Creating and Editing Briefs in Activator

Here we will introduce you to the different UI elements and features of the Brief Editor. We will cover the different options available when trying to create, edit and delete Briefs and content for them, as well as how to work with Layouts, Helpers and Modular Content.

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When you first create a Brief, you are asked to attach it to a Design System. The Design System is what defines what content options are available to you. After you have selected a Design System, you can create your Brief, which will open it in the editor view. You can also open any existing Brief from the Dashboard or Search overview.

When you first open a Brief you will find yourself in the Editor view, which looks like this:

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The Dashboard Side Navigation

This is the left-hand menu that you see when first opening the Brief editor.

The Burger Menu

Starting from the top left corner, we have the Burger Menu.

Check the Settings of your Brief

All documents have a Settings panel that allows your to see and update properties, as well as giving you an easy way to open them in Promomats or see where they are used.

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Duplicating your Activator content

All of your content, such as Briefs, Emails, Briefs, and Binders can be duplicated in Activator.

Editing the meta data of a Brief

While in the Brief Editor view, access the settings of your Brief by clicking on the Burger Menu in the top left corner of the screen and then click on ‘Settings’. From here you are able to see the properties and meta data for the Brief, which you can edit using the corresponding ‘Edit’ button in the bottom left corner of the modal. Remember to save your edits before you close the modal.

Switching between Brief Editor and Brief Designer view

You can always switch the between Brief Editor view and Brief Designer view by clicking on the Burger Menu in the top left corner of either view and selecting the opposite view from the expanded menu.

Getting back to the Activator Dashboard from the Brief Editor

From the Brief Editor view, you can always get back to the Activator Dashboard by opening the Burger Menu in the top left corner of the screen and once it has expanded click on ‘Dashboard’.

Layouts and Helpers

Layouts and Helpers let you quickly create your document from predefined design assets that fit your Brand.

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Modular Content

Modular Content allows you to take content from Veeva Vault and utilize it across your Activator content pieces, such as Briefs, Emails and Briefs. This quickly lets you populate your Activator layouts with pre-approved content.

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Media Assets and the Media Library

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Previewing your Brief

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Previewing Briefs at different break points

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Working with Notes

You can use Activator’s Notes feature in Briefs to collaborate with your teammates and share additional context as needed.

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Sharing options for your Brief

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Comparing content between different versions of a Brief

Doing so will open a new overlay called 'Compared and Translate' that compares the two Briefs side by side.

You can also click on ‘Toggle’ in the top right corner of the overlay to change the view to where you can toggle between one Brief at a time to compare the differences of content between both versions of the Brief.

You will always compare the latest version of a Brief to a chosen previous version of your choice. To change the version of the Brief that you want compare to the latest version, click on ‘Choose another’ next to the version number of the Brief.

When you are done comparing the states of the two Briefs, you can get back to your Brief using the arrow in the top-left corner of your screen.

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Translating your Briefs

1. You are able to translate Briefs on several ways. One way is to make a copy and simply change the text directly in the editor.

2. Another option is to translate your Brief using the built-in Translation feature in Activator - for more info visit the page here Compare and Translate

3. If you have a project with a heavy amount of text that needs to be localized, Activator supports export and import of translation files. Please visit this page for more information. Using Translation Files for Localization of Content

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Undoing and redoing edits on your Brief

When working with your Brief in the Brief Editor view, you can undo and redo the latest edit you have made by using the ‘step back' and 'step forward’ buttons at the bottom of the Brief area.

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Editing your Content

In Content Editor mode you work with Layouts to compose your final content piece through a simple UI.

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Working with approved content for your Brief

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Saving your populated layout as a Helper

If you have customized the content of your Brief either with custom or pre-approved modular content, you can save the state of the layout as a Helper, should you have in mind to reuse the populated layout on a different Brief, brief or e-mail.

You can do so by clicking the ‘Save as Helper’ button. This will open a prompt where you can give your Helper a name and subsequently save it. The saved Helper will appear under the 'My Helpers' list in the left-hand pane of the Brief Editor.

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