Client

ADMIN MANUAL
 Client Admin Manual

TABLE OF CONTENTS

Table of Contents 1
Definitions 2
Adding New Assets 4
Add Brightcove Video 5
Add YouTube Video
6
Adding a Video or Training Video
7
Add Link (External) 8
Add Link (Image) 9
Add Link (Internal)
10
Add PDF 11
Add Audio 12
Adding/Removing Assets from the App 13
Add a Feature Group
14
Add a Tag
15
Remove Asset from App 16
Checking and Managing My Ship Orders 18
Check an Order 19
Update an Order 20

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 Client Admin Manual

GETTING STARTED

Before adding an asset, review the Definitions section to familarize yourself

with some terms that will facilitate the use of this site.

The home page has shortcuts to the assets most commonly uploaded to the
app.

Select an asset to get started; all asset instructions are included in this pdf.

Definitions
Applied Feature Groups - Feature groups that are applied to an asset.

Brightcove Video - One option to upload a video to the app is to upload it

as a Brightcove video. Brightcove is a video CDN repository. This step allows
you to add the video to the system - later you can organize the order of the
videos.

Feature Group - Users are separated into groups and given customized ac-
cess to different assets. Assigning a feature group to an asset makes the
given asset visible only to those users in the assigned feature group.

Link (External) - This asset allows an image to be added to the app through
a link that has been created by another host/server, ie. Amazon s3. These are
generally links to a corporate microsite (distributor shopping site) or a Brigh-
tools site (such as a link to a user’s sample site). If left blank, they will take
the prospect to a player page. External links can also be truly external, such
as a link to a news article.

Link (image) - This asset is used when you are uploading an image file direct-
ly to the app. If the image is on your computer, you would upload the asset
through this link type. Images have no target URL, so there will be no notifi-
cations or tracking on them. The only reporting available for images can be
found via the social platform they’re shared on. This maximizes users posts
on different platforms by allowing users to post links in facebook comments
or in instagram bio’s, etc.

Link (Internal) - This asset adds links to the corporate back office or a prod-
uct site to the business tools section of the app. To add an Internal Link, con-
tact your verb Client Success Rep.
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Tags - Category in the “View All” section of an asset type. Creating a tag cre-
ates a category for an asset. When adding a tag to an asset, you are adding
that asset to that category.

YouTube Video - One option to upload a video to the app is to upload it as

a YouTube video. This step allows you to add the video to the system - later
you can organize the order of the videos.

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Client Admin Manual

ADDING NEW ASSETS

These step-by-step instructions will walk you throught the

process of adding assets using the Client Content Admin.

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 Client Admin Manual

ADDING NEW ASSETS

ADDING NEW ASSETS

Add Brightcove Video

Follow these steps:

1. Add Video Name
2. Select Video for upload
3. Select the Content Language
4. Include the tag for the video in the Define Tage field
5. Include Description. The description must be less than 300 characters,
including spaces.
6. Submit once all of the fields are complete
7. Add asset to Feature Groups (see Adding a Feature Group)
8. Add Tags (See Adding Tags)

Once you have added the correct feature groups and tags, submit once
again to save the asset and add it to the app.

Note: Once you submit, the page will reload with Feature Groups and Tag
fields. Try to keep videos under 1GB.

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 Client Admin Manual

ADDING NEW ASSETS

ADDING NEW ASSETS

Add YouTube Video

Follow these steps:

1. Insert YouTube ID - the following information will be auto-filled:
• Name (Title)
• Length
• Description
2. Select Language
3. Select Market(s)
4. Include the List Order - this is the order in which the video will appear in
the app.
5. Submit
6. Add asset to Feature Groups (see Adding a Feature Group)
7. Add Tags (See Adding Tags)
8. Once you have added the correct feature groups and tags, submit once
again to save the asset and add it to the app.

Note: Once you submit, the page will reload with Feature Groups and Tag
fields. Try to keep videos under 1GB.

