Managing Custom Content in MyInsights Studio

To simplify the management and deployment of custom MyInsights content, users can import and deploy all content using MyInsights Studio, regardless of where the content was created. Custom- and Studio-created content displays in the Content tab on the MyInsights Studio home page. Each type displays with its own icon type and is listed alphabetically.

Mass Importing Custom Content in MyInsights Studio

All custom content is automatically imported when a new org is associated with a Studio domain. Custom content from existing orgs already associated with MyInsights Studio can also be manually imported. During the content import process, unmanaged HTML_Report_vod records in the active org are compared with existing content in Studio and a summary of HTML reports scanned is generated for review.

To manually import all custom content from the current org:

Select Import Custom Content from CRM from the New Content menu. A summary displays detailing the custom content to be imported.
Select OK.

Uploading and Deploying New Custom Content in MyInsights Studio

To upload a new custom file to Studio:

Select Upload New Custom Content from the More Actions menu.
Enter the content Name.
Select the compressed file to upload containing the content to be deployed. This file is set as the first version of the custom content.
Select OK. The Deploy tab opens.

To upload a new version of a custom file:

Select New Version from the More Actions menu.
Select the file to upload. Once uploaded, it becomes a new version of the custom content and the version number is incremented by one.
Select OK. The Deploy tab opens.

Custom content is deployed the same way Studio-created content is deployed. The Studio Version field indicates the version number of the deployed report and its status:

Green check mark - what is deployed in CRM matches the indicated Studio version
Red X - the active CRM attachment does not match what is deployed in CRM