WELCOME TO KAPOST. Kapost Content Gallery: Getting Started Guide for Admins. Kapost Content Gallery

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1 WELCOME TO KAPOST Kapost Content Gallery: Getting Started Guide for Admins Kapost Content Gallery

2 Kapost Content Gallery: Getting Started Guide for Admins Thank you for becoming the newest Kapost rock star! This guide will help you get started quickly with the Kapost Content Gallery. You will find tools to fully leverage the software so you can easily enable your teams to consume your content. Simply put, your Kapost Content Gallery contains all your content assets, grouped into Collections of your choice. Content can be previewed, shared, or downloaded. You can also create Collection Groups to share privately inside your company, or publicly to customers. In the Kapost Content Gallery you will be able to: Upload and Organize Content in a Centralized Place Tag and store all your assets in one reliable place so your team members can easily find and access your content. Create and Curate Collections for Specific Teams Place relatable assets into groups of Collections that pertain to certain teams. Group your content into Collections such as Top Content of the Week. Share Your Content Amplify your brand messaging in the marketplace by sharing your Gallery with your teams via internal websites, Salesforce, or direct links for your consumers to bookmark. Gain Insight into Content Performance Built-in internal reach metrics show you how your content is being used. 2

3 Steps Towards Success Accept Kapost s Invitation and Explore! Your organization has its own custom URL which we call an instance. Login by clicking on the Join Now link in the from Kapost and create a unique password for yourself. We suggest you bookmark your instance so you never lose it. If you did not receive an with this invitation, please implementation@kapost.com. Create Your First Collection Collections are a great way to group content together by audience, topic, or other specifications. Start by thinking of your intended audience within your company. If it s your sales team, what type of content do they need access to? How do they group the content in their minds today? You can create multiple Collections for each audience. We suggest limiting it to 4-6 Collections per audience. If you re not sure of your audience(s) yet, feel free to create a Collection that includes all content to get you started. You can add additional, segmented Collections later. 3

4 Update Your Settings Before you start adding content to your newly curated Collection, you ll want to confirm some settings in the platform. Your instance is preset with settings our top users find to be most successful. As you play around, determine if these best practice elements represent the way your team wants to show content in Kapost, including: Content types (blog, customer story, ebook) Metadata tags or custom fields (region, product, audience) Customers usually keep most of the best practice settings for content types, but everyone needs to customize the metadata tags (custom fields) to be relevant to their team s way of organizing content. The metadata tags or custom fields are important for your audience to be able to filter and search for content. You can create specific filters for each Collection. For example, your sales team might care more about filtering by product and region, while marketers care most about persona and buying stage. To modify the default settings to your liking, click here to read more. If you need further help, contact your Kapost team member to modify these updates for you. Add Content With your settings updated, you can start adding completed content to the platform. Click the upload button to add content by drag and drop or upload its published URL. We suggest you adjust the content type and custom fields for each piece of content so your audience can easily find it. You can also update the thumbnail and provide talking points for your intended audience. Find the uploaded asset in your content list and click on the cog wheel on the right side of that asset to enter content settings. If you have more than a few pieces of content to upload into the platform, we suggest taking advantage of our Bulk Uploading services. Book time with your Kapost team member to get started. A member will guide you along to load groups of content. 4

5 Share Collections with an Audience(s) Once you have at least one Collection with a piece of content loaded, it s time to think about how your audience wants to access those Collections. Collection Groups are like your music playlists that include similar bands or genres that you would like to share with your colleagues. For example, for your field marketers, you might have a Collection Group that includes the Collections: Gated Content, Customer Stories, and Translations. They will share this Collection Group with their respective sales teams. Think About Where is it easiest for your colleagues to find Collections? You can embed your Gallery into internal websites, Salesforce, or distribute links to get content in the hands of your sales teams and internal audiences. Reach out to the Kapost team if you need guidance on sharing the Gallery. Learn more here. Gain Insight into Asset Performance See how often your teams are viewing, downloading, and sharing your content. Check out your internal metrics by selecting the App selector icon in the upper right hand corner and click on Insights. INSIGHTS 5

