Working with Assets

The Assets is a central library for managing all your digital files used across campaigns — including images, videos, and other media. From this page, users can upload, organize, and manage files efficiently for use in templates, and campaigns.

Main Interface

Layout Overview

• Left Panel (Folders): Displays your folder structure. You can create, rename, and navigate folders to organize your assets logically.

• Main Panel (Assets List): Displays the files and subfolders within the selected folder.

• Top Bar:

  • Filter options (by type, size, created/updated date)

  • Search bar

  • Buttons:

    • New folder – create a new folder

    • Upload assets – upload new files

• Preview Panel: Displays a large preview of an asset.

Organising assets with folders

• EpisXperience supports folder-based organization, giving users the flexibility to structure templates according to their workflow. Common folder structures include:

  • By Project/Campaign: Newsletter June, Newsletter July,…

  • By Type: Images, Videos, Attachments

  Very often assets are organised by both Project/Campaign and type. For example:
  📁Newsletter June
  📁 Images
  📁 Videos
  📁 Attachments

This helps teams quickly locate and manage assets relevant to campaigns or purposes.

List & Grid view

Assets can be viewed in two ways: List View and Grid View.

List View

Displays templates in a vertical list with key details shown in columns. Ideal for:

• Scanning template names, statuses, and dates

• Sorting and filtering by metadata

• Performing bulk actions

• Viewing more items in a compact layout

Grid View

Shows templates as visual cards or tiles. Best suited for:

• Browsing templates by appearance

• Identifying designs visually

• Focusing on layout and design

Switching Views

To switch between List and Grid views:

1. Click the Grid/List icon in the top-right corner of the Templates section.

Preview assets

Since the assets are mostly visual media, EpisXpereience provides a preview that enables you to browse and find assets visually.

Steps:

1. Click on an Asset in the asset list or grid to open the Preview panel.

2. The preview displays a larger view or thumbnail of the file, depending on its type.

Tips:

• Use the preview to verify that you’ve selected the correct file before inserting it into a campaign.

Search and Filter templates

EpisXperience includes a powerful search and filter bar to help you quickly find the assets you need.

You can narrow down your search using the following options:

You can filter assets by:

• Type: PDF, JPG, PNG, etc.

• Size: All, <100 KB, 100 KB to 1 MB, 1 MB to 10 MB and >10 MB

• Created At: Filter by creation date

• Updated At: Filter by last modification date

Use the search bar to locate assets by name or keyword.

Creating a new folder

Folders help organise templates by project, region, or time period. To create a new folder:

1. Click the button in the upper-right corner.

2. The folder will be added to the currently active folder.

Delete folder

To delete a folder:

1. Locate the folder you want to remove.

2. Click theand select delete

3. Confirm the deletion when prompted.

Move assets or folders

To move an asset or a folder:

1. Locate an asset or a folder you want to move.

2. Click and Hold the Move handle .

3. Drag and Drop an asset or a folder to another folder in the Folder panel on the left or in main section.

4. Confirm the action.