Kapost FAQs

This feature is not enabled by default at this time. To enable this feature in your instance please reach out to yourKapost Customer Success Manager or to theKapost Support team.

The email approver feature allows people to review and approve workflow tasks by email. The email can be sent to anyone, including people who are not part of Kapost. Note: This is only a feature available for content workflows. This is a common use case for executive or legal review; stakeholders who do not need full access to Kapost, aren't regular users, but do need to sign off on things.

The "Approver" (recipient of the task email) can:

1. Reply directly to the email. Their reply is captured in the content's activity stream.

2. Click the link in the email and go to the new approver task page. On this page they can:

a. View a read-only copy of the content.

b. See the task they were assigned (i.e. legal approval) and check it off.

c. Leave a comment in activity stream.

d. Using the doc annotations feature, leave a comment directly on the asset if it is a file.

An approver cannot revise or edit content. They are limited to interactions on the task pane.

See screen shots below for context on how this is done:

1) When the Approver feature is enabled you will see a share arrowicon when you hover over a task. Click it!

documentannotation feature

2) Enter your recipients email, then click Enter. Add a custom message. Recipients can be people outside of Kapost as well as other Kapost users.

3) The recipient of the task email will get your message and a link to the asset in Kapost. Once on the content asset they can:

See the title of the asset and message you sent

See the task title and deadline as well as the body of the content

Check off the task they were assigned which will be reflected in Kapost

Comment in the activity feed with @mention capabilities

Download the document *They will not be able to upload another document

Use the by clicking on the comment bubble under the body of the content if there is a document to annotate.

What Is This Feature?

Kapost Admins configure the settings for the content types their teams use in their content operation. Content type settings can be edited at any time by Kapost Admins.

Content type settings include the following sections to customize the content relevant to your organization:

Options

Access Defaults

Workflow

Custom Fields

Custom Field Prefills

If you have any questions about your teams content type settings, ask your Kapost Admin or CSM for further information.

How It Helps

The configurations or settings for your content types in Kapost are what determine important characteristics for your content, like custom fields and workflow.

Each type of content your Kapost Admin(s) create in Kapostfrom eBooks to webinars to blog postsis unique to how your business teams operate and is designed to enable efficient execution.

Best Practices

Since content type settings can be edited at any time, assess your settings periodically in order to ensure thatthey'realways configured optimally for your team. For example, your standard task workflows should include current team members in Kapost only.

To help eliminate confusion when it comes to tagging content, create sections to organize related custom fields that should be grouped together. For example, you can specify which teams or groups in Kapost should be responsible for applying specific custom fields on certain types of content.

How It Works

Navigate to the content type settings area via the Content Types & Workflow link in the left navigation bar.

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Here, youll find an alphabetized list of all the content types configured in your instance.

The icons that appear on the right end of a content types row let you perform certain actions:

The pencil icon enables you to edit the content type

The pages icon enables you to duplicate the content type

The trashcan icon enables you to delete the content type

Configuring Content Type Settings

Click on the green Add Content Type button at the top left side of the page to create a new content type in Kapost.

If youre editing an existing content types settings, click on the pencil icon to expand the settings area.

When youre editing content type settings, youll see tabs along the top of the content types settings. Each tab toggles to a section to configure.

Options: Configure the content types icon, title, field name, body type, publish settings, primary destinations, destination groups, and promotions destinations.

Access Defaults: Configure the content types creation defaults here, which determine which users in your Kapost instance are allowed to create this type of content.

Workflow: The Workflow tab is where Admins set up the task workflows associated with a type of content, including task owners, smart deadlines, and task titles. Note that workflows on content can always be manually edited from within the content view as needed but these one-off tasks are not available through reporting.

You can set up required tasks in content workflows to denote content tasks that must be completed before a piece of content is published. These tasks names and descriptionscan'tbe edited in the workflow, and theycan'tbe dragged-and-dropped into a new position.

For more on workflows in Kapost watch this video tutorial on making workflows work for you, or check out this Kapost on Kapost webinar to learn how the Kapost teams manage workflows.

Custom Fields: Choose the custom fields, or metadata, that your team will be able to apply to your content and initiatives. For detailed instructions on configuring custom fields, read this article.

The custom fields listed can be dragged and dropped into any order.

Configuring Content Type Sections

Click on the green Add Section button to create a new section for the content type and enter a title and description for the section.

In the example images below, sections designate a team or group who should be responsible for applying specific custom fields on certain types of content.

For specific instructions for the event content type, read .

Kapost integrates with Eloqua 10 but there are different integration points that each version can support within Kapost. Below, we have explained our integration with Eloqua and what you can use within Eloqua as a Kapost user. Eloqua 10 Kapost Integration: This is Eloqua's latest and newest version of Eloqua and based on that this is our most robust integration within Kapost.

Asset Management of Landing Pages and Emails:Kapost allows you to manage Eloqua landing pages and emails, within Kapost through a read-only interface. Because Eloqua doesn't have a full editorial calendar or workflow management/collaboration tools, the integration allows you to create a new email or landing page in Kapost, then edit it in Eloqua so a version will exist in both places. You will still edit and customize the layout within Eloqua but you get the benefit of using and planning within Kapost's editorial calendar, seeing your initiatives exist alongside other content assets like social or blog posts and the collaboration workflow tool within Kapost that exists on every content type.

Lead Conversion Metrics: Kapost also provides analytics around (new) leads generated on all the contentyou'vecreated and pushed out through Kapost. This is data coming from Eloqua, but Kapost serves up the analytics in a unique format and ties to content you may never push through Eloqua (e.g. perhaps a tweet or blog post). You can learn about the leads and content analytics on the aggregate analytics view in Kapost and on individual pieces of content here.

Pushing Files to Eloqua's Component Folder: Kapost also allows you to make Eloqua a destination where you can push files to. These files end up in your File Storage. Learn how to set this up here.

Email Analytics:For any email synced to an email in Eloqua, we will pull in Eloqua Email Sent, Email Open, Email Bounce, Email Click Through, and Email Unsubscribe metrics into Kapost. These metrics are available on the Content, Analytics Dashboard Performance, and Custom Report pages.

User Role Authentication: We request that you connect with a user role that has full access to all the emails/folders, that you would like to sync and have available in Kapost. Typically, an Admin level is good but if you prefer a user role that only has access to one folder that you will be working out of, you can connect that one as long as it has publishing rights. If you have any questions about the specific integration points please email support at kapost dot com.

To connect your Eloqua instance to Kapost,Select App Center from settings on the side navigation bar.

Select the button to install more apps. Then select theappropriate Eloqua button. A box will appear asking to you enter the appropriate authentication. Fill in your credentials and click 'Ok"

Go back to the settings menu, and this time click "Content Types and Workflows." Select your Eloqua content type. In the box next to "Primary Destinations," add your Eloqua instance.

Some organizations may need to house and collaborate on files in both Box and Kapost in parallel. The following article outlineshow to set up your Box connection so that files hosted on Box can be synced in Kapost.

App Center Integration

To begin, an Admin needs to set up a Box integration in the Kapost app center. To learn how to integrate your Box account with Kapost, read this article.

After connecting Box, click 'Edit' in the App center. You will see an additional setting for allowing anyone with editing rights to enable file syncing between Kapost and Box. Toggle the setting to 'Yes' and click 'Save'.

This completes the work you need to do as an Admin. Now, for any content type in Kapost that has a document or any file body type, users will see the option to sync files from Box when uploading assets.

Syncing Files

To sync an asset from Box, complete the following steps:

1. From the content body in Kapost, click to upload a new file.2. Before importing from Box,check the 'Enable file syncing' box. This will sync the file from Box in Kapost and keep the asset up to date in both systems.

3. Click 'Import'. You will be prompted to log into your Box account if you're not already signed in. The Box account you sign into should have access to some of the same folders/files as the account connected in the app center. Files that are not accessible from the app center account will not be synced. Once you have logged in, select the asset you wish to import.

If the sync was successful, you will see green syncing arrows at the bottom of the asset.

Now, as new versions are saved in either Box or Kapost, the most recent file will be visible in each system.

Clicking on the syncing arrows will open up a menu that gives you the option to stop syncing with Box, or view the asset in Box.

If the sync is stopped, any subsequent changes to the file will not be synced across both systems.

Clicking to view the file in Box, will open Box in a separate tab.

If syncing is unsuccessful or if a files becomes unsynced at any point the arrows will change from green to red. You can try to sync again by selecting 'Retry syncing' from the menu.

Additional Notes:

Deleting or archiving your post in Kapost will automatically break the sync. However, this will not delete the file in Box. Deleting files in Kapost will also not delete files in Box.

Deleting files in Box will break the sync, but the file will still be visible in Kapost.

Uploading or restoring versions in Kapost will update the version in Box and vice versa.

If you create a duplicate of the Kapost asset, the duplicate will not be synced in Box.

This feature is only available for content in the body of an asset. It is not available for attachments.

InitiativeTypes and Workflows is a setting in Kapost where initiativetypes can be configured. Initiative types are used as the shell or container for an initiativeand can include custom fields as well as workflow steps.

An event, or product launch are examples of potential initiative types. Initiative templates can also be created in this settings area. These templates are used to populate an initiative with a predefined number of assets. For example, you may want to create a template for a product launch if there is a consistent mix of assets with each launch (e.g., 3 blog posts, 1 e-book, 1 infographic, 1 webinar). Once an initiative is created in Kapost assets can be added one asset at a time or, by applying an initiative template that creates all of the assets defined in the template. Applying a template to an initiative does not restrict you from adding additional content assets individually. However, you can only apply an initiative template to an empty initiative.

Welcome to the Kapost Gallery for Salesforce. The Gallery can be used to find, review, and share valuable content with your Salesforce contacts, opportunities, and leads.

Getting Started

The Kapost Gallery appears in a Salesforce Tab as well as on your Content, Opportunity, and Lead records. You will need to locate the Gallery and login either via your SSO platform or with your username and password. The Gallery includes multiple sections.

Collections

The first screen you see has content organized into collections. Each collection holds content and has been organized for your team.

Your Favorites

The Your Favorites tab will display all of the content you have favorited. This is an easy and fast way to consume the content you find valuable. To favorite a piece of content, click the heart icon. The count next to the heart icon is counting all Gallery users who have favorited that content asset.

Trending

The Trending tab displays the overall the most favorited content - across all Gallery users - for the last 30 days.

Searching

To find Content you can search by Keyword using the top search bar. This search will look for matches within the content asset as well as other key data about the content including field tags.

Filtering

Up to 5 filters will display at the top of each collection. If more than 5 filters are available youll see a more filters option. Open each filter to choose one or more options.

View Content Details

From within a collection you can hover over the thumbnail of any asset and select View More. Once you click View More, you will be taken to the content details page which allows you to preview the asset as well as see detailed information.

Sharing Content

From within a collection you can click the Share icon on any asset to distribute content via your own Facebook, Twitter, LinkedIn and Email accounts.

Downloading Content

From within a collection you can click the Download Icon in the bottom right corner of any asset to download the content to your computer.

Favoriting Content

Click the Favorite icon to add the content to your personal favorites folder. The number next to the heart icon represents how many times the asset has been favorited by authenticated Kapost users.

Record an Activity

When you share content its important that you also record that share to Salesforce.

Record an activity for a contact or lead: When prompted, click yes to record an activity in salesforce and to make sure the asset displays under the shared tab.

Record an activity for an opportunity: When prompted, youll first need to select the appropriate names and clicking click yes to record an activity in salesforce and to make sure the asset to displays under the shared tab.

Add New Idea

Is there a piece of content that would really help you but youcan'tfind it? Submit an idea? Ideas flow right into the tool your marketers use to create content everyday.

Once you connect to a promotional destination in the App Center the next step is assigning that destination to a content type which will enable your access to promote to that destination. To do so, navigate to Settings then Content Types & Workflow on the side navigation bar. Select the pencil icon on the content type you'd like to edit. Click in the "Promotional Destinations" box and select the possible promotional destinations you would like users to have access to when promoting an asset of that content type.

What Is This Feature?

Task rules prompt user actions on content (including localized content) and initiative workflows in Studio. When Task rules are set up, they help manage workflows as campaigns and content as created by promptingusers to do things likeset thecontent or initiativestage to in-progressat the right time, or adding content to Gallerywhen its ready to be leveraged by other teams, like sales.

How It Helps

Set up Task rules to enable powerful workflow governance that helps to keep your teams on top of their tasks. When you add Task rulestoyour workflows, youre making it easier for your teams to execute contenton timeandwithout anythingslippingthrough the cracks.

In addition, Taskrules ensure more accurate reporting when youre measuring things like average time to complete content and your inventorys total number of completed assets, thanks to the rules remindingusers when to change content stage.

Best Practices

Initiative-level task Rules are a powerful way to manage your initiatives stage, from planned to in-progress to complete, to ensure that this data is reflectedaccuratelyinKapost.

Task rules in content workflows ensure that tasks are tied to corresponding actions the keep content production on schedule and orchestrated, from start to finish. Dont be afraid to try out different combinations of Task rules to figure out what works best for your workflow management! For example, for a publish content workflow task, you could set up two Task rules to have that task be marked as complete when the content is published and added to Gallery:

How It Works

Task rules are the next generation of Smart Tasks. Any Smart Tasks you have in place on content and initiative workflows will become Task rulesyoudon'thave to recreatethem.Task ruleswon'timpact any Smart Deadlinesyou'veset up in settings.

Setting Up Task Rules for ContentWorkflows

Admins can add or edit Task rules for content workflows in their Content Type settings. Go to the workflow tab on the content type youre updating.

Click on the pencil icon to edit the workflow task you want tocreatea rule for. When you're editing a workflow task, youll see the option to add a Task rule.

You canadd up to three Task rulesper workflow task

Youcan'tduplicate a Task Rule on a workflow task

First, youll set up each Task rule by selecting a prompt for the first part of the rule:

Mark this Task as complete when...

Or

When this Task is completed...

Then, your selection for the first part of the rule will set up your selection for the second part of the rule.

If your rule is based onMark this Task as complete when...you'll see options likethese to select for the rules second part:

...its been assigned

...the Content is added to Gallery

...the Content is published

and more!

If your rule is based onWhen this Task is completed...you'll see options like these to select for the rules second part:

...prompt to mark the stage asin-progress

...prompt to mark the stage as complete

...prompt to add to Gallery

When youre setting up more than one Task rule for a workflow task, youll only be able to select options that keep the rules logic intact.Kapostwont allow youtoset up conflicting logic. In other words, you can only create rules that make sense from a functionality perspective.

Click thegreen Update buttonto save your changes.

Kapostwill ask you if you want your changes to applyjust to new content created (recommended), or if you want your changes to impact all existing content in your instance.

On content workflows in Studio, content creators will know if a workflow task hasthe Task rule type, Mark this Task as complete when...associated with it if the tasks checkbox is grey, rather than white.

A white checkbox means that its a task that a user can simply click on to mark that task as complete. A grey checkbox means that the task can only be marked as complete whenthe Task ruleactionsare completed.

Userswill see Task rulesassociated with a taskif they click on the pencil icon on the task to see its details.

Any Admins, Editors, or Contributors whore collaborating on the content will have the ability to add or edit Task rules on workflow tasks.

Setting Up Task Rules for InitiativeWorkflows

Admins can add or edit Task rules forinitiativeworkflows in theirInitiativeType settings.

Click on the pencil icon to edit the workflow task you want tocreatea rule for. When you're editing a workflow task, youll see the option to add a Task rule.

You can createone type of Task Rulefor initiative workflows to manage when a user should updatethe initiativesstage, like from planned to in-progress.

You canaddoneTask ruleper workflow taskon initiative workflows.

Smart Deadlines Smart deadlines are established to save time and automate a workflow. A "smart deadline" is a deadline date that is relative to another task in the workflow. It can be set either before or after the completion or deadline of the other task. CLICK HERE For example: Blog posts are always promoted 1 day after the publication deadline. This means that the Promotion task deadline will automatically populate with a deadline date that is 1 day after the Publication task deadline date. Deadline dates are only calculated based on Monday-Friday business days. Steps to assign a smart deadline to a task:

Go to Settings: Content Types and Workflow or InitiativeTypes and Workflowon the side navigation menu

Hover over the task for which a smart deadline is being created

Click the Edit icon (Pencil)

Click the Select a Date button

Input the number of days or hours

Select Before or After

Select Completion or Deadline Completion=when the task is actually checked off Deadline=when the task is scheduled to be checked off You cannot choose completion unless the smart deadline is set to After the completion of the task

Select the task to which the smart deadline is relative to

Click Save

For more information on Task Rules, ...

Your initiative and content workflows are driven by task assignees, deadlines, and other key details.

While your initiative and content types are configured by Admins with templatized workflows, you can manually adjust workflows as needed.

Click on the pencil icon on a workflow task to edit its details.

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Use the task details area to update its information in the workflow. ClickSavewhen your updates are complete.

Enter a task description to provide information about what the task accomplishes.

Required tasks in content workflowscan'tbe updated with new names and descriptions. You can update a required tasks assignee(s) and deadline.

Choose its assignee(s) who're responsible for completing it.Kapostwill alert the assignee(s) when it's their turn to complete the task.

Enter in a deadline for the task. A fixed deadline is a selected date and time. Smart deadlines are anchored to another workflow task; readto learn about using smart deadlines.

Some tasks are only marked as completed when certain actions are done, according to theirTask rules.

Content and Initiative Types

When adding or deleting tasks, you have the option to save those tasks retroactively. In other words, you can save these tasks to content in production or all content that has been created.

Clicking save will display a window where you can select one of these options:

Don't update any existing content. Only new content will get the updated tasks

Update content that is currently in production. Leave completed content alone

Update all content

Choosing one of the above options will only affect tasks added or deleted retroactively.It will not save tasks modified or switched around. You must save one at a time retroactively. In other words, you must:

Delete tasks unwanted

Click Update all content

Add tasks wanted

Click update all content

Note: If you add a new task with a smart deadline and or task owner(s), the those itemswill save retroactively.

Note: If you delete tasks retroactively, you will loose the owners and deadlines associated to those tasks in existing content.

What will always be saved retroactively (for all content)

Custom fields

Display name

Field Name

Icon/color

Body type

Publishing and promotional destinations

Allowed publishers

What will never be saved retroactively (for all content)

Modifying Tasks/Changing:

Naming convention

Task order

Task owner

Smart deadline

Task rules

Learn more about your content type settings here.

