📚 How to create your first collection

👉 Organize and curate content for specific audiences, campaigns, or use cases

## What is a collection?

A collection is a curated group of assets organized for a specific purpose. Think of it as a playlist for your marketing and sales content. Collections make it easy to:

• Package related content for specific buyer personas

• Create onboarding kits for new customers

• Organize campaign-specific assets

• Build industry or product-focused resource hubs

Instead of sharing individual assets one by one, you can share an entire collection that guides your audience through a content journey.

## Creating a collection

### Step 1: Navigate to Collections

From the home dashboard, click on the **Collections** tab.

Then click the **Create Collection** button.

### Step 2: Build your collection

You'll enter the collection builder interface where you can search for and add assets.

#### Name your collection

Give your collection a descriptive name at the top. Make it clear what the collection contains or who it's for.

Examples of good collection names:

• "Q1 2024 Product Launch Kit"

• "Enterprise Sales Enablement"

• "Healthcare Industry Resources"

• "New Customer Onboarding"

#### Search and add assets

Use the search bar and filters to find content to include. You can filter by:

• Funnel stage

• Content type

• Tags

• And more

Click the **+ Add** button on any asset card to include it in your collection.

Added assets appear in the right panel.

#### Reorder your assets

The order matters! Arrange assets in the right panel by dragging them to create a logical flow for your audience.

👉 **TIP:** Think about the buyer's journey. Start with awareness content, move to consideration, then decision-stage assets.

#### Remove unwanted assets

Need to remove an asset? Click the X icon next to it in the right panel.

#### Continue to settings

When your collection is ready, click **Next** to move to the settings page.

### Step 3: Configure collection settings

On the settings page, you can refine your collection details and set sharing options.

Configure:

• **Collection Name** - Edit if needed

• **Description** - Brief description of the collection's purpose

• **Cover Image** - Choose a thumbnail for the collection

#### Set sharing options

Choose who can access your collection:

• **Private** - Only you can see it

• **Team** - Share with your organization

• **Public** - Anyone with the link can access

### Step 4: Create and share

Click **Create Collection** to finalize it.

Your collection will appear in the Collections tab.

## Sharing your collection

Click on your collection to view it, then use the **Share** button to get a shareable link.

You can:

• Copy the shareable link to paste anywhere

• Send via email directly from the platform

## Best practices

• **Create collections for specific use cases** - Don't try to make one collection serve everyone

• **Keep them focused** - 5-10 assets is usually the sweet spot

• **Order matters** - Think through the logical flow of information

• **Update regularly** - Keep collections fresh by removing outdated content and adding new assets

• **Use descriptive names** - Make it clear what the collection contains

## Have questions?

If you have any questions about creating or managing collections, reach out to our support team. We're here to help you organize your content for maximum impact.