If you would like to use media assets on landing pages, in email communication or other parts of PeopleVine, you will need to upload them to PeopleVine as individual files or galleries.
PeopleVine accepts the following file types:
.avi, .css, .csv, .doc, .docx, .gif, .htm, .html, .jpeg, .jpg, .js, .mp3, .mp4, .pdf, .png, .ppt, .pptx, .txt, .xls, .xlsx
If you would like to make a gallery, it is best to create the gallery before uploading your media files to avoid double work.
Creating a Gallery
How to Create a Gallery
To create a gallery, you first need to create a category and then add media files to that category.
Click on your company name in the top left corner.
2. Navigate to Galleries and click Setup New.
3. Choose a name for your gallery and add that into the Category Name field.
4. Choose the component the category should be applied to in the dropdown menu called Specific Component. In this case, you want to select Gallery.
5. If you would like this gallery to be displayed to your people, make sure the toggle for "Display to customers" is on.
6. You have the option of adding a brief description, a banner, a thumbnail or metadata to this category.
7. Once you are satisfied with your settings, click Create.
Now that your category is created, you will want to assign media files to this category to create a gallery. See how to do this in How to Upload One Media File.
How to View and Edit Your Galleries
To see the photos in a gallery, follow these steps:
Click on your company name in the top left corner.
2. Navigate to Galleries and click View All.
3. Scroll down to find the gallery you would like to view and click Menu to the right.
4. If you would like to remove a photo from the gallery, click Remove under the media file.
How to Edit Setting of a Gallery
Click on your company name in the top left corner.
2. Navigate to Galleries and click View All.
3. Scroll down to find the gallery you would like to view and click Edit to the right.
4. Make your desired changes.
5. Once you are satisfied, click Update Category.
How to Delete a Gallery
Click on your company name in the top left corner.
2. Navigate to Galleries and click View All.
3. Scroll down to find the gallery you would like to delete and click the Delete button to the right.
Uploading & Managing Media
How to Upload One Media File
To upload one media file to use across PeopleVine, follow these steps:
Click on your company name in the top left corner.
2. Navigate to Media and click on Upload Media.
3. Set the permission for this media file. By setting permission that is anything but "Anyone", it will restrict who will be able to see this media file when it is used.
You must assign permissions before moving on to anything else on this page as it will reset the file you upload.
4. Upload your media file.
5. You will be required to give your file a title but will also have the option to choose the desired folder path, a reference ID, a caption, and the order it shows up among your other media.
6. Under Advanced Settings, you will be required to assign this piece of media to a part of PeopleVine - Business, Category or Gallery, Product, Event, or Nothing. This will determine where you can use this piece of media.
If you would like to add this piece of media to a gallery, you will want to choose gallery and then search for the name of the gallery you created. You will need to create the gallery before assigning media to it.
If you would like to use media file in multiple parts of PeopleVine, you will need to upload this piece of media multiple times.
You will also have the option to keep the file name for the media file the same as when you uploaded it, set it as a featured image when using photo groups, or resize it in Advanced Settings.
7. Once you have adjusted all the settings and you are ready to upload, click Upload.
How to Upload Multiple Media Files
If you have multiple media files you need to upload, save time by doing them together rather than one by one. To upload multiple media files at one time, follow these steps:
Click on your name in the top left corner.
2. Navigate to Media and click on Upload Multiple Files.
3. Set the permission for these media files. This permission will apply to all media files you are uploading in this batch. If you have some media files that should be set with different permissions, they should be uploaded in a separate batch.
By setting permission that is anything but "Anyone", it will restrict who will be able to see this media file when it is used. You must assign permissions before moving on to anything else on this page as it will reset the file you upload.
4. Upload your media files by dragging and dropping them into the box on your screen.
5. You will be required to give your files a title but will also have the option to choose the desired folder path, a reference ID, a caption and to resize the media files.
Once you have adjusted all the settings and you are ready to upload, click Upload Files.
How to Edit Settings on a Media File
Click on your company name in the top left corner.
2. Navigate to Media and click Manage Files.
3. Scroll down to the media file you would like to edit and click the edit button to the right.
4. Now you will be able to edit the title, caption, and resize your media file.
5. Once you are satisfied with the changes, click Update Media to save your work.
How to Remove Media
If you would like to remove a media file from being used in PeopleVine, follow these steps:
Click on your company name in the top left corner.
2. Navigate to media and click Manage Files.
3. Scroll down to the media file you would like to remove and click the remove button to the right.
