How to Upload Images and Use the Storage Tab

Created by PX Marketing, Modified on Tue, 19 Aug at 5:30 PM by PX Marketing

Overview

The Media Storage tab is your central hub for storing, organizing, and reusing images across The Pediatric Experience platform. With built-in access to free stock libraries, drag-and-drop uploads, and Google Drive sync, you can streamline your workflow and maintain a consistent library of logos, graphics, and brand assets without repeatedly uploading them.


Key Features

  • Modern Interface: Faster, sleeker Media Storage replaces the old Media Library.

  • Easy Navigation: Access directly from the left sidebar.

  • Flexible Views: Toggle between grid view (thumbnail previews) and list view (detailed info).

  • Drag & Drop Uploads: Upload multiple files in one motion.

  • Stock Providers: Pull images directly from Unsplash and Pixabay.

  • Advanced Sorting: Organize by file size, name, or modified date.

  • Quick Actions: Rename, move, delete, or copy links via right-click menus.

  • Google Drive Sync: Two-way sync for uploads and folders.


Step-by-Step Guide

Step 1: Access Media Storage

  • From the left sidebar, click Media Storage.

Step 2: Navigate the Interface

  • Use the search bar to locate files quickly.

  • Upload new images or create folders using the top-right menu.

  • Add stock images directly from Pixabay or Unsplash.

Step 3: Upload Files

  • Drag & Drop files into Media Storage.

  • Uploaded stock images are saved to your server (permanent, even if removed at source).

Preview & Insert

  • Click the three-dot menu next to a file → select Preview.

  • From preview mode, choose Insert Media to place it directly into your project.

Step 4: Organize Media

  • Sort files by size, name, or date modified.

  • Create folders for structured storage (e.g., Logos, Campaigns, Banners).

  • Manage via three-dot menu: rename, move, delete, or copy link.

  • Switch between grid and list view as needed.

Google Drive Sync

  • Connect your Google Drive for two-way sync.

  • Upload or create folders in either platform — changes appear in both.

  • Note: Rename and delete are disabled for synced Drive files.

Step 5: Quick Actions

  • Quick Insert: Single-click to drop an image into a project.

  • Right-Click Options: Rename, move, delete, or share a link.

  • Hover View: Quick details like file name, modified date, and size.

  • Detailed Preview Popup: See dimensions, size, published date, and copy/download link.


Using Images Across the Platform

In Funnels or Websites

  1. Navigate to Funnels/Websites.

  2. Open the editor and drag in an Image Element.

  3. Click the image icon → choose from Media Storage.

  4. Save your changes.

Pro Tip: Use Get Link in Media Storage to grab a hosted image URL for external use.

In the Email Builder

  1. Open the Email Builder under Marketing.

  2. Add an Image Element.

  3. Choose from Media Storage or upload directly.

  4. Save your template.

In the Social Planner

  1. Go to Marketing > Social Planner.

  2. Create or edit a post.

  3. Add an image → choose from Media Storage.


Media Specs & Formats

File Limits

  • Videos: up to 4GB

  • Documents: up to 100MB

  • Audio: up to 100MB

  • Images: up to 100MB

Supported Formats

  • Images: PNG, JPG/JPEG, TIFF, WEBP, SVG, ICO, GIF

  • Documents: PDF, DOC/DOCX, XLS/XLSX, PPT/PPTX, TXT, RTF

  • Videos: MP4, AVI, MOV, WMV, WebM, OGG, MPG, QuickTime

  • Audio: MP3, WAV, OGG, MIDI, AIFF, WebM Audio

  • Fonts: TTF, OTF, WOFF, WOFF2


Useful Tips

  • Use descriptive file names (e.g., “Logo-Blue.png” vs. “img123.png”).

  • Group assets into folders for faster searching.

  • Compress images before upload to improve performance.

  • Take advantage of Unsplash & Pixabay integration for quick content creation.


FAQs

Q: Can I upload .zip files?
Yes, up to 100MB per .zip.

Q: Are uploaded stock images permanent?
Yes. They are saved on your server.

Q: Can I use uploaded images across funnels, websites, and emails?
Yes. Media Storage is system-wide.

Q: How do I quickly find an image later?
Use descriptive names, folders, and keywords.

Q: What’s new in Media Storage vs. Media Library?
A modern UI, faster performance, advanced sorting, drag-and-drop, and improved previews.

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