Introduction to Brand Portals
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What must be set to 'Active' when creating an announcement?

  • Publish Date
  • Author name
  • Announcement Title
  • Announcement Status (correct)

    • Which of the following is NOT a required element when creating an announcement?

  • Author name
  • Body message
  • Announcement Title
  • Image attachment (correct)

    • What is indicated about LEO Pharma's current widgets?

  • They should follow the default configuration when creating a new portal. (correct)
  • There are more than three current widgets.
  • They should be renamed to fit specific needs.
  • They are all out-of-the-box configurations.

    • When can you postpone the publish date of an announcement?

    <p>At any time before the announcement is published</p> Signup and view all the answers

    What action is taken to create a new announcement?

    <p>Click on (+) Announcement</p> Signup and view all the answers

    What is the primary purpose of a Brand Portal?

    <p>To distribute curated content to users and markets</p> Signup and view all the answers

    Who are the primary users of the Brand Portal?

    <p>Brand Managers, Agencies, and Core Users</p> Signup and view all the answers

    Which of the following is a component asset in the Brand Portal?

    <p>Photos</p> Signup and view all the answers

    What type of materials is the Brand Portal commonly used to distribute?

    <p>Medical affairs material</p> Signup and view all the answers

    What does a Brand Portal allow users to do with training materials?

    <p>Distribute them to other users and markets</p> Signup and view all the answers

    In the context of a Brand Portal, what is meant by 'Material'?

    <p>A collection of one or more component assets</p> Signup and view all the answers

    What role do Portal Owners play in a Brand Portal?

    <p>Oversee responsibilities related to the portal's usage</p> Signup and view all the answers

    Which of the following options is NOT a feature of the Brand Portal?

    <p>Analyzing market trends and projections</p> Signup and view all the answers

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

    <p>Go to the Report section, select Document and click on Continue</p> Signup and view all the answers

    Which filter would you NOT apply when creating a report to check for missing documents?

    <p>Partner Agency is blank</p> Signup and view all the answers

    What should be done after adding filters to your document report?

    <p>Click Save to preserve the report settings</p> Signup and view all the answers

    What type of images should be included in the Brand Portal?

    <p>High-resolution campaign and packaging images</p> Signup and view all the answers

    Which document is NOT typically included in the Brand Portal materials?

    <p>Brand book with outdated branding elements</p> Signup and view all the answers

    What is a crucial responsibility of a Portal Owner regarding the global brand book?

    <p>To ensure it reflects the latest version available</p> Signup and view all the answers

    Which of the following best describes the Document Status filter used in reports?

    <p>It focuses on documents that are marked as approved</p> Signup and view all the answers

    How can a Portal Owner check existing materials present in the Portal?

    <p>By running a second report with the 'Portal is not blank' filter</p> Signup and view all the answers

    What is the consequence of hiding and then reactivating an auto-populated widget?

    <p>The widget will not work if renamed.</p> Signup and view all the answers

    Which of the following is a method for adding a manually populated widget?

    <p>Clicking the edit button and dragging filters.</p> Signup and view all the answers

    What is a recommended practice when renaming manually populated filters?

    <p>Filters should be renamed to reflect their content purpose.</p> Signup and view all the answers

    What is an example of a category for manually populated sections?

    <p>Disease Awareness</p> Signup and view all the answers

    Which statement is true regarding out-of-the-box (OOTB) widgets?

    <p>They should be changed by renaming only.</p> Signup and view all the answers

    What action is NOT available for managing a manually populated widget?

    <p>Automatically generating content.</p> Signup and view all the answers

    What should be included in a renamed manually populated section?

    <p>Steady state documents</p> Signup and view all the answers

    What is the function of the toggle option in widget management?

    <p>To activate or deactivate the widget.</p> Signup and view all the answers

    What must be ensured regarding patient images for compliance purposes?

    <p>All images must have a usage rights contract uploaded.</p> Signup and view all the answers

    What is required for every Interactive Visual Aid (IVA) in the Portal?

    <p>Both .pdf and source files in the Relationship section.</p> Signup and view all the answers

    What is a key responsibility of a Portal Owner concerning Graphical elements?