Kapost: The Kapost content operations platform offers four core applications for planning, creating, distributing, and analyzing your marketing content: Canvas, Studio, Gallery, and Insights. Together, these apps enable organizations with complex buying cycles to strategically plan and produce personalized content, streamline distribution across channels, and analyze content performance at scale.

Canvas: Canvas enables marketing managers and content teams to build a powerful content strategy in Kapost. Canvas unlocks visibility into an organizations marketing activities so campaigns and content are planned with total awareness and engage customers at every step of their journey. Timeline and matrix charts in Canvas surface important details for planned initiatives, and the content within them, to centralize teams in a single view, ensure that resources are allocated appropriately, and deadlines are met.

Studio: Content operations teams collaborate on content and campaigns in Studio. Studio enables teams to manage marketing initiatives and create the content it takes to execute them, from eBooks to webinars and everything in between. Publish content directly from Studio to your chosen distribution channels and platforms with the click of a button. Studio is home to the calendar, along with the catalogs for ideas, tasks, content, and initiatives.

Insights: Insights enables teams to measure internal and external content performance to identify their top-performing content assets. Insights content, initiative, and adoption charts allow managers to identify (mis)alignment to business objectives, spot content gaps, analyze key platform usage, and understand where and how content is consumed.

Gallery: Gallery contains your completed, ready-to-leverage marketing content. Its your companys go-to space whenthey'relooking for content to send to prospects, customers, and other audiences. Organize content in your Gallery into collections that guide colleagues to find the right piece of content. Gallery content is analyzed in Kapost to measure engagement to provide a clear picture of internal content usage and external content consumption. Gallery also integrates with Salesforce to recommend relevant content within the CRM platform.

Instance: The name or URL address for your companys Kapost platform. Itll generally look like, yourcompanyname.kapost.com.

Content Type: The content types in your Kapost instance are the pieces of content that your teams will collaborate on and create in Studio, from videos to eBooks to sales decks. Certain content types will be configured with specific workflows, task assignees, and content owners so you can work with tried and true formulas that are automated when you create a new piece of content.

Initiatives: Initiative is the Kapost term for a broader campaign or program that requires content to execute, such as a product launch or nurture campaign. Initiatives are containers for all the content, and other assets, that support a thematic or strategic campaign.

Initiative Types and Templates: Initiative types categorize the different thematic or strategic campaigns executed by your content operation, such as a product launch or webinar. The initiative type defines its initiative-level workflow.Initiative templates are set up for your instance during implementation, and can be added later on as needed. When selected, they automatically add blank pieces of content (content shells) to an initiative that you know requires a certain formula of content to execute.

Taxonomy: The industry term for your content operations common language, reflected in your tagging system in Kapost (and perhaps across other tools your organization uses). Tagging lets you find, filter, and report on your content and initiatives.

Custom Fields: The fields for the valuesyour metadataon your content and initiatives. You apply custom field values when you tag content and initiatives in Kapost.

Ideas: Members of your content operation submit ideas in Kapost to suggest a piece of content to be created. Ideas in the queue are reviewed and either rejected or approved. Approved ideas become new pieces of content in Kapost.

Calendar: The calendar in Studio is a dynamic editorial calendar that surfaces teams planned, in-progress, and completed content. The calendar populates with workflow task deadlines, keeping teams aware of progress and next steps as content is created. Mark a workflow task as complete from the calendar to keep work moving, or click directly to content from the calendar to make real-time adjustments to workflows.

Workflows: Workflows come hand-in-hand with initiatives and content in Studio. They outline the tasks that need to be completed, in what order, as the campaign or asset is executed. Workflows contain task details such as task description, task owner, and deadline. You can set up templatized workflows that always appear on specific content types, and you can manually update workflows as needed. When a task is marked as complete, Kapost alerts the next task owner in the workflow that their task is up next.

Smart Deadline: A workflow task deadline thats dependent on another workflow task. Smart deadlines auto-populate based on the other task that its anchored to.

Saved View: Saved views are personalized views in the calendar, content catalog, and initiative catalog that let you see the most relevant information to your work. Choose the columns and filters for your view and save it to go back to it quickly when youre working in Kapost. Share your views with team members and managers to inform them of what youre working on.

Activity Feed: The activity feed on content and initiatives lets your teams @ mention each other and communicate within Kapost.

Global Search: Many Kaposters use the platforms global search functionality to find the content or initiativethey'relooking for. Type in a keyword and global search will show you where it appears in ideas, content, and initiatives across Kapost.

Crowdsourcing: Crowdsourcing enables you to gather ideas for content from external audiences (people thatdon'twork in Kapost) via a digital form. Crowdsourced ideas are added to your instances ideas queue to await approval or rejection.

Archiving: When you archive content or initiatives in Kapost, youre retiring them without deleting them entirely. Your archived material is kept in the archived folder in read-only mode so nothing can be updated, but you can unarchive things that youd like to edit. Kapost continues to run analytics on archived content in your instance.

What Is This Feature?

Suggested Tags uses machine learning to recommend custom field values,or tags,for your content. This feature learns from your content inventoryin theKapostplatformto recommend tags on new and existing(in-progress)content in Studio.

How It Helps

Complete, accurate custom fields applied on your content has aKapost-wide impact: your tags ensure your content is findable and your data is reliable. Suggested Tags make it faster and easier to apply the right tags on the right content.

The featurealso contributes towards excellent system hygiene and produces more meaningful data throughoutKapost(such as for reporting in the Insights app ).

Best Practices

When this feature begins to recommend tags on content, itll speed up the tagging process for everyoneespecially for new users whoaren'tas familiar with your tagging system. Encourage new team members to look at the suggested tag onacontentasset, anduse the activity feed to @-mention colleagues if they need to confirm the correcttags.

If you know that not all of your completed content inKaposthas its custom fields section filled out entirely, theres no better time to tag your content and clean up the data in your system: Suggested Tags helps make this process faster by supplying tag recommendations so you can choose the correct tags quickly.

How It Works

Admins can turn Suggested Tags on or off in theirKapostinstance. Before you do, two criteria must be met:

Before you turn on Suggested Tags, your instance should contain at least 200 fully tagged pieces of published content in Studio.That way, the feature has content to learn from and understand how to suggest the most accurate tags on content moving forward.

Once your turn this feature on it will need 24 hours to train itselfon your content tags to begin providing suggestions. After the 24 hours has passed, youll start seeing tag suggestions.

Admins, when youre ready to turn on Suggested Tags in yourKapostinstance, go to your content settings.In theFeaturesare,youllfindthe option toEnable suggested tagsat the end of the features list. Click on this checkbox to turn Suggested Tags on, and if your instance meets the above twocriteriayoull see tag suggestions on Studio content in 24 hours.

When Suggested Tags is activated and turnedon, youll see the tag icon on the custom field values that have a tag recommendation.

The featurecontinuously learnsfrom your team based on howyouretaggingcontent inStudio. When its reasonably confident in its predictions,Suggested Tags will provideone tag suggestionat the top of your drop-down list of tags for the content asset youre working onforsingle- and multi-select custom fieldslists.

Suggested Tags does not automatically tag content for you.

If the tag suggestionisn'twhat youre looking for, your other custom field values for the content asset you're creating are available to select from the menu.

IfSuggestedTagshasnt been turnedon in settings by an Admin of your instance, userswon'tsee the feature in the platform.

Legendary soccer player Mia Hamm-Garciaparra said, The backbone of success is...determination, good planning, and perseverance.

Why are we quoting Mia? Were counting the days until the 2019 Womens World Cup, and while Miawon'tbe competing, her quote resonates because successful content doesnt just happen.

Far from it: Creating impactful content requires good planning.

If youre not gung-ho about soccer, thats okaywe can all get excited about this releases updates to Canvas timeline charts, which show you your teams plans for bringing your content strategy to life.

Now, your timeline charts will expose custom field dates, task dates, and event dates so you can visualize your campaigns and programs and the content within them more powerfully than ever before.

Leverage these content dates to:

Plan with full awareness: Look at the content in your initiatives and the most important dates to plan against to bring content through idea to execution to impact.

Identify (and avert) bottlenecks: See where potential roadblocks might arise and make a plan to avoid them with deftly allocated resources.

Increase leadership visibility: Share your timelines with directors and executives so they can see your planned initiatives and content dynamically, and know youre executing your organizations strategy on schedule.

(Make sure to read Milianas pro tip below on how to set up your initiatives and their content in Studio in order to surface these dates in your timelines!)

In addition, your Canvas plans and Insights dashboards are now sorted alphabetically, making it easier to find the campaigns and programs youre looking for.

Milianas Kapost Pro Tip

Well share a Kapost Pro Tipa handy platform how-to that you might not know about yetin each product release summary article. This one is from Miliana Budimirovic, Senior Customer Success Manager at Kapost.

The new content dates in Canvas timeline charts unlock brand-new timeline visualization capabilities in Kapost. The event dates, content task dates, and custom field dates you can see on your timelines will enable you to drill down into not only your initiatives details but their content, too.

Now that its time to build your new and improved views, how do you make sure youre setting up your initiatives and their content in Studio so these dates are visible in your timelines?

Event dates may already be familiar to you if you manage events in Kapost. Similar to the start and end dates on your initiatives, these are the start and end dates on an event content type within an initiative. You might have seen these dates on your calendar views in Studionow, youll see them in Canvas timeline charts as grey diamonds.

Task dates are workflow deadlines on content. They let you see where a piece of content is along its production cycle. In your charts settings panel youll select exactly which workflow tasks on which content types you want your chart to display. This lets you control which dates appear, and when some should be removed to declutter a busy timeline.

Pro tip: Leverage shared tasks for the most powerful use of task dates. These are the tasks that are configured in your settings and included in workflows across content types. This unlocks full functionality for tasks in Canvas as well as Insights, the calendar, and your catalogs.

Keep in mind: Task dates will only appear in the timeline for content with workflows that have task deadlines assigned. If a piece of content doesnt have a filled-out workflow with task deadlines, task dateswon'tappear on your chart.

Like the task dates you select to see in your chart, you can choose specific custom field dates youd like to add to your view as the small grey squares. These dates are helpful when youre managing custom field dates on content, such as original target completion date or other dates that might not be represented as a workflow task.

What Is This Feature?

Numeric and currency custom field values in Kapost allow you to tag content and initiatives with numbers and currencies.

How It Helps

Numeric and currency custom fields give your teams the ability to tag content with numbers and dollar amounts for standardized reporting on budgets and numbers in Kapost.

Best Practices

Planning an event? Leverage numeric and currency custom fields for your event content type in Kapost so you can track budget and attendees.

How It Works

If youd like to create new numeric or currency custom fields in your instance, Admins should follow the steps in this article. Reach out to your Kapost customer success team if you need guidance.

Numeric custom field values are entered as whole numbers.

Currency custom fields are available in 10 currencies: USD, GBP, EUR, CNY, JPY, CAD, AUD, INR, CHF, and HKD.

When you input currency amounts, youwon'tinclude commas as Kapost will autoformat this for you. You can insert decimals if you need to.

If your currency field is originally set to a currency like USD and later you update it to another currency like JPY, then your currency input will be rounded up to the nearest dollar.

What Is This Feature?

Required tasks denote content workflow tasks that must be completed before a piece of content is published.

These tasks names and descriptionscan'tbe edited in the workflow, and theycan'tbe dragged-and-dropped into a new position.

Required tasks are managed by a platform Admin in settings.

How It Helps

For large organizations and enterprises, visibility, standardization, and governance are major challenges when it comes to orchestrating content and campaign production. While content teams should operate with autonomy, its important to maintain workflow standards to ensure teams meet key milestones.

Required tasks ensure that critical tasksaren'toverlooked or changed as content is completedand only content thats fully approved gets published. They help you standardize and govern your content workflows, so your content goes through all the necessary steps prior to being seen by your target audiences. Standard task names also strengthen your filters and task tracking in Kapost.

Best Practices

Required tasks make shared tasks more powerful. Shared taskstasks that have the same name and are included as standard tasks in workflows across content types (like Assign Task Assignees and Deadlines)maintain consistency in your content workflows, which is critical for filtering, reporting, and viewing content tasks across the platform, like in your Canvas timeline charts. Since task names and descriptions for required taskscan'tbe edited in workflows, Admins should work with stakeholders to determine the required tasks in their platform and manage them in settings.

How It Works

Admins can manage required tasks for specific content types in their Content Type and Workflow Settings.

Required tasks:

Appear on workflows on content details pages.

Arent available on initiative and localization workflows.

Cant be applied retroactively to existing content.

In the Workflow tab on a content type, each workflow task has a grey asterisk if the task is not marked as required, or red, when its marked as a required task. Click on the asterisk to mark or unmark a task as required.

Youll also see the required task asterisk when you click on the pencil icon to edit more task details.

custom fields on content are required

When you update required tasks on a content type in settings, Kapost will ask you what content youd like to update. Your updates will only apply to content thats planned or in-progress.

Ifyou'veonly updated a content type with a new required task or task order, youwon'tsee the below modal.

Required tasks in content workflows are marked with a red asterisk to indicate they must be completed.

Required taskscan'tbe deleted from or reordered in a workflow, unlike standard tasks, which can be dragged and dropped to new positions. If a user tries to move a required task, Kapost will alert them that this actioncan'tbe done.

A required tasks deadlines and assignee(s) can be edited in the content workflow, but not its name or description.

A required task in a content workflow must be completed before the content can be published. You can still publish content as a draft.

If required tasksaren'tcompleted, you can publish the content as a draft from the modal that Kapost shows you when you click submit or publish. For videos, you can publish as private or unlisted when required tasks are incomplete. The contentwon'tbe published and marked as completed in Kapost until all required tasks in the workflow are completed.

Keep in mind: Your platform may be configured in a way that indicates that to complete, but the content can still be submitted or published ifthey'renot completed. However, content with incomplete required tasks overrides this and will prevent the content from being published.

Youre familiar with the saying, Nie mj cyrk, nie moje malpyright?

Translated from its Polish origin: Not my circus, not my monkey.

The truth is, saying not my problem rarely applies to the jobs of marketing leaders, program managers, and content strategists. Quite the opposite: Youre the one orchestrating the many steps and team member tasks as your campaigns and content are executed.

To help you optimize your content operations processes and keep the monkeys at bay as your business scales, you can now take advantage of:

Leverage required tasks to ensure that your most important content workflow tasks are always completed before content publishes

Apply numeric and currency custom fields to tag content with monetary and number values for standardized reporting on costs, lead goals, and more

Required tasks ensure optimized content workflows.

Visibility, standardization, and governance are major challenges when it comes to orchestrating content and campaign production at scale. Required tasks enable you to maintain content workflow standards and ensure teams meet key milestones.

Set up required tasks to ensure that critical tasksaren'toverlooked or changed as content is completedand only content thats fully approved gets published. These tasks names and descriptionscan'tbe edited in the workflow, and theycan'tbe dragged-and-dropped.

custom fields for numbers and currencies

Admins, set up your required tasks in your Content Type and Workflow Settings.

Numeric and currency custom fields help you track budgets and numbers in Kapost.

As a revenue generator, your marketing team may need to track things like spend in Kapost. Look no further than, which will help you standardize this input for reporting.

Your numeric custom field values can consist of whole numbers, when you need to tag for something like estimated event attendees.

Currency values are currently available in 10 currencies: USD, GBP, EUR, CNY, JPY, CAD, AUD, INR, CHF, and HKD.

Leverage these tags for your next event content type in Kapost!

Natalies Kapost Pro Tip

Well share a Kapost Pro Tipa handy platform how-to that you might not know about yetin each product release summary article. This one is from Natalie Steinseifer, Senior Customer Success Manager at Kapost.

Workflows with fully filled-out task deadlines and assignees are actually more powerful than you might realize when it comes to platform visibility.

Workflows keep team leaders and content creators on the same page as a content asset is developed, tracking status alongside the content. When a workflow task is checked off, Kapost notifies the next task assignee in the workflow via email that their task is up next.

Task deadlines in workflows unlock visibility into content status across Kapost. Deadlines populate your views in the editorial calendar so you can customize your saved views to keep tabs on your teams projects and provide visibility to leadership and other stakeholders whodon'twork in Kapost. This way, both internal teams and partners can see planned content and milestones across different business units, content types, target personas, and more.

Consider creating a required task for Set Task Deadlines and Assignees in your content workflows to make them as robust as possible.

Having data integrity in Kapost is key to making sure you have a healthy content inventory. One of the best ways to ensure you have good data is to require your users to fill in the fields that are most important to your organization.

For instructions on using required tasks in content workflows, read this article.

Custom Field Settings

First you'll need to visit Settings >> Custom Fields and open the field you'd like to berequired by clicking on the pencil icon.

here

Then you'll check the box next to Mandatory.

Your users will be reminded to fill in their custom fields when they publish an asset but they will be able to override the reminder.

Enforce your Required Fields

Now you'll need to decide when your user should not be able to continue without filling in the critical information you need to collect about your content. To adjust this setting go to settings >> Content and scroll to the When mandatory fields are empty field.

You can make it so required fields must be filled out before an idea is submitted, content is submitted, or content is published. This means your users can not push the submit or publish button on the idea or content unless fields are filled out (whichever you have indicated in your settings).

Read more about custom fields on content and initiatives .

What Is This Feature?

Custom fields enable you to find, filter, and report on your content and initiatives in Kapost.

Your custom fields are set up specifically for your organizations content operation:they'reestablished by Kapost Admins and are the unique tags you and your team will apply to your content and initiatives.

Kapost offers several ways to configure and group custom fields to allow you to:

Ensure tagging is efficient and accurate

Organize tags into logical groups (like defining which tags are relevant to which teams)

Remove any potentially confusing elements from different user role views in Kapost

This article is most relevant for Kapost Admins. Other Kapost users should read this article about applying custom fields when creating content and initiatives.

How It Helps

Custom fields impact all Kapost users. For Editors and Contributors, this data makes it easy to filter and find the correct pieces of content youre working on. For Admins, in addition to findability, tags are crucial in ensuring clean data in Kapost for reporting and analytics.

Your custom fields on content and initiatives in Kapost help to organize them by their purpose or objective. Theyre a critical aspect of your experience using the Kapost platform because your tags are how your team will filter for and report on the content and campaigns you execute.

Once configured, your custom fields help align teams to business strategies, visualize content strategy by identifying coverage and gaps, provide visibility across teams, and, above all, enable content and initiative findability in Kapost.

