DocumentationGenStudioUser Guide

Add guidelines

Last update: Wed Dec 11 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Beginner
  • User

Brands, Products, and Personas are user-defined guidelines in GenStudio for Performance Marketing that ensure any AI-generated content is customized to align with brand identity, enabling effective personalization of content.

See the guidelines overview.

Adding guidelines to GenStudio for Performance Marketing is an important step in the creation process. Guidelines inform the content creation process, along with user-defined prompts and Adobe generative AI technology, to craft impactful assets.

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Add Brands

To add a brand, upload a brand guide or manually create a brand by selecting guidelines and entering your brand details. Publish a brand to Content to make it available for use in future content generation.

In the left navigation area, click Brands. In the Brands panel, select Add brand.

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Each brand operates independently with no hierarchical relationships. To create sub-brands under a parent brand, include the parent brand’s information during the creation process.

Upload a brand

You can upload your own brand guidelines documents—up to three PDF or DOC files—to GenStudio for Performance Marketing to automatically create a brand.

See Brands.

To upload brand documents:

  1. Select the Add brand button and choose Use brand guidelines.

  2. In the Add new brand popup, enter a brand name and attach or drag in your brand guide.

    You can attach up to three PDF or DOC files.

  3. Select Add brand.

Using Adobe’s generative AI technology, GenStudio for Performance Marketing extracts information from your uploaded documents and begins building your brand. You see brand information, such as brand voice, channel, and image guidelines, populate as each guideline from your brand documents is assembled.

A popup reminds you to review the extracted content before you publish the brand.

Manually add brand

You can manually add brand details, instead of uploading existing brand documents, to populate a new brand.

To manually add a brand:

  1. Select the Add brand button and choose Manually add brand.

    You can populate various optional guidelines and imagery to build out your brand.

  2. Add information about your brand in the About section.

  3. Enter Brand voice guidelines.

    Add Brand voice guidelines {width="650" modal="regular"}

  4. Enter Channel guidelines, for each applicable channel.

  5. Enter Image guidelines. Expand each category in the Image guidelines section to see all guidelines.

    Optionally, click Add category to add a custom guidelines category, such as Photos or Illustrations.

  6. Click into the New brand title and enter a descriptive brand name.

To see your created Brands, click the back arrow near the top of the Brand panel to navigate back to the Brands home.

You do not have to publish your brand to make the information accessible. Any manually added information is available immediately after it is added. For others in your organization to use the brand info in GenStudio for Performance Marketing, you must publish it.

Publish brand

Before publishing your brand, click through the Brand voice guidelines, Channel guidelines, Image guidelines, and Logos sections to review all the populated information. Make changes to the brand guidelines as needed.

To publish a brand guidelines draft:

  1. In the left navigation area, click Brands.

    A Published badge and the last date the brand was published is visible for all brands that are currently published.

  2. Click to open an unpublished brand. If the brand is not published, a Publish button is visible.

  3. In the Publish brand popup, verify who has access to view and use the published brand.

  4. Select Publish.

  5. In the Publish brand popup that appears, select Publish.

    The popup confirms the brand is published—“New brand is now ready”.

  6. Click Done to exit the popup.

The brand shows a green dot and “Published”, and a Publish button appears.

To unpublish a published brand, click to open it and click Unpublish.

The published brand is now available for use in Create or Content.

Manage Brands

In the Brands home, you can click to open an already-created brand to manage or publish it.

To view brand information, click Brands in the left navigation area and click to open an existing brand.

To modify a brand in the Brands view:

  1. In Brands, click to open a defined brand.

  2. To view individual details or modify brand guidelines, click Brand voice guidelines, Channel guidelines, Image guidelines, or Logos at the top.

  3. To rename an existing brand, select Rename from the Brands action menu.

  4. To duplicate an existing brand, select Duplicate from the Brands action menu.

    1. Enter a brand name in the Duplicate brand popup and click Duplicate brand.

      The popup confirms the brand is duplicated—“New brand created”. The duplicated brand is initially in Unpublished mode.

    2. Customize the duplicated brand and then publish it to make it available for use.

  5. To delete a brand, select Delete from the Brands action menu.

You can also manage brands in the Brands view from the Brands action menu (three dots).

Add Products

To add a product, upload a product guide or manually create a product by selecting guidelines and entering your product details.

In the left navigation area, click Products. In the Products panel, select Add product.

Add a Product {width="650" modal="regular"}

You can add Products in GenStudio for Performance Marketing to specify individual product focus areas when creating content.

See Products.

Upload a product

You can upload product documents to populate new products.

See Products.

