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Settings - Initiative Types and Templates Overview

Initiative Types and Workflows is a setting in Kapost where initiative types can be configured. Initiative types are used as the shell or container for an initiative and 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. 

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