Watch this three-minute explainer video to learn more about why tagging is so important to each application in Kapost.

Best Practices

When it comes to your custom fields, configure them to make it as easy as possible for Kapost users to apply the right tags quickly and uniformly across all content, ensuring that system-wide visibility is healthy.

Other tips for best utilizing custom fields:

Only add the custom fields you absolutely need to have in Kapost. You can always add more later when you need to, but its best to start small before going big.

Multi-select and dropdown (single select) field types are ideal: with these, youll be able to filter and report according to them throughout Kapost.

Perform an audit of your custom fields every six months to make surethey'rebeing used. If they arent, delete them.

Custom fields are only valuable ifthey'reassigned to the correct content and initiative types. Ask your Kapost CSM for advice if you need any help with this.

Do not use a catch-all custom field (i.e., All). Filtering, finding, and running reports on this data will depend on users selecting all of the applicable values.

Admins can set up Custom Field Prefills to help teams fill in custom fields quickly and accurately.

How does Kapost use custom fields? Here at Kapost, we have several core custom fields that we apply to our content and initiatives based on what we want our tags to answer:

Theme: What business priority does it support?

Purpose: Why are we creating it?

Channel: Where might this be used?

Audience/Persona: Who are we creating for?

Buying Stage: When will a prospect see this?

Team: Who is responsible for its creation and execution?

How It Works

Kapost Admins can add, remove, or edit custom fields in the settings area. Navigate to your custom fields via the side navigation bar:

prefills

When youre looking at this area, keep in mind:

Your custom fields will appear in alphabetical order.

The icon on the left side of each row shows the custom field type.

Toward the right side of the each row, youll see the number of content and initiative types the custom field is used on. To see the specific content and initiative types using a custom field, click on the number of types.

The icons that appear on the right end of the custom field row let you perform certain actions:

The pencil icon enables you to edit the custom field

The pages icon enables you to duplicate the custom field

The trash can icon enables you to delete the custom field

Adding Custom Fields

Adding a custom field is a two-step process:

Step 1: Create a Custom Field

If youre setting up a new custom field or editing an existing custom field, youll fill out the information prompted in Kapost:

Add a display name for your field. The display name of the custom field appears on your content below the body of content.

Leave the field name as is unless using it is for an integration. (More information on syncing a custom field to a destination may be found at the bottom of this article.)

Choose a field type.

Text (Open text field, option for HTML box, option for default text)

Dropdown (Selecting one value from the list)

Date (Calendar date and time, only workflow task dates will display on the content calendar, custom field dates do not)

Image (Image upload, one image at a time)

Multiple Select (Select one or more values from a pick list)

File (File upload, one file at a time)

Add default text if necessary.

Add field values if necessary by clicking +New Value as many times as you need to. This will be an option for dropdown and multi-select fields. (Find further instructions below in this section on how to create multiple values at once.)

For text fields you may choose either multiline text, which allows the field to expand to contain many lines of text, or HTML, which allows the field to support HTML tags.

Select the correct field options for all multi-select and dropdown fields as necessary. Selecting these options will allow you to use the custom field to find, filter, and report on the data.

Only viewable by Editors and Admins restricts the field so that only Kapost Editors and Admins can see the field in the content assets or catalogs.

Prevent members from editing this field should only be used for fields that will be set by the API and therefore should not be edited by other members.

Required for new submissions adds a red asterisk to a field name to help Kapost users recognize therequired custom fields. A popup will appear to warn the user if therequired field is not filled out before publishing. If you'd like to completely prevent your users from publishing or submitting content or ideas prior to filling out these fields, you can make that adjustment in the content settings area.

Show in Studio Preview and Gallery determines if a custom field and its value will display in the Preview Pane as well as be available in Gallery as a custom filter.

Show this field as a column option for catalogs and custom reports determines if the custom field name will be made available in the menu under the column selector icon in the content or initiative catalogs as well as custom reports. Select for all multi-select and dropdown fields if you'd like to be able to filter by them throughout the system.

Click Save to confirm your changes.

To add field values to multi-select or dropdown custom fields:

Choose an existing field or follow the process to add a new field.

Values are associated with multi-select or dropdown custom field types.

Click on Add New Value.

Type the title of the value and click Add.

To add multiple values at once, click on +New Value, then enter in each value in its own line.

Step 2: Make a Custom Field Available

After you create a custom field, youll assign it to the content and initiative types for the correct team(s) to tag with.

From the settings column, navigate to the Content Types & Workflow section.

Choose the content type youd like to add the custom field to. Click on the pencil icon to make this update.

Click on the Custom Fields tab and enter in the new custom field to the Add Custom Field(s) area. Ensure that you add the new custom field to the correct section. In the example image below, the fields Content Title, Abstract, and Target Publish Date have been applied to the Corporate Communications section.

Drag and drop the custom fields to re-order them. You can delete a custom field from a section at any time. If you delete a custom field, the data that was previously applied will remain on the backend of Kapost, but the field will not long be displayed (so youwon'tbe able to see it on old or new content).

For more information on content type settings, read this article.

Mark custom fields as non-duplicatable to prevent the values from being applied to duplicated content or initiatives. This ensures the original copy and duplicate copy maintain their own unique IDs and data.

This setting is overridden by field values in prefills, so your prefills will always apply their custom field values on duplicate content as selected.

If youre syncing custom fields to a specific destination, pay attention to the field name.

When youre adding a custom field that corresponds with custom fields in a CMS, the field name is an important section to fill out accurately.

The field name must exactly match the data in your destination to sync. (The system admin for this corresponding destination can also assist with this.)

In the example below, YouTube is the destination for the custom field. The field name would be kapost_youtube_description for the field name to be pushed to YouTube when the video is published there.

Archiving Custom Fields Values

You may want to archive custom field values that are important historically butdon'tfit your current and future taxonomy. Doing so makes it easier to govern your system data over time and ensure that only up-to-date values are applied to content and initiatives.

In your Custom Fields settings area, youll see an Archive checkbox when you click on the pencil icon to edit a field value.

Admins can archive values for multi-select or single-select custom fields

Admins can un-archive custom field values, if needed, by unchecking the Archive checkbox

Once a value is archived, it will be marked as archived in the Custom Fields settings area accessible to Kapost Admins.

Youll still see archived values across your platform: Theyll remain as filter and column options in your catalogs, in Gallery collection filters and auto-add rules, and in your Insights dashboards and custom reports.

In Studio, teams will see archived field values designated on the content and initiative details pages. Archived valueswon'tappear in multi- or single-select field drop-down menus, but teams will see the previously added tag with the archived icon. Hovering over an archived value will show a message that lets people know how they can interact with the value.

An archived custom field valuecan'tbe newly applied to content and initiatives, but can be removed. Once it is removed from previously tagged content or initiatives, itcan'tbe added back. (Admins can un-archive any values; however, if theyve been removed from content or initiatives youll have to reapply them.)

If someone removes an archived tag on content, Kapost will confirm the action before removing the tag.

When youre bulk tagging content and want to replace existing tags, youll have the option to Keep archived tags that have been applied to the content.

Keep in mind: Archived values will be removed from any they'rea part of. (Kapost will notify you if an archived value is related to a prefill before it is archived.)

The content tab in settings is where you can turn on features relating to content functionality, visibility, and your CMS connection. Please note: Only Admins can access the settings area of Kapost. To get to this tab, click on the Content Tab under the settings area of the side navigation are on the left. Check any box to turn that feature on. Features

this article.

Excerpts: The Excerpts feature makes it so that a small HTML field will appear below your content title, allowing you to specify an excerpt from your post that will appear on you blog post's preview. Featured Image: Check the featured image box if you would like to be able to upload or choose an image to feature on your blog post preview. You can do this as an attachment or on the post itself by clicking the star that appears when hovering over the top left corner of a picture on your post. Tags: Checking the "Tags" feature will allow you to create searchable tags for your content directly on your post.

Make InitiativesMandatory for all Content: This feature reinforces the use of Initiatives. Your users will be prompted to ensure there's an initiative associated with each content asset. If you have prevented certain actions untilrequired fields are filled out (see below) your users will not be able to take that action until they have associated the content with an initiative. If you have not switched that setting a reminder will pop up but your user can override it.

Use Personas and Buying Stages: Checking this box unlocks the Personas and Buying Stages section of your instance, which allows you to categorize your content according to the various people and situations you are aiming your product towards. Like initiatives, this box should be checked by default and you have the option to make Personas and Buying stagesrequired. CMS Galleries: Photo galleries, not to be mistaken for the Kapost Gallery, are picture slideshows that you can add directly to your blog post from Kapost. Use Sequential ID for content: Check the box that says Use sequential ID for content to make Kapost assign a number to all content assets. A number will be assigned in sequential order of when the content was created. In other words, Content ID numbers are assigned chronologically, based on their content creation order.

Use <p> instead of <br> for new lines in text editor: By default, Kapost uses line breaks when you hit "enter" in the text editor to move to another line. Some people would prefer the text editor to skip two lines when "enter" is it - if this is the case for you, you should check the box and Kapost will use the paragraph tag instead of the line break tag on the backend of your posts. Allow marketing automation send test email: This is for your Eloqua, Pardot or Marketo integration - it allows you to send test emails from Kapost.

Set all content and initiatives to in-progress upon creation: When this setting is checked, content will skip the planned stage and start at the stage of in progress.

When required fields are empty: This is a setting that ensures your content is tagged before a particular action is taken. You can choose to prevent users from submitting or publishing without required fields filled out. You can also require your required fields to be filled out before an idea is submitted. Fields are marked as required by visiting Settings >> Custom Fields, expanding the appropriate field with the pencil icon and checking the box next to Required. If you choose not to prevent a particular action here in the content settings, your users will be reminded on required fields when publishing but can override it and publish anyway.

Only Task Owners may check off tasks: This prevents users other than the owner of a task from checking off tasks.

Visibility

You can see an area below the features section, called Visibility. This is where you can decide what level of visibility your users will have. There are three options

Newly created content is private: visible only to the creator, editors, admins, and task owners: This means contributors will only see content where they have a task assigned to them, where they are the assigned author, or where they were the initial creator. They will only see ideas they submitted and initiatives they were assigned as the owner or have tasks assigned.

Newly created content is visible to any member of your Kapost instance: This means that contributors will see all content from the day they are a member of your instance moving forward. They will only see ideas they submitted and initiatives they were assigned as the owner or have tasks assigned. They will have read only access where they are not an owner or they do not have assigned tasks.

All existing and newly created ideas, content, and initiatives are visible to any member of your instance: This means that contributors will see everything in the instance. They will have read only access where they are not an owner or they do not have assigned tasks.

Categories The Categories section is overviewed in this article. Custom Button The custom button is explained in

*Connect your CMS toKapost before trying to sync your CMS categories. An Admin can do learn how to do this here.

To sync your CMS categories:

Hover over the settings wheel on the left navigation bar

Click Content

Scroll down to Categories

Select Turn On Categories

Select Use CMS Categories

If you update categories overtime, you will need update them in Kapost by going to the categories section (steps above) and clicking Update Categories.Additional Category Customizations

Choose "Adding a category isr equired for all submissions" if you would like the field to display asrequired, with a red asterisk.

Use Custom Categories or CMS Categories to use custom categories. Type one category on each line. Use hyphens to create child categories. For example:

Breakfast

Drinks

Coffee

Juice

Lunch

Dinner

Multiple Sites and Categories In Kapost, you can connect to multlpe CMS's. If you have connected to more than one, you can choose to bring categories from all your CMS's into Kapost. If you do this, we'll display them all in one long list. Above each CMS's will be that CMS's name. For example, for the site "MySite" I might have 4 categories: blue, green, yellow, red. I also have a second site called "SecondSite" and it has 2 categories: bird, dog. In the Settings area, I have selected to synch both of these CMS's. Then the category list will appear like this:

MySite

Blue

Green

Yellow

Red

SecondSite

Bird

Dog

*Only admins can access settings How to turn on/off personas and buying stages in an instance:

Go toSettings

Content

Check or uncheck the box next toPersonas and Buying Stages

To make the persona and buying stage fieldsrequired, check the box to do so. This will put a red asterisk next to the fields. When a user tries to continue without filling these fields out, a warning box will pop up reminding them that they are skippingrequired fields. They have the option to continue without filling the fields out.

What Is This Feature?

Custom fields are tags that you apply to your content and initiatives in Kapost to organize them by their foundational purpose or objective.

They are a critical aspect of your experience using the Kapost platform: Your tags are how your team will find and report on the content and campaigns you execute.

This article is relevant for all Kapost users. For configuration instructions, Kapost Admins should read this article on setting up custom fields and applying them to content and initiatives.

How It Helps

Custom fields enable you to find, organize, filter, and report on your content and initiatives in Kapost.

Custom fields impact all Kapost users. For Editors and Contributors, this data makes it easy to filter and find the correct pieces of content youre working on. For Admins, in addition to find-ability, tags are crucial in ensuring clean data in Kapost for reporting and analytics.

Best Practices

When it comes to your custom fields, the most important best practice is to always ensure that your content and initiatives in Kapost have their custom fields completed.

If you do not know which custom fields to enter in when creating content or initiatives, use the activity feed to @mention your Kapost Admin or a team member who knows the correct tags to apply.

How It Works

Custom fields are set up when your organization first implements Kapost, so the content and initiatives youre working on in Kapost will be configured with the appropriate custom fields for you to choose from.

Content Custom Fields

Youll always find the area to enter in custom fields for your content below the body of content in Studio.

If custom field names have a red asterisk by them, that means your Kapost Admin has marked them asrequired to complete.

Initiative Custom Fields

Find the area to enter custom fields for your initiatives in the Details tab at the top of an initiative page youre viewing.

The custom fields youll find here were determined by your Kapost Admin upon Kapost implementation.

In order to start the asset migration process,content types and custom fields need to be ready in the instance. After the instance is prepared with the correct content type templates and custom fields, Kapost will create a bulk upload spreadsheet for you to complete. This spreadsheet will have macros that help users fill out the custom fields associated with each asset according to the values that exist in the instance. Data integrity is very important in this step, so it is not uncommon for issues to arise after the bulk upload sheet has been returned to Kapost. We will notify you of any errors that would cause to migration to fail or other become incomplete. For planning purposes, it is good to anticipate extra time to review the errors that Kapost identifies in the returned data after you send the completed spreadsheet to your CSM.

Mandatory fields on the bulk upload spreadsheet are as follows:

Title

Author and Creator : these fields should reflect an email address of a user in the customers instance. They can be two separate user emails, although many people choose the same user email for both fields. If the user email links to a non-admin account, when the data is uploaded some values (like who saved or published the asset) may default to the first Kapost employee that was connected to the instance.

Completed: while this is a fairly simple column, it often gets overlooked. Leaving this column blank or marking as No will import the content without any workflow tasks marked as complete. If there is workflow automation for the content type, it will appear as assigned in the existing workflow automation. By marking this column with Yes, the content workflow will be automatically marked complete, and the status of the content will switch over to complete as well.

The other columns will represent the other possible fields allowed for each content type. Your CSM can guide you through best practices and frequently asked questions.

In Kapost, you are able to update tasks across multiple pieces of content and initiatives through a bulk action. This bulk action should help to save time when trying to make updates to workflows on existing content or initiatives.

The Update Tasks bulk action allows you to edit the following task information on both content and initiatives:

Deadline

Owner(s)

Completion

Steps to Bulk Edit Tasks

Navigate to the content or initiative catalog or to an individual initiative

Select the content assets or initiatives you'd like to update tasks on

Click the Bulk actions menu

Select Update Tasks

Note: After you click Update Tasks the window will display ALL tasks in All of the content assets or initiatives selected.

5. Select the pencil icon on the task you'd like to update

6. Select task owner(s), task deadline or check the box to mark the task as complete. You can close out of the edit box and continue to edit more tasks. Any task you have edited will display as 'modified'.

7. After editing all tasks you wish to edit, select Update to apply changes.

Note: Any owner or deadline that is added will replace any existing owners or deadlines on the task after Update is selected.

See how B2B marketers plan, execute, and analyze a communications campaign in Kapost to deliver customer-centric content and accelerate revenue for their organization.

As a Kapost Admin, you're in charge of making sure your Kapost instance is configured to your content operation's specifications. This article will point you in the direction of some valuable features and functionalities to leverage to set your teams up for success. Don't forget to connect directly with your Kapost customer success team for their expert guidance.

Admin Resources and Settings: This section of the Help Center is your go-to when you want to make settings and configuration updates to your Kapost instance. A few customer favorites:

AddA Custom Link To Your Top Navigation Bar

Managing Custom Fields

Adjusting Permissions: Who Can Create Content

Content Type Settings

Member Roles And Responsibilities

Video Tutorials: The Help Center's video tutorials section is a great place to look for quick training videos on each Kapost application: Canvas, Studio, Gallery, and Insights.

New Kaposters should check out this on-demand "Getting Started" webinar that covers basic Studio use

As you establish your content operation's common language (or, taxonomy), this video is a good one to start with

Product Updates: All the details on Kapost's product launches and betas can be found here, for when you want to look at Kapost's development and updates.

Today, we're excited to let you know about our latest product release!

At a glance, updates and new features in this release include:

Adoption charts are here to show you how your team uses Kapost

Track task deadlines and key dates in Canvas matrix chart

Share, notify, and govern access to Canvas plans and charts

Suspend members without losing accountability

Better manage saved views so you can see the forestandthe trees

Full read: But, seriously, we'd love for you to read (ahem, skim?) this because we think you'll be excited to learn why and how we're making improvements to your experience with Kapost.

We listen to your feedback and work every day to make it easier for youto produce and measure powerful, targeted content for the right customer at the right time. While in the past you've received product updates as soon as new features have been tested and are ready to use, today we're making a commitment to improving how we communicate with you so that useful updates, enhancements, and new features don't unintentionally get overlooked in your busy day.

Going forward, well release product updates every six weeks or so. Youll know when to anticipate new updates, and you can expect an email with all the details on the day the updates are unveiled. We hope thisregular cadence helps you stay on top of relevant features that support your content operation.(What do we mean by "your content operation"? Check out this short video.)

Also, if you're interested in providing feedback on new features and functionality, reach our to your Kapost CSM or use our product feedback form. We love hearing from you!

