Asset manager

Overview

The Asset manager in Ortto is where users create and manage email and SMS messages used in their journeys and playbooks.

It gives a clear view of each asset’s status and where it's being used. Users can also edit assets, group them into folders, and filter the view to find what they need.

Accessing the asset manager

To access the asset manager, go to Campaigns > Asset manager.

Asset statuses

• Draft – Created but not yet added to a campaign.
• Unpublished changes – Edited but updates aren’t live in any campaign yet.
• Published – Actively used in a campaign.
• Archived – No longer in use.

Use the filter icon to narrow down your view to specific assets.

At an asset, click the more icon to access the duplicate and archive functions.

Creating a new asset

On the Asset manager page, click New asset to create a new email or SMS asset.

When created, assets can be added:

• to a journey via an email or SMS shape by selecting Choose from existing and browsing your assets.
• to a playbook via the Messages tab.

Each asset can only be used once within a journey or playbook, however an asset can be duplicated if you need to make copies to use in multiple campaigns.

Create an email

When creating an email asset, you can choose from a range of templates in Ortto’s public template directory, or your own saved templates and templates shared with you.

If you choose a template, click Use template, then populate the Campaign name:

1. Select the Use brand book settings checkbox to apply your branding settings to the asset.
2. When you’ve selected the template and campaign name, you’ll land on the Template page, where you can edit the email name and template chosen, if required.
   Click Next to continue.
3. On Setup, populate the email setup fields as required.
   Click Next to continue.
4. In Content, edit the asset as required.
   Click Next to continue. At this point you can also send a test of the email draft by clicking Send test.
5. On Review, you’ll see an overview of the setup and content. Click Publish to use the asset in a campaign.

For a more comprehensive description of all email configuration options, read Creating an email campaign.

Create an SMS

When creating an SMS asset, you can create one from scratch or choose from a range of templates in Ortto’s public template directory, or your own saved templates and templates shared with you.

If you choose a template, click Use template, then populate the Campaign name:

1. Select the Use brand book settings checkbox to apply your branding settings to the asset.
2. When you’ve selected the template and campaign name, you’ll land on the Template page, where you can edit the email name and template chosen, if required.
   Click Next to continue.
3. On Setup, choose your tracking options.
   Click Next to continue.
4. In Content, edit the asset as required.
   Click Next to continue. At this point you can also send a test of the email draft by clicking Send test.
5. On Review, you’ll see an overview of the setup and content. Click Publish to use the asset in a campaign.

For a more comprehensive description of all SMS configuration options, read Creating an SMS campaign.

Create a capture widget

When creating a capture widget asset, you can choose from a range of templates in Ortto’s public template directory, or your own saved templates and templates shared with you.

If you choose a template, click Use template.

1. Select the Use brand book settings checkbox to apply your branding settings to the asset.
2. When you’ve selected the template, you’ll land on the Edit capture page, where you can edit the widget options.
3. Click Add content to add new elements to the capture widget such as text, buttons, a form, etc.
4. Review the changes in the capture widget preview on the right-hand-side of the screen, which shows changes made to the content component and allows you to switch between the preview for the greeting and thank you display components of the capture widget.
5. Click Style and use the various options provided to customize the appearance of the capture widget.
6. Click Settings to configure where, when, and how the capture widget appears for your users.

For a more comprehensive description of capture widget configuration options, read Configuring a capture widget

Viewing and editing an asset

Learn more about viewing and editing an asset.

Applying an asset to a campaign

Applying an asset to a campaign will vary depending on the type of campaign that you're interested in working with.

For standard single-send Email, SMS, or Playbook campaigns:

When you would like to use an asset for a standard campaign, you can save the asset as a template by clicking on the More actions menu > Save as template > Save.

When creating a new standard Email or SMS campaign, you will then have the option to select that asset's template in the Template Manager under My saved templates.

For Journey campaigns

When you would like to use an asset in a Journey campaign, you can add the relevant shape for the message to the journey's canvas and then select the Choose existing option to click on the corresponding asset.

Organizing assets

Users can utilize folders to help with organizing assets on the account.

To add an asset into a folder:

1. Select the checkbox next to that asset's name 
2. Click on the Move to button on the top of the page 
3. Select the name of the folder