Creating Posts

Users can create posts to present long-form text documents with customizable formatting that can be viewed by users and shared with other users via social sharing tools. Administrators can track the activity and popularity of a post to gain greater insight into the effectiveness of the shared content. Posts are a great way to author rich searchable content that can be shared with all employees across your organization as well as with customers and partners.

Requirements

To create posts, users must be assigned one of the following permissions:

• Administrator System Role permissions
• Article Type Publish Access
• Article Type Contribute Access

Understanding User Roles and Publishing

Content Creation Workflow

Contributors: Can create and edit their own posts but cannot publish them without approval

• Must notify a publisher or administrator to publish their post when approvals are not enabled
• Must submit posts for approval when approval workflows are configured

Publishers: Can create, edit, and publish posts within article types they have publish access to

Administrators: Have full access to create, edit, and publish posts across all article types

Creating Posts

Accessing Post Creation

As Administrator:

1. Navigate to the Setup Home page
2. Click Create > Articles
3. Click the desired Article Type
4. Click New Post

As Publisher/Contributor:

1. Navigate to the article type's tab for which you want to create a new post
2. Click New Post

Initial Post Setup

1. In the Subject field, enter a name for your post
2. Optional: Enter a summary of your post in the Summary field (up to 380 characters)
   • This summary is used in list views and RSS feeds
   • If no summary is provided, the first 380 characters of the post content will be used
3. Click Create

Content Creation Interface

Basic Post Information

Subject: Edit the post name in the Subject setting at the top of the Content pane Path: Configure a unique URL for the post

• Creates a custom web address for direct linking
• Should be descriptive and SEO-friendly

Rich Text Editor

The main content editor provides comprehensive formatting capabilities:

Formatting Tools: Use the formatting bar for text styling including:

• Bold, italic, underline, strikethrough
• Font styles, sizes, and colors
• Lists, alignment, and indentation
• Tables, links, and special characters

Rich Media Integration:

• Upload from Computer: Add images, videos, and documents directly from your device
• Magentrix Server Assets: Select files stored on your Magentrix server (Administrator access required)
• Internet Links: Link to external content and documents
• Image Editing: Resize images directly in the editor by clicking and dragging corners
• Advanced Options: Double-click images to access settings for CSS styling, hyperlinks, and link behavior

Source Code Access: View and edit HTML source code for advanced formatting control

Post Settings Configuration

Author and Classification

Author:

• Defaults to the post creator
• Can be changed by searching and selecting an appropriate author
• Useful for content created on behalf of others

Category:

• Select the category for post organization
• Categories must be created in the Article Type's Categories tab
• Helps users discover related content

Language:

• Select the post language if your organization supports multiple languages
• Defaults to the user's language preference
• Users see posts in their default language first
• Note: Languages must be added and activated in Language Settings

Tagging System

Adding Tags (if tagging is enabled for the article type):

1. Click the Tags sidebar
2. To add new tags:
   • Click New Tag
   • Enter a tag name
   • Click OK
3. To add existing tags:
   • Search in the Search Tags field
   • Click on suggestions in the Popular Tags area

Tags improve content discoverability and enable users to find related posts across the platform.

Geographic Location

Map Integration (if "Show posts on map" is enabled):

1. Click the Location sidebar
2. Set Location:
   • Search by postal code, address, or intersection
   • Drop a location pin on the map
   • Zoom in/out using scroll or +/- symbols
   • Click and drag the pin to adjust position
3. Click Update to refresh latitude and longitude information
4. Zoom Level: Configure visibility level for the map pin
   • Low numbers: Pin only shows when map is zoomed in close
   • Select 0 to display at world level view
   • Useful for filtering noise when many posts exist in one area
5. Click Save

Note: Your browser may prompt for location permission when opening the editor with map functionality enabled.

Advanced Post Configuration

Settings Tab

Summary Configuration:

• Enter a detailed summary (maximum 380 characters)
• Used for preview displays and RSS feeds
• Appears in list views before users click to read the full post

Post Enclosure (Media Preview): Choose how media appears in list views and RSS feeds:

• From the Post: Select from media embedded within the post content
• Picture: Upload a new preview image
• Video: Add embed code or URL for video content
• None: No media preview displayed

Comments Tab

Comment Management:

• Review all comments submitted on the post
• Mark inappropriate comments as spam when needed
• Publish comments when comment moderation is enabled
• Engage with readers and encourage community interaction

Revision History Tab

Version Control (if enabled for the article type):

• Browse all post revisions and review complete history
• See who published each version and when
• Compare different versions of the post
• Revert to older versions if needed

Activity Tab

Post Analytics:

• Visits Chart: Compare this week to last week's traffic
• Detailed Activity Log: Review comprehensive event history including:
  • Page visits and user engagement
  • Revision history and publication events
  • Comment activity and user interactions

Attachments Tab

File Attachments (up to 14 attachments per post):

Upload from Device:

1. Click Attach File
2. Select the file and click Open
3. Configure visibility settings

Link External Files:

1. Click Link File
2. Enter a descriptive name in the Subject field
3. Enter the file URL in the URL field
4. Optional: Check Private to make attachment invisible to other users
5. Click Save

Attachments are useful for sharing complementary documentation, resources, or materials related to the post content.

Approval History Tab

Workflow Management (if post approvals are enabled):

• View submission and approval status
• Submit posts for approval review
• Track approval workflow progress

Publishing and Preview

Preview Functionality

Before publishing, click Preview in the Content pane to:

• View how the post will appear to readers
• Check formatting and media display
• Verify links and attachments work correctly
• Test mobile responsiveness

Saving and Publishing Options

Save as Draft:

• Click Save to store the post without publishing
• Allows for further editing and review
• Posts remain private until published

Publishing:

• Administrator or Publisher: Click Publish to make the post live
• Contributor: Must submit for approval or notify a publisher when approvals are not enabled

Best Practices

Content Creation

• Clear Subjects: Use descriptive, searchable post titles
• Effective Summaries: Write compelling summaries that encourage users to read the full post
• Consistent Tagging: Use standardized tags across similar content for better discoverability
• Media Optimization: Ensure images meet minimum size requirements and are optimized for web viewing

Organization and Access

• Category Selection: Choose appropriate categories to help users find related content
• Language Configuration: Set correct language settings for multilingual organizations
• Geographic Relevance: Use location features when posts have geographic significance

Quality Control

• Preview Testing: Always preview posts before publishing to catch formatting issues
• Attachment Security: Verify document sharing permissions before attaching files
• Version Management: Use revision history to track important content changes

Creating effective posts requires attention to both content quality and technical configuration, ensuring that valuable information reaches the intended audience through proper organization, formatting, and accessibility settings.

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