This releaseis all about providing you and your team with better visibility into your content and better management of users in the platform. After all, we often hear you say, "Content is a team sport." Here's the quick rundown along with links to supporting documentation for you to explore as needed:

Introducing, Adoption Charts

When you're improving a process, adoption of key tools and completion of important steps are leading indicators of better outcomes.

You can now add Adoption Charts to your configurable Boards in Insights in order to see how your team members use Kapost's platform and where there's room for improvement. Visibility into the usage of the key toolslike Kapost!that embody the most important elements of your processes (think: approvals) not only help marketers to justify their technology investments but also manage teams and dependencies effectively. With these new, real-time charts, you can:

See how many of your users have accepted invites to Kapost and how many have logged in within a certain date range

Aggregate a count of key actions within Kapost over a date range (and compare up to five different actions)

Examine cohorts of users who have taken (or not taken) key actions in Kapost, like added strategic tags to a piece of content

The actions you can track now with Adoption Charts are members logging into Kapost, shared content in Gallery, downloaded content in Gallery, and created content in Studio.

Stay tuned for future product updates when we'll expand these actions to include actions like checking off tasks.

Dates for Matrix Charts in Canvas

Dates and planning go hand in hand, so we're excited to announce you can now surface key dates in Matrix Charts in Canvas!

This enhancement was requested by many Canvas users who needed to be able to visualize and track more granular dates such as launches or publishing within the context of their plans. With dates now available in matrix charts, users can forecast resource overload due to too many deadlines, ensure well-orchestrated campaign and product launches, and identify when deadlines are at risk. Here's what's now available :

Surface task deadlines or date custom fields in Matrix Charts in Canvas

Select the granularity of your date views (day, week, month, or quarter) along with a date range

Manage Access in Canvas

You now have more control over managing access to Plans in Canvas.

Managing multiple teams in Kapost is often necessary in order to coordinate the various moving parts of integrated programs and campaigns. But it can also get messy when different teams all have multiple Plans in Canvas. Sometimes they should be shared, sometimes they just get in the way. You may also have individuals in your organization who are not Kapost users but could benefit from the information in Canvas Plans.

Now, you can specify which individual team members or groups should own, edit, or simply view Plans and their Charts. You can also ensure folks who don't spend time in Kapost are able to access this information.

Key featuresof managing access to Canvas Plans are:

Specify individuals who own Plans: Owners can grant access to others

Specify individuals or groups who can edit Plans: Edit means adding or removing Charts, updating Chart configuration, and uploading Plan attachments

Specify individuals or groups who can view Plans: View means access onlyno editing capabilities

Alert Users: Automatically notify groups and individual team members when you grant access

Share private or public links to Plans and Charts: A public link allows you to share information with non-Kapost members

Updated Saved Views in Studio

And if you like the sound of Canvas Plans, wait until we tell you about Saved Views in Studio.

Like we said above, managing multiple teams in Kapost can be really helpful to marketers. But as nice as it is to be aware of what other teams have going on,it can also get messy.

Saved Views in Studio allows you to quickly and easily cut through all the Content, Initiatives, and Calendar options that exist in Kapost to find just what you care about.

Now, when you access or create a Saved View, you'll see an updated design that should be much easier to navigate and use. You'll also be able to specify which individual team members or groups should own, edit, or view particular Saved Views. This will make it easier for multiple teams to work together seamlessly and prevent views you don't care about from getting in your way.

Here are the features to look forward to:

More intuitive design for creating, updating, and saving views

Ability to favorite views

Specify individuals and groups who can see each saved view, and hide it from the rest: Viewers can access the Saved View but not edit it

Specify individuals and groups who own saved views: Owners can grant access to others

Specify individuals and groups who can edit saved views: Editors can change the filters and save the changes for everyone using that view

Automatically notify groups and individual team members when you grant access

Suspended Members to Manage Workflows

Here's an update made especially with our Kapost Admins in mind. Turnover is a fact of life for every business, and marketers are not exempt.Now, you can easily off-boardteam members (and their work) with Suspended Members.

Kapost Admins can designate a team member who has left or no longer needs access to marketing resources as a "Suspended Member" and then easily reassign tasks and content ownership to other team members when it makes the most sense (i.e., you don't have to make a decision on who should own all of Bill's in-progress content right when Bill leaves). This functionality includes:

Suspend any member or multiple members at once from logging into Kapost (including via SSO)

See which members have been suspended and, individually or in bulk, reassign tasks, content and initiatives and more

And More...

We've rolled out a new integration with Drupal 8!You can now integrate Drupal 8 with your Kapost Instance. Find documentation here on how to set up this integration.

(Plus, hot off the press: Kapost formed a new dedicated integrations team! Stand by for more updates on the work this team will do.)

Additionally, we made some small (but mighty) product updates to optimize your Kapost experience:

A setting was added to make your Custom Fields uneditable for fields that are updated via the API.

Now, you can see your character count in any text fields youre working in.

You now have the option to remove individual pieces of Content from Initiatives.

We're preparing for GDPR:The E.U.'s GDPR (General Data Protection Regulation) takes effect May 25, bringing a new standard for how companies use and protect E.U. citizens' data.

In order to uphold data protection and privacy standards for our E.U. customers, Kapost has been working towards GDPR compliance by entering into Data Processing Agreements (DPAs) with our customers, processors, and sub-processors.In addition, we have reviewed our security and privacy policies to ensure we are compliant with this new regulation.

Please reach out to us at [email protected] if you have any GDPR or other privacy-related concerns.

If you have questions about any of these updates,don'thesitate to get in touch with your Kapost CSM or Admin or submit a support ticket.

And,don'tforget that you can provide product feedback in the Kapost Help Center Community any time. We read all the feedback that comes through and take it seriously as we plan our product roadmap.

Drum roll, please: Kapost's latest product release is here! Here are some new platform features we think you'll love at a glance:

Publish Permissions are moving to the app center in Kapost to enable multiple publish destinations so that different teams in Kapost can always publish their content to the right place.

Hot on the heels of our last product release, Adoption Charts now include more user actions and activities so managers can understand how their teams are utilizing Kapost features.

Calling all product pioneers: Help us refine Bundling Content in beta! Bundling Content (a.k.a., Bundles) enables you and your colleagues in sales to share multiple pieces of content from your Gallery via a curated micrositeno more one-off email attachments!Let your Kapost CSM or Admin know that you'd like to try out Bundles in Beta!

The features in this release aredesigned to help manage the key elementsthe people, processes, and toolsof your content operation more smoothly. Just as many teams work together at your company to achieve shared goals, when teams work together in one platform with shared resources the cross-team experience should be as streamlined as possible.A new structure for Publish Permissions, more Adoption Charts actions, and rolling out Bundling Content in beta serve to help marketers, salespeople, and Kapost Admins manage the dynamics of shared resources among teams.

Read on for more details!

Publish Permissions Are Shifting to Clear up Content Type Clutter

With multiple teams working in a single Kapost instance, things can get tricky when it's time to publish content to the right destination. We're giving you a better way to manage your publish system.

Kapost usershave told us that they often create multiple versions of content types based on their publishing requirements since permission to publish was set on each content type. That meant that if you have multiple publish destinations for a blog, for example, you didn't have any control over users publishing to a specific CMS versus another.

Based on this feedback,Kapost Adminsnow control who may publish via each connectionin the app center in Kapost. You can add multiple publish destinations to a content type and make it so that some Kapost users in your instance can only publish to a certain destination.

The new Publish Permissions structure will better enable you to facilitate multiple, distinct teams operating in one platform.When you have more than one team sharing a single Kapost instance, each team may have its own publishing systems. Each team may alsoneed to be able to share a similar content type in order for important Kapost settings and features, like taxonomy definition, filtering, and Insights, to be easy to use for all teams in an instance.

Kapost Admins can use the new Publish Permissions structure to fully understand the publishing abilities and constraints of individual users and different groups of users in their Kapost instance. Admins, make sure you are aware of your permissions toallow auserto publish to a certain publish destination, as well asallow agroupto publish to a certain publish destination. That way, you will totally orchestrate your organization's content flow from start to finish.

For Kapost users that just need to hit the publish button to complete their workflow task, you don't have to worry about anything going awry when you click publish: your publish destinations are set.

Please get in touch with your Kapost CSM if you need assistance setting up and managing your permissions.

Even More Adoption Charts Actions!

Last month we introduced you to Adoption Charts, which help you assess your team's use of the Kapost platform.Now, you have even more actions to track!

Adoption Charts are configurable Charts (on Saved Boards within the Insights App) that enable you to seehow your team members use Kapost's platform and where there's room for improvement. Theyhelp you understand adoption data for platform usageand completion of crucial steps because we know how important it is for you and your team to have visibility into your processes to manage teams and dependencies.

New actions available for you to track what you'll find in the settings for your Adoption Charts include:

Added Content to Gallery

Added Content to Initiative

Created Content

Commented on Comment

Completed Content Workflow Task

Viewed Calendar Saved Views

And many more!

Now in Beta: Bundling Content (a.k.a., Bundles) Delivers the Right Group of Content to Prospects in One Package

It can be tough for marketers and sales to work together to make sure customers and prospects receive the most timely, relevant content.

In fact, Kapost recently published The 2018 Marketing-Sales Alignment Benchmark, our first report on the state of alignment between B2B sales and marketing teams at midmarket and enterprise organizations. We found that while most marketing and sales teamsbelievethey're aligned,55% of marketersdon'tknow which assets sales uses most, and 68% of marketers believe salesisn'tusing marketing content to its full potential.

Gallery helps many Kapost usersensure customer-facing teams are using the latest and greatest content for their interactions with customers, as well as for when sales teams are sharing content with prospects to convert them to customers.But we've heardthat content shared via email attachments can sometimes get buried and lost in busy inboxes. And you can't track engagement data around shared content.

Enter Bundles: With this functionality, now in beta, you can curate small groups of content to share internally and also externally to prospects. Bundling Content enables you to:

Send content strategically. Sharing content in a one-off manner is inefficient and leads to content becoming buried across multiple emails and channels.Bundling Content eliminates this so you can provide a purposefully ordered package of content to your recipient to lead them on a content journey.

Direct prospects to a single place with all the relevant content they need to learn and make decisions. When your prospects know exactly where to go for the information they need, you don't need to worry about what they did or did not receive. Bundles work well with the mentality of modern decision makers who want to self-educate with content when it's convenient versus attend multiple phone calls with reps.

Build strong relationships based on content. We know that content is currency when it comes to marketing your company's offerings, especially for sales professionals who need to make an impact. With Bundles, sales teams cantarget prospects' interests and concerns with highly-relevant content.

(Did we mention how excited we are to use Bundles ourselves?)

Like we said above, please let your Kapost CSM or Admin know that you'd like to try out Bundles in beta!We would love to turn on this feature early for some Kapost product pioneers and hear about your experience with Bundling Content before it's available to everyone later this year. For now, we invite you to take a look at and interact with this demo Bundle to see what they're all about.

In addition to the above-mentioned features, there are severalother updates we want to make sure you know about:

Same tabs, different look: We're updating how Insights tabs appear. When youre adding a new chart to a Saved Board in the Insights app,the tabs will be visible in the pop-up modal that you use to add a new chart, rather than appearing as tabs in the Insights home screen view.

We updated the Brightcove Integration to use OAuth, the industry standard protocol. This is the latest in securityas compared to the old style where you simply copied a token in a one-step process. Thus, it's a bit more complicated and should be handled by technical personnel. Read all about it here.

For your Ideas, Content, and Initiatives catalogs, you have the option to make the default view the "All" view (e.g., All Content), if that view would serve you best.

As always, if you'd like to share what you think about this round of product updates, please do sovia our product feedback form. If you have questions about any of the updates, reach out to your Kapost CSM or Admin, or submit a support ticket.

Today were unveiling the latest platform upgrades designed to enhance your experience via improved tags and tabs for smoother navigating. Heres whats new:

Tagginghow you find, organize, and report on content and initiatives is critical to your content operation. Grouped custom fields, or sections, help organize your rich metadata and clearly call out fields that get filled out together.

Were introducing a couple initiative improvements that we think youll love. Now, youll see a new top-of-page Details tab, and you have the ability to add existing content to an initiative from that initiative.

Admins, this ones for you: When you update your content types, youll see a cleaner layout with tabs to toggle between when youre configuring the content types that your team uses in Kapost.

Calling all product pioneers: Try out Bundling Content in beta! Bundling Content (a.k.a., Bundles) enables you and the teams in your organization to share multiple pieces of content from Gallery via a personalized microsite. Let your Kapost CSM or Admin know that you'd like to use Bundles before GA.

When you use Kapost, it should be easy to find what you need, when you need it. The upgrades in this release will finesse initiative findability and help maximize your contents metadata.

Read on for more details!

Sections are Here to Clear the Air

Youve heard us say it again and again: Accurate tagging is critical to your content.

Why? Tags are how you organize, filter, find, and report on your content and initiatives in Kapostand they impact all Kaposters. For Editors and Contributors, tag data makes it easy to filter and find the correct pieces of content youre working on (and so much more!). The same is true for Admins, and tags are crucial in ensuring the cleanest data for reporting and analytics.

To ensure tagging efficiency, your teams should be crystal clear which tags they should be applying on which content. Thats why were rolling out sections to help organize your rich content metadata so its clear to see the fields that get filled out together.

Admins, youll see the set-up for sections in the settings for your content types. With sections, Admins can organize and group custom fields that belong together, like teams, part of process, or custom field types like regional tags or product field tags.

Sections make it easier for the right teams to find and apply the right tags on content. When its time for you to start tagging, sections help to remove the guesswork, keep your teams organized, and save you time as you hustle through a busy day.

Admins, if you think sections would benefit your business, ask your CSM about them so you can talk about your configuration strategy.

Initiatives Just Got Two Major Improvements

When youre working in an initiative, you should be able to work from the initiative.

Were on a mission to make sure your initiatives are where you need them to be for optimal efficiency when filling out data and using data across the platform (like we just preached above). Now, youll find your initiative details as a new Details tab on your main initiative view.

That means more accessible information thats integral to your initiatives when it comes to making the details for your initiatives clear and obvious to everyone involved. These rich initiative details are no longer hidden, nor are you required to click on the pencil icon to get to the section with key info like owners and the start and end date.

With the Details tab, youll stay on the same page view with tab toggles, making these details easier to reference as the initiative is completedand making it easier than ever to ensure that your initiatives are always tagged and generating metadata to report on.

And you can now stay in an initiative when you want to add existing content from your content catalog.

Thats right: In addition to creating new content to add to an initiative youre working on, you can add any existing content in your platform right from the content tab in the initiative.

Admins, Prepare for a Sleeker Settings Look and Feel

You now have an improved area for your content types settings.

You set up the content types for the content that you use in your content operation. Now, instead of cluttered information on a single page per content type, its organized into different sections you access via tabs.

When youre adding or updating content types, you now have tags to toggle to configure content settings, like the workflow and custom fields.

Psst: Weve Enhanced the Data You Can Get from the Gallery API

More Gallery data can now be exposed via the Insights Event API for better analytics.

Especially when used with a BI tool to manipulate your data for more strategic insights, like which collection has the most shares within your organization.

Or, you can use the API to gather comparative stats around how content performs in different collections: Perhaps your eBook in Collection A is shared 15 times, but in Collection B its only shared 5 times. Why is that?

Find the Gallery API endpoints in Kapost's Developer Documentation.

In addition to the above updates, there are a couple more you should know about:

You have a new column option in your content catalog for Kapost URL, and you can export this data in a CSV file.

Now when you upload content to your Gallery via the Gallery upload tool, it will not automatically be published. Instead, you have the option to add a publish URL to the content in Studio.

If you have any product feedback to share, do so through the product feedback form. Get in touch with your Kapost CSM with any questions or submit a support ticket if you need any technical help.

Your latest Kapost product updates are here, including a feature to help the B2B marketers who use Kapost better align with their sales teams and a brand new catalog in Studio to enable teams to align on their to-do lists.

Thats not all: Kaposters have a new resource in the Kapost Integrations Team!

Heres whats new:

The age-old struggle of marketing-sales alignment to achieve a better customer experience doesnt have to be a struggle with Bundles. Bundles enable customer-facing team members to create and share targeted content journeys with multiple pieces of content to drive faster, higher quality engagements (minus email attachments).

Arriving in beta is Task Catalog. Think of it as your task command center. Let your Kapost CSM or project lead know that you want to use Task Catalog in beta and provide feature feedback!

The Kapost Integrations Team has assembled! Our newest in-house team was created to support your custom integration questions.

This improved ability to align and stronger integration support mean that youre better equipped than ever to leverage Kapost to build and manage your content operation.

Read on for more details!

submit a support ticket

Why does Tiago at GE Power find so much value in using Bundles?

Consider these stats:

Most B2B buyers prefer a self-guided journey, no matter how creative your sales teams emails are.

55% of marketers we surveyed dont know which content assets their sales team uses.

When customer-facing teams are trying to find the perfect piece of content to share, its difficult to locate or its actually unusable.

Bundles is a Gallery feature that was designed with these facts in mind.

Bundles enables you to create a targeted content journeyand track engagementwhenthey'reshared with customers and prospects via a microsite.

Plus, we hear from B2B marketers who use Kapost that one of their biggest challenges is syncing with sales and understanding what content they share with prospects. This was a challenge that we at Kapost face alsoand its now one we can all conquer with Bundles: Its now easy for your sales team to find and share content from a single repository.

And, who doesnt like data?

Bundles deliver insights via the Kapost API so that you can analyze how content in them performs. Youll be able to compare Bundles performance against one another to find the winning recipe of content to send to key personas and glean consistent data on content use to improve coordination and collaboration between sales and marketingall boiling down to improving customer experience.

We hope youdon'tmiss sending an email with multiple attachments, because you can use Bundles instead so nothing gets lost in busy inboxes.

Launching in beta is the Kapost Task Catalog.

Think of this catalog as your task command center.

Along with the Ideas, Content, and Initiatives Catalogs in Kapost, one of the most requested features was a catalog for tasks on content and initiativesso were especially excited to be developing it!

The Task Catalog is a central space where you can hone in on the tasks on your to-do list, as well as the tasks your team is working on.

Youll see familiar catalog controls like Saved Views and Manage Access, so you can customize your task catalog to see exactly what you want, when you want it.

Talk to your Kapost CSM or project lead if you'd like to use Task Catalog in beta!

Established this quarter, you now have the Kapost Integrations Team to support the integrations in your content operation.

