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Full Suite: Glossary of Kapost Terms

Archiving Content and Initiatives: Archiving assets allows you to retire assets without deleting them. Archived content and initiatives are in read-only mode preventing any edits.  Assets that are archived can be unarchived at any time to make edits.  You will not see content assets or initiatives anywhere except in the Archived folder and custom reports. Kapost WILL keep running analytics on archived content.  For more information on analytics on archived content, please read this article.

Assigned To Field: Assign any user of Kapost to this field in any content asset. They will be considered the Author of the content asset and these assets will appear on that user's dashboard. This field is a filter in the content catalog and calendar areas of Kapost.

Calendar: Initiative, content, and event dates can be viewed and shared in a calendar format.  Common uses are to create a publish calendar and share that calendar with important stakeholders.  

Content Type: Documents, videos, collateral and any other marketing assets you create.

Crowdsourcing: Crowdsourcing lets you gather ideas from external audiences (those without Kapost logins) via an online form. Crowdsourcing forms are accessed and shared using an external link. Ideas submitted via the form flow directly into your ideas tab inside Kapost and must be approved before they can move into content production.  Common uses for for gathering requests from other teams or sourcing ideas from a wider audience that your content team.

Custom Fields(Metadata tags) These tags/fields let you capture unique data about your content that is specific to our company’s needs. This data makes it easier to filter, find and run reports on content and can also support your production process by capture key data needed to complete production tasks. Examples: Product Line or Video Script Text.

Field Tags: This is an all encompassing term used to explain custom fields as well as non-custom fields in Kapost like Initiatives, Personas, and Buying Stages. This term displays in the bulk actions menu of the Content Tab in Studio as well as the Content Details and Manage Content pages in Gallery. 

Ideas: Ideas capture concepts for future content creation. All submitted ideas will need to be approved before turning into content.

Initiative: Multiple assets can be grouped together into an initiative.  Initiatives typically represent a larger project, marketing initiative, campaign or theme.  For example you can group together all assets that support an event or product launch.  

Initiative Templates: Initiative templates automatically add content asset shells to an initiative making it easy to run standard initiatives over and over.  These templates add multiple assets in one click increasing efficiency for initiatives that you run frequently such as a standard product launch.  

Initiative Type: Create different types of initiatives to categorize your groupings of content.  For example you might have product launches or web events to as initiative types.

Instance: Your company’s custom Kapost URL address.

Publish Button: Click this button in any content asset to utilize direct publishing to destinations integrated with Kapost like CMS, YouTube, Slideshare, etc or to set the status of content to Published.  This is an important step in finishing the production of any asset.  

Submit Button: Click this button in any content asset put the asset into a submitted status.

Workflow: Workflows are defined for each Content and Initiative Type. Workflows contain a set of tasks. You will be assigning task owners and deadlines to each task to provide visibility and accountability throughout the Content asset’s production lifecycle. Workflow tasks will help inform on the status of assets in multiple places including the editorial calendar.

Smart Deadlines: A Smart Deadline is a deadline that is set to be dependent on another task. The Smart Deadline will auto-populate a deadline based on the other task's deadline or completion date.  It is possible to link a Smart Deadline to any other task in the Workflow.

Smart Tasks: A Smart Task is a task that will automatically get checked off when a specific action is completed. Smart tasks help to automate the workflow. 

Stages: Identify the status of your content as planned, in progress, or complete by changing the content status for individual assets.  The Stage will automatically change to In Progress when the first task is checked off and you will be prompted to move the stage to Complete when the last task gets checked off.  You can always override this automation.  

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