Content Packages

A content package is a content task adapted for a specific target audience and language.

Content packages

Create a content package

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To create a Content Package (crm_content_package), complete the steps below:

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

Content Package form fields

General

Field	Mandatory	Description
Name	Y	Specify the content package name.
Target audience	N	Specify the target audience of the content package. A target audience is a group of people that the content targets.
Content language	N	Specify the language to which the content is localized.
Responsible	Y/N	Specify an employee who is responsible for the content package. The employee creating the record is selected automatically. You can change this value. If the Assignment group field is completed, the current field becomes non-mandatory.
Assignment group	N	Specify a group, responsible for the work on this content package.
Description	N	Add a description of the content package.
Link to document folder	N	A link to the document folder for the content in the connected SharePoint instance. The field is completed automatically when the Content is specified.
Link to draft	N	Specify the link to the content package draft.
State	N	Specify the current content package draft. Available options: Thematic pool Backlog In progress Correction Internal editing Approval Layout / Editing Published – the content package enters this state automatically when a related publication is created. Canceled
Content task	Y	Specify the content task from which the package is created.
Marketing campaign	N	Specify the marketing campaign to which the content package is related.

Draft

You can insert links, images, and other formatting elements in the left input half of the fields of this section using Markdown. 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 CRM MD Beautifier article.

Field	Mandatory	Description
Markdown text	N	Specify text of the future publication in Markdown.

The Activity Feed widget is located on the form. It is displayed after the first saving of the record. You can use it to leave Work Notes and Additional Comments.

Related lists

• Publications – the list of publications for this content package.

Automatic generation

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

caution

The prompt used by the AI contains a request to rewrite the value of the Markdown text field of the parent Content task for the Target audience and Content language specified in the content package. The prompt also uses the Description of target audience. To achieve the best results at the generation, you need to fill in those fields in the content package and content task records. Otherwise, the results may not be relevant to the content package.

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 the 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.

Content languages

Add records of the Content Language (crm_content_language) table to categorize content packages by the languages to which they need to be localized. You can create a content language from the form of a new or existing content package. To do so:

1. Navigate to CRM → Content Management → Content Packages and click New or open an existing record form.
2. Click next to the Content language field.
3. Specify the language Name and click Save.

Target audiences

Add records of the Target Audience (crm_target_audience) table to categorize content packages by the target audiences for which the content needs to be adapted. You can create a target audience from the form of a new or existing content package. To do so:

1. Navigate to CRM → Content Management → Content Packages and click New or open an existing record form.
2. Click next to the Target audience field.
3. Specify the Audience level, optional Description, and click Save.