For the B2B marketers who use Kapost, we know that integrations play a critical role in your MarTech stack.

The Kapost Integrations Team is here to facilitate the inputs and outputs between the different systems you use in your content operation. This includes more than 30 integrations currently supported in the platform and a new process to explore any custom integrations youre interested in.

Let your Kapost Customer Success Manager or Implementation Manager know if you have any questions or custom integrations needs.

In addition, there are several other product updates to know about:

Were launching the Kapost Guide Center as a new in-app element to give you the latest product updates and content. Youll see the Guide Center appear as a small, round Kapost logo in the bottom right corner of your screen. Check it out for release notes and (coming soon) more how-to help when you need it.

You have a new View in Gallery button in the Gallery section when youre viewing content in Studio. Use this button to see the content details in Gallery, and then quickly return back to the Studio view.

Your default initiative view will be the content tab (unless its your first time entering the initiative, in which case youll first land on the details tab).

The activity feed on your Content can now be sorted to view only comments, only activity, or both comments and activity:

We let you know that we deprecated functionality to support content scoring. While this feature is no longer available, we offer technical consulting services to help customers whod like to implement content scoring as part of their business objectives in their content operation. Let your Kapost CSM know if youd like to learn more.

Share your product feedback through the product feedback form, and if you need technical help.

Your latest Kapost product release is here to highlight two beta features were looking for Kaposters like you to try out and tell us how they BOOOst your content operation. (Yes, thats a Halloween joke. We promise to stop there.)

Here is the beta duo:

Sign up now for Prefill Custom Fields on content. If you want to tag content faster than ever with 100% accuracy, this ones for you.

Dont forget the Task Catalog. Its a powerful way to stay on top of your content and initiative tasks so you never miss a deadline.

These beta features will ensure content is always tagged quickly and accuratelyand help you stay on top of your tasks so you stay cool, calm, and collected.

Admins, you can opt-in now to join the beta for Prefill Custom Fields on content in Studio.

Admins, we know your Kapost data integrity matters, so you may want to try out Prefill Custom Fields on content. They enable you to configure the custom fields that specific teams will use on certain content types, so the Custom Fields section on content in Studio can be completed in moments.

For non-Admins, Prefill Custom Fields on content means that when youre responsible for applying the correct tags on content, youll be able to complete that task almost instantly, and youll know youre applying the right tags.

Would you like to use this new feature in beta? Let your CSM know!

The Task Catalog is in beta and the feedback from Kaposters has been tremendous.

The newest addition to your catalogs in Studio, Task Catalog is where you can quickly find your content and initiative tasks.

Use it to make sure youre on top on your to-do list, identify bottlenecks, and ensure no task is forgotten in the shuffle.

If youd like to try the Task Catalog in beta and share feedback, talk to your Kapost CSM or project lead.

Along with the beta features available to you, there are several more small product updates for you to know about:

In Gallery and in the Manage Content area to share a Collection or Collection Group, when you check the checkbox for Prompt users to sign in upon navigating to this Collection or Collection Group anonymously, a Kapost user with access to it who tries to access the Collection (or Collection Group) whenthey'renot logged in will be prompted to sign into Kapost by being taken to the Kapost sign in page. Once they sign in, theyll be taken to the Collection or Collection Group.

You can now add multiple charts at one time within a Saved Board in Insights. Add the same chart multiple times, or multiple different charts.

And coming soon is a new Content Details filter: Filter by Followed Content. Check the checkbox next to this option to filter your catalog to show only the content that youre following and are interested in receiving updates on.

The years final product release is here to carry your marketing momentum into 2019, so were wrapping up the year with platform enhancements that will give you more ways to orchestrate the content in your content operation.

Here are your end-of-year updates:

SAVO is your latest integration as Kapost and Seismic continue our partnership to help you keep marketing and sales teams aligned.

Search within the Collections tab in Gallery to quickly find the Collection (and content) you need.

Add to Gallery and Remove from Gallery, new Initiative bulk actions, make Gallery management easier than ever before.

Filter by the content you follow in Studio and only see what matters most. Perfect for your new favorite Saved View.

Need a URL? See the URLs for published content in the Content Catalog and Calendar preview panes.

Weve been testing machine learning in Kapost to make tagging faster, easier, and smarter with Suggested Tags. Maybe youd like to try it out?

SAVO, part of Seismic, is the newest Kapost integration.

We built a SAVO integration as part of our ongoing partnership with Seismic to provide stronger sales enablement in Kapost.

Really, it comes back to content: Your peers on the sales team rely on the marketing content you create to close deals, and a SAVO connection can help them find the right content at the right time.

Now, SAVO customers can publish content and its metadata from Kapost to SAVO libraries, keeping marketing and sales aligned on the best content to guide contacts along the buyers journey.

Seeing more Collections in your Gallery and feeling overwhelmed?

Dont be! More Collections can help to categorically and strategically organize your content inventoryand if you do have many Collections, you and your sales team now have a faster way to find the Gallery Collection youre looking for with the new search functionality in the Collections tab.

Search here to pinpoint the Collection you're searching for and get the content you need when you need it.

Please do

You asked, we listened: Take advantage of two new bulk actions from the Initiative Content tab, Add to Gallery and Remove from Gallery.

Weve been there, too: Youve executed an Initiative and now you want to add all its completed content to your Gallery in one fell swoop.

Now you can with the new Add to Gallery bulk action directly from the Initiative!

Remove from Gallery does this action in reverse. Use this when you need to refresh and repurpose Gallery contentthen use Add to Gallery when the contents ready to be used across your company.

Filters help you find content. Now, filter by the content you follow to see only the content you care about.

Find a new filter in the Content Catalog: Filter by Followed Content. Check the checkbox next to this option to filter your catalog to show you just the content that youre interested in receiving updates on.

This filter just might be the easiest way to sift through all the content in Studio to find whats most important to you.

Pro tip: Use this filter as the basis for a new Saved View in the Content Catalog to have a view to go back to when you need to look at just the content in flight you have a stake in.

Speaking of findability, quickly find the URL for published content in the Content Catalog and Calendar preview panes.

If youre cranking out content in Studio and someone asks you for a link to an awesome completed asset, youdon'thave to miss a beat. Stay in Studio and find the URL in the Content Catalog or in the Calendar in the preview pane.

(Want to read that blog? !)

We love this platform enhancement since it means youdon'tneed to do an intensive search in Kapost (or elsewhere) to find a link to your published content, and your preview panes in the Content Catalog and the Calendar offer up even better details on content.

Were testing machine learning in Kapost with Suggested Tags.

Were currently testing our data science teams first feature, Suggested Tags on content! The goal is to make tagging faster, easier, and more accurate. We approach the project by learning an instances taxonomy, and how that taxonomy has been applied on content in the past, to suggest tags on new content.

If youre interested in applying machine learning to your Kapost instance, let your CSM know and well share information with you on the upcoming limited release beta.

New year, new tools for you and all the people in your content operation (present and future).

Were hitting the ground running in 2019, and to help you do the same for your content operation well be rolling out some new options for you and your teams in Kapost, including an improved feature that weve gotten a lot of input from many Kaposters about.

New and improved Document Annotations are on the way. Highlighting, strikethroughs, and clear commenting are on deck to make revisions and approvals easy.

Admins, Custom Field Prefills might be a good setting for your system. Prefills could be for you if youre looking for a way to help your teams tag content completely and accurately.

Kapost is getting smarter with a new machine learning feature: Suggested Tags. As the name implies, this feature recommends custom fields on content in Studio to make tagging easy.

You asked, now its time: the next generation of document annotations are coming soon.

We know its a team effort when youre reviewing documents in Kapost, and its a much smoother process when feedback is clear and documented.

Based on Kaposters feedback, were developing improvements for document annotations to provide more editorial clarity when youre revising certain content types in Kapost. These enhancements will give your teams a better way to collaborate on document revisions with more sophisticated annotation tools.

Highlighting, for when you need to draw attention to a word or section of text to revise:

Suggested Tags Strikethrough, for when you need to indicate text that should be removed from the content:

Text additions, for when you need to add a missing comma, period, or another small something thats missing:

An edit mode, for when you need to edit text in a comment and highlight your changes:

If youd like to be among the first Kaposters to get improved document annotations and give us feedback, let your CSM know today!

Admins: Custom Field Prefills are now available and might be right for your system.

Custom Field Prefills on content give you a way to tag content faster and more accurately in Studio.

This feature can help take the guesswork out of applying the right tags on content, ensuring clean, consistent data in your instance. Use Prefills to fill in custom fields with default values when new content is created or later to fill a number of custom fields on content with default values in a single click anytime. Admins, you can even set up multiple Prefills on a content type for different teams and scenarios.

Prefills are configured per content type and, in some cases, per team. To consider how they can best be applied across your organization and configuration, speak with your CSM.

Were introducing Suggested Tagsand machine learningin Kapost.

As a Kaposter, you know that accurate, completed custom fields mean your content is findable and your data is clean. can help make sure your taxonomy is rock solid by making tagging easier for the people who are responsible for tagging content in the Studio app.

Suggested Tags uses machine learning to learn about your Kapost instances applied taxonomy on your existing content in Studio to recommend the right custom field tags for your entire content inventory, including your in-flight and future content.

When the feature can confidently suggest custom fields, itll provide a suggestion at the top of the drop-down menus for single and multi-select custom fields. This will give you and your teams fast access to the most likely tag value for the custom field.

Ask your customer success manager if your system is ready for Suggested Tags (or the steps to take to get there!).

Managing your full content lifecycle requires smooth handoffs between teams and software tools. We created a dedicated integrations team last year to make this a seamless process with a host of new integrations for you to take advantage of.

Enter Premium Integrations, codeless connectors so youdon'thave to write custom code for integrations that evolve as rapidly as your stack does.

Kaposts Integrations Team offers a new Premium Integrations category for marketing performance, project management, and web CMS tools.

These integrations include a wide selection of common marketing performance and project management tools, as well as support for more complex web CMS functionality. They can be scoped and quickly stood up, so your organization can manage the whole content lifecycle seamlessly across your tools and channels.

Out-of-the-box, Premium, and Custom

Were here to help when youre choosing which integrations can best support your teams in executing their jobs to be done, now and as your business evolves. Our full integrations offerings fall into three categories: .

OOTB: Integrations that Kapost provides for free that you can set up any time.

Premium: Integrations that we provide at an annual fee.

Custom: Integrations that we custom-build for your specific needs (price varies).

Talk to your Kapost Customer Success Manager to learn more about how we can assist as you review your current tech stack, prioritize integrations based on your roadmap, and determine how software can best support you and your teams.

Katies Kapost Pro Tip

Well share a Kapost Pro Tipa handy platform how-to that you might not know about yetin each product release summary article. This one is from Katie Osland, one of Kaposts Product Owners and a former Kapost Customer Success Manager.

Admins, you have a settings option to choose if a preview of published or completed content appears in calendar preview panes when you share a calendar view externally via a public link.

This comes in handy when youre sharing your editorial calendar with an executive who needs that level of visibility. Its also a great way to share event information (including location!) with non-Kapost usersjust make sure you mark the event as complete first.

To control this, navigate to the Sharing area of your settings. The Calendar Privacy section has the options youll select or unselect.

If you want your calendar preview panes to display the body of content or event location on completed and/or published content, check these boxes.

Onceyou'vechecked those boxes, when you share a calendar view externally via a public link, whoever views the calendar will be able to see the body of completed and/or published content in preview panes.

If these optionsaren'tselected, the content bodywon'tappear in preview panes for non-Kapost users.

Change is constant, but no one wants to overlook the pastespecially when it comes to your content inventory. The platform updates in Aprils product release include new ways to keep track of content revisions as drafts are finalized, and settings options that give you more control over the past, present, and future of your contents data.

The next generation of document annotations is here to provide greater editorial clarity for your teams late-stage content reviews.

Admins can now archive custom field values to ensure your tags support your current strategy and business objectives.

Editors will find enhanced overlays like strike-throughs and text addition suggestions in the annotation mode to make finalizing content crystal clear.

Document annotations in Kapost let you track version history and add new annotations on content as its revised and completed.

bulk tagging in Kapost here

Kaposters who used this feature in beta told us one upgrade to annotation mode they especially love is the Filter by annotation type menu. This new drop-down menu lets you choose which type(s) of annotations you want to see on the current draft youre reviewing.

Remember: The best experience for using document annotations is with a PDF, image, or document that is displayed as a PDF file.

The ability to archive custom field values keeps your tagging system current and your system data clean.

As your organization evolves over time, your tagging system does too. Custom field values apply data to your content and initiatives as your teams tag your assets, from eBooks to whitepapers to product launches.

Archived custom field values are still a part of your system: You can filter and report on content that was tagged with an archived value, so your historical content operation dataisn'tlost.

With this setting enabled, Admins can manage which values are current and which shouldnt be used anymore on your content and initiatives.

When a custom field value is archived, content-creating teamswon'tbe able to apply the value in the Custom Fields section (but the value can be removed, if needed).

Admins can also take advantage of a couple more optional settings:

Set custom fields as non-duplicatable : Prevent specific custom field values from being carried over when content and initiatives are duplicated, so your new content and initiatives will be ready for the correct values to be applied.

Select prefills when duplicating content : When content is duplicated, you can select the prefill youd like to apply for custom field values on the copy of the asset.

Britts Kapost Pro Tip

Well share a Kapost Pro Tipa handy platform how-to that you might not know about yetin each product release summary article. This one is from Training and Enablement Architect Britt Boggs on Kaposts Professional Services team; previously Britt held roles on Kaposts Support, Implementation, and Customer Success teams.

Are you looking for a fast way to tag multiples pieces of content in an initiative? Youre not alone, and the feature youre looking for is bulk tagging at the initiative level.

In an initiatives Content tab, select the pieces of content that you want to tag. Next, from the More drop-down menu, choose Add field tags.

In the pop-up modal, choose the field tags to apply in bulk to the selected content.

Click the Save button in the bottom right of the modal when youre done, andyou'veapplied field tags to multiple pieces of content in the initiative. (Read more about .)

The following file types can be uploaded into Kapost.

Files that are displayed in their original file format:

Audio

aac, aiff, mid, mp3, ogg, rm, wav, wma

Images

gif, jpeg, jpg, png

Video

avi, flv, m4v, mkv, mov, mp4, mpeg, mpg, ogv, qt, swf, webm, wmv

Files whose preview are generated by Cloud Convert:

These files will appear in Kapost as a pdf for preview purposes.

eBooks

azw, azw3, azw4, cbc, cbr, cbz, chm, epub, fb2, htm, htmlz, lit, lrf, mobi, pdb, pml, prc, rb, snb, tcr, txtz

Documents

abw, csv, djvu, doc, docm, docx, htm, html, key.zip, keynote, lwp, md, numbers, numbers.zip, odp, ods, odt, pages, pages.zip, pdf, pps, ppsx, ppt, pptx, rst, rtf, sda, sdc, sdw, tex, txt, wpd, wps, xls, xlsm, xlsx, xml, zabw

Images

3fr, larw, lbmp, lbmp, lcr2, lcrw, ldcr, ldng, lerf, lico, lmos, lmrw, lnef, lodd, lorf, lpef, lppm, lpsd, lraw, ltif, ltiff, lwebp, lx3f, lxcf, lxps

Vector Images

ai, cdr, cgm, emf, eps, ps, sk, sk1, svg, svgz, vsd, wmf

Files that will not preview:

These files will not display previews and will instead show a link for download.

Archives

7z, rar, zip

CAD

dxf, dwg

Documents

dotx, em, gdoc, ics, json, log, markdown, msg, oft, ots, vst

Are links to my content within my Kapost instance searchable by Google or another search engine?

No. Kapost doesnt index links, so theycan'tbe searched by Google or any other search engine.

However, if a link from Kapost is added to an external site thats indexed by a search engine, the link is indexed on that site.

Sites that are indexeddon'tinclude intranet sites, but they do include anything public.

If a piece of unpublished content in your Kapost instance is surfacing, this means that something external of Kapost thats indexed has a link to the content.

Additional Notes:

There is a file size limit of5TB for individual files that are uploaded toKapost.

You can read more about the technology Kapost uses to generate document previews: Cloud Convert.

Kaposts Canvas app helps you plan your initiatives and content by providing visibility into your company's marketing activities.Canvas timeline charts centralize teams into a single view that surfacesall the important dates to track towards so you're aware of dependencies and deadlines.This video tutorial will cover how you can use timeline charts to plan with full visibility, anticipate resource requirements, and keep stakeholders up-to-date as your initiatives are completed.

These topics are discussed in this video tutorial:

[0:01] Intro to Canvas and Timeline Charts[0:53] First Things First: Initiatives[1:29] Creating a Timeline Chart[4:11] Surfacing Content Dates in Timelines[6:32] Ensure Stakeholder and Leadership Visibility[7:02] Timeline Pro Tips[8:08] Leverage Canvas Timelines for Powerful Planning

This article is a deeper dive into setting your configuration parameters for your Kapost-Drupal integration.

To create a custom field in Kapost, you will need to choose a name, a field name, a field type, and (if applicable) field values. All of these elements in Kapost have corresponding elements in Drupal field types.

The custom field name in Kapost corresponds to the label in Drupal, the field name in Kapost corresponds to the machine name in Drupal, and the field type in Kapost corresponds to the field type in Drupal. (Note: The name in Kapost can actually be anything; the field name, however, MUST match the machine name.)

To see your Drupal field types, go to Structure -> Content Types, then choose "manage fields" on the Content Type whose fields you would like to view. Your table should look like the image below - let's pretend I need to recreate the "Image" field type as a custom field in Kapost.

As you can see on the table above, the Label is "Image", the Machine Name is "field_image", and the field type is "image." This is what this field would look like as a custom field in Kapost:

As a note, we support the following

You now need to associate your custom fields with the appropriate Kapost content type.

When you connect your Drupal content types in Kapost, each content type needs to be connected separately. A best practice is to create a separate content type in Kapost for each Drupal connection/content type, and associate the custom fields you've made with the corresponding content type.

If you have any questions or feedback, please contact us at [email protected].

What Is This Feature?

Kaposts integration with Drupal enables you to publish content you create in Kapost directly to Drupal.

Supported content types: HTML

Files can be sent to Drupal by implementing the XML-RPC files API, which you can find here.

