Podcast
Questions and Answers
What is the primary purpose of a carousel in a Brand Portal?
What is the primary purpose of a carousel in a Brand Portal?
What functionality do content filters provide in a Brand Portal?
What functionality do content filters provide in a Brand Portal?
What responsibility does the Portal Owner have?
What responsibility does the Portal Owner have?
How long is the typical delay for an announcement to appear after submission?
How long is the typical delay for an announcement to appear after submission?
Signup and view all the answers
What should agency users do in the Brand Portal?
What should agency users do in the Brand Portal?
Signup and view all the answers
What is one way to enhance the functionality of widgets in the portal?
What is one way to enhance the functionality of widgets in the portal?
Signup and view all the answers
What is the primary role of a Portal User within the Brand Portal?
What is the primary role of a Portal User within the Brand Portal?
Signup and view all the answers
What is typically included in the 'About' section of a Brand Portal?
What is typically included in the 'About' section of a Brand Portal?
Signup and view all the answers
What is the primary responsibility of the Portal Owner?
What is the primary responsibility of the Portal Owner?
Signup and view all the answers
Which feature is linked to the Portal Owner's role?
Which feature is linked to the Portal Owner's role?
Signup and view all the answers
What type of files should not be uploaded as Components by an Agency user?
What type of files should not be uploaded as Components by an Agency user?
Signup and view all the answers
Which of the following is an Agency user's responsibility?
Which of the following is an Agency user's responsibility?
Signup and view all the answers
Which action is the Portal Owner directly responsible for?
Which action is the Portal Owner directly responsible for?
Signup and view all the answers
What is a key restriction for the Agency user when uploading files?
What is a key restriction for the Agency user when uploading files?
Signup and view all the answers
How should the color for the Portal be aligned?
How should the color for the Portal be aligned?
Signup and view all the answers
What must all available Portal content be categorized as?
What must all available Portal content be categorized as?
Signup and view all the answers
What should a Portal Owner ensure about the Global Brand Book?
What should a Portal Owner ensure about the Global Brand Book?
Signup and view all the answers
Which of the following materials are included in a Brand Portal?
Which of the following materials are included in a Brand Portal?
Signup and view all the answers
What is the purpose of the standardized icon set in a Brand Portal?
What is the purpose of the standardized icon set in a Brand Portal?
Signup and view all the answers
Which responsibility is NOT mentioned for Portal Owners regarding the Global Brand Book?
Which responsibility is NOT mentioned for Portal Owners regarding the Global Brand Book?
Signup and view all the answers
How many icons are approximately included in the global icon set for a Brand Portal?
How many icons are approximately included in the global icon set for a Brand Portal?
Signup and view all the answers
What should a Portal Owner do if the brand book information is outdated?
What should a Portal Owner do if the brand book information is outdated?
Signup and view all the answers
What type of templates should a Portal Owner include in the Brand Portal?
What type of templates should a Portal Owner include in the Brand Portal?
Signup and view all the answers
What is NOT a responsibility of the Portal Owner regarding the icon set?
What is NOT a responsibility of the Portal Owner regarding the icon set?
Signup and view all the answers
What should always be present in the 'Component' section of a Portal document?
What should always be present in the 'Component' section of a Portal document?
Signup and view all the answers
Which of the following tasks should a Portal owner perform for document oversight?
Which of the following tasks should a Portal owner perform for document oversight?
Signup and view all the answers
What action should a Portal owner take if the necessary source files are not in PromoMats?
What action should a Portal owner take if the necessary source files are not in PromoMats?
Signup and view all the answers
What is the first step in running a document analysis for your Portal?
What is the first step in running a document analysis for your Portal?
Signup and view all the answers
Which of the following filters should be applied when running a document analysis?
Which of the following filters should be applied when running a document analysis?
Signup and view all the answers
When partnering with a new agency, what is important for a Portal owner to clarify?
When partnering with a new agency, what is important for a Portal owner to clarify?
Signup and view all the answers
What does the document report check for in the Portal?
What does the document report check for in the Portal?
Signup and view all the answers
What should you ask your agency to provide if components are missing?
What should you ask your agency to provide if components are missing?
Signup and view all the answers
What is the first step to create a new filter in the Portal?
What is the first step to create a new filter in the Portal?
Signup and view all the answers
What should be done if changes need to be made to an existing filter?
What should be done if changes need to be made to an existing filter?
Signup and view all the answers
Which statement is true about the announcement creation process?
Which statement is true about the announcement creation process?
Signup and view all the answers
What must be ensured when applying a new filter?
What must be ensured when applying a new filter?
Signup and view all the answers
When creating a new Portal, which widgets are available by default?
When creating a new Portal, which widgets are available by default?
Signup and view all the answers
What is a potential consequence of renaming a system-generated widget?
What is a potential consequence of renaming a system-generated widget?
Signup and view all the answers
What happens if filters include a specific product when trying to reuse them across multiple Brand Portals?
What happens if filters include a specific product when trying to reuse them across multiple Brand Portals?
Signup and view all the answers
Which detail is necessary when setting up an announcement?
Which detail is necessary when setting up an announcement?
Signup and view all the answers
What is the purpose of campaign images in the Portal?
What is the purpose of campaign images in the Portal?
Signup and view all the answers
What is the minimum resolution requirement for images uploaded by creative agencies?
What is the minimum resolution requirement for images uploaded by creative agencies?