    <p>Ensure graphical assets have compliance with brand colors.</p> Signup and view all the answers

    Where are graphical elements typically located within the Portal?

    <p>Under Images &gt; Graphics.</p> Signup and view all the answers

    When might a Portal Owner need to verify with the agency?

    <p>When determining if an IVA is approved and up-to-date.</p> Signup and view all the answers

    What is the purpose of expanding the search on PromoMats for components?

    <p>To send any Approved components into the Portal manually.</p> Signup and view all the answers

    What should be reviewed under the Portal’s content filters?

    <p>Component assets to ensure they are pertinent and up-to-date.</p> Signup and view all the answers

    Which of the following is not a Portal Owner responsibility mentioned?

    <p>Managing the entire Portal infrastructure independently.</p> Signup and view all the answers

    What is the first step to change a carousel image?

    <p>Click on the image of the desired carousel.</p> Signup and view all the answers

    What must you do to ensure changes to existing filters are effective?

    <p>Always use 'Save View As' to create a new filter.</p> Signup and view all the answers

    What should be done after editing the filters to add a new path?

    <p>Select the new filter within the portal homepage.</p> Signup and view all the answers

    Which of the following statements about reusable filters is true?

    <p>Reusable filters can be applied to multiple Portals.</p> Signup and view all the answers

    What action must be taken before saving a new filter?

    <p>Name the new filter and select an icon.</p> Signup and view all the answers

    What is a necessary condition when using existing filters?

    <p>They must be saved under a new name if changed.</p> Signup and view all the answers

    How do you access the option to upload a new panoramic thumbnail?

    <p>Go to the Document Files section.</p> Signup and view all the answers

    What is a key instruction regarding the Product filter?

    <p>It should be left empty for new filters.</p> Signup and view all the answers

    Study Notes

    Introduction to Brand Portals

    • Brand Portal is a digital asset management tool within PromoMats.
    • It enables users to organize and distribute curated content through an easy interface.
    • It's used for campaign material and internal training materials.
    • Brand Managers, Core Users, and Agencies use the portal.
    • Facilitates the distribution of branded or global medical affairs material.

    Agenda

    • Introduces the Brand Portal
    • Explains Brand Portal taxonomy
    • Details Brand Portal features
    • Outlines Brand Portal roles and responsibilities
    • Highlights Portal Owner responsibilities

    Brand Portal Features

    • Carousel: Highlights campaign kits or collections.
    • Content filters: Enables users to find applicable content easily.
    • Announcements: Notifies users about new or prime content.
    • Widgets: Displays localized content, manually or automatically curated.
    • About Section: Describes the purpose of the portal.

    Brand Portal User Interface

    • Carousel: Shows specific content with high resolution panoramic thumbnails.
    • Announcements: Displays announcements after a 1-day delay.
    • Populated Widgets: For effective use, widgets should be renamed in clusters, i.e., 'Disease Awareness', 'Patient Material', or 'Training Material'.

    Defining Ownership within the Portal

    • Portal Owner: Responsible for the creation, structure, and maintenance of the Portal. They brief the agency on material and component needs. Sends campaign materials to the portal.
    • Agency User: Uploads components and source files (INDD, PSD, AI, etc.) in the correct format, guided by DAM instructions. Updates documents and metadata.
    • Portal User: Shops, views, copies, or downloads source files/renditions from the portal for reuse of materials.

    Portal Owner Responsibilities

    • Overall Portal Management: Responsible for the overall creation, maintenance, and structure of the portal.
    • Ensuring Content Availability: Ensuring that all the content available in the Portal is Approved/Approved for Use.
    • Reviewing Components: Ensuring that all component assets in the portal are the approved, up-to-date versions.
    • Handling Expired/Obsolete Files: Determining which documents are expired or obsolete, and removing the portal tags from them to keep the portal relevant.
    • Document Usage Report: Tracking the activity type made by any user in each Portal, including views, copies, rendition downloads, and source downloads.
    • Running Document Analysis: Creating a Document report to check which documents are not present in the portal or are incomplete. Tracking and adding any missing components.

