Introduction to Brand Portals

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Questions and Answers

What is the primary purpose of a carousel in a Brand Portal?

  • To upload campaign materials
  • To display content in a banner-oriented format (correct)
  • To filter content based on user preferences
  • To notify users about updates

What functionality do content filters provide in a Brand Portal?

  • Uploading source files in different formats
  • Curating widget content automatically
  • Improving searchability of content (correct)
  • Organizing announcement sections

What responsibility does the Portal Owner have?

  • Download content for personal use
  • Submit campaign material to the portal
  • Upload materials as requested by agency users
  • Create, structure, and maintain the portal (correct)

How long is the typical delay for an announcement to appear after submission?

<p>1 day (C)</p> Signup and view all the answers

What should agency users do in the Brand Portal?

<p>Source and upload files in the proper format (A)</p> Signup and view all the answers

What is one way to enhance the functionality of widgets in the portal?

<p>Renaming them in specific clusters (A)</p> Signup and view all the answers

What is the primary role of a Portal User within the Brand Portal?

<p>Shopping for and reusing materials (B)</p> Signup and view all the answers

What is typically included in the 'About' section of a Brand Portal?

<p>Description of the portal's purpose (C)</p> Signup and view all the answers

What is the primary responsibility of the Portal Owner?

<p>To manage overall Portal creation and maintenance (D)</p> Signup and view all the answers

Which feature is linked to the Portal Owner's role?

<p>Compliance with brand color guidelines (C)</p> Signup and view all the answers

What type of files should not be uploaded as Components by an Agency user?

<p>PDF and Microsoft Office files (B)</p> Signup and view all the answers

Which of the following is an Agency user's responsibility?

<p>Providing source files for material pieces (B)</p> Signup and view all the answers

Which action is the Portal Owner directly responsible for?

<p>Maintaining the structure of the Portal (B)</p> Signup and view all the answers

What is a key restriction for the Agency user when uploading files?

<p>Only editable formats are permitted (B)</p> Signup and view all the answers

How should the color for the Portal be aligned?

<p>Compliant to brand color standards (D)</p> Signup and view all the answers

What must all available Portal content be categorized as?

<p>Approved or Approved for Use states (D)</p> Signup and view all the answers

What should a Portal Owner ensure about the Global Brand Book?

<p>It is up-to-date to its latest version. (D)</p> Signup and view all the answers

Which of the following materials are included in a Brand Portal?

<p>High-resolution images for campaigns and packaging (A)</p> Signup and view all the answers

What is the purpose of the standardized icon set in a Brand Portal?

<p>To maintain visual consistency across brand materials (C)</p> Signup and view all the answers

Which responsibility is NOT mentioned for Portal Owners regarding the Global Brand Book?

<p>Create new brand elements. (A)</p> Signup and view all the answers

How many icons are approximately included in the global icon set for a Brand Portal?

<p>30-50 icons (B)</p> Signup and view all the answers

What should a Portal Owner do if the brand book information is outdated?

<p>Consult with the Document Owner to secure the latest information. (B)</p> Signup and view all the answers

What type of templates should a Portal Owner include in the Brand Portal?

<p>3-5 VAE and 1:M email templates (D)</p> Signup and view all the answers

What is NOT a responsibility of the Portal Owner regarding the icon set?

<p>Create new icons as needed. (C)</p> Signup and view all the answers

What should always be present in the 'Component' section of a Portal document?

<p>Component assets assembling the approved material (A)</p> Signup and view all the answers

Which of the following tasks should a Portal owner perform for document oversight?

<p>Run an analysis to ensure all Portal material is available (B)</p> Signup and view all the answers

What action should a Portal owner take if the necessary source files are not in PromoMats?

<p>Add components by clicking the plus icon after receiving the right files (D)</p> Signup and view all the answers

What is the first step in running a document analysis for your Portal?

<p>Select the Report section and choose Document (C)</p> Signup and view all the answers

Which of the following filters should be applied when running a document analysis?

<p>'Document Status equals Approved' (C)</p> Signup and view all the answers

When partnering with a new agency, what is important for a Portal owner to clarify?

<p>The need for components as source files (A)</p> Signup and view all the answers

What does the document report check for in the Portal?

<p>What documents are/are not in the Portal (A)</p> Signup and view all the answers

What should you ask your agency to provide if components are missing?

<p>Any missing components (C)</p> Signup and view all the answers

What is the first step to create a new filter in the Portal?

<p>Click on Clear All Filters (A)</p> Signup and view all the answers

What should be done if changes need to be made to an existing filter?

<p>Create a new filter and hide the old one (D)</p> Signup and view all the answers

Which statement is true about the announcement creation process?

<p>An announcement can be scheduled for a future date (B)</p> Signup and view all the answers

What must be ensured when applying a new filter?

<p>The new filter is selected in the Portal homepage (A)</p> Signup and view all the answers

When creating a new Portal, which widgets are available by default?

<p>Only the Out-of-the-Box widgets (A)</p> Signup and view all the answers

What is a potential consequence of renaming a system-generated widget?

<p>It may stop working properly (B)</p> Signup and view all the answers

What happens if filters include a specific product when trying to reuse them across multiple Brand Portals?

