Content Items

A content item is a record that contains a draft of the content that is not yet adapted to a specific format, modality, language, and target audience. Based on the content record, you can create content tasks and packages that can later be published.

Create a content item

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To create a Content Item (crm_content) record, complete the steps below:

1. Navigate to CRM → Content Management → Content.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.

Content Item form fields

General

Field	Mandatory	Description
State	Y	Specify the current content state. Available options: Thematic pool – default value. Backlog In progress Correction Internal editing Approval Layout / Editing Published – the content state automatically changes to this value if all related content tasks are in the Published or Canceled state. If there are related tasks in other states, the content cannot be published. Canceled – the content state automatically changes to this value if all related content tasks are in the Canceled state. If there are related content tasks or packages in the Published state, they need to be canceled before the cancelation of the content through the manual change of the State field value. If the content is Published, you need to change its state to another one before the cancelation.
Expedite	N	Select the checkbox if the content should be published faster.
Blocked	N	Select the checkbox if the content is blocked.
Name	Y	Add the title of the content.
Marketing message	N	Specify the marketing message for which you create the content. When you add child content from the Child Content related list on the content form, the field is completed automatically with the marketing message specified in the parent content. You can change this value.
Publication date	N	Specify a date on which the content should be published.
Master content	N	Specify the main content that the current content complements.
Related content	N	Specify content items related to this content. For instance, those that have the same subject. You can specify more that one record.
Link to document folder	N	Specify a link to the document folder for the content in the connected SharePoint instance.
Link to draft	N	Specify a link to the content draft for the content in the connected SharePoint instance.
Author	N	Specify the employee that created the content. The employee that created the record is automatically added to this field. You can change this value.
Literary editor	N	Specify the employee responsible for editing of the text.
Designer	N	Specify the employee who designed the content.
Layout designer	N	Specify the employee responsible for the content layout.
Proofreader	N	Specify the employee responsible for proofreading of the text.
Subject-matter expert	N	Specify the employee responsible for the the subject-matter expert review of the content.
Content structure	N	Add a description of the content structure. You can use text formatting tools and add images to this field. If the content structure is specified in the Communication objective, this field becomes inactive.
Service/Product	N	The service or product promoted by the marketing message. The field is completed automatically when Marketing message is specified.
Pain	N	The client pain that the marketing message targets. The field is completed automatically when the Marketing message is specified.
Recognition ladder step	N	The step of the recognition ladder which the target audience of the marketing message stands on. The field is completed automatically when the Marketing message is specified.
Differentiator	N	The differentiator which the marketing message is related to. The field is completed automatically when the Marketing message is specified.
Communication objective	N	The marketing message communication objective. The field is completed automatically when the Marketing message is specified.
Recognition ladder transition problem	N	The problem of transitioning through the ladder of recognition that the marketing message aims to solve. The field is completed automatically when the Marketing message is specified.

Draft

You can insert links, images, and other formatting elements in the left input half of the fields of this section. The text with the formatting applied will be displayed in the right half of the field with the help of the CRM MD Beautifier widget. Read more about the functionality in the article about the widget.

Field	Mandatory	Description
Markdown text	N	Specify text of the future publication in Markdown.
Source materials	N	Specify the sources and materials on which the content is based.

The following widgets are displayed on the content form after saving:

• The Activity Feed widget in which you can leave Additional Comments.
• The CRM Information that displays State, Master content, Subject-matter expert, Author.

Related lists of the Content Item form

• Child Content – the list of content records for which the current record is the Master content.
• Content Tasks – the list of content tasks created from this content record.
• Content Packages – the list of content packages created from the content tasks related to this record.
• Publications – the list of publications for the content packages created from the content tasks related to this record.

Automatic generation

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You can generate the value for the Markdown text field of a content item automatically using the B2B CRM-Ainergy itegration. When the integration is configured, the Generate draft UI action appears on the form of a created content item. Click it to save the record and using AI generate a value for the Markdown text field.

caution

The prompt sent to the AI uses the data from the Marketing message, Content structure, and Source materials fields. Some of the used marketing message field values reference other records. The list of used referenced data from the marketing message:

Marketing message field	Field of the referenced record used in the prompt
Service/Product	Descriptiion
Communication objective	Name
Pain	Name, Implication
Differentiator	Name
Recognition ladder transition problem	Name

To achieve the best results at the generation, you need to fill in those fields in the content item, marketing message, and the records that it references. Otherwise, the results may not be relevant to the content item.

The generation may take some time, during which you need to keep the tab with the record open. Other users cannot edit the record during the generation. If they open a record during the generation, they see a corresponding message.

At the completion, the Markdown text field is filled in automatically with the generated value. If the field contained another value, it is overwritten. If the result suits you, click Save to apply the changes.

Decompose content

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The form contains the Decompose button that opens the Decompose content modal window. In this window, you can select all formats, languages and target audiences which you need to adapt the content for. The content task and package records will be created automatically for all intersections of the selected values. Some of the fields will be filled in by default for the created records:

Field values of the Content tasks created by decomposition

Field	Value
Subject	The subject is generated automatically according to the following template: [Content format] Content name.
Content format	One of the formats specified at the decomposition.
State	Thematic pool
Content	The content for which the task is created.
Responsible	The employee who decomposed the content.
Assignment group	The group specified in the Content task group field of the specified Content format. If the Content task group field is empty, the Assignment group is also empty.

Field values of the Content packages created by decomposition

Field	Value
Name	The name is generated automatically according to the following template: [Content format, Content language, Target audience] Content name.
Content language	One of the languages specified at the decomposition.
Target audience	One of the target audiences specified at the decomposition.
State	Thematic pool
Content task	One of the content tasks created at the decomposition
Responsible	The employee who decomposed the content.
Assignment group	The group specified in the Content package group field of the specified Content format. If the Content package group field is empty, the Assignment group is also empty.

After the creation of content tasks and packages, the publication records may also be created automatically. The publications are created for the content distribution channels that meet all of the following requirements:

• Is managed = Yes;
• Content language = the language specified in the content package;
• Target audience = the target audience specified in the content package;
• Main format = the format specified in the content task;
• Sales direction = the sales direction of the marketing message for which the content is created;
• Service/Product = empty or corresponds to the service or product specified in the marketing message for which the content is created.

Field values of the Publications created by decomposition

Field	Value
State	Draft
Content distribution channel	The content distribution channel that meets the requirements described above.
Content package	The content package that is to be published to which the found content distribution channel is suitable.
Assignment group	The group specified in the Publication group field of the specified Content format. If the Publication group field is empty, the Assignment group is also empty.
Responsible	The employee specified as Responsible for publications in the selected content distribution channel. If not specified, the current user is selected as Responsible.

Cancel unpublished content tasks

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If you need to cancel unpublished content tasks related to a content item, use the Cancel unpublished button on the required content form. In the modal window that opens, click Confirm to complete the action. When you do this:

• The related content tasks that have not been Published become Canceled.
• If the content is not Published, it becomes Canceled.