How To: Managing Content in Create

How To: Managing Content in Create

How to Manage Your Content in Create







Introduction

Let's walk through the entire process of managing your content in Create. This will walk through the entire process from content ideation, making a draft, uploading your final deliverables, and scheduling/publishing.

NOTE: If you'd prefer to walk through a self-guided interactive demo on this process, click HERE.


Making a New Draft

The full workflow of managing content in Create starts with making a new draft.
  1. There are 3 ways to make new drafts in Create:
    1. Click the blue 'CREATE DRAFT' button in Main Navigation Menu
    2. Click the PLUS ICON on the Calendar on a specific date
    3. Click the PLUS ICON on the Content Page on the right side of your draft list
  2. This brings you to your New Draft to fill out. Remember that Create's Drafts are actually made up of 3 forms:
    1. Draft - Bare minimum information to get your ideas into Create.
    2. Work Details - Information relevant to the final deliverable's creative direction (publish date/time, design direction and copy prompts etc.)
    3. Tagging - Help you organize your draft into any overarching content goals.
  3. Once your details have been entered, click SAVE DRAFT.
  4. Once your DRAFT has been saved, you'll see your view now changes to the 2 column format of the Individual Draft View.

Uploading Your Content & Assigning to Other Users

Now that your new Draft is uploaded to Create, you can make further adjustments to your Draft forms as needed, assign it to one of your team members, or go ahead and upload the final media/copy.

To learn how to assign a draft to another user, click HERE.

Uploading Content:

REMINDER: When looking at an Individual Draft, your DYNAMIC COLUMN is on the left, and the WORKSPACE COLUMN is on the right. Upload your final deliverables to the WORKSPACE COLUMN.
  1. Open the individual draft you want to work on.
  2. OPTIONAL: If you have multiple accounts connected for one platform, you can select which one you want this post to go out on.
  3. Upload your post caption to the COPY field.
  4. Upload any media to the ATTACHMENTS section of your workspace (beneath copy field).
  5. Double check that the POST TYPE field is correct.
  6. Click 'SAVE [PLATFORM NAME] at the bottom of the Draft to save your changes.
  7. Repeat steps 2-6 across any additional platforms in your draft.

Changing The Draft Status:

Now that the changes have been saved in your Draft, you can go ahead and change the status to one of the below:
  1. PENDING REVIEW: For further review by your team. Feel free to assign the draft to another user on your team as well!
  2. APPROVED: If your content requires no additional changes and is ready for delivery/publishing/scheduling.
  3. IN REVISION: If your content needs further adjustments after internal review. Feel free to assign the draft back to yourself or another user on your team to revise!
Access the status options by clicking the STATUS CHANGER DROPDROWN in the upper right-hand corner of your WORKSPACE. 

Scheduling Your Content:

Once your Draft is set to APPROVED status, it is ready for scheduling/publishing/delivery. There are a few different ways to schedule a Draft:
  1. Through the Scheduling Tab in the Dynamic column: See step-by-step instructions HERE.
  2. Through bulk scheduling on the Schedule Page: See step-by-step instructions HERE.
NOTE: Once content has been published on all the Social Media Channels of your Draft, the status in Create will automatically update to 'PUBLISHED'.

Congratulations! You now know how to enter Drafts, Upload content, and schedule/publish content in DGTL Create!

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