Supported versions: Kapost supports Drupal 7 and Drupal 8

Supported analytics: total page views, click-throughs, inbound links, downloads, Facebook shares

Kapost uses XML-RPC to interact with Drupal

How It Helps

Drupal is an open-source content management software. It provides a framework for websites, ranging from personal blogs to corporate and government sites. Drupals modules and tools enable users to build versatile, structured content for dynamic web experiences.

Drupal is highly customizable. We recommend that you speak with your Kapost Implementation Manager or Customer Success Manager to discuss the best way to set up this integration.

FAQs

This article includes many questions and their answers about your Kapost-Drupal 7 or 8 integration. If the following information doesnt provide the answers youre looking, speak with your Kapost customer success manager.

The quickest way to find the information youre looking for is to use ctrl+F on a PC, or command+F on a Mac, to search for a key term.

Ive worked with a Kapost developer to make my Drupal site Kapost-ready. Whats next?

Each of your Drupal nodes (or, blog types or content types) must be created as a separate connection in Kapost, so we recommend you work with your Kapost customer success team to complete this.

For example, if your Drupal blog has two content types/nodes called Articles and Stories, each one will have its own connection in the Kapost App Center settings in your instance.

If youre comfortable setting up these connections for your Drupal site, you can complete this in the App Center settings in your Kapost instance. Instructions are detailed here.

Why am I getting an error when I try to connect my Drupal site to the Kapost App Center in my instance?

First, ensure your username and password are up to date in Drupal.

One you confirm your credentials, the error may be arising from using a longform of your blogs URL. Kapost requires the simplest form of the URL. For example, if the longform URL is http://example.com/thisisanexample, the simple URL would be http://example.com.

If using a simple URL doesnt resolve the error, please submit a support ticket and our team will help troubleshoot: [email protected].

How do Drupal upgrades impact my integration?

Kapost supports Drupal 7 and 8. Upgrades will rarely affect the module, and will not impact your Kapost instance.

If your Drupal site(s) are heavily customized, any upgrades to themes youre using, or to your custom-built modules, could affect the Kapost module and cause issues during publishing. Let your Kapost customer success team know before your organization makes upgrades to avoid potential issues.

What ifI'mexperiencing a connection issue?

A connection issue likely will return a 302, 404, 401, or 403 error.

A 302 error means that the XML-RPC endpoint is redirecting.

This is generally the case if the Drupal instance redirects automatically from http to https and the URL in Kapost is using http.

Alternatively, this occurs when your Drupal instance blindly enforces trailing slashes in URLs, and the rule happens to also be applied to xmlrpc.php. In this case, the solution is to set a custom endpoint.

tracking code

A 404 error means that the XML-RPC endpoint is not in the assumed default location, or it has been disabled via the means of .htaccess or other server configuration.

A 401 or 403 error is an authentication error and it means one of two things.

1) The .htaccess rules or other server configuration has been used to disable the XML-RPC endpoint. To resolve this, we need to work with your developers or devops team.

2) The XML-RPC endpoint is behind a Basic Authentication Challenge, in which case the username and password can be embedded in the URL (or endpoint URL if a custom endpoint is used). The following formula can be used to do this: http://user:[email protected] (the user and password are separated with a :).

Access the XML-RPC endpoint directly in your browser.

If youre using Drupal 7, you should see the message: XML-RPC server accepts POST requests only.

If youre using Drupal 8, you should see the message: The website encountered an unexpected error. Please try again later.

If theres any other message or this redirects, then the XML-RPC endpoint is not available or it has been tampered with. This means that it must be restored in order for Kapost to be able to connect.

The actual endpoint URL is always: siteurl + /xmlrpc.php

Where siteurl is the root URL of the Drupal instance, and it doesnt include admin or login.php. For example, if the Drupal instance is located at http://d8.example.com then the endpoint URL is http://d8.example.com/xmlrpc.php.

Why isn't my featured image being published correctly?

First, make sure the Kapost Byline Module is downloaded and installed. Then, confirm that the image allotment size in Drupal is set as high as possible to enable images to publish from Kapost to your Drupal site.

Ifyou'vechecked these and youre still experiencing this issue, contact Kapost Support: [email protected].

What if my author names or biosaren'tcarrying through to Drupal from Kapost?

First, make sure the Kapost Byline Module is downloaded and installed. Then, confirm the author's email listed in Kapost matches the email listed in Drupal.

Ifyou'vechecked these and youre still experiencing this issue, contact Kapost Support: [email protected].

What if I want to publish a piece of content with a different author than the one listed in Kapost?

If the author in Drupalisn'ta user in Kapost, youll need to create a custom field to note the Drupal author email to be associated with the content asset when you publish it. Instructions for doing this can be found here.

Why are my analytics listed at 0?

First, make sure the Kapost Byline Module is downloaded and installed. Then, ensure that you have a tracking method set up by integrating with Google Analytics.

Check the performance tracking option in your general settings in Kapost. If you check this box and Google Analyticsisn'tinstalled, Kapost will add a to every published asset to collect analytics.

What happens if I want to remove a piece of content from Kapost that I published to Drupal?

First, republish the content as a draft in Kapost. This will make it hidden in Drupal. To do this, click the publish button on the content in Kapost and choose draft in the modal.

Next, edit your content. Republish the content when its ready to be live again on your Drupal site.

Dont remove the content asset from Drupal and then republish it from Kapost. Youll encounter an error that will require assistance from Kapost Support. Only remove a content asset from Drupal if youre not going to republish it later from Kapost.

What should I do when I need to debug XML-RPC?

The first thing to do when you need to debug XML-RPC is to fire up a Python (3) shell and use the bundled xmlrpc library:

>>> import xmlprc.client

>>> s = xmlrpc.client.ServerProxy("http://d8.example.me:8080/xmlrpc.php")

>>> s.system.listMethods()

[system.multicall', 'system.listMethods', 'system.getCapabilities', ]

>>>

This will let you check if the XML-RPC endpoint is working and confirm the existence of various XML-RPC methods, such as kapost.version which is exposed by the Kapost Drupal module.

If this call fails, then the XML-RPC endpoint is not working.

To check the Kapost Drupal module version:

>>> import xmlprc.client

>>> s = xmlrpc.client.ServerProxy("http://d8.example.me:8080/xmlrpc.php")

>>> s.kapost.version()

2.1.7

>>>

To check the available blogs:

>>> import xmlprc.client

>>> s = xmlrpc.client.ServerProxy("http://d8.example.me:8080/xmlrpc.php")

>>> s.blogger.getUsersBlogs(1, admin, password)

[{'url': 'http://d8.example.me:8080/user/1', 'blogid': 'article', 'blogName': 'admin: article'}]

>>>

To see the actual RAW HTTP requests, one can initialize the XML-RPC client like so:

>>> s = xmlrpc.client.ServerProxy("http://d8.example.me:8080/xmlrpc.php", verbose = True)

>>>

If the Drupal instance has problems with its SSL certificates, then its possible to disable SSL verification by initializing the XML-RPC client:

>>> import ssl

>>> s = xmlrpc.client.ServerProxy("http://d8.example.me:8080/xmlrpc.php", context=ssl._create_unverified_context())

>>>

What Is This Feature?

Kaposts integration with Drupal enables you to publish content you create in Kapost directly to Drupal.

Supported content types: HTML

Files can be sent to Drupal by implementing the XML-RPC files API, which you can find here.

Supported versions: Kapost supports Drupal 7 and Drupal 8

Supported analytics: total page views, click-throughs, inbound links, downloads, Facebook shares

Kapost uses XML-RPC to interact with Drupal

How It Helps

Drupal is an open-source content management software. It provides a framework for websites, ranging from personal blogs to corporate and government sites. Drupals modules and tools enable users to build versatile, structured content for dynamic web experiences.

Drupal is highly customizable. We recommend that you speak with your Kapost Implementation Manager or Customer Success Manager to discuss the best way to set up this integration.

How It Works

Connecting your Kapost instance to Drupal requires some technical expertise. The connection can be finalized by a non-technical Kapost Admin whos familiar with your Drupal instance(s).

Whether you use Drupal 7 or Drupal 8, both require installing and enabling the latest versions of the XML-RPC and Kapost modules.

These modules are free to install. They must be up to date and you must have access to your Drupal server to install these modules.

XML-RPC: https://www.drupal.org/project/xmlrpc

Kapost: http://plugins.kapost.com/

The XML-RPC endpoint must be publicly available to connect to your Drupal instance.

Kapost will try to construct the XML-RPC endpoint URL based on the URL of the Drupal instance. If the URL is http://testdrupal3.example.com, then Kapost will assume the XML-RPC endpoint URL is http://testdrupal3.example.com/xmlrpc.php.

Along with the XML-RPC endpoint URL, to connect to Drupal youll need a current Drupal account that you can access with a Drupal username and password. This user needs to be able to create and update nodes, and itll be the user account that connects to Drupal from Kapost.

We recommend you create and use a Kapost-specific Drupal user account with the desired role/permissions for this integration rather than using an existing user to avoid any disruption if the user is suspended or removed from Kapost (in which case their access will be revoked).

Note: If the Drupal module is installed after a connection has been established in Kapost, youll need to resave the connection in order for Kapost to detect the modules presence as well as other features and capabilities.

Installing and Configuring Drupal 7

To connect to Drupal 7, install and enable the Kapost Byline Module and the Blog API Module. These must be installed in addition to the XML-RPC and Kapost modules.

Someone who manages your Drupal instance must install the Kapost Byline module manually by placing the unzipped (unarchived) module into /sites/all/modules or /sites/default/modules inside the Drupal installation.

Then, to enable the Kapost Byline Module, navigate to the Kapost Module Settings in Drupal in the Modules tab. Find the Kapost section, and check the checkbox to enable the module.

publish destination for the content type

Now youre ready to configure the Kapost Byline Module. Click the Configure button and youll go to the configuration options page. At the top of this page, youll see checkboxes to enable or disable a number of options.

Create User and Use existing User (only): These settings are related to Kaposts setting, On publish, always use the CMS User as the author, which is only applicable when that setting is turned off (the default). If these boxes are checked, Kapost will create or use existing Drupal users during publishing in order to implement correct bylining. (See more details on this below in the Installing and Configuring Drupal 8 section.)

Preview: This enables or disables the Kaposts Preview feature. For more information, see the Preview a Drupal Post in Kapost section, below.

Analytics Tracking Code: This adds the Kapost Analytics Tracker code into posts whenthey'reviewed.

Relative URLs: This turns URLs returned for uploaded images into relative URLs.

Under these options is the Article section. For each content type enabled in the Blog API Modules settings, there are several field mappings: Categories, Tags, and Feature Image.

Kapost maps to these fields to sync with them. If no field mapping is specified, the Kapost module will use default built-in mappings.

The final section on this page is the Taxonomy section. For each content type enabled, therell be a group of taxonomy, or vocabulary, field mappings.

The CMS Category sync will use these mappings to pull categories into Kapost. If no vocabularies are selected for a given content type, then all vocabularies will be pulled in into Kapost on category sync.

Next, install the Blog API Module. The latest version of the Blog API module can be downloaded from the standard Drupal Project Repository: https://www.drupal.org/project/blogapi.

Now youre ready to configure the Blog API Module. In Drupal, navigate to the module in the Configuration tab. Find the Web Services section, where the BlogAPI subsection is located.

Here, ensure that you select MetaWeblog as the default provider.

Youll also want to define the pictured settings options in the Node Types and File Settings sections.

Each selected node type (article or basic page) will appear as an individual blog in Kapost on your Drupal connection in your instances App Center settings area. This means that to publish from Kapost to multiple content types, multiple connections in Kapost are required for each content type.

Define the file size per upload and per user to 100 MB. Pick a larger limit if youre going to upload very large images. If your max file sizeisn'tlarge enough, your imageswon'tpublish correctly with your content.

Finally, youll ensure that the correct user permissions are set up in Drupal. In Drupal, navigate to the People section to manage BlogAPI permissions.

Failing to set up the proper permissions will prevent Kapost from being able to publish content correctly.

Installing and Configuring Drupal 8

To connect to Drupal 8, install and enable the Kapost Byline Module. This must be installed in addition to the XML-RPC and Kapost modules.

Someone who manages your Drupal instance must install the Kapost Byline module manually by placing the unzipped (unarchived) module into /sites/all/modules or /sites/default/modules inside the Drupal installation.

Then, to enable the Kapost Byline Module, navigate to the Extend tab in Drupal and ensure the checkbox next to Kapost is checked.

Now youre ready to configure the Kapost Byline Module. Navigate to the module in the Configuration tab. Find the Web Services section, where the Kapost Settings subsection is located.

Here, configure the module to ensure the connections parameters are correct.

Each selected content type (article or basic page) will appear as an individual blog in Kapost on your Drupal connection in your instances App Center settings area. This means that to publish from Kapost to multiple content types, multiple connections in Kapost are required for each content type.

You can select the default text format, such as Basic HTML, which will be used for all fields with text format support.

Article: Each selected content type will have a group of field mappings: Body, Category, Tag, and Featured Image. Kapost will use these mappings when syncing with any of these fields. If no field is mapping is specified for a given field, then Kapost will ignore it.

The Category Field is special: The CMS Category sync feature will use the Taxonomy (or vocabulary) associated with it to pull Categories into Kapost.

Create User: This setting is related to Kaposts setting, On publish, always use the CMS User as the author which is only applicable when that setting is turned off (the default). If the box is checked, Kapost will create or use existing Drupal users during publishing in order to implement correct bylining.

Preview: This enables or disables the Kaposts Preview feature. For more information, see the Preview a Drupal Post in Kapost section below.

Finally, youll ensure that the correct user permissions are set up in Drupal. In Drupal, navigate to the People section to manage user permissions.

Failing to set up the proper permissions will prevent Kapost from being able to publish content correctly.

Publishing Content to Drupal

Next, add Drupal 7 or 8 as a publish destination in Kaposts App Center.

Kapost Admins can access the Kapost App Center from Kapost via their Kapost instance. Go into your App Center settings area and click on the Install More Apps button below your list of connections. Youll be taken to the Kapost App Center.

If you havent installed and enabled the XML-RPC and Kapost modules, youwon'tbe able to connect Kapost and Drupal.

In the Kapost App Center, use the search field to find the Drupal connection. Choose your Kapost instance from the drop-down menu, and click Install.

Once you click Install, youll be directed back to your instances App Center settings area where youll see your new Drupal integration. Enter the authentication credentials for the Drupal user youre connecting (explained above at the top of the How It Works section).

When you click Connect, a pop-up will appear asking you which blogs youd like to publish to Drupal from Kapost. In Drupal, these are called content types or nodes. Find them in Drupal by going to Content Types in the Structure area. Here, select the blog/node youd like the connection to publish to.

You can only connect to one blog/node per Drupal connection. To publish to more than one node, you need to create another Drupal connection. You may use the same user for multiple connection with Drupal, but each connection must have a different node.

Next, Admins will add Drupal as primary you want to publish content from Kapost to Drupal. Go to the Content Types & Workflow in settings area in Kapost and choose the Drupal instance(s) you want to set as a primary destination. Click save to record your updates.

If youre not sure which content types will be used to publish with your integrations, speak with your Kapost Admin or Customer Success Manager.

Whenyou'vecompleted these steps, youre ready to publish content directly from Kapost to Drupal.

Publishing Settings

Manage your publish settings in the App Center in your Kapost instance. The Publishing section on this page, below your list of integrations, contains the publishing options.

Author info controls how the author info is appended to the content body on publish.

Kaposts bylining feature consists of appending information about the content assignee at the end of HTML post body. Its most basic form is: Post Author: Name of Assignee.

Under Permissions, Don't allow people to edit their info on their profile locks down the user profiles on the user profile page.

Under Permissions, On publish, always use CMS User as author means that, on publish, instead of creating a user based on the author's email within your CMS, the user who is connected in the App Center as the author is set as the content author.

Publish Date sets the publish date to be whatever the publish task deadline in the workflow is.

Featured Image is a workaround for Drupal themes that duplicates the featured image.

Live or Draft: When publishing content, you can publish it as live or draft.

Publishing content as a draft means the post you create will have its state set to draft.

If the same post is re-published a second time in draft state, the already existing draft will be updated and no new posts will be created.

If the same post is re-published again as live, the existing draft is transitioned into the published state, and no new posts will be created.

When publishing live, the date the content is published will be set as the publish date in Drupal

Publishing content as live means the content will be live on your site. Subsequent republishes will update existing live content, and no new posts will be created.

Drupal 7s supported field types are:

Image

File

Entity Reference

Node Reference

User Reference

Taxonomy (Term) Reference

Text (Long)

Text (List)

Date (non iso)

Date Time (iso date time)

Timestamp or Datestamp (unix timestamp)

Text

Boolean

Integer

For example, in the image below there is a category field with the field type Term reference and the machine name field_categories. In order to sync this field during publish, youll create a drop-down or multi-select custom field in Kapost with its field name set to field_categories.

Drupal 8s supported field types are:

Content Reference

User Reference

Taxonomy (Term) Reference

Timestamp (unix timestamp)

DateTime (iso date time)

File

Image

Text

Text Long

Text With Summary

Text Formatted

List (Integer)

List (String)

Integer

Boolean

Link

For example, in the image below there is a category field with the field type Entity Reference with the sub-type set to Taxonomy (Term) Reference and the Machine Name field_tags. In order to sync this field during publish, youll create a drop-down or multi-select custom field in Kapost with its field name set to field_tags.

Reference Fields in Drupal 8

There a several reference field types youll see if youre using Drupal 8:

Entity Reference

User Reference

Node Reference

Taxonomy (Term) Reference

The Entity, User, and Node field types are drop-down or multi-select custom fields in Kapost. These reference field types hold a unique reference ID to link a piece of content with another entity.

The Taxonomy (Term) field type doesnt use a reference ID. Instead, this field type is looked up by the term name. The Kapost module takes care of this look-up, so in Kapost you can enter the actual term name and itll translate into the correct reference ID in Drupal 8.

Preview a Drupal Post in Kapost

When the ability to preview is turned on, Kapost Admins and Editors can preview Drupal content in Kapost.

By default the ability to preview a Drupal post is turned off. Previewing can be enabled in the Kapost Module Settings. Once previewing is enabled, refresh your connection in your instances App Center by re-saving the connection.

When this is set up, youll see a Preview option in the More drop-down menu on the content details page for your Drupal content. Click Preview in this menu to preview your content during the creation process.

If you have more than one Drupal destination set up, a pop-up will appear to prompt you to select the right destination for the preview.

