Adding clean copy to Widen DAM

Invite/email assets:

Goes into internal education - clean copies

-purpose: for SME to send out additional invite to whoever they want

-email has already been sent to the list; clean copy for SME's to use

-if they want to send to folks who were excluded from segment

Asset group and security

-automatically be put in the review asset group and will be put in the assets today

Metadata in Widen DAM

-Title: Document title (Event-2022-SoCal VIP Event Downtown LA-Industry-Service)

-go back to clean copies folder and change the name to Event-2022-SoCal VIP Event Downtown LA-General-General) can just use one General…

-Type of asset: .msg

-Type: Internal Education (used for most)

-Description: pull from email or WF description (EX: Email invite for SoCal VIP Event Downtown LA)

-Department: (Practice area in WF) Firm, unless otherwise listed in WF

-Industry: General - not an option so leave it blank, unless industry is specified in WF

-Service: General - unless specified in WF

-Software Product: if listed in WF

-Keyword: socal, vip event, event invite, downtown la, private event (example)

-Office location: not relevant, unless specific office mentioned

-Rights usage: internal usage

-value-based pricing: blank, unless sales sheet

***If adding multiple assets, it will use this mass metadata but upload it after you upload all assets. Then go back to metadata and add it then. 

Review and Edit window: 

-with Admin permissions: click the asset; hyperlink will not show for non-admins

-should see asset window that shows metadata

Details page:

-add preview thumbnail from the email

--take screenshot of top of email and use as thumbnail

--save to clean copies folder as "title of doc-thumbnail" (can't copy and paste it)

-Click Upload alternate preview

-choose saved thumbnail

Asset Groups and Security

-Expiration date: event date

-Normally, sales sheets would have expiration date of one year!

--check if asset is still relevant at expiration date

                -don't need to touch asset groups

Go back to summary

Exit

Click on search icon at top - magnifying glass

    Should see your most recent since it is sorted by date added

    Says "Review Purposes"

Adding clean copy in WF: create an update "Added to the Widen DAM"

*Use the most recent email in Eloqua when searching project code from WF:

CE1.1

CE1.2

CE 1.3

*Difference is for reporting purposes; same email!

Use email checker to send yourself a test

Forward email you receive in outlook - pop out email

Clean up the email

-delete spaces in between blocks

-edit hyperlinks for removal of mime cast security link

--update register links

--update LinkedIn/FB/Twitter links

-- update learn more web links

-Add one line at top (horizontal line) with space above for others to write above email

-Delete space at top that states "View in web" and remove unsubscribe text from footer

-Edit hyperlinks to social icons

-CTA: hover over and you can see the mimecast security for links so if other people click on it and they are not an Armanino employee they won't be able to access the link

-control + click the CTA button(s)

-use the clean link to edit hyperlink on CTAs

Take screengrab of top of email image for preview image for Widen DAM. 

Save As - .msg (Outlook message)

Create a new folder in your PC Documents tab titled "Clean Copies" to house all clean copies

Upload clean copy .msg file to project documents folder in WF and make an update stating "Clean Copy"

Mark task complete!