How to upload and publish marketing materials [Portfolio Manager]

In this article:

Overview

Upload and publish up-to-date marketing materials to your team and distributor partners, or even create publicly available links. This video covers how to upload these materials:

Using Marketing Materials

Follow these steps to create and share marketing materials:

Step 1: Go to My Content → Marketing Materials
Step 2: Click the Add Marketing Material button in the top right-hand corner of the page.
Step 3: Fill-out the Display Name, Category, Profile, and Visibility fields.
Step 4: Click the Publish button at the bottom of the page to post.

Note: In the Visibility field, you can control who sees the marketing materials.

Once published, your marketing materials will be accessible to the audience as indicated in the Visibility field.