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📂 Assets

The Assets module in C360 CRM helps you organize, manage, and track marketing resources like documents, videos, and infographics.

To access it:
➡️ Go to Marketing → Campaign Components → Assets from the left-hand menu.

🗂️ Asset Views​

Assets can be viewed in Grid View or List View:

  • Grid View – Shows each asset as a card with quick actions (copy link, download, edit).
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  • You will find grid view of assets only in the All Assets sections.
Grid View of Assets
Grid View of Assets

🧩Left Panel Components​

  • The All Assets category provides a comprehensive view of every asset available in the system.
  • It includes all active items across different categories, enabling users to browse, search, and manage their complete asset library from a single place.

🗂️ Actions Available In The All Asset Section​

ColumnDescription
EditModify asset details such as name, content, or configuration.
DownloadDownload the asset to your local device..
Move to FolderMove the asset to a different folder for better organization.
ShareShare the asset with users or teams with controlled permissions.
Remove from FavoritesRemove the asset from the Favorites list while keeping it available in All Assets.
CopyCreate a duplicate of the asset for reuse or modification.
Manage TagsAdd, edit, or remove tags to organize and filter assets efficiently.
Folder / File InformationView details like folder name, owner, and asset count.
Move to TrashMove the asset to Trash for temporary storage or permanent deletion.
PreviewCan view the files in the asset without downloading them.
All Assets
All Assets
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  • Additionaly you can find the Tree Structure for the asset folders.

🔍Searching Assets​

To search for assets:
➡️ Enter the title or details in the search bar and press Enter.

Searching Assets in C360
Searching Assets in C360

🎛️Filtering Assets​

You can filter assets by:

  • Category
  • Type
  • Created Date
  • All Asset/ Folder / File
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  • All Assets: Visibility of all the assets in the system.
  • Folder: Visibility of all the Folders in the system.
  • File: Visibility of all the Files in the system.
Filtering Assets
Filtering Assets

📂 Move To Folder​

  • Select the checkbox for the asset you want to move or click on three vertical dots..
  • Click on the Move to Folder button.
  • Selecte the folder.
  • Click on Move.
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  • You can move both File and Folder to another folder.
Move Assets to Folder
Move Assets to Folder

📋 Copy​

  • Select the checkbox for the asset you want to copy or click on three vertical dots.
  • Click on the Copy button.
  • Select the destination folder.
  • Click on Copy.
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  • You can copy both File and Folder to another folder.
Copy Assets
Copy Assets

🗑️ Move To Trash​

  • Select the checkbox for the asset you want to move to trash or click on three vertical dots.
  • Click on the Move to Trash button.
  • Click on Yes.
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  • You can move both File and Folder to trash.
Move Assets to Trash
Move Assets to Trash

ⓘ File / Folder Information​

  • Click on the three vertical dots for the Folder you want to view information about.
  • Click on Folder Information.
Folder Information
Folder Information

🗑️ Deleting Asset​

  1. Go to Trash section.
  2. Select the checkbox(es) for the assets you want to delete.
  3. Click the Delete icon .
  4. Click on Yes from the confirmation pop-up if you want to delete.
Delete selected Assets
Delete selected Assets

✏️ Add or Edit Asset​

To add an asset:

  • Asset categories in two types: Folder and File.
  1. ➡️ Click Create or Upload
  2. Select Create Folder.
  3. Enter details (Name, Tag , Description, Folder Color).
  4. Click ** Create**.
Add Folder
Add Folder
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  • For adding a tag : Click on tag dropdown , enter text in the search field and click on create.

To edit an asset:

  1. ➡️ Click the ** Edit (pencil)** icon for File or Folder you want to update.
  2. Make necessary changes.
  3. Click on ** Update** .

👥Share Asset to Group​

➡️ Select one or more assets → Click Share → Choose a group.

Sharing Assets with Groups
Sharing Assets with Groups

⚙️Managing Assets Category​

  • Assets are shared with contacts (e.g., after form submissions).
  • You can track downloads , assign point values , and review history .
  • Assets can also be grouped into Categories for easier management.
Asset Categories in System Configuration
Asset Categories in System Configuration

💡 Tip: To track downloads via email, copy the Asset Link into your Email Template button’s href.

Tracking Asset Downloads in Email Templates
Tracking Asset Downloads in Email Templates