Media Storage

The media library is your CRM’s central file cabinet — everything you upload here is available in every builder, so you never need to re-upload the same image twice.

Every image, video, PDF, or file you use in your CRM lives in Media Storage. Instead of uploading assets separately in each funnel, email, or course, you upload once and reuse everywhere. That means consistent assets across your marketing, no duplicate files eating up storage, and no hunting through your desktop to find the right logo. This page covers everything you need to know to keep your media library organized and working for you.

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Navigating the media library

Go to Media Storage from the left navigation bar (it may appear under a Content or Settings section depending on your layout). The library opens to a grid view of your uploaded assets.

The main controls at the top of the library are:

• Search bar — find any file by name. Search is instant and matches partial names.
• Filter by type — narrow the view to images only, videos only, or documents.
• Sort options — sort by name, upload date, or file size.
• View toggle — switch between grid view (thumbnails) and list view (names and metadata).
• + Upload button — add new files from your computer.

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Uploading files

Upload from your computer

1. Click + Upload in the top-right corner of the library.
2. A file picker opens. Select one or multiple files.
3. Files upload in the background — a progress indicator appears for each one.
4. Once the upload completes, thumbnails appear in the library grid.

Supported file types

Type	Common formats
Images	JPG, JPEG, PNG, GIF, WebP, SVG
Videos	MP4, MOV, AVI, MKV
Documents	PDF
Other	ZIP, CSV (varies by plan)

Tip

For images used on websites and funnels, upload at the largest size you’ll realistically need (e.g., 2400px wide for full-bleed hero images). Your CRM can scale them down for different contexts, but it can’t scale up a small image without quality loss.

Note

Maximum individual file size and total storage limits depend on your plan. If an upload fails, check the file size first — that’s the most common reason. Compress large images with a tool like Squoosh (free, browser-based) before uploading if needed.

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Organizing with folders

A flat library of hundreds of files becomes hard to navigate quickly. Folders keep things manageable.

Create a folder

1. Click + New Folder (usually near the upload button or accessible from a right-click menu).
2. Name the folder clearly — good names describe the project or content type, not just “New Folder 2.”
   • Examples: Campaign Assets — Spring 2025, Client Logo Files, Course Thumbnails, Email Headers.
3. Click Create.

Move files into folders

1. Select one or more files by clicking them (hold Shift for a range selection).
2. Right-click the selection and choose Move to Folder, then pick the destination.
3. Alternatively, drag and drop files directly onto a folder in the left-panel folder tree.

Rename or delete a folder

Right-click any folder to access Rename and Delete options. Deleting a folder does not automatically delete its contents — files move back to the root library unless you explicitly delete them first.

Caution

Deleting a file from the media library removes it everywhere it’s in use — including live funnels, published emails, and course content. Before deleting, confirm the file is not actively used anywhere. If you’re unsure, move it to an “Archive” folder instead of deleting.

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Reusing assets across your CRM

The real value of a central library is that every builder pulls from the same source. You don’t maintain separate image libraries for funnels, emails, and courses.

In the funnel and website editor

1. Click any image element on the canvas.
2. In the element settings panel, click Replace Image or the image picker icon.
3. A mini version of your media library opens in a modal — browse, search, and select.
4. The image updates on the canvas immediately.

In the email builder

1. Add an Image block to your email layout.
2. Click Choose Image in the block settings.
3. Your media library opens — select any uploaded file.
4. For inline images in text blocks, use the image insert option in the rich-text toolbar.

In courses and lessons

1. Inside a lesson, click Add Media or the image/file insert button.
2. Select Media Library (as opposed to uploading a new file).
3. Browse and select the asset.

Tip

If you use the same logo or header image in dozens of emails and funnels, uploading it once and referencing it from the library means a single swap updates your asset everywhere you use it going forward. It won’t update assets already embedded in sent emails, but any draft or new build will pick up the new version.

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File management best practices

Naming conventions

Consistent naming makes search useful. A few approaches that work well:

• Descriptive and specific: summit-realty-logo-white-2024.png beats logo-final-v3.png.
• Project prefix: spring-campaign-hero.jpg, spring-campaign-feature-image.jpg — all assets for a project sort together.
• Date suffix for versioned files: email-header-jan2025.jpg so you know which is current without opening each one.

Clean up regularly

Set a reminder once a quarter to review the library. Look for:

• Duplicate files (same image uploaded multiple times under different names).
• Assets from completed campaigns that are no longer needed.
• Oversized files that could be compressed to save storage.

Keep source files elsewhere

Your CRM’s media library is for deployed assets, not for archiving original source files. Keep your raw Photoshop files, uncompressed video exports, and brand asset master files in a dedicated storage solution (Google Drive, Dropbox, etc.). The library should hold production-ready, optimized files.

Note

Video files hosted in the media library are served directly by your CRM. For high-traffic public content (like course videos watched by hundreds of students simultaneously), consider hosting video on a dedicated platform (Vimeo, Wistia) and embedding the URL in your lessons rather than uploading the file directly. This avoids any bandwidth limitations and gives you better playback analytics.