload or Click to Browse.
8. Select the image to upload. Click Open to upload.
9. Click Add Media.
   
   

    

10. Click on the uploaded image's name in the Media Center.
    
    

     

Note: For video files, use a video streaming service (such as YouTube or Vimeo) to host the video content and provide the link when uploading to the Media Center. Video files tend to be large, and are best managed in a dedicated service.

Supported File Types

The Media Center allows you to upload the following file types:
 

The safest file types to send are .GIF, .JPG, .PDF, and .PNG. While Lead Gen & CRM supports their attachment, .ZIP files should never be included as attachments in an email.

Note: 30MB is the maximum recommended file size.

Creating Trackable Links

Lead Gen & CRM allows you to create a trackable link for any media asset uploaded in the Media Center.

These trackable links are necessary to place Media Center assets into emails and landing pages.

To create trackable links, do the following:

1. Click Media Center in the left toolbar.
2. Locate a media file.
3. Click Trackable Links > Add Trackable Link next to the media file's name.
   
   

    

4. Name the link.
5. Click Add Link.
   
   

    

Once created, you can use trackable links in an email or on a landing page as a way to track visitors and traffic to that media file.

Note: Trackable links will not establish new tracking. Since they are a more generic link that is connected to your Lead Gen & CRM environment, the interaction with that media will only display in the Life of the Lead for leads that are already tracked.

Copying Trackable Links

You can copy previously created asset links. To copy trackable links, do the following:

1. Click Media Center in the left toolbar.
2. Locate a media file.
3. Click Trackable Links > Copy next to the media file's name.
   
   

    

4. Paste the link as needed.

Editing Assets

You can edit an uploaded asset's data. To edit asset data, do the following:

1. Click Media Center in the left toolbar.
2. Click    Options > Edit next to a media asset.
   
   

    

3. Modify asset parameters as necessary.
4. Click Save Media.
   
   

    

Creating Media Center Folders

There may come a time when you have many loose media assets. To better organize assets, consider grouping them in folders.

To create folders in the Media Center, do the following:

1. Click Media Center in the left toolbar.
2. Click    Options > Move to Folder > New Folder next to a media asset.
   
   

    

3. Enter a name for the new folder.
4. Click Create Folder.
   
   

    

Once created, you can:

• Click    Edit to edit a folder's name
• Click    Delete to delete a folder that does not have personal or shared assets in it

  

Moving Assets

You can move media assets between folders in the Media Center. To move assets, do the following:

1. Click Media Center in the left toolbar.
2. Locate the media asset to move.
3. Click    Options > Move to Folder next to a media asset.
   
   

    

4. Select the desired folder. 

Deleting Assets

You can delete unwanted media assets as necessary. To delete assets, do the following:

1. Click Media Center in the left toolbar.
2. Locate the media asset to delete.
3. Click    Options > Delete next to a media asset.
   
   

    

4. Type Delete into the text box.
5. Click Delete.
   
   

    

Important: Deleting Media Center assets is a permanent action. In addition, all associated trackable links will no longer work.

Using Link Shorteners

You can use link shorteners for your trackable links, if you do not like the way the trackable links look. This will not affect tracking or managing that media, as it only changes the aesthetics of your link.

To shorten your trackable links, do the following:

1. Create a trackable link.
2. Navigate to https://bitly.com/ in your web browser.
3. Paste your trackable link in the Paste a link field.
4. Click Copy.
5. Paste this shortened link just as you would with any trackable link in the Media Center.
    

   
    

Viewing Unseen Media

You can check the media files a contact has not viewed. To view unseen media, do the following:

1. Click Contacts in the left toolbar.
2. Click on a contact's name.
   
   

    

3. Click the Memberships tab.
4. Click the Media box.
5. Click View Unseen Media.
   
   

    

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