All Collections
Content
How to Create your own Content
How to Create your own Content

This article will show you how to create your own personalized Content!

Melissa Trottier (she/her) avatar
Written by Melissa Trottier (she/her)
Updated over a week ago

Let's start by answering the question, what is Content?

Content is a blend of digital materials provided by your organization and content you have generated on your own. This content can be sorted and distinguished based on categories.

To sum it up, the Content feature enables you to send pre-existing and customized content to your contacts with just a click, providing them with valuable information.

The beauty of creating your own Content is that you can generate distinctive digital materials by utilizing your personal videos, pictures, and scripting.


How to Create Content

1 - Select "Content" from the lower right side of the mobile app 📱
OR select "Content" from the left-hand side of the web version. 💻

2 - Select the "+" sign on the mobile app and then Add Content 📱
OR Select + Add on the web version. 💻 Select "Add New Content"

3 - A pop-out tab will appear giving you four options: Upload Image, Add Video, Add Link, or Add PDF.

4 - Select the option you wish and follow the prompts on the screen.

5 - Once you have uploaded the image, video, link, or PDF, select "Next."

6 - Add a "Name" for your content.
7 - Select the "Task type."
8 - Add the "Script"; this is your time to be creative, and write here what you wish to share with your contact.
9 - Select either "First Name," "Last Name," or both to add to the script (this is optional but important).

10 - Select the Content Language.
11 - Save your content in a "New Category" (this is optional).
12 - Select "Save" and that's it! Now your content appears in the "All my content" category.


⚠️ If you selected a "New Category" for your content, it will prompt you to give it a title and then save it.

This is an example of how steps 1 to 3 look on the website version 👇

If you wish to create a "New Category" and then "Add Content," you can also do it.


Tips for PDF files

These are the specific instructions on how to convert the PDF to HTML if you have Adobe Acrobat.

If you don't have Adobe Acrobat as your PDF editor, follow the steps below.

PDF to HTML conversion.

  1. Open the file you want to convert in your PDF editor.

  2. Select the Create & Edit button on the right-side toolbar.

  3. Click Export PDF at the top of the window.

  4. Choose HTML Web Page and select your options. ...

  5. Click Export and choose the folder where you want to save your new page.


Any product images shown are for illustration purposes only and may not accurately represent the product.

Did this answer your question?