SAS® Customer Intelligence 360

 

 

Work with assets

Learn how to create and manage your digital content.

 

To create a digital asset, follow these steps:

  1. On the top navigation bar, click Upload.
  2. In the Standard Attributes section, enter this information:
  • Enter a Name for the asset.
  • (Optional) Enter a Description for the asset.
  • Click Browse to select the original file to upload. You can save the asset without uploading a file and add the file later.
  • Click Browse to select the appropriate location of the asset. The folder that you are currently in is the default.
  • Add or search for a tag in the Tags field. To add a tag, enter the text and click Add to list. Click View all tags to view all of the available tags. Applying a tag to an asset enables you to collect information about how that asset is used and how often.
  • (Optional) Click Date to select an expiration date for the asset.
  1. In the Business Attributes section, enter information for your custom attributes.
  2. Click Save. The asset is uploaded, and a preview and a thumbnail are created. Click Done.

Note: You can also manually add preview and thumbnail renditions (as well as other renditions) by clicking the Renditions tab before clicking Save.

Click Overflow to preview the asset, download the original, download a preview, open the asset, delete the asset, move the asset, copy the asset, or share the asset.

To work with several assets at the same time, click Select or click Select all, and then complete these actions:

  • To download the selected assets, click Download and select Create ZIP. You can select the original, the preview, or the thumbnail. Enter a filename and click Create. Click Download. The file is also accessible from the Job Information page for a specified amount of time.
  • To create an attributes file, click Download and select Create attributes file. This Microsoft Excel file contains the standard attributes (folder path, asset name, asset description, and expiration date) associated with the assets and can be used as a template for batch uploads. Click Open to view or edit the attributes. You can then updateyour assets through the spreadsheet.
  • To delete the selected assets, click Delets. Click Yes.
  • To update attributes for the selected assets, click Edit . Edit as necessary and click Apply. You can choose to clear the description and the expiration date.
  • To share the selected assets, click Share. Select the access level of the user that you want to share the assets with, copy the URLs, and then click Close. Provide the links to the user.
  • To move the selected assets, click Overflow and select Move. Select the location and click OK.
  • To copy an asset, click Overflow and select Copy. Enter a name, select the location, and then click OK. All attribute values, other metadata, and renditions are copied from the source asset to the new copy
View an Asset

You can view and edit an asset and its properties, and create versions and renditions.Click an asset.

  1. Click the image to display a preview. Click Close.
  2. On the Attributes page, view or edit the information. Click Save or Close.
  3. On the Summary page, you can view the properties of the asset.
  4. On the Versions page, view or edit the information.
  5. On the Usage page, you can view the creatives and tasks that use that asset. To go directly to the associated creative or task, click Information and click Open.

You can download the original or preview, save the file with a different name, or share the asset.

  • To download the asset, click  Download and select Download original or Download preview. The file appears at the bottom left of the screen.
  • To share the asset, click Overflow and select Share. Select the access level of the user that you want to share the asset with, copy the URL, and then click Close. Provide the link to the user.
  • To save the asset with a different filename, click Overflow and select Save as. Enter a name, select the location to copy the asset to, and then click OK.
Create a Version
  1. Click an asset.
  2. On the Versions page, click Add.
  3. Click Browse to select the image to upload.
  4. (Optional) Click Browse to select the image for the thumbnail.
  5. (Optional) Click Browse to select the image for the preview.
  6. Add any Comments for the new version of the asset.
  7. Click Save, and then click Done.
  8. Click  to preview, download, restore, or delete the version.
Create a Rendition

A rendition is a different base file format (for example, different size, resolution, format). Each asset version has a set of defined renditions.

  1. Click an asset.
  2. Click the Renditions tab at the top of the page to see the original asset, a preview of the asset, and a thumbnail of the asset. Additional renditions of the asset are also displayed.
  3. Click  to create a rendition. Enter a Rendition name, and then click Browse to select the image to upload.
  4. Click Save.

After a rendition is added, you can download, rename, delete, or replace the rendition:

  • To download the rendition, click Download and open or save the asset.
  • To rename the rendition, click Rename and enter a new name. Click Save.
  • To delete the rendition, click Delete. Click Yes.
  • To replace the rendition, click Replace. Click Browse and navigate to the appropriate file to upload. Click Save.

