Managing Content

Last Updated: January 26, 2026

Overview

Content is the heart of your campaigns. This guide covers creating, organizing, and managing content assets in ThriveSend B2B2G, including version control, approval workflows, and the content library.

Content library showing organized assets and templates

Understanding Content Management

What is Content?

In ThriveSend, content refers to all creative assets used in campaigns:

Content Types:

📧 Email Templates: HTML email designs
📄 Landing Pages: Campaign landing pages
🖼️ Images: Photos, graphics, illustrations
🎥 Videos: Video content and embeds
📝 Copy: Written content and messaging
📎 Documents: PDFs, presentations, attachments
🎨 Design Assets: Brand assets, logos, style guides

Content Lifecycle

Create → Review → Approve → Publish → Archive
   ↓                ↓
  Draft        Revision
                  ↓
              Re-approve

Accessing Content Library

Navigate to Content Section

Log into ThriveSend dashboard
Click Content in the left sidebar
You’ll see the content library

Content section in sidebar navigation

Content Library Overview

Library Layout

Content library with folders, filters, and asset grid

Main Components:

Component	Description
Folder Tree	Organize content in folders (left sidebar)
Filter Bar	Filter by type, status, date, tags
Asset Grid/List	View content as grid or list
Preview Panel	Quick preview of selected asset
Action Toolbar	Upload, create, organize actions

Content Organization

Folder Structure (Recommended):

📁 Content Library
├── 📁 Clients
│   ├── 📁 Business Clients
│   │   ├── 📁 Acme Corporation
│   │   │   ├── 📁 Campaigns
│   │   │   ├── 📁 Brand Assets
│   │   │   └── 📁 Approved Content
│   │   └── 📁 Tech Startup Inc
│   └── 📁 Government Clients
│       ├── 📁 City of Johannesburg
│       │   ├── 📁 Public Campaigns
│       │   ├── 📁 Internal Communications
│       │   └── 📁 Compliance Documents
│       └── 📁 Gauteng Provincial Government
├── 📁 Templates
│   ├── 📁 Email Templates
│   ├── 📁 Landing Page Templates
│   └── 📁 Social Media Templates
├── 📁 Brand Assets
│   ├── 📁 Logos
│   ├── 📁 Brand Guidelines
│   └── 📁 Color Palettes
└── 📁 Archive

Uploading Content

Step 1: Start Upload

Click + Upload button in content library

Upload button location in toolbar

Step 2: Select Files

Upload Methods:

Method	Description	Use Case
Click to Select	Browse and select files	Single/few files
Drag and Drop	Drag files into upload area	Multiple files
Folder Upload	Upload entire folder structure	Bulk content migration

File upload dialog with drag-and-drop area

Supported File Types:

Category	Formats	Max Size
Images	JPG, PNG, GIF, SVG, WebP	10 MB
Videos	MP4, MOV, AVI, WebM	500 MB
Documents	PDF, DOC, DOCX, PPT, PPTX	25 MB
Templates	HTML, ZIP (with assets)	10 MB

Step 3: Add Metadata

Provide information about the uploaded content:

Metadata form for uploaded content

Metadata Fields:

Field	Description	Example	Required
Name	Asset name	Q1 2026 Hero Image	Yes
Description	What it is/contains	Product launch hero banner	No
Tags	Searchable keywords	product, launch, 2026, banner	Recommended
Client	Associated client	Acme Corporation	No
Campaign	Associated campaign	Q1 Product Launch	No
Type	Content category	Image, Email, Document	Auto-detected
Status	Current status	Draft, Approved, Published	Default: Draft

For Government Content:

Field	Description	Required
Data Classification	PUBLIC, CONFIDENTIAL, RESTRICTED	Yes
Security Clearance	Required clearance to access	Yes
Compliance Tags	Government compliance markers	Recommended

Step 4: Upload and Review

Upload progress with file processing status

Upload Process:

Files uploaded to secure cloud storage
Automatic virus scanning
Thumbnail generation (for images/videos)
Metadata extraction (EXIF, file properties)
POPIA compliance check
Asset available in library

Upload Status:

✅ Completed: Successfully uploaded
🔄 Processing: Being processed
⚠️ Warning: Uploaded with warnings (check details)
❌ Failed: Upload failed (see error message)

Creating Content

Creating Email Templates

Click + Create → Email Template

Email template creation interface with drag-and-drop editor

Email Editor Features:

