Media Menu - Filtering and Reviewing
While you'll usually navigate through media by template, there's a chance you'll want to get a view from a higher level, meaning seeing all existing media, cross-templates. For that purpose, the Media Menu has been made. All your created media are listed in the Media Menu, with the most recent showing on top. This article explains how to best use this menu in your review flow.
IN THIS ARTICLE
| 1. Filter Media
|| 2.2 Approve or Reject Media
|2. Review Media|| 2.3 Reviewed Media
| 2.1 Mark Media for Review
|| 3. Saving Collections - Review outside the platform
1. Filter Media
When viewing all your media, chances are that you want to filter media based on a characteristic. Maybe you just want to know which media have been uploaded to YouTube? Or you only want to see files that were made in a 16:9 Aspect Ratio? The upper-left button 'Filter Media' allows you to show media based on filters, with the following criteria: Templates, Custom Parameters, Platform, or Upload Status. Filtering media is the first step to create a saved collection, which is explained in point 3 of this article.
Templates: this filter will show you media from templates marked with the tags you created. At the bottom of the list you will see all untagged templates as well.
Custom Parameters: this filter will show you media according to the dynamic parameters with closed input fields. In case you have a dynamic parameter with the same name but in different templates, these will show separately. For instance, if you would like to filter all media with Language (parameter) English (value), and this parameter is used in different templates, you will see different options named Language.
Platform and Upload status: you can filter your media according to their rendering status (e.g. rendered, in queue, destroyed), review status (approved, pending, rejected), or upload status (by output channel).
2. Review media
The Storyteq platform offers review functionality. You can ask for approval before uploading the created media file to one of your connected channels. This other user (e.g. a brand manager) can view the created media and approve or reject it with a comment. The review process can take place within the platform, amongst other users within your company's account, or even outside the platform in case the reviewer does not have a Storyteq account.
In the Media overview, you can mark media for review by selecting the media and press one of the two yellow outlined buttons displayed below. (You get the same Mark for Review option if you select media in the Templates Media Management page. Click here if you would like to read more about the actions you can perform via that page). As soon as you marked the media for review, the media will appear in the tab 'Pending Review'.
All media that was marked for review is listed in the tab 'Pending Review' (see yellow outlined tab below). By clicking on the row of the media you would like to review, a preview of the media is shown and two buttons appear.
Reject & Comment
If you are reviewing media and discover a mistake, you click the red outlined button to reject the media. It gives you the possibility to type in the reason why the media was rejected. After submitting the rejection and reasoning, the media will move to the next tab called 'Reviewed Media'.
If you, as a reviewer, are happy about the media and everything is correct, you click the green outlined button 'Approved'. After approving, the media moves to 'Reviewed Media' tab as well.
After reviewing, the outcomes are presented in the next tab called 'Reviewed Media'. This tab lists the media that have been reviewed in chronological order (most recently created media on top). The column 'Review Status' displays a red cross symbol if the media was rejected and a green dot, if the media was approved. Clicking the row of an approved or a rejected media file gives you the following options:
- Delete media
- Report Issue
If you are experiencing problems with this particular media file, you can notify the Storyteq team by creating a support ticket. As soon as they found the answer or resolved the bug they will reply to that ticket and you will be notified by e-mail.
- Upload media (only possible for approved media)
Since your media is approved you can now actually start using it. You do so by clicking 'Upload Media' in order to upload the media to one of your distribution channels that is connected to the Storyteq platform.
No channels connected yet? Please read this article for more information on how you can connect your channels to the Storyteq platform. Is the media not approved yet? Then you should make the asked alterations and mark it for review again before you can upload it.
Even though the media got approved, you realize there is room for improvement. In that case, you can easily create a new version by clicking 'Recreate Media'. This functionality copies the input you gave in the form while creating the media. This means you don't have to fill in all fields of the Media Create Form again, just correct the ones you wanted to adjust. The rest is prefilled.
3. Saving Collections - Review outside the platform
You can save collections and show created media to people who are not connected to the Storyteq platform. For example, you are a creative with full access to our Creative Automation Platform and your client or Marketing Manager isn't familiar with or has no access to Storyteq, but you still want them to see media for a specific template or particular language. You can save a special collection (by filter) and share those results with others. As soon as new media is created within that collection and you mark that media for review, the reviewer outside of the platform receives an e-mail with the new creations. Here's a step-by-step of the flow:
1) Filter the media to be included
Use the 'Filter Media' button to select what media will be in the collection. You can use one filter (e.g. when you need someone to review media from one template only) or multiple filters (e.g. if your Marketing Manager needs to review only the English versions of a specific template).
2) Save Results
After filtering, the option to 'Save the Results' will appear on the top-right corner. Upon clicking on it, a window to 'Create new collection' will pop up. Name your collection and enter a description.
3) Notify reviewer per e-mail
While saving a collection, you can toggle a switch named 'Send notifications when collection changes'. This reveals extra fields to enter contacts who will receive an email when newly created media within the collection is put up for review. This means colleagues or customers who don't have access to the Storyteq platform can still view and review the created media. Here's the required information:
Emails notified for media review: Enter the e-mail address of the reviewers you would like to notify. After typing, press enter to confirm. You can add multiple reviewers in this field.
Users notified for review feedback: Enter the e-mail addresses of the Storyteq users within your company's account who need to receive (and/or process) the feedback of the reviewers
Notification interval & Timezone: Fill in on what day of the week and time you would like to notify the reviewers of the newly created media within this collection. Don't forget to select the Timezone the receiver is working in.
By saving collections, two things happen: we create a filter for that collection, and also a landing page with the media in the collection. That means that you can easily access the collection and check any pending or reviewed media. As a Storyteq user, you can access this when logged in to Storyteq. Simply go to Saved Collections and click on the collection in question. You will see a filter for that collection shows on top and only filtered media is shown. In the Saved Collections tab you can also download a CSV file for that collection, copy a link to share the landing page, delete or edit any information, such as adding more users for notification or outside reviewers.
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