Optimize your marketing strategy with the SharePoint 2013 Marketing Asset Management Template, streamlining asset management, permissions, reviews, and updates.
1
Establish Marketing Asset Categories
2
Gather Current Marketing Assets
3
Classification of Marketing Assets
4
Approval: Asset Classification
5
Upload Assets to SharePoint Library
6
Tag Assets with Metadata
7
Establish View Permissions for Each Marketing Asset
8
Create Asset Retrieval Process
9
Approval: Retrieval Process
10
Train Marketing Team on Using the Template
11
Add Alerts for Asset Updates
12
Approval: Alert System Configuration
13
Establish a Regular Asset Review Process
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Approval: Review Process
15
Track and Review Asset Usage Data
16
Approval: Usage Data Collection
17
Identify and Remove Unused Assets
18
Review and Update Asset Metadata
19
Approval: Metadata Updates
20
Update Marketing Asset Template as Needed
Establish Marketing Asset Categories
In this task, you need to define the different categories for your marketing assets. Think about the types of assets you have and how you want to organize them. Consider the impact this will have on the overall process and the ease of asset retrieval. What categories will best serve your marketing team? What challenges might arise and how can they be addressed? Use the dropdown field below to select the appropriate category for each asset.
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Images
2
Videos
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Documents
4
Presentations
5
Templates
Gather Current Marketing Assets
This task involves collecting all the existing marketing assets in your organization. It's important to have a comprehensive inventory of assets before proceeding with the management process. What marketing assets do you currently have? What is the purpose of each asset? Use the multiChoice field below to select the types of assets you have.
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Brochures
2
Videos
3
Website Content
4
Social Media Graphics
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Email Templates
Classification of Marketing Assets
In this task, you need to classify your marketing assets based on specific criteria. This will help organize and categorize your assets for easier retrieval and management. Consider the different properties or characteristics that define each asset. Use the subtasks field below to check off the classification criteria for each asset.
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Target Audience
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Product Type
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Content Format
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Language
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Campaign
Approval: Asset Classification
Will be submitted for approval:
Classification of Marketing Assets
Will be submitted
Upload Assets to SharePoint Library
This task involves uploading your marketing assets to the SharePoint library. Make sure you have the necessary permissions to access and upload files. What assets do you want to upload? Are there any specific file formats or size restrictions? Use the fileUpload field below to select and upload the assets.
Tag Assets with Metadata
To enhance the search and retrieval process, you need to tag your marketing assets with relevant metadata. Think about the keywords or tags that best describe each asset. What metadata fields do you want to include? Use the shortText field below to enter the metadata for each asset.
Establish View Permissions for Each Marketing Asset
In this task, you need to define the view permissions for each marketing asset in the SharePoint library. Who should have access to view each asset? Consider the roles or departments within your organization. Use the members field below to select the appropriate users or groups for each asset.
Create Asset Retrieval Process
To ensure efficient and seamless asset retrieval, you need to define a process for accessing the marketing assets in the SharePoint library. How should users go about retrieving assets? What steps should they follow? Use the longText field below to describe the asset retrieval process.
Approval: Retrieval Process
Will be submitted for approval:
Create Asset Retrieval Process
Will be submitted
Train Marketing Team on Using the Template
This task involves training your marketing team on how to use the SharePoint 2013 Marketing Asset Management Template. What are the key features and functionalities of the template? How can team members navigate through different sections and perform tasks? Use the longText field below to provide step-by-step instructions or a training manual for the template.
Add Alerts for Asset Updates
To stay updated on changes and updates to marketing assets, you need to set up alerts in the SharePoint library. What type of alerts do you want to configure? How frequently should users receive notifications? Use the multiChoice field below to select the alerts and their frequency.
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New Asset Added
2
Asset Modified
3
Asset Deleted
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Weekly Summary
5
Monthly Summary
Approval: Alert System Configuration
Will be submitted for approval:
Add Alerts for Asset Updates
Will be submitted
Establish a Regular Asset Review Process
To maintain the quality and relevance of your marketing assets, you need to establish a regular review process. How often should assets be reviewed? Who should be responsible for the review? Use the dropdown field below to select the frequency of asset reviews.
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Monthly
2
Quarterly
3
Bi-annually
4
Annually
5
Ad-hoc
Approval: Review Process
Will be submitted for approval:
Establish a Regular Asset Review Process
Will be submitted
Track and Review Asset Usage Data
In this task, you need to track and review the usage data of your marketing assets stored in the SharePoint library. What metrics do you want to track? How often should usage data be reviewed? Use the multiChoice field below to select the metrics and their review frequency.
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Total Downloads
2
Top Downloads
3
User Feedback
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Page Views
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Time Spent
Approval: Usage Data Collection
Will be submitted for approval:
Track and Review Asset Usage Data
Will be submitted
Identify and Remove Unused Assets
To optimize your marketing asset library, you need to identify and remove any unused or outdated assets. How can you determine if an asset is no longer being used? Who should be involved in the identification and removal process? Use the subtasks field below to check off the steps for identifying and removing unused assets.
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Analyze Usage Data
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Consult Marketing Team
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Review Last Download Date
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Confirm Obsolete Status
5
Delete Asset
Review and Update Asset Metadata
In order to ensure accuracy and relevance, you need to periodically review and update the metadata of your marketing assets. How often should metadata be reviewed? Who is responsible for the review and updates? Use the dropdown field below to select the frequency of metadata reviews.
1
Weekly
2
Monthly
3
Quarterly
4
Bi-annually
5
Annually
Approval: Metadata Updates
Will be submitted for approval:
Review and Update Asset Metadata
Will be submitted
Update Marketing Asset Template as Needed
As your marketing asset management process evolves, it's important to update the marketing asset template accordingly. What changes or improvements have been identified? How can the template be enhanced to better serve the marketing team? Use the longText field below to describe the updates or improvements to be made.
