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Summary
The Client’s Assets workflow can be accessed through the Setup tab under the Client View section. The goal is to build an Asset repository within MLP where clients will be able to view old assets, upload new ones, and associate assets to line items.
Asset Library
Here clients will be able to access and retrieve all assets used or created in the past 18 months.
To find a specific Asset, you may use filters or the search bar section
Each Asset shows how many campaigns they are associated to. To view the name of the campaigns click on the number and the following pop-up will appear
Clients will be able to Disassociate assets from Line Items directly here
Upload Assets
Clients will be able to upload individual Display and Content Syndication Assets by clicking on the Upload button. This page is currently being built, come back on 7/12! workflow is the same as the one in MLC.
Select the channel type (Display vs Lead Gen)
Select the Asset type
Upload the Asset file or enter the Asset tag
Input the Asset Name
Associate Assets
On the Line Item details page, users will be able to associate assets to line items
Open the Assets section and click on Associate Assets
Select which Assets you want to associate
You may refine your search by using the search bar
Click on Associate