Signup and view all the answers
How should patient images be verified in the Portal?
How should patient images be verified in the Portal?
Signup and view all the answers
Where should usage rights contracts for patient images be uploaded?
Where should usage rights contracts for patient images be uploaded?
Signup and view all the answers
What are Global Interactive Visual Aids designed to do?
What are Global Interactive Visual Aids designed to do?
Signup and view all the answers
What is the recommended practice if there is doubt about image quality?
What is the recommended practice if there is doubt about image quality?
Signup and view all the answers
Which section should a Portal Owner check for patient images?
Which section should a Portal Owner check for patient images?
Signup and view all the answers
What is the maximum file size allowed for images in the Portal?
What is the maximum file size allowed for images in the Portal?
Signup and view all the answers
Study Notes
Introduction to Brand Portals
- Brand Portal is a digital asset management tool in PromoMats
- Enables users to organize and distribute curated content
- Facilitates easy content sharing across users and markets
- A feature within PromoMats
- Enables sending campaign materials
- Suitable for internal training materials
Agenda
- Introducing Brand Portal
- Brand Portal taxonomy
- Brand Portal features
- Brand Portal roles and responsibilities
- Portal Owner responsibilities
Brand Portal Features
- Carousel: Highlighting specific content (e.g., campaigns, collections). Panoramic thumbnails enhance visual appeal.
- Content filters: Saving filters allow easy content searching.
- Announcements: Notifying users about new or key content. A default 1-day delay applies after submission.
- Widgets: Displaying content to support localization. Can be curated manually or automatically.
- About section: Describes the overall portal purpose.
Brand Portal Roles and Responsibilities
- Portal Owner: Responsible for Portal creation, structure, and maintenance; briefs agencies regarding materials and component needs; sends campaign materials for upload when portal metadata is not present.
- Agency user: Uploads components and source files (INDD, PSD, AI, etc.) according to DAM guidelines; uploads and updates documents and metadata.
- Portal User: Can view, copy, download, add to cart/shopping cart content for reuse within the portal. Users should only be able to see approved documents.
Portal Owner Responsibilities
-
Portal Material: Documents and best practices must be included to ensure comprehensive experience for affiliates
-
Ensures proper document classification in All Portal Library using the search bar function
-
Ensuring availability and compliance related to components
-
Ensuring availability and compliance related to Source files
-
Ensuring compliance with the agency's requests regarding missing components
-
Portal Maintenance: Maintaining documents, filters, and overall structure. Crucial for user-friendliness and material clarity
-
Portal Structure: Ensuring the user interface (UI) from the homepage includes all features and that content is clearly visible for download or reuse.
-
How to view all portal content: Using the lens icon on the Portal homepage helps users see all uploaded content.
-
How to use Portal filters: To search all content, use the All Portal Library Filters for a full content check-up.
Carousel - How to Add/Remove Images
- Open "Edit Portal" and then click on "Carousel Edit"
- Use the search bar to add images and then select "Continue"
Carousel - How to Update a Thumbnail
- Click on Carousel Image
- Go to Document Files > Renditions > Panoramic Thumbnail
- Upload a new image
Content Filters
- Clear all filters to start a new filter
- "Save View As" allows naming and saving of a newly created filter
- Specific paths within the filters can be added using "Apply".
- Filters should be consistently used in the Portal Homepage.
Announcements
- Create announcements using the (+) button
- Create the title, date and body details of the announcement
Widgets
- Current widgets include Out-of-the-box (OOTB).
- Portal owners can leverage/modify existing widgets to serve the portal's specific needs.
- Widgets are visible on the portal homepage.
- Adding custom thumbnails to widgets (using Document Files > Renditions > (+) > Custom Thumbnail) for better appeal
User Interface Content Limitations
- As of a certain vault version, limits exist on the number of documents, announcements, and filters for different sections.
Expired/Obsolete Documents
- Use filters to find potential expired, obsolete, or superseded documents.
- Update portal tags to reflect necessary changes. (If content is no longer relevant, remove the expired tags from all areas)
Document Usage Report
- Tracks activity (views, copies, downloads, and renditions of materials) within different areas of the Portal
- Tracks the overall usage of Portal documents
Graphical Elements
- Review component assets under "Content filters" and "All Portal Library filters" to ensure up-to-date and pertinent elements
- Ensure that source files are available for updates/changes to graphical elements if needed.
- Ensure visuals align with established brand guidelines.
VAE & 1:Many Email Templates
- Portal contains up-to-date VAE and 1:Many email templates for marketing/newsletters.
- HTML files (or Email Editors) should be used for these templates if uploaded through Activator or Bee Editor.
- Email layouts must be checked to remain current.
Branded PowerPoint Templates
- A standardized template aligning with brand guidelines.
- Downloadable source files should be included.
- Visuals, colors and fonts remain compliant with the brand
Portal Maintenance
- Ongoing maintenance is necessary to maintain the relevance and structure of the portal.
Portal Structure
- The User Interface (UI) from the Portal Homepage should clearly showcase all the features of the Portal
Studying That Suits You
Use AI to generate personalized quizzes and flashcards to suit your learning preferences.
Related Documents
Description
Explore the key features and roles of the Brand Portal, a digital asset management tool within PromoMats. This quiz covers the taxonomy, announcements, and responsibilities associated with using Brand Portals for effective content sharing and organization. Test your knowledge and understanding of this essential resource.