6 Reference Guide Creating Collections A Collection is a grouping of related content assets. Collections can be arranged around initiatives, product line, or can be curated for a specific purpose such as most popular content. 1. Navigate to the Gallery Settings page by clicking the Manage Content button. 2. Click the New Collection button in the left navigation bar. 3. Enter a title for the new Collection and click Create Collection. Upload Content to the Kapost Content Gallery 1. Select the Manage Content icon in the right hand side of the Gallery Collections page. 2. Click the green upload icon in the top right corner to upload. 3. Either drag and drop, upload a file from your computer, or enter the asset URL. 4. Click Done or the X after all files have been uploaded. 5. Use the cog icon to adjust the settings for an individual content asset. Set the download and share options, the content type and custom field values, a thumbnail image, and talking points for the asset. Add Content to a Collection: 1. Make sure All Content is selected on the top left. 2. Select content asset(s) by clicking on the asset title(s). 3. Drag and drop asset(s) into the appropriate Collection. A content asset cannot be added to a Collection twice, but it can be added to multiple Collections. 4. To remove content from a Collection, click on the Collection, select the asset, and click the trashcan icon. 5. To modify the settings of a Collection, click on the Collection and select Settings. Specify the filtering options for the Collection and establish content rules to alert you when relevant content for this Collection is added to the Gallery. Tip Assets can live in multiple Collections, and you can add them to any Collection you like. If you make a change in the asset s content, it will be reflected everywhere it lives. 6

7 Create Collection Groups A Collection Group contains multiple Collections. A best practice is to create a Collection Group for each of your audiences. 1. Navigate to the Gallery settings page using the Manage Content button. 2. In the lefthand navigation bar, select the Add Collection Group icon and enter a Collection Group title. 3. Select the desired Collections by clicking on each Collection card. 4. Click Create. Share Collection Groups Only Collection Groups can be shared. There are two methods for sharing your Collection Group: external URL or through embedding. 1. Click into the Collection Group and click Share in the top right side of the screen. 2. In the Share with others drop-down menu, flip the switch to allow a non-member to access the link without a login. 3. Click URL to copy the URL link. Click Embed to find the embed code. Understanding Insights Kapost Content Gallery Insights provides you with internal reach analytics. You can see how often are your internal teams are: Viewing assets Sharing assets Downloading assets Access the Gallery Insights from the Applications menu at the top of your page. 7

8 Kapost Content Gallery: Getting Started Guide Kapost Content Gallery View: Update your profile CONTENT GALLERY The Kapost Content Gallery is where completed marketing assets live. Group your assets into Collections so your team can easily find and share content. Search for content in Collection Inside a Gallery Collection: Gallery Collections are groups of content around specific initiatives, campaigns, themes and projects. Click inside a Collection to access its marketing assets. Tip! Find assets quickly by using the filter options Asset View: Tip! share content on social media or Preview Share Favorite Download Have questions about Kapost Content Gallery? Talk to us at help.kapost.com 8

9 Kapost Glossary Learn these terms so you can speak like a pro Kaposter in no time! Instance: Your company s custom Kapost URL address. Content: Any marketing asset you create. Collection: Grouping of related content assets. For example, you may create a Sales Enablement Collection and include all content assets that would assist the sales team with their goals. Collection Group: A combination of Collections that can be shared via external URL. For example, you may share the Sales Enablement Collection and Customer Webinars Collection together in one Collection Group with your sales team. Metadata tags (Custom Fields): These tags/fields let you capture unique data about your content that is specific to your company s needs. This data makes it easier to filter, find, and run reports on content. They can be adapted for your team. Examples: Product Line, Vertical, Region Insights: Internal reach metrics that help you understand how your content is being shared internally through the Kapost Content Gallery. Content Type: Powerpoint, blog post, white paper, videos, etc. Once a content asset is uploaded into Gallery it should be turned into the appropriate content type. The content type dropdown menu is a list of the different types of marketing assets you produce. Filter by content type to find content more easily. Content types can be adapted for your team. 9

10 Kapost Content Gallery: Getting Started Guide What Next? 1. V isit the Kapost Help Center. Visit help.kapost.com for a series of articles and videos to help you learn the Kapost system quickly. As you become a Kapost pro you may have questions or want to learn best practices. The good news is that we have a community of Kaposters ready to network with you. Visit help. kapost.com to search or ask any questions you have. 2. G ain Access to the #1 Resource for B2B Marketers. Our marketers love to share B2B marketing insights and news that will keep you on top of your game. Subscribe to our weekly content Marketeer newsletter to receive the latest B2B marketing news at marketeer. kapost.com.