📝 Rich Text Editor: TipTap-powered editor
🎨 Drag & Drop: Visual email builder
📱 Responsive Preview: See how it looks on desktop/mobile
🔖 Merge Fields: Personalization variables
🧩 Template Blocks: Reusable content blocks
🌍 Multi-language: Support for multiple languages

Merge Fields:

{{firstName}} - Client first name
{{lastName}} - Client last name
{{companyName}} - Company/organization name
{{campaignName}} - Campaign name
{{unsubscribeLink}} - Required unsubscribe link (POPIA)

Example Template:

<h1>Hello {{firstName}}!</h1>
<p>We're excited to share our Q1 2026 product launch with {{companyName}}.</p>
<a href="{{campaignLink}}">Learn More</a>
<p><a href="{{unsubscribeLink}}">Unsubscribe</a></p>

Creating Landing Pages

Click + Create → Landing Page

Landing page builder with template selection

Landing Page Builder:

🎨 Visual Builder: Drag-and-drop page builder
📐 Pre-built Sections: Headers, heroes, features, CTAs, footers
🔌 Integrations: Form integrations, analytics tracking
🚀 Performance: Optimized for speed and SEO
📱 Mobile Responsive: Automatic responsive design
🎨 Brand Styles: Apply brand colors and fonts

Template Categories:

Product Launch
Event Registration
Lead Generation
Government Public Information
Campaign Thank You Pages

Creating Documents

Click + Create → Document
Choose creation method:
- Write in Editor: Use built-in document editor
- Upload Existing: Upload PDF/DOC file
- Generate from Template: Use document template

Document editor interface

Document Types:

Campaign Briefs
Client Proposals
Performance Reports
Compliance Documents
Government Policy Communications

Version Control

Understanding Versions

ThriveSend automatically tracks content versions:

Version history showing all revisions of content

Version Information:

Field	Description
Version Number	Auto-incremented (v1, v2, v3…)
Created By	User who created this version
Created Date	Timestamp of version creation
Changes	Description of what changed
Status	Draft, Under Review, Approved
File Size	Size of this version

Creating New Version

To create a new version of existing content:

Open content in editor
Make changes
Click Save as New Version
Add version notes describing changes
Save

Save new version dialog with change notes

Version Notes Example:

Version 2 Changes:
- Updated hero image to new product photo
- Changed CTA button text from "Learn More" to "Get Started"
- Fixed typo in paragraph 3
- Updated copyright year to 2026

Comparing Versions

Compare different versions side-by-side:

Open content
Click Version History
Select two versions to compare
Click Compare

Side-by-side version comparison showing differences

Comparison Features:

📊 Visual Diff: Highlighted changes
📸 Screenshot Compare: Before/after images
📝 Text Diff: Added/removed/modified text
📦 Metadata Changes: Changed properties

Reverting to Previous Version

To restore a previous version:

Open content version history
Select version to restore
Click Revert to This Version
Confirm reversion

Revert to previous version confirmation

IMPORTANT: Reverting creates a new version (doesn’t delete current version).

Content Approval Workflow

Understanding Approval Process

Content requires approval before use in campaigns:

Approval Workflow:

Creator → Reviewer → Approver → Approved
   ↓          ↓          ↓
 Draft    Changes     Final
         Requested   Approval

Submitting Content for Approval

Complete content creation/editing
Click Submit for Approval
Select approvers
Add submission notes
Submit

Submit content for approval dialog

Approval Routing:

Content Type	Required Approvers	Timeline
Business Content	Content Manager	1-2 days
Government Content (PUBLIC)	Content Manager + Compliance	3-5 days
Government Content (CONFIDENTIAL)	Content + Compliance + Legal	5-10 days
Government Content (RESTRICTED)	Full approval chain + Department Head	10-14 days

Approving Content

If you’re an approver, you’ll receive notifications:

Content approval notification

Approval Steps:

Open content from notification or Pending Approvals
Review content thoroughly
Check compliance requirements (government content)
Make decision:
- Approve: Content meets standards
- Request Changes: Needs modifications
- Reject: Does not meet requirements

Content approval interface with review checklist

Approval Checklist (Government Content):

☑️ Factually accurate
☑️ Follows government branding guidelines
☑️ Meets accessibility standards (WCAG 2.1 AA)
☑️ Politically neutral (if required)
☑️ No sensitive/classified information (unless cleared)
☑️ Proper data classification applied
☑️ POPIA compliant

Requesting Changes

When content needs modifications:

Select Request Changes
Add detailed feedback
Highlight specific issues
Submit feedback

Request changes interface with annotation tools

Annotation Tools:

