Onboarding Documentation

  1. Getting started
  2. Content explorer
  3. Scheduling and publishing
  4. Editorial calendar
  5. Analytics
  6. Get in touch with us now!

Getting started

As a part of our service, one of our Implementation Managers most likely already setup your account. If so, free to skip ahead to creating campaigns. Click the Settings tab on the left nav to start customizing your CMP instance.

  • My Settings - Complete your profile with a headshot, update your name, or change your password.
  • Organization - Fill in your organization name, upload your logo, and paste in your brand's hex code.
  • Users - Invite teammates by entering their email addresses. Teams organize teammates based on their roles.
  • Teams - Organize each member into a team that can be associated with a step in the workflow. 
  • Workflows - Build out the workflow that will be associated with each task. 
  • CMS Accounts - Connect with WordPress to publish directly to your CMS from within CMP. 
  • Social Accounts - Authenticate with Twitter, Facebook, and LinkedIn to allow one click publishing to those channels.  

*Of Note - if you do not have all of these options, then you do not have Admin rights on your account. If you need admin rights to change these settings, please reach out to your account team.


Create your first Campaign

Use campaigns to manage your content marketing projects - whether you’re dividing your work up by topic, advertiser, product, geography, event or anything else, it’s up to you! Each campaign has its own Topics and Analytics, so you can drive and track the progress of your content marketing efforts individually.

Add a title, description, select the color of your first campaign

  • Name your campaign depending on how you’re dividing up projects. You may want to set up a test campaign to get used to the Content Marketing Platform.

Select Topics

  • Select the topics that you want your campaign to cover.  The topic field will autocomplete with the topics available in NewsCred’s library. This doesn’t have to be an exhaustive list - you can always add content on other topics or edit the topics list later. If you want to add custom topics, please get in touch with your Account Manager.

Approaches to content marketing vary widely - from the one-person startup marketing team to the large corporate with cross-functional editing and approval processes. CMP’s Teams, Tasks and Workflows are designed to make collaboration as simple and efficient as possible, while making it easy for you to change the way you work at a moment’s notice.​

  • What is a workflow? A workflow is a pre-determined process where a piece of work (in our case social or editorial) is passed from the idea all the way through execution. You can assign a workflow to each type of task (writing, publishing, social post or a generic task).
  • Example workflows: Content Creation (task is assigned to an editor who writes the article) → Editorial (article goes to edit for review, where it can either be passed back to the writer or advance down the chain) → Legal (once the editor approves the article, it goes through legal to make sure it’s ok to publish). → Social (distribute the article once it’s published!)
  • Why create a workflow? The workflow in the CMP solves the problem of copy and pasting stories from one person to another, emailing to the legal department for approval, where it will be marked up. It’s all editable within the CMP, so it’s the same article being passed around and evolving as it goes. Each responsible party receives an alert when it’s their turn to contribute, and either approve or pass back for changes.
  • How to create a workflow: To create your own workflow for a given task, click the Settings button (the gear) in the left hand sidebar, then “Workflow”, “Create New Workflow” and give your new Workflow a name.
  • Now it’s time to decide which people or teams are responsible for each step in the workflow. Click on the first step to select the team or colleague who will be assigned to the first step in the workflow. When a step is assigned to a team, each member of that team will be notified when a task becomes available to complete. When creating a task, users will be able to assign team steps to individual members of the assigned team. If there are more steps to be taken in your workflow before completion, repeat the process.
  • Assigning workflows to tasks:  Depending on how tightly you want to control the workflow around each task, you can assign a fixed workflow to each type of task (Publishing, Writing, Social Post and Generic) or allow the task creator to assign a workflow when setting one up. To assign a fixed workflow, hit Settings > Task Types and use the dropdown menus to set the workflow. To keep it flexible, set the Selected Workflow as “None”.

Task Management in CMP
Assuming you've already set up your workflows, let's dive into the four different types of tasks: Publishing Tasks, Writing Assignments, Social Post Tasks, and Generic Tasks. 

  • Publishing Tasks are the bread and butter of your content marketing efforts - sourcing, editing and publishing a piece of content from Newscred’s library of high quality content. Start a publishing task by selecting a piece of content from the Explorer view.
  • Writing Assignments are used for creating your own content - whether you’re writing think pieces, listicles, or interviews with colleagues and industry influencers, Writing Assignments are how you tell your company’s story.
  • Social Post Tasks are used to plan dedicated posts to your social networks. Use them to announce a new product, ask a question of your fans, or share multimedia content on Facebook, Twitter or LinkedIn.
  • Generic Tasks are designed to be as flexible as possible. Many users don’t assign a dedicated workflow, but rather set them when planning the task. The potential use cases are unlimited, but some examples include hiring a freelance photographer to cover an event, planning next month’s editorial calendar, and changing your brand’s Facebook cover photo.

