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Gallery Settings - Idea Submission, Salesforce Mappings, and Permissions

To access Gallery Settings navigate to the Gallery and then Gallery Settings in the upper right hand corner. 

Idea Submission

The Gallery Idea Submission feature allows Gallery users to easily submit ideas for content from the Gallery. This gives users a structured way to submit ideas for needed content based on their observations. They can be confident that their idea is going directly to the people responsible for planning, creating and distributing their content. This feature gives Gallery users and Studio users a way to communicate.

Note: Users must have a Kapost login/membership to access this feature. For instructions on how a user would submit an idea click here.

Idea submission is the first tab in the settings section.  You'll first need to  decide if you'd like to set up Quick Submission or Crowdsource Form/Content Type. Follow the appropriate instructions to set up the type of submission you decide is appropriate.

Crowdsource Form/Content Type

  1. Choose the Crowdsource Form/Content Type you'd like to set up permissions for in the Crowdsource Form section of the settings page
  2. Then choose the appropriate type of audience that should see that Content Type/Crowdsource Form as their default.  Options include:
    1. Groups: Groups are previously defined in the "members" tool. For instructions on how to create groups, click here.
    2. Roles:  Kapost user Roles include Admins, Editors, Contributors and Consumers users.
    3. Users:  Specific users can be named.
  3. Choose the appropriate Users/Groups/Member roles.
  4. Click on Add Another and repeat steps 4-6 to add additional Content Types/Crowdsource forms with different permissions.

Quick Submission

  1. Go to the Quick Submission Section of the settings
  2. Choose which Users, Groups, or Roles you'd like to make the quick submission form available to.  Options include:
    1. Groups: Groups are previously defined in the "members" tool. For instructions on how to create groups, click here
    2. Roles:  Kapost user Roles include Admins, Editors, Contributors, and Consumers users.
    3. Users:  Specific users can be named.

Users not identified within any category will not see the Add New Idea button.

Quick Submission vs. Crowdsource Form/Content Type

There are two types of idea settings - Quick Submission and Crowdsource Form/Content Type. 

  • Quick Submission Idea Settings: When a user clicks Add New Idea, they will be brought to a pop up window to add the topic and idea description. Once submitted, that idea will flow directly into the Kapost Studio idea catalog where it can be rejected or approved and turned into a content asset that can be added to the Gallery. 
  • Crowdsource Form/Content Type Idea Settings: When a user clicks Add New Idea, they will be brought to the Content Type/Crowdsource Form you have configured for them. That idea will flow directly into the Kapost Studio idea catalog where it can be rejected or approved and turned into a content asset that can be added to the Gallery.  Instructions for configuring Crowdsource Form/Content Type Idea Submission are above.

 

Salesforce Mappings

This is the second tab in the settings area and where you can set up content recommendations if you use the Salesforce Gallery App.  This will allow Kapost to recommend content on lead, contact, and opportunity records in Salesforce.  Click here for detailed instructions on how to set up Salesforce Mappings.

 Permissions 

This is the third tab in the settings area and allows you to set permissions for who can manage the Gallery as well as who can see insights in Gallery.

User Permissions

By default admins will be the only user type who can manage the Gallery.  This includes creating collections and adjusting their settings, organizing content into collections, and more.  If you'd like editors to also be able to manage the gallery, you will check the box in this section.

Gallery Insights Permissions

By default, Gallery users will not see any insights information.  These insights can help your Gallery Users understand what's resonating with their contacts.  To enable this feature for admins, admins and editors, or everyone choose the appropriate setting.  These insights appear as a tab on your content in Gallery.  See below for a preview of what Gallery insights look like.

 

 

 

 

 

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