📌 Comments: Add comments on specific elements
✏️ Markup: Draw/highlight areas needing attention
📝 Suggestions: Propose specific changes
🔗 Reference: Link to guidelines or examples

Example Feedback:

Changes Requested:

1. Hero Image: Replace with approved government building photo
   (see Government Brand Guidelines, page 12)

2. Headline: Change "Revolutionary Program" to "New Initiative"
   (avoid marketing language in government communications)

3. Footer: Add required government disclaimers
   (see Compliance Checklist, item 7)

4. Accessibility: Increase text contrast for WCAG 2.1 AA compliance
   (current ratio 3.5:1, required 4.5:1)

Content Templates

Using Templates

Start with pre-built templates:

Content template library with categories

Template Categories:

Category	Templates	Use Case
Email Marketing	25+ templates	Newsletters, announcements, promotions
Landing Pages	15+ templates	Lead capture, events, products
Social Media	30+ templates	Posts, stories, ads
Government Communications	10+ templates	Public notices, announcements, policies
Reports	8+ templates	Analytics, compliance, performance reports

Customizing Templates

Select template
Click Use Template
Customize with your content:
- Replace placeholder text
- Upload your images
- Adjust colors to match brand
- Modify layout as needed
Save as new content

Template customization interface

Saving Custom Templates

Create your own templates from successful content:

Open approved content
Click Save as Template
Name your template
Select template category
Make template generic (remove specific campaign info)
Save

Save content as template dialog

Template Best Practices:

Use placeholder text ({{placeholders}})
Include all common elements
Document template usage in description
Tag templates appropriately
Share with team

Content Search and Filtering

Searching Content

Use the global search to find content:

Content search with filters and results

Search Features:

🔍 Full-text Search: Search content body and metadata
🏷️ Tag Search: Search by tags
👤 Author Search: Find content by creator
📅 Date Range: Filter by creation/modification date
📁 Folder Search: Search within specific folders

Advanced Filters

Apply multiple filters for precise results:

Advanced filter panel with multiple criteria

Filter Options:

Filter	Options	Purpose
Content Type	Email, Landing Page, Image, Video, Document	Type of content
Status	Draft, Under Review, Approved, Published, Archived	Current state
Client	All clients list	Client association
Campaign	All campaigns list	Campaign association
Data Classification	PUBLIC, CONFIDENTIAL, RESTRICTED	Security level (govt)
Created By	Team members list	Author
Tags	All tags	Keywords
Date Created	Date range picker	Creation date
Last Modified	Date range picker	Recent changes

Content Collaboration

Share content with team members:

Select content
Click Share
Choose team members or teams
Set permissions (View, Comment, Edit)
Add sharing message (optional)
Share

Share content dialog with permission settings

Permission Levels:

Permission	Can View	Can Comment	Can Edit	Can Delete
View	✅	❌	❌	❌
Comment	✅	✅	❌	❌
Edit	✅	✅	✅	❌
Full Access	✅	✅	✅	✅

Commenting on Content

Add comments and feedback:

Content commenting interface with threaded discussions

Comment Features:

💬 Threaded Discussions: Reply to comments
📌 Pin Comments: Highlight important feedback
✅ Resolve Comments: Mark comments as resolved
🔔 Notifications: Get notified of new comments
@Mentions: Tag team members (@username)

Example Comment Thread:

@john-doe: The headline needs to be more compelling.
  ↳ @jane-smith: How about "Transform Your Business in 2026"?
    ↳ @john-doe: Perfect! ✅ Resolved

Content Analytics

Viewing Content Performance

Track how your content performs:

Content performance analytics dashboard

Performance Metrics:

Metric	Description	Target
Usage Count	Times content used in campaigns	High = reusable
Engagement Rate	Avg engagement when used	> 5%
Conversion Rate	Avg conversion when used	> 2%
Approval Time	Avg time from submission to approval	< 3 days
Revision Count	Avg revisions before approval	< 3

Top Performing Content:

Most used templates
Highest engagement content
Best converting landing pages
Most approved content (first submission)

Best Practices

Content Creation Best Practices

Brand Consistency: Follow brand guidelines
Accessibility: Ensure WCAG 2.1 AA compliance
File Naming: Use descriptive, consistent file names
Organization: Keep content organized in folders
Metadata: Add comprehensive tags and descriptions
Version Control: Document changes in version notes
Review: Always get peer review before submission
Optimization: Optimize images and videos for web
Mobile-First: Design for mobile screens first
POPIA: Never include personal data in content files