Content Explorer

The Content Explorer is your gateway to NewsCred’s massive library of over 4,000 sources and millions of pieces of topic-tagged content. When you first click through to the Content Explorer, you’ll find content for each of your campaigns, color-coded.

There are three levels of filtering available in the content explorer - filtering by campaign, by topic, and advanced filtering. Click campaigns and topics to switch them on and off, and use the advanced filtered settings to run a custom search.

Advanced Filtering allows you to more closely select the types of content you want to see, whether you filter by source, date, topic, category, image or language. You can also search by keyword through a given filter.

You can also search your image library through the Explorer, just click the drop down in the top left of the screen. Click on a piece of content to preview it in the sidebar and start a publishing task.

Publishing NewsCred Licensed Content

Once you’ve found that perfect article for your target audience, click the “Start Workflow” button in the content viewing sidebar. Once you've selected a specific workflow, you’ll see a bunch of options - from the top: edit headline, select the relevant campaign, how and where the content will be delivered, and whether you want to post directly to your social channels. 

Depending on how the Content Marketing Platform is integrated with your website, you will either want to publish to a site or feed. If you are unsure about which you should be posting to, contact your account administrator or your NewsCred Account Manager.

Edit headline: click the Edit icon to change the text of the article headline. (Note: for licensed content, it is not legal to change anything in the body of the article.) Add/Edit image: click the image box to swap out or add a hero image. Search for licensed images from Getty, or upload your own.

When publishing to a WordPress site, CMP and WordPress have a two way communication. CMP pulls your predefined categories and tags directly from WordPress, as well as pushing the article over to WordPress. You've got the option to publish now, or to schedule a post to be published in the future, like after hours or weekends. 

Custom Fields: You can set any type of custom field from within CMP. If your website's CMS takes any sort of categorization, you can push that information from CMP by building it into your workflow. 

Editorial Calendar

In the calendar, you can see what’s happening by day, week or month. Get up to speed with today’s schedule for each campaign, upcoming tasks and any events that might impact your content marketing strategy, whether that’s an industry conference or a colleague’s vacation days. Clicking a task in the calendar will bring you to that Task's Detail page. 

There are two main ways to filter the results within the calendar. First is the "Planning" and "Publishing". When on the "Planning" page, the only tasks that are rendered are tasks which are still in the planning phase (unpublished work). The "Published" view only shows tasks that have been published. Another way to filter is by using the "Filter By" which offers some significant granularity. However, if you are interested in looking at a larger number of tasks and looking to export your tasks to Excel, then a better view is  


Measurement and Analytics 

Another feature you’ll spot on the dashboard is an at-a-glance view of your top performing posts and traffic sources for each campaign. To take a deeper dive into your analytics for a specific time period, click one of the campaign on the left nav.

Here you’ll be able to check out aggregate page metrics like pageviews and visitors, where your visitors are coming from, and how your content is performing on social media. CMP’s analytics function isn’t a replacement for Omniture or Google Analytics - but we’ve found that these top-line figures are enough to get most of your team clued in on what’s working and what isn’t.


Tasks sidebar
View the Tasks pane by clicking the inbox button on the bottom of the left rail. This will bring up a list of all your upcoming and overdue tasks. If you’re an admin, the default view is of every team member’s tasks. Use the drop down at the top of the tasks bar to see tasks filtered by team or individual team member.

Every time you or your team is up next to complete a step in a workflow, you’ll get an email from the friendly people at Newscred to let you know that there’s something in your in-tray that you need to act on.

My Assets

In My Assets, you can view and edit all content you’ve created and licensed, as well as the feeds and page templates you’ve set up.


The Stories tab contains all custom content that has been created through the CMP - this could be work done by your team or a freelancer. It also includes all content your have licensed. Click through to edit the article, its headline, or add an image.


Keep track of your uploaded brand image assets here, as well as images you’ve licensed in the past.


View and set up your feeds so you can publish CMP content to any kind of CMS, mobile app, newsletter, etc. Click Export to copy links to the feed’s JSON or XML output, or add a new feed at the top. ​


Product Support 

Got Product Questions? Ask Our Experts

The NewsCred Solutions Engineers provide customers with the highest caliber of technical assistance. Our team knows NewsCred inside and out, and we’re ready to answer your questions 24/7.​

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