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BrandCast Workflows

Step-by-step guides for common tasks and best practices.

Available Workflows​

User Management​

Manage team access and permissions across your BrandCast account.

What You'll Learn:

  • 14 user roles and their permissions
  • Inviting and removing team members
  • Role-based access control
  • Security best practices

Multi-Store Management​

Manage multiple locations from a single BrandCast account.

What You'll Learn:

  • Setting up stores and locations
  • Shared vs store-specific content
  • Role assignment per store
  • Bulk operations across stores

Display Setup​

Complete workflow for deploying a new display from creation to going live.

What You'll Learn:

  • Creating a display in the dashboard
  • Selecting and configuring hardware
  • Registering the physical device
  • Assigning content and layouts
  • Troubleshooting common issues

Content Association​

Connect content to displays through layouts, schedules, and playlists.

What You'll Learn:

  • Assigning layouts to displays
  • Creating and using schedules
  • Building playlists for content rotation
  • Dynamic content strategies

Roles and Permissions (Coming Soon)​

Detailed guide to BrandCast's permission system.

Managing Quotas (Coming Soon)​

Understanding and managing account quotas and limits.

Common Workflows​

Setting Up Your First Display​

Time Required: 15-20 minutes

  1. Create a layout with content areas
  2. Upload media or connect integrations
  3. Create a display in the dashboard
  4. Register your device with the 6-character code
  5. Assign the layout to your display
  6. Verify content appears on screen

Managing a Multi-Store Account​

Time Required: 30-45 minutes initial setup

  1. Create stores for each location
  2. Invite team members with appropriate roles
  3. Assign roles per store for team members
  4. Upload shared content to account library
  5. Create store-specific content as needed
  6. Deploy displays to each store

Deploying a New Campaign​

Time Required: 10-15 minutes

  1. Upload campaign media to content library
  2. Create or update layout with new content
  3. Publish layout to make it live
  4. Assign to displays immediately or via schedule
  5. Monitor display health to ensure deployment

Setting Up Automated Content​

Time Required: 20-30 minutes

  1. Connect integrations (RSS, Weather, Calendar, etc.)
  2. Create dynamic layouts using integrated content
  3. Set up schedules for time-based switching
  4. Create playlists for content rotation
  5. Assign to displays and verify automation

Best Practices​

Team Collaboration​

Assign Appropriate Roles:

  • Account Admins for full system control
  • Managers for day-to-day content updates
  • Viewers for monitoring only
  • See User Management for all roles

Organize by Responsibility:

  • Marketing team: Content creation and upload
  • Store managers: Display monitoring and local content
  • IT team: Hardware setup and network configuration

Content Strategy​

Plan Your Content Mix:

  • 70% promotional content (sales, offers, products)
  • 20% informational content (hours, services, policies)
  • 10% entertainment/engagement (fun facts, quotes, weather)

Update Frequency:

  • Daily: Time-sensitive content (specials, events, weather)
  • Weekly: Promotional campaigns and featured products
  • Monthly: Seasonal themes and major campaigns

Use Automation:

  • Schedules for time-based content (business hours vs after-hours)
  • Playlists for content variety (rotate 3-5 layouts automatically)
  • Integrations for always-current content (RSS, weather, calendars)

Display Management​

Naming Conventions:

  • Format: [STORE-CODE]-[LOCATION]-[PURPOSE]
  • Example: NYC01-FRONT-CUSTOMER
  • Benefit: Easy identification and searchability

Regular Monitoring:

  • Daily: Check display status (all online?)
  • Weekly: Review health metrics
  • Monthly: Update content strategy based on analytics

Next Steps​

New Users:

  1. Start with Display Setup
  2. Learn about Content Association
  3. Explore User Management for team collaboration

Multi-Store Users:

  1. Review Multi-Store Management
  2. Set up User Management with store-specific roles
  3. Plan your content sharing strategy

Advanced Users:

  • Optimize with Content Association strategies
  • Automate with schedules and playlists
  • Scale with bulk operations and display groups