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You can add the content that is going to be published on the external resources to the SimpleOne system to move it through all development stages before the publication.
Create content
To create content, complete the steps below:
- Navigate to CRM → Content creation → Content.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply the changes.
Content form fields
| Field | Mandatory | Description | ||
|---|---|---|---|---|
| Author | No | Specify the employee that created the content. The employee creating the record is automatically added to this field. This value can be changed. | ||
| Literary editor | No | Specify the employee responsible for the editing of the text. | ||
| Proofreader | No | Specify the employee responsible for the proofreading of the text. | ||
| Designer | No | Specify the employee that designed the content. | ||
| Layout designer | No | Specify the employee responsible for the layout of the content. | ||
| Expedite | No | Select the checkbox if the content needs to be expedited. | ||
| Blocked | No | Select the checkbox if the content is blocked. | ||
| Name | Yes | Add the title of the content. | ||
| Selling direction | Yes | Specify the selling direction, to which the content is related. | ||
| Service or product | No | Specify the service or product, to which the content is related. | ||
| SME | No | Specify the employee responsible for the SME review of the content. | ||
| Master content | No | Specify the main content if this content extends on it. | ||
| Status | Yes | Specify the current content status. Available options:
| ||
| Steps on ladder of recognition | No | Specify the step of the recognition ladder, to which the content is related. | ||
| Communication objective | No | Specify the content communication objective. | ||
| Differentiator | No | Specify the criteria for the choice of service provider, to which the content is related. | ||
| Pain | No | Specify the customer pain, to which the content is related. | ||
| Content structure | No | Add the description of the content structure. You can use text formatting tools and add images to this field.
| ||
| Link to document folder | No | Specify the link to the document folder for the content in the connected SharePoint instance. | ||
| Link to draft | No | Specify the link to the content draft for the content in the connected SharePoint instance. | ||
| Additional comments | No | Add comments about the content. |
The following related lists are located under the form:
- Publications
- Content
Publications
Create records about the content publications on external resources after the completion of all content development stages.
To create a content, complete the steps below:
- Navigate to CRM → Content creation → Publication.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply the changes.
Publication form fields
| Field | Mandatory | Description |
|---|---|---|
| Content item | Yes | Specify the published content. |
| Content distribution channel | No | Specify the channel, in which the content is published. |
| URL | Yes | Specify the link to the published content. |
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