Adding Collateral

Adding Customer Specific Collateral

Add and manage assets, such as case studies and customer videos, associated with a customer. Collateral that is customer-specific is also known as a managed asset. A managed asset is a reference phone call, interview, or any other type of asset that requires participation. Managed assets need to be “managed” through the reference process to avoid reference fatigue.

Note: Customer specific collateral can also be added directly to the customer record. For more information, see Editing Customer Information.

  1. Click the New Collateral icon. The Add Collateral dialog will appear.

    2. Add Customer Collateral

  2. Select Customer so your new collateral will be associated with a customer.
  3. Click Next. The Find a Customer page will appear.
  4. Find an existing customer using the Customer Search.

    5. Find a Customer dialog

  5. If applicable, select the Product Group(s) you wish to associate with the new collateral using the button.

    6. Note: Depending on your company's configuration, you may be selecting Solution Group(s), Product(s), Product Group(s) or various other options.

  6. Click Save. The Add a Content Asset page will appear.

    7. Add content asset dialog

  7. Add Collateral by uploading a file, entering a document URL, or adding a Reference OnDemand Audio/Video/Webast.
  8. Add the following information:
    • Asset: Add content assets by uploading a file or entering a document URL.
    • Content Asset: This is the type of asset you are uploading, such as a case study, customer video, etc.
    • Managed: Select No if loading a content asset. Disable this field for all self-service content assets. Enable this field if approval is needed to use the content.
    • Description: This will display within the Description section of the Asset search results screen.
    • Status: Set this field to Active if the asset should be available in search. Set this field to Inactive if the asset is expired.
    • Asset Search: Enable this field if the asset should be available in search for all users.
    • Limit: This field sets a limit on the number of uses for a reference participation asset (e.g. participate as a peer-to-peer reference). This field should remain blank for all self-service content assets.
    • Expiration: Set an expiration date if you want the asset to expire and not be available for use after a certain time period. The default expiration date is set to 5 years.

      • Note: If integrated with Salesforce, you can enable your collateral for Quick Plays. For more information, see: Salesforce.

  9. Click Save. Click Save & Clone to create a copy of the new content asset as you are saving it.

Adding Non-Customer Specific Collateral

Collateral that is not customer-specific is also known as a standalone or unmanaged asset. An unmanaged asset is a published document or media file created in conjunction with a customer reference. This type of reference asset requires NO reference program approval prior to asset use (e.g. logos, case studies, customer videos, etc.) and can be accessed at any time.

  1. Click the New Collateral icon. The Add Collateral dialog will appear.

    2. Add Library Collateral

  2. Select Library so your new collateral is not associated with a customer.
  3. Click Next. The Add a Content Asset page will appear.

    4. Add Content Asset dialog

  4. Populate the following asset information: 
    • Collateral: Add content assets by uploading a file or entering a document URL.
    • Content Asset: This is the type of asset you are uploading, such as a case study, customer video, etc.
    • Asset Title: This is the name of the asset you are uploading.
    • Description: This will display on a Spotlight when the asset is selected and within the Description section of the Asset search results screen.
    • Asset Search: Enable this field if the asset should be available in search for all users.
    • Expiration: Set an expiration date if you want the asset to expire and not be available for use after a certain time period.
    • Status: Set this field to Active if the asset should be available in search. Set this field to Inactive if the asset is expired.

      • Note: If integrated with Salesforce, you can enable your collateral for Quick Plays. For more information, see: Salesforce.

  5. Click Save. Click Save & Clone to create a copy of the content asset as you are saving it.

Note: If you are uploading multiple assets with similar tagging, you can click Save and Clone to expedite the process.

To know about how marketing users can add and edit a collateral, see: Adding & Editing Collateral.