Note: You cannot change the name or delete the standard system renditions (original, preview, and thumbnail).

Share an Asset

You can share a link to an asset with another SAS Customer Intelligence 360 user.

  1. On an asset, click Overflow and select Share asset, or open the asset and click Overflow and select Share.To share several assets, click Select, select the appropriate assets, and then click Share.
  2. Select the access level of the user that you want to share the asset with.
  3. Copy the URL.
  4. Click Close.
  5. Provide the URL to the user.
Batch Upload Assets
  1. On the top navigation bar, click Batch Upload.
  2. Click Browse and select the assets to upload.
  3. Click Open to see a list of the files. To add more assets, Add. Select the appropriate files from the list to upload.
  4. Click Edit Attributes to edit any of the listed attributes before uploading the files. 
  5. Click Propagate Changes to apply to apply the same changes to other assets in the list. Click OK.
  6. Click Upload. A message indicates that the job was submitted successfully. Click Close.

Check the Job Information page for status updates.

Batch Update Assets
  1. On the top navigation bar, click .
  2. Click Browse to select the assets to update.
  3. Click Open to see a list of the files. To add more assets, click . Select the appropriate files from the list to update.
  4. Click Edit Attributes to edit any of the listed attributes before updating the files.
  5. Click  to apply the same changes to other assets in the list. Click OK.
  6. Click Upload.

Check the Job Information page for status updates.

View Job Information
  1. On the top navigation bar, click Information. The Job Information page lists your submitted jobs.The job status is indicated by these icons:
  •  Complete indicates the job completed successfully.
  •  Error in indicates the job failed. 
  •  In Progress indicates the job is in progress.
  1. Click Refresh to refresh the page.
  2. Click Delete to delete a job. You cannot delete a job in progress.
  3. Click Close.
Batch Update Assets from Microsoft Excel

You can batch update assets from a Microsoft Excel spreadsheet (.xls and .xlsx formats). Download the file and make changes to the attribute values. Then, import the modified file to update assets with the new values. Only the first sheet of the spreadsheet is processed. The sheet contains information for the folder path, asset name, description, and expiration date.

  1. On the top navigation bar, click Overflow and select Update from Excel.
  2. Navigate to the appropriate folder, select the spreadsheet, and click Open.
  3. The mapped assets are updated according to the spreadsheet.
Delete an Asset
  1. On an asset, click Overflow and select Delete asset.
  2. Click Yes to confirm the deletion.

The asset is sent to the recycle bin.

Recycle Bin

You can restore assets and permanently delete assets from the recycle bin.

  1. On the top navigation bar, click Overflow and select Recycle bin.
  2. To restore an asset, select the appropriate asset and click Reset. Click Yes to confirm the restoration of the asset to its original folder.You can click Select all to restore all of the items in the recycle bin.
  3. To permanently delete an asset, select the appropriate asset and click Delete. Click Yes to confirm the permanent deletion of the asset.You can click Select all to delete all of the items in the recycle bin.
  4. Click Close.

You can also click Information and select Delete or Restore to delete or restore the asset.


Word lid van de SAS® Customer Intelligence Community

Ontmoet andere gebruikers in de SAS Customer Intelligence Community. Stel vragen. Krijg antwoorden. Wissel tips uit. Het is een fantastische plek om te leren, groeien en samen te werken.        

Lid worden van gemeenschapy

Meer informatiebronnen

users-guides-computer-book

Gebruikershandleidingen

Krijg hulp bij het optimaliseren van marketingactiviteiten,
het analyseren van bezoekersgedrag en het ontwikkelen van een totaalbeeld van klanten.

computer-with-keyboard

Training

Ontdek onze trainingsmogelijkheden: klassikale training, live websessies, e-learning of persoonlijke mentors.

light-blub-plant

Certificering

Laat uw kennis en vaardigheden met betrekking tot SAS bevestigen. Ontvang een wereldwijd erkend certificaat van SAS om u te onderscheiden.

Back to Top