Government Content Best Practices

Accuracy: Triple-check all facts and figures
Branding: Follow government branding guidelines strictly
Language: Use clear, accessible language
Accessibility: Meet enhanced accessibility standards
Classification: Apply correct data classification
Clearance: Verify security clearance requirements
Approval: Allow extra time for approval process
Documentation: Keep approval documentation
Archival: Archive old versions per retention policy
Compliance: Complete all compliance checklists

Content Archive and Deletion

Archiving Content

Archive old or unused content:

Select content
Click Archive
Provide archive reason
Confirm archival

Archive content dialog

Archived Content:

Not visible in main library
Accessible via Archive folder
Can be restored if needed
Counts toward storage quota
Retained per POPIA requirements

Deleting Content

IMPORTANT: Deletion is permanent and subject to POPIA retention policies.

Business Content:

Can be deleted by authorized users
Requires confirmation
Audit logged

Government Content:

Cannot be deleted (POPIA/audit requirements)
Must be archived instead
Permanent retention for compliance

Delete content confirmation with POPIA warning

Troubleshooting

Issue: Upload Fails

Symptom: File upload fails or times out

Solution:

Check file size (within limits)
Verify file format is supported
Check internet connection stability
Disable browser extensions temporarily
Try different browser
For large files: Use bulk upload feature

Issue: Version Conflict

Symptom: “Version conflict” error when saving

Solution:

Another user edited the content simultaneously
Refresh page to see latest version
Copy your changes
Create new version with your updates
Merge changes manually if needed

Issue: Approval Stuck

Symptom: Content pending approval for long time

Solution:

Check approval workflow timeline
Send reminder to approver
Verify approver has necessary permissions
Check if approver is on leave
Escalate to admin if overdue
For government: Allow full approval window

Issue: Cannot Find Content

Symptom: Content missing from library

Solution:

Check if content is archived
Verify folder location
Use search with broader criteria
Check if content was deleted (audit log)
Verify you have permission to view content
For government content: Verify security clearance

POPIA Compliance

Content Data Protection

All content is protected under POPIA:

Security Measures:

🔒 Encryption at Rest: All content encrypted in storage
🔐 Encryption in Transit: TLS 1.3 for all transfers
👤 Access Control: Role-based access to content
📝 Audit Logging: All content access logged
🇿🇦 SA Data Residency: Content stored in South African data centers
🔑 Security Clearance: Clearance-based access (government content)

Audit Logging

All content activities are logged:

{
  "action": "CONTENT_CREATED",
  "timestamp": "2026-01-26T16:00:00Z",
  "userId": "user_123",
  "contentId": "content_456",
  "details": {
    "contentName": "Q1 Campaign Email Template",
    "contentType": "EMAIL_TEMPLATE",
    "classification": "PUBLIC",
    "fileSize": 245760,
    "clientId": "client_789"
  },
  "ipAddress": "102.134.xxx.xxx"
}

What’s Next?

Now that you understand content management, learn how to analyze campaign performance:

Recommended Next Steps:

Viewing Analytics - Track content and campaign performance
Team Management - Collaborate with team on content
Settings & Compliance - Configure content policies

Getting Help

If you need assistance with content management:

Email: support@isutech.co.za
Video Tutorial: Content Management Walkthrough

Previous: ← Creating Campaigns | Next: Viewing Analytics →

Last Updated: January 26, 2026

Managing Content

Managing Content

Overview

Understanding Content Management

What is Content?

Content Lifecycle

Accessing Content Library

Navigate to Content Section

Content Library Overview

Library Layout

Content Organization

Uploading Content

Step 1: Start Upload

Step 2: Select Files

Step 3: Add Metadata

Step 4: Upload and Review

Creating Content

Creating Email Templates

Creating Landing Pages

Creating Documents

Version Control

Understanding Versions

Creating New Version

Comparing Versions

Reverting to Previous Version

Content Approval Workflow

Understanding Approval Process

Submitting Content for Approval

Approving Content

Requesting Changes

Content Templates

Using Templates

Customizing Templates

Saving Custom Templates

Content Search and Filtering

Searching Content

Advanced Filters

Content Collaboration

Sharing Content

Commenting on Content

Content Analytics

Viewing Content Performance

Best Practices

Content Creation Best Practices

Government Content Best Practices

Content Archive and Deletion

Archiving Content

Deleting Content

Troubleshooting

Issue: Upload Fails

Issue: Version Conflict

Issue: Approval Stuck

Issue: Cannot Find Content

POPIA Compliance

Content Data Protection

Audit Logging

What’s Next?

Getting Help