menu

WebPlatform Documentation

Asset Details

Adding a new Asset

Add an Asset

Click 'Add Asset' this will take you to the 'Asset Details' 

  • Click 'Browse' button to add an asset file
    • The Asset Name & Path will display automatically
  • Click Add Asset
  • A blank Asset Details page will load
  • Asset Name
    • Click the ‘Browse’ button to add an asset file
    • Asset Name & Path will display automatically*
  • Click 'Copy Link' to copy the Link to the asset
    • A pop up  with the link will load
  • Click 'Download Asset' to check the correct asset was loaded
  • Client: select relevant option
  • Module: select relevant option
  • Theme: select relevant option
  • Language: select relevant option
  • Tags: select or add as appropriate
  • Public
    • An asset will be available externally when this option is selected e.g. automated emails
    • Preview Image
  • Upload a preview image for the asset. This will be displayed in the gallery view of the asset list page for the asset you are uploading

* Note: you can change the asset e.g. browse for a new image without the path name changing – this is very useful if an asset is enhanced/improved and the link/embed code is already in use. Only the asset will change, you do not need to go back to all places on the WebPlatform to change link/embed code.

Editing an Asset

  • To view the asset details
    • Click on ‘View Details’
    • Or click on the ‘Edit’ icon in the actions column
  • Asset details page

Asset details: public option & asset path

Asset Details: public link & embed code

Asset Details – Custom Attributes & Version History

  • Custom Attributes tab
  • Where you can Select or Deselect your Tag(s) by clicking the boxes in the Selected field
    • If you go back to Asset Details you will see all selected tags
  • Version History tab
  • Where you can see all of the asset names that have been browsed for/added for this asset over time
  • In the actions column you have the ability to:
    • Delete this version
    • Rollback to this version
  • There are also buttons for deleting versions
    • Delete all old
    • Delete all over 3 months
  • You can always see which version is Live

Where to use asset manager info: link - image

Disclaimer: If you use a link that is not public then only user with a WebPlatform login can access the asset

How to use a Link

  • Copy Link from the asset

e.g. https://qa.campaigntracking.com/Handlers/AssetHandler.ashx?Id=3340

In Form Designer/Automated Email/Help/CMS Control etc

  • Use the HTML editor
  • Click on the Insert Link icon
  • Add URL (Link)
  • Text (as you want it to display to the user)
  • ToolTip (info you want to share with the user when they hover over the link)
  • Open in a new window: always tick
    • Reason why: Links should always open in a new window so that the user session is not disrupted
  • Click OK

This is how this form will look to a user

  • When the link is clicked/pressed the user will be able to see the asset in a new window

Where to use asset manager info: embed code

Disclaimer: If you use a link that is not public then only user with a WebPlatform login can access the asset. In this example I am using a public asset.

How to use Embed Code

  • Copy Embed Code

<img src="http://eims-uat.campaigntracking.com/PubHandlers/FileHandler.ashx?AssetId=3026" style="max-width:900px" />

In Form Designer/Automated Email/Help/CMS Control etc

  • Use the HTML editor, HTML tab

Please note that Embed Code only works in HTML and you need to have HTML knowledge to use it properly

  • Add the Embed Code to the relevant row
  • Save
  • Go to the Design tab

This is how the asset looks

  • The image will display instead of a link to the image

Checklist for when you're setting up an Asset

There are a few actions that can be taken from the grid or from within the asset details page. See examples below:

help_outline
close