Knowledge Base Articles

Welcome to Training for DXM Editors!
You will find a variety of training videos and webinars suitable for anyone tasked with working within the CMS.
Looking for a place to start? For a quick explanation of DXM, check out the video What is Digital Experience Management, or dive in to the DXM Feature videos or V3 editing videos below to learn more about specific features.
Use the search bar to search for any topics within this Editor focused Knowledge Base, or you can expand your search to the entire DXM product line, or articles found community-wide. Also, notice you can access articles grouped together by their labels at the bottom of the page.
This product explainer video gives a brief overview of Crownpeak's Digital Experience Management platform. 
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A brief product overview video that describes how Crownpeak's Digital Experience Management works for different members of a marketing team. 
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A webinar that focuses on building personas and personalize digital experiences for global companies. 
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A product explainer video that describes how marketers can easily and quickly build web content with the DXM platform, and use the integrated DQM solution to scan pages before they're published to check for things like spelling errors and broken links. 
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A product explainer video that explains how Crownpeak's Digital Experience Management platform can integrate with different legacy applications with its decoupled architecture.
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A video that features setting up and using dashboards in DXM. 
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A brief overview on setting up personalization within Crownpeak's DXM platform. By using WCO within the CMS, you can set up different content variants for different users, based on their geographic location. 
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Learn about the search capabilities within Crownpeak's DXM platform with this video overview.
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Test your knowledge Transcript I’m responsible for curating product pages. I use both localized and corporate imagery. I can create a collection or virtual folder containing all of my most commonly used images. I might have one to contain marketing approved images, or specific images to a particular market.   Maybe even ones that marketing approved for a specific campaign.   I select the appropriate images and add them to a new collection.   I can now easily update a page with an image from the DAM by dragging the image onto the page.    The DAM preview can be made to update to any file location displaying only relevant assets. I can use the DAM to manage, preview, and find all of my images, videos, or other assets in a single dockable panel. I can utilize the search feature to further refine the results down to an exact image, or just a few. I can edit metadata fields with search terms -and save them. 
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In this video, learn the basic functions of translation management, a tool available within the Crownpeak DXM platform. 
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This video covers the requirements needed to work within Crownpeak's DXM platform, V3. 
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A video on using branching to edit a page. This technique is considered a best practice when editing content within the CMS.
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This video is an overview on creating new content within Crownpeak's DXM platform. 
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A video overview of editing content in the CMS, both from the Inline and Form editing modes in Crownpeak's DXM platform.
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In this video on editing content in V3, learn the steps involved to publish content live to a site. 
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Test your knowledge   Transcript Let’s take a look at how to manage your images using the DAM panel, and how to upload images into pages. The DAM panel is visible when you select the panel itself from the view menu.   Or when you select the Editor workspace. By default, the context of the DAM panel changes based on the current folder selected in the File View Panel. The name of the current folder is visible next to the globe. We can see the images in the DAM panel change as I select folders higher in the tree. The images in the panel are displayed from the current folder and below.   Within the DAM panel, I can change the layout view from Grid, to List view, to Full view. If I need to see more images I can use the arrow at the top to expand the DAM panel into to the full width of the workspace. To access images in the DAM panel, they will first need to be uploaded into V3. You can upload multiple images into V3 by going through the following process:   From the File tab, select New > Model > Asset. This will populate an upload field where you can upload several images by clicking on the icon, or dragging images from your desktop to the field. Once the green check appears, click ok and your images will be available within the CMS. Navigating back to the DAM panel, you will see the images appear in the All assets section.   Notice that above the All assets dropdown is a search bar. From here you can search for a specific image, and see images based on the current folder level, either the default current + child folder or parent + child folders, and home folder + children folders.  Notice how in this example that there are more images available based on which folder level you select. This is a helpful way to filter available images, especially with sites containing large amounts of images.   Another way to organize your images is with collections. Collections is a tool in the CMS that allows for a way to easily manage and save images within your CMS. By grouping your images into collections, you can find and use them in other parts of your site. Begin by selecting Manage. Here, you will see all the image collections within your instance. You can create a new collection here, by entering a title and clicking the green check. Also, notice how the images are now selectable. To move images into a collection, simply click each image, then the collection, and finally click Done. Now when you filter by collection you will see the selected images. If you wish to remove an image from a collection, simply hover over the image and click the red x. You will be prompted to confirm the image removal. Notice that the removed images are still available from the All Assets level since this only removed them from the collection. Once you have your images uploaded and organized the way you wish, you can access these images and make changes either from the inline or the form mode.   First let’s take a look at the Inline mode. When working in the inline mode, you can select an image from the DAM panel and drag to an available area. Upon dropping you will see the image immediately refresh, and I can save to confirm my change. If you are utilizing Drag & Drop, you can add images by first placing a content block from the content block panel, and dropping the image from the DAM panel.   In the form mode, I can also access an image picker from image fields, and browse using a list view, thumbnail view, or full view to see all the images in my instance. Here’s my image field…. And here’s my field in List, Thumbnail View, and Full View.   From this image picker, I can upload images directly into the page. So, from here, I’ll choose Upload, and from my desktop, I can choose an image to drag into the field. I’ll click ok and see the image refresh.   There’s one more way to use the DAM panel in Form View… You can also select an Image from the DAM panel, and drag it over to the image picker field. Once you see the highlight and arrow, you can drop the image into place.   In both cases, once you confirm your image, click save to add it to the page. You should now have a better understanding of how to manage images using the DAM panel. Thanks for watching!
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In this video on editing images in V3, learn the steps involved to edit images within the CMS. 
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This video features the drag and drop editing functionality that's available in Crownpeak's CMS, V3. 
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A webinar video that covers the advantages of progressive profiling, and some tips and tricks for implementing a personalization strategy into your marketing plan.
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This webinar covers some tips and tricks for managing content within Crownpeak's DXM platform. 
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