Overview
Any email , SMS template you build in CX Platform is going to need media — logos, banners, icons, hero images, you name it. Those assets need to live somewhere the platform can pull them from, and that somewhere is the Images / Resources library inside the template editor.
You can upload assets that belong to just one template, or share them across every channel and template in your Application. Once they're in the library, renaming, downloading, or deleting them is a couple of clicks away.
Where assets live: this template vs. shared
The Images / Resources tab has two sub-tabs that control where your asset is available:
- This channel / template only — assets uploaded here are only available within the template you're currently working on. Handy for one-off images you don't need anywhere else.
- All channels / templates (shared) — assets uploaded here are available across every template in the Application. This is the right home for your company logo, recurring brand imagery, or anything you'll re-use.
Upload a media asset
- Open your template and click Images / Resources in the top navigation.
- Choose either This channel / template only or All channels / templates (shared), depending on where you want the asset to live.
- Click the Upload button in the top right.
- Browse your local or network drives and pick the file you want to upload. You can hold Ctrl (or Cmd on Mac) to select multiple files and upload them in one go.
- Confirm your selection. Your assets will appear in the library, ready to drop into your template.
That's it. Your media is now uploaded and good to go.
Rename, download, or delete an asset
Once an asset is in the library, you can tidy it up, grab a copy, or remove it entirely without leaving the page.
- Click the dropdown arrow next to the asset's filename.
- Pick the action you need:
- Download — saves a copy of the file back to your machine.
- Rename — changes the filename without you having to re-upload.
- Delete — removes the asset from the library.
Just be aware that deleting a shared asset will remove it from every template that references it, so it's worth a quick check before you delete anything from the shared tab.
Copy an asset's hosted URL
Sometimes you'll want to reference an image's hosted URL directly. This is useful when you're hand-coding part of a template, linking to an asset from somewhere outside the editor, or sharing the file path with a colleague.
- Right-click on the asset thumbnail in the library.
- Select Copy image address from your browser's menu.
- Paste the URL wherever you need it.
The URL points to the live, hosted version of the asset. If you rename or replace the file in the library, the URL stays consistent so anything referencing it keeps working