ADMIN: Creating Company Content

ADMIN: Creating Company Content

As Admin, you have the ability to create print and email content that can be used by the agents and the rest of the company. 

To Create Company Content
  1. Go to your Settings icon in the upper right hand corner of ClientBAY.
  2. Select Content under the Marketing section. This will open up your Content Dashboard where you can see all of the content that has already been created for company usage.
  3. Click +Create in the upper right-hand corner. This will open the Create Content window.
  4. You can choose if you would like to create email or print content and utilize drop down menus Content Type and Category to narrow down your search.
  5. To choose your template, click Select to start editing. 
  6. On the screen that populates, name your piece of content, give it a content category if necessary and then select into the content box to create/edit your piece of content.
  7. Press Save and Continue. 
  8. If applicable, select the office(s) and agent(s) who need to be able to see this piece of content in their Marketing Center.
  9. Hit Save. This piece of Content will now display on your Company Content Dashboard and for agents to use in their Marketing Centers as well.

To edit any content, search for the content you want to edit and select the three dot action button. Select Edit.
This opens the edit screen for the content to be edited. 
Once you have finished editing the content, click Save in the upper right-hand corner to exit back to the main content dashboard. 

To delete content, search for the content that you want to delete and click on the three dot action button. Select Delete. 
This will prompt the system to ask you if you really want to delete the content. Click YES. 
To bulk delete content, select the checkboxes on each piece of content you want to delete. Click Delete in the upper right-hand corner. 


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