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Assets in Marketing Automation

Assets

Purpose

The Assets screen is used to create, store, and manage digital files used within Thulo Marketing Automation.

Assets can include various file types such as:

  • Images

  • Audio files

  • Video files

  • PDF documents

  • ZIP archives

  • Microsoft Word documents

  • Excel spreadsheets

  • Presentations

  • Other downloadable files

Assets are primarily used within marketing emails and campaigns, allowing businesses to share downloadable content with Leads and Customers.

The Asset module also supports download tracking and Lead scoring based on file downloads.

Create

Step 1: Create an Asset

  1. Navigate to Marketing Automation → Components → Assets.

  2. Click Add.

  3. Complete the required fields.

  4. Upload the desired file.

  5. Click Save.

The Asset becomes available for use within Emails and Marketing Automation workflows.

View

To view an Asset:

  1. Navigate to Marketing Automation → Components → Assets.

  2. Locate the Asset.

  3. Click View.

The Asset details screen displays:

  • Asset information

  • File details

  • Download link

  • Download statistics

  • Usage information

Edit

To edit an Asset:

  1. Navigate to Marketing Automation → Components → Assets.

  2. Locate the Asset.

  3. Click Edit.

  4. Modify the required information.

  5. Click Save.

Changes are applied immediately.

Delete

To delete an Asset:

  1. Navigate to Marketing Automation → Components → Assets.

  2. Locate the Asset.

  3. Click Delete.

  4. Confirm the deletion.

The Asset is permanently removed from the system.

Field Descriptions

Field Description
Name Name of the Asset. Use a clear and descriptive name to identify the file.
Category Category assigned to the Asset. Only Categories configured with the type Asset are available for selection.
Change Point When Downloading Number of points to add or subtract from a Lead or Customer score when the Asset is downloaded through tracked marketing links.
Color Visual identifier used for sorting, filtering, and quick recognition.
Published Determines whether the Asset is available for use within the Marketing Automation module.
Description Detailed information about the Asset and its intended purpose.
Attachment File uploaded and associated with the Asset record.

Workflow Rules

Asset Usage

Assets can be used within:

  • Emails

  • Email Templates

  • Campaigns

  • Marketing Automation Workflows

  • Customer Engagement Programs

When included in an Email, the Asset can be provided as a downloadable resource for Leads and Customers.

Download Tracking

The system can track Asset downloads when the file is accessed through Marketing Automation links.

When a Lead or Customer downloads an Asset through a tracked campaign link:

  • The download is recorded.

  • Download statistics are updated.

  • Lead scoring rules may be applied.

Lead Scoring Rules

The Change Point When Downloading field controls Lead scoring behavior.

When a tracked Asset download occurs:

  • Positive values increase the Lead's score.

  • Negative values decrease the Lead's score.

  • Zero values have no impact on scoring.

Example:

Download Action Point Change
Download Product Brochure +10 Points
Download Pricing Guide +20 Points
Download Unqualified Content -5 Points

This allows organizations to measure engagement and qualification based on content consumption.

Direct Download Behavior

When a user downloads a file using the direct download link available in the Asset View screen:

  • No Lead or Customer points are awarded.

  • Download activity is not associated with Lead scoring.

  • The download is treated as a direct administrative file download.

Only downloads performed through Marketing Automation tracking mechanisms affect Lead scoring.

Publishing Rules

When Published = Yes:

  • The Asset is available for selection within Emails and Marketing Automation components.

When Published = No:

  • The Asset remains stored in the system but is not available for use in new marketing content.

Statistics

Download Statistics

The Statistics Chart displays the number of Asset downloads over time.

Available metrics include:

  • Daily download activity

  • Download trends

  • Asset engagement performance

The chart only tracks downloads made through Asset links generated by the Marketing Automation module.

Download Tracking Limitations

Downloads performed through email attachments are not counted in the Asset Statistics chart.

Only downloads initiated through tracked Asset links are included in the reporting data.

Export

Not applicable.

Import

Not applicable.

Important Notes

  • Assets support multiple file formats including images, documents, videos, audio files, archives, and spreadsheets.

  • Assets are primarily intended for use within Emails and Marketing Automation campaigns.

  • Download scoring applies only when files are accessed through tracked marketing links.

  • Direct downloads from the Asset View screen do not affect Lead scores.

  • Email attachment downloads are not included in Asset download statistics.

  • Published Assets are available for use in Emails and Campaigns.

  • Deleting an Asset may affect Emails, Templates, and Campaigns that reference the file.

  • It is recommended to use descriptive names and categories to simplify Asset management.

  • Large files may affect download performance depending on server configuration and available storage.

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