<p>They cannot be reused across Brand Portals (B)</p> Signup and view all the answers

Which detail is necessary when setting up an announcement?

<p>A publish date is required (A)</p> Signup and view all the answers

What is the purpose of campaign images in the Portal?

<p>To provide images for marketing campaigns that are centrally stored. (C)</p> Signup and view all the answers

What is the minimum resolution requirement for images uploaded by creative agencies?

<p>300 DPI or higher. (D)</p> Signup and view all the answers

How should patient images be verified in the Portal?

<p>By expanding the search to PromoMats if not found. (A)</p> Signup and view all the answers

Where should usage rights contracts for patient images be uploaded?

<p>In the License File section of the Portal. (A)</p> Signup and view all the answers

What are Global Interactive Visual Aids designed to do?

<p>Engage and educate audiences through multimedia elements. (D)</p> Signup and view all the answers

What is the recommended practice if there is doubt about image quality?

<p>Request original high-resolution images from the creative agency. (C)</p> Signup and view all the answers

Which section should a Portal Owner check for patient images?

<p>Component section. (B)</p> Signup and view all the answers

What is the maximum file size allowed for images in the Portal?

<p>4 GB. (D)</p> Signup and view all the answers

Flashcards

Carousel

A feature used to highlight specific content, like campaign kits or collections, in a visually appealing way.

Content filters

Saved filters in the portal to help users easily find relevant content.

Announcements

Used to notify users of new or important content.

Widgets

Features for showcasing content, both manually and automatically, to organize and display materials.

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Portal Owner

Responsible for the Brand Portal's creation, structure, and maintenance.

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Agency User

Uploads components & source files in the correct format (INDD, PSD, AI, etc.) following instructions.

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Portal User

Portal users view, copy or download source files/renditions for reuse.

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Portal Metadata

Essential component for identifying the content when uploading to the portal.

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Portal Owner Responsibility

Responsible for the overall Portal creation, maintenance, and structure; ensuring all Portal content is in Approved/Approved for Use states.

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Portal Owner Color

Portal Owner controls the Portal color, which must comply with brand guidelines.

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Agency User Role

Creates components and provides source files for material pieces in HD format (and other editable formats).

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Components Source Files

High-definition (HD) source files needed for component creation, editable by agencies.

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Supported File Formats

Formats supported for component creation. Do not include non-editable formats.

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Avoid Non-Editable Files

Avoid uploading PDF and Microsoft Office files as Components.

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HD Components

Agency users produce high-definition components.

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Portal Content Approval

Portal content must be in Approved/Approved for Use states.

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Campaign Images

Images specifically designed for marketing campaigns that are stored centrally for consistent use across different promotional materials and channels.

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Packaging Images

Images depicting products showcasing tubes, boxes, and packaging.

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High-Resolution Images

Images with a resolution of 300 DPI or higher and a file size up to 4GB.

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Patient Images

Images of patients used for promotional materials, subject to usage rights contracts and guidelines.

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Usage Rights Contract

A legal document that specifies how an image can be used.

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Interactive Visual Aids

Dynamic presentations involving animations and videos designed to engage and educate audiences.

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Global Interactive Visual Aids

Interactive Visual Aids that are designed for a global audience and ensure consistency across regions.

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Brand Manager

Responsible for overseeing the use of images and ensuring compliance with regulations and guidelines.

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Brand Book

A document outlining the guidelines on how to use brand elements consistently across all brand assets.

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Icon Set

A collection of standardized icons designed to be used consistently across all markets and materials.

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Global Brand Book

A comprehensive guide that establishes and clarifies the global brand identity and visual language.

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Global Icon Set

A collection of standardized icons representing key brand elements and used across all global markets.

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Brand Consistency

The ability to maintain a consistent visual and messaging style across all brand materials.

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Up-to-Date

Ensuring that all brand materials, guidelines, and icon sets are current and reflect the latest brand standards.

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Approved

All brand assets must be reviewed and approved by the relevant stakeholders before being uploaded to the portal.

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Document Analysis

A process to ensure that all relevant material documents are correctly included within a specific Brand Portal.

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Missing Portal Metadata

Essential information about a document that is absent, making it difficult to identify and retrieve within a Brand Portal.

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Component Assets

The individual elements that make up a larger promotional material, such as images, fonts, or logos.

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Source Files

The original, editable versions of a document, typically in formats like INDD, PSD, or AI, that are stored for potential re-use.

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Document Files Section

The designated area within a Brand Portal for storing and accessing source files and renditions of promotional materials.

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DAM Guidelines

Established rules and standards for managing and storing digital assets within a Brand Portal, ensuring consistency and efficiency.

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Agency Request

A formal request made by an agency to a client to provide the necessary components, source files, or renditions.

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Save View As

Creates a new filter based on your current filter settings.

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Clear All Filters

Resets all filters to their default state, showing all content.

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Apply Filter

Activates the chosen filter, showing only content that meets the criteria.

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New Filter Section

The area where you can create, manage, and select saved filters.

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Edit Filters

Modify the criteria of an existing filter to narrow down the displayed content.

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Announcement Status

Determines whether an announcement is visible to users.

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Announcement Title

A concise and informative title for the announcement.

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Announcement Body

The content of the announcement, providing details and information.

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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

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PromoMats Brand Portal Training PDF

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