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Sending Media Request

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Bytimothy A
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Overview: 

Sending a Media Request allows users to request files such as images, videos, or documents from other people through a shareable upload link. This feature makes it easy to collect media directly into the system’s media library, helping streamline file gathering and organization.

Follow these steps to send a media request: 

Step 1: On your Dashboard, navigate to the All Media tab under the Marketing section.

Step 1: On your Dashboard, navigate to the All Media tab under the Marketing section.

Step 2: You will then be taken to the All Media page.

Step 2: You will then be taken to the All Media page.

Step 3: Click the New Request button to send a media request.

Step 3: Click the New Request button to send a media request.

Step 4: A pop-up will appear where you can specify what to include and what to exclude.

Step 4: A pop-up will appear where you can specify what to include and what to exclude.

Step 5: We can select an option that is in a pipeline or with tags.

Step 5: We can select an option that is in a pipeline or with tags.

Step 6: Choose the specific pipeline and specify what to include or exclude.

Step 6: Choose the specific pipeline and specify what to include or exclude.

Step 7: The system will now select users based on the specifications you chose earlier. Then click on next.

Step 7: The system will now select users based on the specifications you chose earlier. Then Click on next.

Step 8: You will see the selected customers. Add a request title, choose a media upload location, select a unique upload link, write a custom message, then click Send to submit the media request.

Step 8: You will see the selected customers. Add a request title, choose a media upload location, select a unique upload link, write a custom message, then click Send to submit the media request.

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