Creating Content

Creating Content

You can create print or email content within your Back At You ClientBAY account.
It is important to create your content BEFORE you begin creating campaigns or action plans.

To begin creating content pieces;
  1. Go to the Marketing on the left-hand side of your screen
  2. Then click  Content. This will take you to the main Content Dashboard.
  3. Click +CREATE in the upper right-hand corner. This will open the Create Content window. In this window there are some filters that you can choose from - like if you want emailable or printable content. There is also a drop down menu where you can select from different categories of content that you can create. Let's explore some of those categories:
Blank Content
This type of content is fully customizable and is a great option if you are wanting to create emails from scratch or informative flyers.
Property Flyers
You can connect properties from your listing feed to auto populate into the dynamic fields set up in these property flyers.
If you have our SocialBAY product, you can also create customizable flyers in Design Studio. 
Letters
In this category we have a whole bunch of pre-created letter templates for you to easily edit - that way you aren't having to create letters that you commonly use in Real Estate from scratch.
Eblasts, Holiday Cards and More
We have a plethora of different categories that have the ability to pull in your branding information that you can edit and easily print or email out.

Once you have selected the type of content you want to create, you will be prompted to fill out some details for that piece;
  1. Type in a Name for the content you are creating
  2. Type in a Category for the content/event you are creating, or choose from categories you may already have here set up previously by clicking on the ‘Category’ button. This is important so that once you have created a variety of content you can organize your Content Dashboard  by category, making it easy to find a piece of content.
  3. Edit content by clicking on the box of what you would like to edit. When it is highlighted light blue and a pencil shows in the lower right corner it is something you can edit.   
  4. If you have selected a template that allows you to use a photo, you can click on the photo or photo placeholder to change it. This will pop open your image library where you can use photos that your company has uploaded for you to use, or you can upload your own image.
  5. Once you have your content piece ready, look in the upper right hand corner where you can either save and print, save and email, save and get HTML, save and share or just save. This content piece will then display on your content dashboard where you can always access it at a later time if needed.

You can also Edit or Delete any of your Saved Content. 
To edit a piece of content, search for the content that you want to edit then click on its three dot action button. Then select Edit. This will take you to a screen where you can make whatever changes you need to. Click Save when done.
To delete a piece of content, find the piece of content you want to delete and click on its three dot action button. Then select Delete. This will then permanently delete that piece of content. PLEASE NOTE: Once content is deleted you can not get it back.
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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