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Customizable Collateral Activity Dashboard

This feature is not available in all solutions. For more information, contact your supplier point of contact.

Overview

 

 

Collateral content provides you with the means to build, mix, and promote business engagement and conversation. It comes in many forms: audio, text, video, images, and more. This content allows you to target the interests of your audience with the most relevant content in many formats. Delivering the right content in the right format at the right time to your customers.

Your supplier may make Customizable Collateral available to you. You will be able to rename, personalize, and distribute collateral. The Dashboard has two views, Draft and Published. In Draft view, Zift will prioritize tasks to finish in order to start the activity as well as preview of the current collateral. Once the collateral is returning statistics we will switch to a Published view that focuses on the user interaction generated. 

To navigate to the dashboard, select Collateral > Customizable > select a piece of collateral.

Activity Dashboard for a Customizable Collateral in Draft Status.

You will see the following: 

  1. Alerts notifying you that tasks need to be completed before the Customizable Collateral can be distributed or shared.2017-11-06_Customizablecollateral_DRAFTactivitydashboardwithAlerts.jpg
  2. A button for Edit takes you to the wizard where you can edit Web Plugin DetailsPersonalization and Distribute
  3. Preview the full-screen preview for the Customizable Collateral.  

Activity Dashboard for a Customizable Collateral in Published Status.

In this view, you will see the following: 

  1. Left navigation to other menus for Leads, Recent ActivityAnalysis, and View Collateral.
  2. Buttons for the following:
    1. Distribute is where you can share the plugin on social media.
    2. Share is where you can share the plugin on social media.
    3. Edit takes you to the wizard where you can edit collateral DetailsPersonalization and Distribution. 
  3. The Analysis Bar shows data for Customizable Collateral Downloads and Leads. Select Downloads to see additional information about the user interaction.

 

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