Previews will create draft versions of your content in your Drupal instance. The draft versions will be removed once the content is ultimately published from Kapost.

Previewing content thats already published will show the content as it is currently; itwon'tupdate the content based on changes made in Kapost after the content is published.

The generated preview URL is valid for six hours if youre connected to Drupal 7, and five minutes if youre connected to Drupal 8. This URL can be shared externally of Kapost.

If youd like to further configure your Drupal 7 or 8 integration with images, excerpts, SEO, and more, read this help article on how to customize your integration.

What Is This Feature?

Kaposts integration with Drupal enables you to publish content you create in Kapost directly to Drupal.

Supported content types: HTML

Files can be sent to Drupal by implementing the XML-RPC files API, which you can find here.

Supported versions: Kapost supports Drupal 7 and Drupal 8

Supported analytics: total page views, click-throughs, inbound links, downloads, Facebook shares

Kapost uses XML-RPC to interact with Drupal

How It Helps

Drupal is an open-source content management software. It provides a framework for websites, ranging from personal blogs to corporate and government sites. Drupals modules and tools enable users to build versatile, structured content for dynamic web experiences.

How It Works

There are many ways you can customize your Kapost-Drupal integration. If the following information doesnt provide the answers youre looking for, speak with your Kapost customer success manager.

The quickest way to find the information here is to use ctrl+F on a PC or Command+F on a Mac to search for a key term.

Drupal 7 Publish Options

Sticky: Manage the sticky state of content by creating a drop-down custom field value with the field name set to sticky and two values set to Yes|1 and No|0.

Promote: Manage the promotion state of content by creating a drop-down custom field value with the field name set to promote and with two values set to Yes|1 and No|0.

Path Auto: Customize the alias, or slug, of content in Drupal by:

Using the path auto module and creating a text custom field with the field name set to kapost_pathauto_alias

Creating a text custom field with the field name set to kapost_path_alias

Images

Images from HTML content as well as image attachments and custom fields are uploaded into Drupal from Kapost.

When you turned on the Featured Image option in your content settings, you can designate an image attachment or an image within the content as featured by marking it with the yellow star icon that appears when you hover over the image. (This icon also appears on each attachment on content.)

The Featured Image will sync to the designated featured image field that has been mapped in the Kapost Module Settings.

If youdon'twant this feature, you can set up an image custom field with the field name set to kapost_featured_image, which will act in the same way.

Excerpts

The Excerpts option in the content settings area sends over the content excerpt and maps it to the standard excerpt in Drupal. Its not possible to use a custom field in Kapost to override excerpts.

Drupal 7: The default body field with a summary will be present, and the Excerpt will sync as the summary.

Drupal 8: The Excerpt will sync as the summary of the designated body field that has been mapped in your Kapost Module Settings.

SEO

Kapost can push SEO information to Drupal when the Metatag(s) Drupal module is installed in your SEO settings.

Drupal 8: The Metatag field must be mapped in the Kapost Module Settings. Navigate to the Kapost Module Settings in Drupal in the Modules tab. Find the Kapost section, and click on the Configure button to manage the settings.

In Kapost, contents SEO section is below the body of content.

Keep in mind that Meta Keywords and Focus Keywords differ.

Meta Keywords are a free form comma-separated list of keywords, similar to CMS tags.

Focus Keywords (called Targeted Keywords in the SEO settings) are a predefined list of keywords that can be defined by an admin in the SEO settings.

CMS Tags

The CMS Tags field in your content settings expects comma-separated values, and it will push to the built-in Drupal tags taxonomy. Tags will be synced to the designated tag field that has been mapped in the Kapost Module Settings.

The CMS Tags field expects comma-separated values, and it will push to the built-in Drupal tags taxonomy.

If youdon'twant to use this field, perhaps because its free-form, you can use a custom field with the field name set to kapost_custom_tags in its place.

If both this custom field and the CMS Tags are filled in, then their values will be merged together.

If CMS Tags are turned off in settings, the CMS Tags field will not show up on the content page.

CMS Categories

When the Use CMS categories option is turned on, CMS categories push to the built-in Drupal categories taxonomy. CMS categories will sync to the designated categories fields thats mapped in the Kapost Module Settings.

If the Use CMS categories option is turned off, the categories fieldwon'tshow up on the content details page.

CMS categories can be synced from Drupal into Kapost in the content settings. Thisisn'tthe default behavior, but it can be set up by an Admin user in the categories section of the content instance settings.

Turning on category syncing will enable Kapost to fetch the categories and populate the multi-select CMS categories in Kapost, based on your Drupal categories. This is a manual process that is triggered when an Admin clicks Fetch Categories in the settings area for the very first sync, and Update Categories for following syncs.

If more than one Drupal connection is synced, then the Categories drop-down menu will display the categories grouped by connection.

Categories should have unique names. Kapost uses the name of the categories, not the IDs. Therefore, if two categories have the same name, Kapost will only know to set up one connection based on that name.

Its also possible to auto-add a category on publish, regardless of the select categories on the piece of content. Set this up by turning on the Always publish with category option and then selecting a category. Thisisn'tthe default behavior, but it can be set up by an Admin user in the categories section of the content instance settings.

If youdon'twant to use the CMS Categories field, you can add one or more custom fields with the field name set to kapost_custom_category.

If more than one field exists, then the values will be merged together and used as categories.

The custom field can be a text, drop-down, or multi-select field. If its a text field, then the values are expected to be separated by commas, similar to the CMS Tags field. If both this custom field and the CMS Categories are filled in, then their values will be merged together

Bylining Custom Fields

Kaposts bylining feature determines the author of the Drupal post based on the assignee of the content.

If not all the assignees on content are Kapost users (e.g., external contributors), then you can override the email of the assignee by creating a custom field called: kapost_author_email.

This custom field can be a text or a drop-down value.

When you make it a drop-down selection, then the bar notation can be used to provide proper name|email mapping, which looks like:

John Doe|[email protected]

Mary Jane|[email protected]

Advanced Customization Options

The following advanced customization options are available in the App Center below your Drupal connection username and password field.

SSL: If your Drupal instance has SSL but the certificate is expired or otherwise invalid, then it is possible to disable SSL verification. This should only be done for staging or testing Kapost instances.

Varnish: If your Drupal instance uses Varnish and youcan'texclude the XML-RPC endpoint from being cashed, then its possible to turn on the Varnish workaround. This will add a query parameter containing a random timestamp to the XML-RPC endpoint, thus preventing Varnish from caching it.

Gzip: If your Drupal instance has a misconfigured HTTP server, it could Gzip the HTTP response in a way thats invalid, which Kapostcan'tdecompress. To address this, disable Gzip compression by turning Gzip off.

Custom Edit URL: If your Drupal instance is set up with a back-end instance and a front-end instance, its possible to configure a custom edit URL to use when you construct the URL for the Edit in Drupal button.

What Is This Feature?

Kaposts integration with WordPress enables you to publish blogs, web pages, or any type of HTML content you create in Kapost directly to WordPress.

Use this integration to publish content with designated author bylines and bios, see draft previews, and utilize SEO integrations with popular plugins such as Yoast.

Supported Content Type: HTML

Files can be sent to WordPress by implementing the XML-RPC files API, which you can find here.

Supported Analytics: total page views, click-throughs, inbound links, downloads, Facebook shares

Kapost uses XML-RPC to interact with Wordpress

How It Helps

Kaposts WordPress integration lets you publish content to WordPress, one of the most popular CMS sites that powers millions of websites and software applications, from personals blogs to the largest enterprises, media publishers, universities, and government agencies.

This integration enables your to sync WordPress categories with Kapost, preview HTML content in Kapost before publishing it to Wordpress, and send SEO information from Kapost to WordPress.

FAQs

This article includes many questions and their answers about your Kapost-WordPress integration. If the following information doesnt provide the answers youre looking, speak with your Kapost customer success manager.

The quickest way to find the information youre looking for is to use ctrl+F on a PC, or command+F on a Mac, to search for a key term.

Why do I need to install Kaposts WordPress Plugin?

Installing the Kapost WordPress plugin enables you to take advantage of the integrations full functionality:

Associate posts with the correct author. The email addresses of the Kapost user and the WordPress user must match.

Send images marked as "featured" inside Kapost to be recognized and marked as featured in WordPress.

Work correctly with custom post types.

Send the authors bio (byline) from Kapost to WordPress. When publishing to WordPress, this option will set the CMS user's bio to be the same as the author's bio. This needs to be turned on both in Kapost (on by default in the App Center) and in the WordPress plugin.

Send the user's social data from Kapost to WordPress.

Find and install the plugin in the WordPress Plugin Directory. In a standard WordPress installation, the WordPress plugins are located in the wp-content/plugins directory.

The plugin can be extended to set up highly custom configurations. 1.9.6 is the new version thats available. See this page with information on how the plugin can be extended, and speak with your Kapost customer success manager about completing this extension.

If youre using a WordPress Multisite, youll need a different plugin. Ask your Kapost customer success manager if youd like more information on how to add this, and see the section below in this article with more information about using WordPress Multisite.

How do WordPress upgrades impact my integration?

WordPress upgrades should only rarely, if at all, affect the Kapost WordPress plugin.

If your WordPress instance is heavily customized, changes to its theme (especially functions.php) or to custom-built plugins can affect the Kapost plugin and cause issues during publishing. If this occurs, let your Kapost customer success manager know immediately so that we can help you assess the changes and resolve the issues.

To avoid encountering any issues, please tell your Kapost customer success manager about any changes youre making in advance of making them so were prepared to help you avoid any disruptions.

Why am I getting an error when I try to connect my WordPress to the Kapost App Center?

First, make sure the username and password you're using are up to date by trying these credentials on WordPress itself.

If your credentials are up to date, the issue might be caused by using a longform WordPress URL. Kapost requires the simplest form of the URL (such as: http://wp.example.com).

Ifyou'vetried this and youre still getting an error, contact Kaposts Support team for assistance: [email protected].

Can I preview a WordPress post?

Yes, and you can enable this in the Kapost WordPress Plugin settings. The preview is disabled by default.

Onceyou'veenabled the preview and refreshed your connection in the App Center by re-saving the connection, a Preview button should appear in the More drop-down menu on a content details page. The preview will create a draft post in WordPress, which youll see until the content is published. The generated preview URL is valid for 12 hours and can be shared outside of Kapost.

Previewing an already published piece of content will show the content as-is and will not update the content with any changes made in Kapost.

Find more information on previewing WordPress posts here.

Can I set the visibility of a WordPress post?

Yes, you can set the visibility of a WordPress post by creating a drop-down custom field with the field name set to kapost_wp_visibility and the following three values: Public, Private, Password Protected.

When this field is set to Password Protected, you must define another text custom field with the field name set to kapost_wp_password. This field will contain the actual password.

http://plugins.kapost.com/kapost-xmlrpc-patch.zip

Why are my social analytics listed at 0?

You must have the Kapost WordPress plugin installed, or else your social analyticsaren'ttracked.

If you do have the plugin installed and your social analytics are listed at 0, check to make sure that the post in question wasnt edited and then re-published from WordPress directly, as WordPress will strip out Kaposts tracking code.

Why is my text mismatched after I publish to Wordpress?

Kaposts text editor and WordPress text editor are slightly different, so some small differences in text might not translate between Kapost and WordPress.

For example, if you copy-paste your post's text from a few different sources, it may end up being mismatched in ways that Kapost doesn't show but Wordpress does.

To avoid this problem, type the content directly into Kapost, rather than copy and pasting. If thisisn'tpossible, you can highlight all the text, remove all formatting, and then add the formatting back in when youre finished.

What happens if I want to remove a post I posted to WordPress from Kapost?

Don't remove the post from WordPress or youll encounter a significant error (but ifyou'vedone this, contact Kaposts Support team for assistance: [email protected] ).

Instead, edit your post in Kapost as a draft, and then re-publish it from Kapost. To do this, click the Publish button and select the draft option from the pop-up modal.

Why is Kapost overriding the edits I made in WordPress?

This is likely happening if youre not publishing directly from Kapost to WordPress.

Publishing takes the source code for your content from Kapost and puts it in the source code area for your post in WordPress. If something different is in place on WordPress's end, publishing from Kapost will paste what's in Kapost over what is in WordPress.

I added some extra HTML attributes to my post, why did they disappear when I published to WordPress?

Kapost doesnt support all HTML tags, so some of them get stripped from the source code. Heres a list of Kaposts whitelisted tags.

Can I add other file types to publish to WordPress from Kapost?

While HTML body content types are the default content types for your WordPress-Kapost integration, files of other content types can be sent to WordPress by implementing the XML-RPC files API, which you can find here.

What are the security details for my Kapost-WordPress integration?

Kapost is all SSL/TLS. From Kapost to the CMS, it is SSL/TLS if the CMS in question uses SSL/TLS.

Passwords are always encrypted when Kapost transfers passwords not via cleartext.

When connecting with WordPress Multi-site, you should create a separate, author type, user for each individual instance and use this user to connect your Kapost to WordPress. This user should have access ONLY to that one blog. This ensures that there are no permissions issues when publishing.

What ifI'mexperiencing a connection issue?

A common connection issue arises when your WordPress instance has some sort of a security plugin installed which disables the XML-RPC endpoint or enables two-factor authentication (2FA).

To solve an enabled 2FA, a new, Kapost-specific user should be created with a secure, random password which doesnt have 2FA enabled and connected in Kapost. This user must have Editor or Admin privileges in Kapost.

If Kapostcan'tconnect to your WordPress instance, the returned error is often a 302, 404, 401, or 403 error.

A 302 error means that the XML-RPC endpoint is redirecting.

This is generally the case if the WordPress instance redirects automatically from http to https and the URL in Kapost is using http.

Alternatively, this occurs when your WordPress instance blindly enforces trailing slashes in URLs, and the rule happens to also be applied to xmlrpc.php. In this case, the solution is to set a custom endpoint :

A 404 error means that the XML-RPC endpoint is not in the assumed default location, or it has been disabled via the means of .htaccess or another server configuration.

Generally this requires reaching out to your developers or devops team members and working with them to re-enable or restore the XML-RPC endpoint.

This error also occurs when the XML-RPC endpoint was renamed. The solution to this is to set a custom endpoint in Kapost.

A 401 or 403 error is an authentication error that means one of two things:

1) The .htaccess rules or other server configuration has been used to disable the XML-RPC endpoint. To resolve this, we need to work with your developers or devops team.

2) The XML-RPC endpoint is behind a Basic Authentication Challenge, in which case the username and password can be embedded in the URL (or endpoint URL if a custom endpoint is used). The following formula can be used to do this: http://user:[email protected] (the user and password are separated with a :).

Access the XML-RPC endpoint directly in your browser by visiting https://marketeer.kapost.com/xmlrpc.php. You should see the message: XML-RPC server accepts POST requests only.

If theres any other message or this redirects, then the XML-RPC endpoint is not available or it has been tampered with. This means that it must be restored in order for Kapost to be able to connect.

The actual endpoint URL is always: siteurl + /xmlrpc.php

Where siteurl is the root URL of the Wordpress instance, and it doesnt include wp-admin or login.php. For example, if the Wordpress instance is located at http://wp.example.com then the endpoint URL is http://wp.example.com/xmlrpc.php.

If you see a message that says "Name or service not known" then youre encountering a connectivity error on your blog. Ifyou'vebeen publishing correctly prior to receiving this error, then its likely a temporary glitch that will resolve itself. Wait a few minutes and try again. If you still see the error, contact Kaposts Support team: [email protected].

Why am I seeing an error message about the wrong content type?

If youre seeing aWrong content-type (received 'text/html' but expected text/xml') error message, there are two possible reasons:

Another plugin you use is interfering with Kaposts publishing. Contact Kaposts support team for help resolving this: [email protected].

Your WordPress could be out of memory. This usually happens if youre trying to upload a large image. The size of an image varies for each WordPress instance depending on how much memory is allocated for it. Usually all youll need to do is remove a large image and try to publish again.

Why am I seeing the error message, Sorry, you cannot edit this post?

Most often youll see this message when the user connected to your WordPress integration has limited permissions in WordPress.

The WordPress connection may have been created with a WordPress profile/account without sufficient permissions to write to WordPress.

The Author/Assigned person in Kapost may not have write privileges in the corresponding WordPress server.

To resolve this, start by checking the permissions of the connected user. If they have the right permissions to publish posts and are still seeing this error message, contact Kaposts Support team for help resolving this: [email protected].

How can I find custom field names in WordPress?

When youre setting up custom field mappings for any WordPress instance, first you must determine the field names for any desired fields.

Often, your technical team members should be able to provide us with the field names. If theydon'tknow, or ifthey'renot available to ask, Kaposts support team can help out with Admin-level access to your WordPress CMS.

You must determine how the custom fields are registered in WordPress.

Third-party WordPress Plugins

There are a few third-party plugins that are used to create and manage custom fields. Find these by looking at your list of installed plugins in WordPress.

When the Advanced Custom Fields plugin is used, find the field name by looking at each Field Group, which lists the Field Name for each of the defined fields.

When the Pods - Custom Content Types and Fields plugin is used, the field name is called Name.

When the Toolset Types plugin is used, the field name is called Field Slug.

Custom First-Party Wordpress Plugins

You might be using custom-built plugins which expose and work with various custom fields.

In this case, in order to figure out the field names youll need to look at the source code of the specific plugins to find code sequences that use update_post_meta or get_post_meta. The second argument of these functions are going to be the field name.

For example, in the below image you can see that the field name is _wp_page_template.Because it has a leading underscore, you also can tell that its a protected custom field.

Custom Fields Defined in the Wordpress Theme

In some cases youll find custom fields in the WordPress theme youre using. In this case the themes functions.php has to be investigated using the same technique discussed in the First-Party WordPress Plugins section.

For example, in the image below the field name is custom_title. Its a regular custom field since it doesnt have a leading underscore. Remember that your field names are always case sensitive.

Does Kapost support WordPress Multisite?

Yes, WordPress Multisite is supported.

To set this up, each sub-site should have its own Kapost-specific user (username and password) connected in the App Center. Each sub-site should have the Kapost WordPress Plugin installed and enabled.

When a WordPress Multisite instance uses HTTPS, and on connect you see an error message that says No available blogs found, then a small XML-RPC patch has to be installed to patch the XML-RPC server and resolves this issue: .

What should I do when I need to debug XML-RPC?