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 Client Admin Manual

ADDING NEW ASSETS

Add a Video or Training Video

Follow these steps:

1. Insert Brightcove ID or YouTube ID - the following information will be
auto-filled.
• Name (Title)
• Length
• Description
2. Select Language
3. Select Market(s)
4. Include the List Order - this is the order in which the video will appear in
the app.
5. Submit

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 Client Admin Manual

ADDING NEW ASSETS

Add a Link (External)

1. Insert all information for the link:

• Title
• Language
• Markets
• Description
2. Select Link Type - External
3. Upload the image
4. Submit
5. Add asset to Feature Groups (see Adding a Feature Group)
6. Add Tags (See Adding Tags)

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 Client Admin Manual

ADDING NEW ASSETS

Add a Link (Image)

1. Insert all information for the link:

• Title
• Language
• Markets
• Description
2. Select Link Type - Image
3. Upload the image. A GIF can be added as an image but cannot be over
3MB.
4. Submit
5. Add asset to Feature Groups (see Adding a Feature Group)
6. Add Tags (See Adding Tags)

Note: Please verify the image was auto-generated correctly. You are able to
over ride the auto-generated thumbnail by manually adding one. The best
place to verify the image is on the app itself.

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 Client Admin Manual

ADDING NEW ASSETS

Add a Link (Internal)

To add an internal link, contact your CST Rep.

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 Client Admin Manual

ADDING NEW ASSETS

Add PDF

1. Insert all information for the PDF:

• Title
• Language
• Markets
• Description
2. Upload the PDF
3. Submit
4. Add asset to Feature Groups (see Adding a Feature Group)
5. Add Tags (See Adding Tags)

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 Client Admin Manual

ADDING NEW ASSETS

Add Audio

1. Insert all information for the audio:

• Title
• Language
• Markets
• Description
2. Upload the audio (mp3) file
3. Submit
4. Add asset to Feature Groups (see Adding a Feature Group)
5. Add Tags (See Adding Tags)

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Client Admin Manual

ADDING & REMOVING

ASSETS FROM THE APP

Once assets have been uploaded to the system, use these instruc-
tions to add or remove them within the mobile app. For optimal
functionality, there is up to a 4 hour-cache for any changes that are
made. You can immediately check the desktop to verify changes,
then double check after four hours on the mobile app.

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 Client Admin Manual

ADDING NEW ASSETS

Assign a Feature Group

After you add an asset, an additional section will be generated on the bot-
tom half of the page for Feature Groups (see Definitons, page 2). To assign
a Feature Group to the asset, find the desired Feature Group and click the
✔
X twice until it is replaced with a . Each Feature Group you select will be
added to the box on the right, titled Applied Feature Groups.

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ADDING NEW ASSETS

Assign a Tag

After you add an asset, an additional section will be generated on the bot-
tom half of the page for Tags. To add a Tag, type in the title field and hit the
tab button. You will then see the Tag listed in the table with a ✔ to the left.

To assign an existing Tag, click until the X next to your desired Tag, until it is
replaced with a .✔
Note: Once you create a new Tag it cannot be deleted.

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 Client Admin Manual

REMOVING ASSETS

REMOVING AN ASSET FROM

Step 1: Select Asset ID to edit the asset.

Step 2: Disable all of the feature group(s) - click the X next to each Feature
Group(s) until it is replaced with a .✔

Step 3: Disable all of the tag(s) - click the X next to each tag(s) until it is re-
placed with a .✔

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Step 4: Select the dropdown menu under Removed and change the No to Yes.

Step 5: Submit.

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 Client Admin Manual

CHECKING AND MANAGING

MYSHIP ORDERS

The platform Administer will allow you to check and manage your
MyShip sampling orders.

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 Client Admin Manual

CHECK AN ORDER

HOW TO DO A SIMPLE CHECK OF AN ORDER

1. Once you’re logged in, click the MyShip button at the top of the page
2. Click MyShip Orders
3. The order display page will then show all of the orders in the system
4. Use one or more of the various filters on the lefthand side of the page to
search for the order you are looking for, then hit submit.
5. See the desired order, or set of orders

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 Client Admin Manual

UPDATE AN ORDER

HOW TO UPDATE AN ORDER

1. Follow the previous steps to find your order

2. Once you have found the correct order, click the blue ID number in the
furthest left column. This will take you to the edit page.
3. Enter the desired information in the desired field. The most common
things you may need to change or add are the Ship Date and the Tracking Number

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