Content Hub Settings Part I

Asset Manager Back-end for White Label owners

Kate avatar
Written by Kate
Updated over a week ago

As an admin and the master account owner, you have the ability to manage the post ideas in the Content Hub settings. This feature allows you to keep your content distribution consistent and control who has access to it. In this article, we will guide you through the steps to manage Content Hub. Click on the top right corner to see the Content Hub settings. Please note that only the platform admins can use Content Hub. If you require access, please contact your Success Manager.

Here is a typical set of functionalities that you can see within the Content Hub Settings.

  • Templates

  • Categories

  • Labels

  • Events

  • Graphics Editor uploads

  • Graphics Editor categories

  • Brands

  • Analytics Export

🔸 Templates 🔸

The Templates section is behind the Post Ideas library. This is the back-end where you can do plenty of things, such as :

  • Create new templates or upload them in bulk, edit, copy, etc.

  • Filter templates by category or activity and sort them by the most/least used.

  • Activate or deactivate them by checking the checkbox.

  • Assign Labels and Meta Tags.

Regional permissions

Organization super admins and admins can manage all content templates in the Asset Manager. If you have a structure that includes regional admins, we can set up the permissions to allow them to edit the content available to their region while keeping the content for other regions untouched.

Regional permission management will make it possible to provide different compliance rules for different regions so representatives from different regions can share content with confidence, knowing the brand is protected, while also saving your marketing team time and resources.

Not only is this possible with the templates upload, but you can also upload objects in the Graphics editor, knowing that you stay compliant and on band. The objects would be divided by country, and, for example, European content would be hidden from North America or vice versa.

How do I add a template?

As mentioned above, you can do it manually one by one or upload posts in bulk. Bulk upload helps you to upload multiple files at once, which need to be accompanied by a CSV file with your file title, caption, tags, and countries for which this asset is available. 

🔸 Here is a typical flow on how to add a template manually.

  1. Click Create New at the top to open the composer.

  2. In the Title field, enter the name of a template that should help users locate it.

  3. In the Text field, enter the post copy, including any links if needed. Please note the character count limit for each social network.

  4. In the Meta Tags field, enter the meta tags that will help users locate the template. It will improve the searchability of the content. Enter the word or phrase, click Enter on the keyboard, or add a comma to separate the tags. Tags can be added to the assets that users can edit based on regional permissions. Category and subcategory (folder and sub-folder names) will be added as default tags.

  5. In the Image field, you can upload an image, video, or PDF file or create an editable image via the Editor. Click Upload to select a file, keeping in mind the format limitations while doing it. The maximum supported image size is 5MB. If you wish to create a multilayered editable template, Click Editor to create one from scratch. If you want a carousel, please note that one asset can contain only one image, so you can create a carousel in the post editor form at the scheduling stage. To do that, upload the necessary images one by one. PDF files can't be edited once uploaded. 

  6. Add a URL to the External link box if you want.

  7. Select the necessary category. The latter stands for a folder in the asset manager for end users.

  8. Select countries to make it available for users who have pages in different countries. If this field is left blank, the template will be available to all countries.

  9. Select a Brand if you have pre-set any previously. Find out more about Brands keep reading this guide. 

  10. You can also add Labels for additional analytics on template usage.

  11. In the bottom part of the composer, you can decide if you want to hide the time frame to set availability and expiration dates on this asset to control its use. This will help you show assets connected to a special offer just for a specific timeframe.

  12. When your post is complete, tick the Active checkbox if you want to see the post live or leave it unchecked if you want to save the template as a draft, and then click Save. If you select the Active option, you will see the template live in the Post Ideas library. If you did not activate the template when you created it, you can activate it later via Template Dashboard.

How do I edit a template?

  1. Click on Edit to the right of the template.

  2. You can change the Title, Image, Text, Tag, Category, and Active/Not active status.

  3. Click on the image, open it in the Editor, edit it if needed and click Use.

  4. Save the template once everything is ready.

📝 Please note that every template is a separate entity, so if you have the same template in a different folder, you would need to edit each template separately because they are not grouped together.

How do I copy a template?

  1. Click on Copy to the right-hand side of the template.

  2. Fill out the necessary fields.

  3. Click on the image to open it in the Editor, edit it if needed and click Use.

  4. Click Copy once everything is ready.

📝 Please note that you would need to copy the templates one by one.

How do I Activate and Deactivate Templates?

  1. Select the necessary templates on the left side by clicking checkboxes.

  2. Click Activate to set them live. This means they will be immediately visible to all users within the Content Hub.

  3. Click Deactivate to hide the templates from Post Ideas. This means they will only be visible within the Content Hub Settings and admins that have access to it.

📝 Please note that deactivated templates will be available within Content Hub and can be reactivated or reused in the future.

How can I Delete Templates?

  1. Create a Trash category.

  2. Move the deactivated templates that you do not plan to reuse to this Category.

  3. Email your success manager to clear the folder, or we will clear it once a quarter.

  4. Deleted templates cannot be restored.

You can bulk tag and bulk label assets in the upper right menu bar. There, you can see two buttons: Add Meta Tags and Add Labels.

  1. Select templates that you want to tag or label.

  2. Hit Add Meta Tags for tagging or Add Labels for labeling.

  3. Enter the tags or labels

  4. Hit Save.

🔸 Categories 🔸

In the Categories section, you can create folders and sub-folders with the 3 tiered hierarchy and see the list of the existing ones. It will help you organize your content better. Better folder organization mean less time wasted on searching and finding needed assets and more time getting stuff done.

To create the category:

  1. Click on Create New.

  2. Enter the Title and select whether it is in the Primary Category (folder) or Subcategory (subfolder).

  3. Click Add.

To reorder categories, just drag and drop them in the menu. The top categories will be shown first. It is recommended that the visibility of the categories in Content > Post Ideas is always checked.

📝 Please note that a category cannot be deleted if there are templates in it. When all templates in the category are not active, the category is automatically hidden from the Content Hub.

🔸 Brands 🔸

Most resellers, brands, and multi-location companies can benefit from this functionality. You can hide certain assets from specific users, share a set of assets with specific users, or share the same asset with distinctly different groups of users. In the Brand section, you can see the list of brands that were created. There, you can create new brands and activate them to be accessible via the Templates section in Content Hub, location settings, and filters within Post Ideas.

How do you assign Brands to locations?

To show users the correct assets, the location owners should assign visible brands to users. It should be done via location settings but can also be automated via SSO. To assign a brand:

  • Choose the location to which you would like to add the brand and open its settings.

  • Add the necessary brand in the appropriate section.

Important notes:

  • There are no limitations on the number of Brands that can be assigned to the location.

  • Only location owners can assign brands.

  • Brands should be created via Content Hub settings, and Active to be available in the location settings.

How do you assign a Brand to an asset?

  • Open Content Hub settings.

  • Click Create New in the Templates Section to open the Composer. There you will see Title, Image, Text, Tag, Category, Brand, Active/Not active.

  • Add the brand name into the Brand Section.

📝 Please note that if no Brand tags are added, the asset will be available for all users.

In our next article, you will learn more about other sections of the Content Hub settings, such as Uploads and Categories in the Graphics Editor, Events and Analytics export.

If it was helpful, give it a 😃 reaction. In case you have any other questions, feel free to message us at [email protected]

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