    Portal Owner Responsibilities (Timeline - WIP)

    • October Tasks: Ensure all 8 material types are present and up-to-date, ensure that all documents present in the All Portal Library (based on approval status) are approved, and all components are uploaded in the correct location within the Material Documents.
    • November Tasks: Run an analysis to add portal metadata, ensure documents have all required metadata, remove expired or obsolete documents, and check all filters and make decisions on what to remove.
    • December Tasks: Check whether the portal's user interface is always up-to-date and leverage portal features correctly, also update the portal based on end-users' needs.

    Materials to be Included in a Brand Portal

    • Global brand book (latest version)
    • Global icon set (approx. 30-50 icons)
    • Images (campaign & packaging) in high resolution
    • Patient images (for global use)
    • Global IVA as both PDF and source files
    • Graphical elements (logo, brand mark, pattern, watermark)
    • 3-5 VAE and 1:M email templates
    • Branded PowerPoint template

    Global Brand Book

    • The global brand book should be up-to-date with the latest version.
    • Check with the agency for the latest version if necessary.
    • Ensure all components are included in the brand portal.

    Icon Set

    • Ensure all icons in the portal are approved, up-to-date, and relevant for brand consistency.
    • Establish a set of 30-50 icons that will be used in emails, interactive visual aids, and other branded documents.

    Images (Campaign & Packaging)

    • Ensure all campaign and packaging images are in high resolution (300 DPI or higher, and file size up to 4GB).

    Patient Images

    • Verify that patient images are present in the portal.
    • If not, find and add the approved/approved for use components.
    • Ensure usage rights are included.

    Global Interactive Visual Aids (IVAs)

    • Ensure every IVA has both PDF and source files available within the relationship section of the document.
    • Keep IVAs up-to-date and ensure they are approved.

    Graphical Elements

    • Review component assets in both filter types ('content filters' and 'All Portal Library filters') to ensure graphic elements are up-to-date.
    • Ensure source files are available for editing/localization.
    • Verify brand-color compliance, especially when elements are assembled into materials.

    VAE & 1:Many Email Templates

    • Ensure VAE and 1:Many email filters are kept up-to-date.
    • Check PromoMats for updated metadata/add it to new materials using the pencil icon.
    • Perform Portal health checks and update filters.

    Branded PowerPoint Templates

    • Ensure one compliant PowerPoint template is available in the portal.
    • Ensure the template includes the PowerPoint source file (for customization).
    • Ensure the template adheres to the brand guidelines.

    How to View All Content Sent to the Portal

    • Use the search bar in the All Portal Library.
    • Use filters appropriately.

    All Portal Library Filters

    • Verify non-Enstilar documents are not incorrectly included in the Enstilar Portal.
    • Remove expired, obsolete, or superseded materials.
    • Check for language support beyond English (if needed).

    Add the Portal Metadata

    • Navigate to the designated document within the portal, and use the pencil icon for editing.
    • Adjust relevant fields as necessary to match existing portal specifications.
    • Utilize the specified Portal Tag/Widgets when applicable.

    Expired & Obsolete Documents

    • Use the filters to identify 'Expired', 'Obsolete', or 'Superseded' documents within the Portal Status.
    • Remove any associated Portal tags.
    • How to add and remove images from the carousel
    • How to change a carousel’s panoramic thumbnail (rendition)

    Content Filters

    • How to name and assign an icon to new filters.
    • How to add filters and apply changes.
    • How to clear existing filters.

    Announcements

    • How to create new announcements, including a title, date, author, and body.

    Widgets

    • Compare manual vs. default widgets.
    • How to create a manually populated widget

    User Interface Content Limitations

    • Understand document limits for each section (e.g. Carousel and Announcement section limits).
    • How to adjust the document limit settings within the Portal's admin areas.

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    Related Documents

    PromoMats Brand Portal Training FINAL PDF

    Description

    This quiz introduces the Brand Portal, a digital asset management tool within PromoMats, designed to streamline the organization and distribution of branded content. Users will explore the portal's features, roles, and responsibilities as well as its taxonomy. Perfect for Brand Managers and agencies looking to enhance their campaign material management.

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