To upload product documents:

  1. Select the Add product button and choose Upload PDFs.

  2. Click Continue.

  3. In the Add your product popup, attach or drag in your product document.

    You can attach up to five PDF files with a maximum of 500 MG combined.

  4. Select Add products.

    Using Adobe’s generative AI technology, GenStudio for Performance Marketing extracts information from your uploaded documents and begins building your products.

    A popup appears showing the progress of the product extraction from your documents.

  5. In the Building products popup, delete extracted products you do not want to use or rename products as desired.

  6. If a product is missing, click Add name and enter the name of the missing product.

  7. Click Confirm.

    A popup reminds you to verify and review the extracted products.

Manually add product

You can manually add product details, instead of uploading existing product documents, to populate a new product in GenStudio for Performance Marketing.

To manually add a product:

  1. Select the Add brand button and choose Add manually.

  2. Click Continue.

    You can populate various optional guidelines and imagery to build out your product.

  3. Click New product name and enter a name for the Product.

  4. Click into Description and enter a description of this product.

  5. Click into Value proposition and enter details about the product’s value.
    Click into Messaging preferences and enter messaging details for the product.

  6. To edit the thumbnail, hover over the image thumbnail and from the Thumbnail actions menu select Edit thumbnail.

    1. Upload a new image or remove the existing uploaded image in the Upload tab.
    2. Choose an image from the gallery in the Gallery tab.
    3. Click Use image.

  7. To edit the cover image, hover over the cover and from the Cover actions menu select Edit cover.

    1. Upload a new image or remove the existing uploaded image in the Upload tab.
    2. Choose an image from the gallery in the Gallery tab and click Use image.
    3. To reposition the cover image click Reposition, drag the image into the desired position, and click Save.

    To see your created products, click the back arrow near the top of the Product view to navigate back to the Products home.

Manage Products

In Products home, you can open an already-created Product to edit or review it, or delete a product from the list:

  • Select Open from the Products action menu to revise and review an existing product.
  • Select Delete from the Products action menu to Delete a product.
  • Select Rename from the Products action menu to Rename a product.

Add Personas

To add a persona, upload a persona guide or manually create a persona by selecting guidelines and entering your persona details.

In the left navigation area, click Personas. In the Personas panel, select Add persona.

You can add a Persona in GenStudio for Performance Marketing to help target the content you create to your ideal audience.

See Personas.

Upload a persona

You can upload your own persona documents to populate new personas.

See Personas.

To upload persona documents:

  1. Select the Add persona button and choose Upload PDFs.

  2. Click Continue.

  3. In the Add your persona popup, attach or drag in your persona document.

    You can attach up to five PDF files with a maximum of 500 MG combined.

  4. Select Add personas.

    Using Adobe’s generative AI technology, GenStudio for Performance Marketing extracts information from your uploaded documents and begins building your personas.

    A popup appears showing the progress of the persona extraction from your documents.

  5. In the Building personas popup that appears, delete extracted personas you do not want to use or rename personas as desired.

  6. If a persona is missing, click Add name and enter the name of the missing persona.

  7. Click Confirm.

    After extraction is complete, a popup reminds you to verify and review the extracted personas.

Manually add persona

You can manually add persona details, instead of uploading existing persona documents, to populate a new persona.

To manually add a persona:

  1. Select the Add persona button and choose Add manually.

  2. Click Continue.

    You can populate various optional guidelines and imagery to build out your persona.

  3. Add information about your Persona in the Description section.

    Add a Persona {width="650" modal="regular"}

  4. Click New persona name and enter a name for the Persona.

  5. Click into Description and enter a description of this Persona.

  6. Click into Messaging preferences and enter messaging details for the Persona.

  7. To edit the thumbnail, hover over the image thumbnail and from the Thumbnail actions menu select Edit thumbnail.

    1. Upload a new image or remove the existing uploaded image in the Upload tab.
    2. Choose an image from the gallery in the Gallery tab.
    3. Click Use image.

  8. To edit the cover image, hover over the cover and from the Cover actions menu select Edit cover.

    1. Upload a new image or remove the existing uploaded image in the Upload tab.
    2. Choose an image from the gallery in the Gallery tab and click Use image.
    3. To reposition the cover image click Reposition, drag the image into the desired position, and click Save.

    To see your created Personas, click the back arrow near the top of the Persona view to navigate back to the Personas home.

Manage Personas

In Personas home, you can open an already-created Persona to edit or review it, or delete a persona from the list:

  • Select Open from the Personas action menu to revise and review an existing persona.
  • Select Delete from the Personas action menu to Delete a persona.
  • Select Rename from the Personas action menu to Rename a persona.
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