How do I organize assets for Playbooks or Journeys?
To more easily find related assets for a Playbook or Journey, multiple asset types can be added to steps by filter.
Steps:
Start by setting up a Playbook template
Learn more about setting up Playbook templates
Under the Tab > Step # > ‘Add Asset’ section, select ‘Asset Objects'.
This feature allows you to select different options, whose results will be fetched in media section depending on the ‘asset object’ filters and/or contact filter option enabled.
Fill out the relevant fields
Save added steps and internal playbook to view relevant results in the media section
- Asset Object Name - Used to name the icon within the step
- Asset types -narrows down type of assets that will be pulled in
- Filters - Pulls in assets with matching filter
Click Save, then continue
When viewing that Playbook under the Playbooks tab/area, the new option will be available under it's related step
Clicking on the new option will bring up a pop-up with all matching assets to what you have set
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