Settings: Content Tab

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.



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 Initiatives Mandatory 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 until required 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 stages required.

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.


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

  1. 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.
  2. 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.
  3. 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.



The Categories section is overviewed in this article.

Custom Button

The custom button is explained in this article.

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