The first thing to do when you need to debug XML-RPC is to fire up a Python (3) shell and use the bundled xmlrpc library:

>>> import xmlprc.client

>>> s = xmlrpc.client.ServerProxy("http://wp.example.me:8080/xmlrpc.php")

>>> s.system.listMethods()

[system.multicall', 'system.listMethods', 'system.getCapabilities', ]

>>>

This will let you check if the XML-RPC endpoint is working and confirm the existence of various XML-RPC methods, such as kapost.version which is exposed by the Kapost WordPress plugin. If this call fails, then the XML-RPC endpoint is not working.

To check the Kapost WordPress plugin version, use:

>>> import xmlprc.client

>>> s = xmlrpc.client.ServerProxy("http://wp.example.me:8080/xmlrpc.php")

>>> s.kapost.version()

2.1.7

>>>

To check the available blogs:

>>> import xmlprc.client

>>> s = xmlrpc.client.ServerProxy("http://wp.example.me:8080/xmlrpc.php")

>>> s.blogger.getUsersBlogs(1, admin, password)

[{'isAdmin': True, 'url': 'http://wp.kpst.me:8080/', 'blogid': '1', 'blogName': 'Playground', 'xmlrpc': 'http://wp.kpst.me:8080/xmlrpc.php'}]

>>>

To see the actual RAW HTTP requests, initialize the XML-RPC client:

>>> s = xmlrpc.client.ServerProxy("http://wp.example.me:8080/xmlrpc.php", verbose = True)

>>>

If the WordPress instance in question has problems with its SSL certificates, such as if its expired or invalid, then its possible to disable SSL verification by initializing the XML-RPC client:

>>> import ssl

>>> s = xmlrpc.client.ServerProxy("http://wp.example.me:8080/xmlrpc.php", context=ssl._create_unverified_context())

>>>

Ifyou'velooked into the above debugging methods and havent found a solution, were here to help. Well ask you to provide the following so we can assist you:

A list of all your installed plugins

The source code of any custom-built plugins

The source code of your WordPress theme and admin access to your Wordpress instance

What Is This Feature?

Canvas timeline charts give you a high-level view of the initiatives and content your teams are working on. These Gantt-style charts show you your planned, in-progress, and completed initiatives and the content within them.

How It Helps

Canvas enables content planners and strategists to build a powerful content strategy and provide awareness into marketing initiatives across your organization. Share your timeline charts with leadership so they know about your planned initiatives and content that support your company objectives.

Use timeline charts to plan your content with full visibility into the current content that makes up your initiatives, with the most important dates exposed to plan against before you even begin executing content. Spot bottlenecks and evaluate resources so your plansaren'tdisrupted.

Best Practices

Initiatives are the foundation for Canvas: Canvas is most powerful when your initiatives represent your strategy and contain the content to execute it. Group the initiatives in your timeline charts by their metadata, such as initiative type, owner, or region, to plan with these details front and center.

Manage access in Canvas at the plan level to ensure that only the correct team members and stakeholders see the plan, and the charts within it.

As your campaigns are executed, reference your timeline charts to track a dynamic view of your initiatives and their content and ensurethey'reon track to meet deadlines.

Expose custom field dates, event dates, and task dates on your timelines to see important dates that let you orchestrate the timing marketing activities, anticipate resource requirements, and understand dependencies.

Leverage shared tasks for the most powerful use of task dates. These are the tasks that are set up in your settings and included with the same task name in workflows across content types. This unlocks full functionality for tasks in Canvas as well as Insights, the calendar, and your catalogs.

How It Works

Navigate to Canvas from the top navigation bar in Kapost. Create a new timeline chart by clicking on the green + button from within the plan youre working on.

You can create a custom timeline chart and choose the initiatives that youd like to see in the chart, or select the template option which will generate a timeline chart that includes all your active initiatives for the year.

When youre looking at a timeline chart, you can either view or edit the chart.

When you click into a chart from a plan, youll enter the view mode. Here, you can:

Click on the initiatives listed at the left (y-axis) of the chart to expand the initiatives details in a panel on the right side of the chart. This panel will show you the initiatives description, owner(s), stage, and the status of content in the initiative.

Click on content titles in this panel to open a new browser tab for that content in Studio.

Scroll your view of your timeline chart manually or by using the arrows at the top left of your chart.

Click on Important dates at the top of your listed initiatives on the left to see details about these dates in the right panel of your screen. Toggle on and off important dates and status by clicking the respective buttons on the top toolbar.

When youre viewing a timeline chart, clicking on an initiative will expand a list of the content in the initiative as well as the right-side panel with the high-level initiative details.

You can click on the button next to the initiative title in the right-side panel to open the initiative in a new tab.

You can edit the information in the right-side panel when youre in editing mode if youd like to update the title, description, owners, initiative stage, and initiative start and end dates; these updates will be reflected in the initiative in Studio.

An initiatives timeframe can also be adjusted by dragging the time-span within the chart.

Expand your charts left-side column when you need to see a longer initiative or content title.

Youll enter the editing mode first when you create a new timeline chart, or you'll enter editing mode in an existing timeline chart by clicking on the Edit button at the top right of your screen.

Kapost Admins and Editors can edit charts by default. Admins can choose whether or not Editors in their instance can edit charts.

Whenyou'vemade your chart edits,don'tforget to click Save before leaving editing mode. To undo any edits, click Discard before saving your chart.

Expand the settings panel by clicking on the Settings button.

Here, you can:

Toggle the Date scale to see a view of a week, month, or quarter on your chart within its timeline range.

Define the Custom timeline range to select the timeframe for your chart.

Enable additional layers to add status and important dates.

Enable content dates to add custom field dates, task dates, and event dates to your timeline chart.

See all the initiatives that are populating your timeline chart and remove them from the chart by clicking the X next to their title. For more advanced options, click Manage, whichll keep you in your timeline chart and expand an area to search for other initiatives to add to your chart.

If youre not using custom field dates in your instancemeaning if your content doesnt have a custom field for date entrythen this optionwon'tappear in the drop-down menu for content dates to add to your timeline.

The toolbar along the top of your timeline chart in editing mode also provides chart management options.

From left to right:

Use the arrows to scroll your view of your timeline chart

Select Today to return to todays date on the timeline

Zoom in or out of your current view

Click Manage Initiatives to add or remove initiatives from your chart

Use the Create drop-down menu to add an important date to your timeline or create a new initiative from within your chart

An initiative created in Canvas will appear in Studio along with your other existing initiatives

The More drop-down menu allows you to view which users in your instance have access toand can deletethe chart.

To enable your content and campaign planning, youll choose the initiatives you want to see in your timeline chart when youre in editing mode.

To add one or multiple initiatives to a chart, click the Manage Initiatives button in the top toolbar or in your settings panel when youre in editing mode.

Search for and select the initiatives to add to your timeline here.

Remove any initiatives youdon'twant to see on your timeline. Removing an initiative from a chart doesnt affect the initiative anywhere else in Kapost.

Use advanced search options to find initiatives to add to your timeline chart:

Initiatives I own to see the initiatives youre working on

In-progress initiatives to see initiatives that are active

Customize your search with more criteria such as owners, types, and custom field values

Adding important dates: Important dates on timelines allow you to mark key dates on your chart. These are dates you want to ensure stay top of mind as your initiatives progress, such as a product launch or a stakeholder meeting. Important dates appears as flags on your timeline charts.

To add an important date, enter the charts editing mode and click on Create from the charts toolbar. Choose Important date, and fill out its details in the modal. Click Create to add the date to your chart.

Important dates that fall within a close time-frame will be grouped together. All important dates and their details can be viewed by clicking on the Important dates button at the top of the left-hand column of the chart, and then clicking a specific date for more details.

Grouping initiatives: By default, the initiatives in your chart are listed to the left of your timeline alphabetically. When editing a timeline chart, you can choose how the charts initiatives are grouped.

Use the Group by drop-down menu above your initiatives list to organize the initiatives by their type, owner, or a custom field value on your initiatives.

Content dates may be surfaced on your timeline charts. You can choose to add custom field dates, task dates, and event dates on content to your timelines to see key upcoming dates to plan against.

Whenthey'readded to your chart, youll see these dates when you click on and expand an initiative in your chart.

Youll see active content dates listed in the charts settings panel when youre in editing mode. You can remove any date by clicking theX next to it.

Add content dates when youre editing a chart from the settings panel from the Enable Content dates menu.

If youd like to add all task and custom field dates to your chart, check the checkbox next to Task dates and Custom field dates in the main drop-down menu.

To select specific dates to surface on your chart, you can select dates individually by expanding the menus for task dates and custom field dates.

Event dates are the start and end dates on an event content type within an initiative.

These dates appear as grey diamonds on your timeline charts.

Task dates are the workflow deadlines on content. In your charts settings panel youll select which workflow tasks on which content you want your chart to display. This lets you control which dates appear, and when some should be removed to declutter a busy timeline.

These dates appear as grey (incomplete), green (completed), and red (incomplete and overdue) circles on your timeline charts.

If there are dates that are close together in your timeline chart, their icon will have a plus on it to indicate that several key content dates are reflected by the icon. Click on the icon to open a list of the clustered dates.

Task dates will only appear on timeline charts on content with workflows that have task deadlines assigned. If a piece of content doesnt have a filled-out workflow with task deadlines, task dateswon'tappear on your chart.

Add custom field dates when youre managing dates within a custom field (not in a workflow task) on content.

These dates appear as grey squares on your timeline charts

If youre not using custom field dates in your instancemeaning if your content doesnt have a custom field for date entrythen this optionwon'tappear in the drop-down menu for content dates to add to your timeline.

Hover over any content date on a timeline chart to expose details about that particular date:

Canvas enables content planners and strategists to build a powerful content strategy and provide awareness into marketing initiatives across their organization.Watch this video to learn how teams use Canvas timeline and matrix charts to create and track theircontent strategy in Kapost.

You can use the cloud to host published documents, images, videos and other file types if youdon'thave another hosting service for files.

If they are hosted on the Kapost Cloud, we will provide you with a published URL and a tracking URL that you can use wherever you need make these document publicly accessible. There is no storage limit in the Kapost Cloud.

The Kapost Cloud is not a substitute for a DAM: you can't pull published content in the cloud into other content youre creating.

If you're trying to publish an image to the Kapost Cloud and see an error message saying there's no publish destination configured, you can resolve this by granting yourself publish permissions to the Kapost Cloud as your publish destination. Manage publish access for the Kapost Cloud in the App Center settings area.

[email protected]

Benefits of Using the Kapost Cloud:If you want to generate a tracking URL (i.e. the bit.ly URL Kapost uses to track downloads and views), a document must be published somewhere (it can't just be marked as published). Since Kapost may not integrate with all tools that you might want to publish content to, Kapost customers can just publish to the Kapost Cloud. Doing so will generate a published URL and a Tracking URL.Republishing to the Kapost Cloud will replace the document without updating the URL (that is the desired behavior). Our recommendation is that you just publish/house all of your assets in the Kapost Cloud (as there is no file storage limit).

If You Don't Use the Kapost Cloud:

If you don't want your documents to live on the Kapost cloud, youwill have to follow the same flow above (again, to generate that tracking URL), but then when you move the document to anotherlocation, you will need to come back into Kapost to update the published URL to match the actual location of the document. That action will also update the tracking URL to point to the document's new location.However, if you want to make changes to the content and republish it, all you should do is mark the content as published and then take the updated document and manually replace the original. This will keep the URLs intact.

The Kapost Cloud provides a more intuitive path for managing document and tracking URLs (which you also may want in the Kapost Gallery) inside Kapost.

If you have any questions, feel free to contact us at .

What Is This Feature?

Content strategists create matrix charts in Canvas to visualize content and initiatives in a grid, featuring drag-and-drop functionality to map out your quarterly or yearly content plan.

How It Helps

Build matrix charts to align key stakeholders and executives on your content strategy, provide visibility into how yourcontent is distributed across your team, see if your planned content is mapping to a strategy, and more!

Best Practices

Organize content in amatrix chart by the content owner to decide who will create which content asset, based on your team's scope and bandwidth.

Share a digital marketing plan with sales and other teams in your organization, and surface key dates to align on content like webinars and events that both customers and prospects will get value from.

How It Works

To create a new matrix chart in Canvas, start by either creating a new plan or jump into an existing plan on your dashboard.Click the green + button or the Get Started button to use a template, create a custom matrix, or a timeline chart.

When you create a custom matrix chart, you'll populate this chart with either initiatives or contents.

here

The first time you create a chart, you'll be taken through a guided tour to learn how to configure it. (You can opt out of the tour at any time.)

Editing a matrix chart:To edit a chart, click the Settings button to toggle the chart settings panel.First, you'll give your chart a title by clicking on the title box.

Next, use the settings panel to customize your matrix chart's columns and rows. Select from the available options for your columns and rows, such as Personas, Buying Stages, Content Stage, Task Deadlines. Use the Switch button to reverse your chart's columns and rows.

Now you're ready to select and manage the initiatives that are included in your chart.Anything you want to see in a Matrix Chart must be associated with an initiative. There are three essential steps:

Select the initiatives you'd like to show data for in your matrix by clicking Manage in the settings panel or Manage Initiatives on the top selection bar. You can search for initiatives using the top search bar or scroll to view the initiatives.

To add an initiative to your chart, click on the plus icon. Initiatives that are available for your chart will be listed in the upper righthand corner. Click the X next to any initiative to remove it.

When you have added your initiatives, click the X in the upper righthand corner to return to your matrix.

Now, within your matrix chart:

You can surface task deadlines or date custom fields in matrix charts in Canvas, as well as select the granularity of your date views (day, week, month, or quarter) along with a date range.

You can limit the field values shown in a matrix chart by selecting/unselecting the checkboxes next tofield values in the row/column sections in the settings panel.

Check or uncheck the box to Enable Status. This view will display how many assets are complete for each initiative or the progress stage of content in your chart.

If you discard or delete a matrix chart, that action will not delete the initiatives or content assets existing in that matrix chart. Click the back arrow to go back to view mode.Click the back arrow again to go to your Canvas dashboard.

Creating content or initiatives within a matrix chart

You can create new content or initiatives when actively editing your Matrix Chart. These newly created assets will be available in Studio as soon as you click Save.

To do this, click on the appropriate cell in the chart, or by click Create in the top navigation bar.

Next, complete the information needed within the module: title, type, initiative, and values for the columns and rows selected in the Matrix. You must complete any other information, including additional custom fields, workflow, and file uploads, in Studio on the individual asset's page.

Remember to click Create. Content or initiatives will not be created in Studio until the chart is saved. They will be designated with a dotted outline until the chart saves, and the content or initiative is created.

Updating data in a Matrix Chart

If you'd like to update the metadata associated with column and row values on content or initiatives while editing a matrix, you can do so by dragging and dropping items into different cells or by clicking on an item and making updates within the details modal.

You can't change the content type, initiative type, or owner within a matrix chart.

Content or initiatives without a metadata tag will show in the last row or column, representing missing information. You can move content or initiatives to the appropriate cells to provide a tag. If an asset or initiative needs to be tagged with multiple values, you can click on the asset and make adjustments within the modal window.

Any data you adjust will only change across Kapost when you click the Save button. Data changes are noted with an asterisk until this occurs.

Read about using manage access functionality in Canvas to learn how to specify which members or groups can own, edit, or view plans and their associated charts, as well as how to share a plan or chart with key stakeholders (including non-Kapost users).

Archived Custom Field Values in Canvas

Teams in Canvas will see archived custom field values as well as current values. Archived custom field values will appear on content in matrix charts in Edit Content modals.

An archived custom field valuecan'tbe applied to content in the modal, but can be removed

Archived valueswon'tappear in the multi- and single-select custom field drop-down menu in the modal

Kapost will let you know if your Canvas Matrix chart contains any archived values.

If there are archived values in a column or row of your chart, youll see the archived icon to the left of the value in the header of the column or row

For Matrix views with custom fields as either your rows or columns, you can drag and drop content into different rows and columns to see the content with updated tags applied. However, youcan'tdrag content into a column or row for archived custom field values.

When you drag and drop content with archived values into a different column or row in your chart, Kapost will alert you that the contents archived value will be removed

Once removed, an archived valuecan'tbe reapplied, and youcan'tcreate new content within an archived value cross-section in your chart, since that value can no longer be applied to new content

Removing archived values in Canvas will remove those values from the content in Studio

This article contains resources and answers to many of our most frequently asked questions about our integration with Eloqua. If you have any questions about how to integrate with Eloqua, read this article.

How do interpret my Eloqua stats?

This article contains definitions for all of our analytics stats, including Eloqua.

It says I'm not connected with any Eloqua instances but I'm connected in the app center!

Most likely, you still need to set up Eloqua as the primary destination for your Marketing Automation/Eloqua content type. Admins can do this by:

Navigating to settings

Selecting Content Types and Workflows

Select the pencil icon on the content type they are using for Eloqua

Adding their Eloqua integration and a primary destination

Can I create files and push them to my Eloqua file storage?

Yes - read more about this functionality here.

How do I "complete" things in Eloqua?

Theres no publish button for landing pages or emails, and an emailcan'tbe published. You can approve a landing page and get a published URL, but if it's an email, Kapost considers it complete when you've checked off all of the tasks in a workflow and it is in the completed content stage.

How do I connect Eloqua to Kapost using Oauth?

Some people connect to their Eloqua instance using an Oauth authentication protocol. You can connect Eloqua to Kapost using Oauth - read more about that here.

If you have any questions about Eloqua that are not answered here, feel free to send at note to your Kapost Customer Success Manager.

Why am I not getting test emails?

Check to make sure you haven't opted out of the Eloqua Contact Database. Opting out of the EQ contact database makes it so that you can't even send test emails to the opted-out user.

This video tutorial discusses why it's important to establish a tagging system (or, a strategic taxonomy) for your content operation, and shows you how to tag in Kapost as well as where your tags show up across the platform.

The following topics are discussed in this video:

[:04] Why Do You Need a Tagging System?

[1:42] Tagging in Kapost

[4:19] Features for Fast Tagging

[5:49] Your Strategic Taxonomy

This video tutorial shares 5 tips for a best-in-class tagging system for your content operation.

These topics are discussed in this video tutorial:

[0:01] Intro [0:19] Align with Business Priorities [2:25] Reinforce the Why Behind the Tags [3:18] Build Team Support [4:34] Appoint a Tagging Task Force [5:42] Take Care of Your Tags Over Time