Within the Content Manager you can create, edit, publish, and segment content. Basically all your content creation dreams! Create a new story, event, a need, or share a link to an article you think your audience would like. Here you can find all the ins and outs of the Content Manager. 

Table of Contents

General Info
Content Manager > Approved
Content Manager > Approved > Calendar View
Content Manager > Queue
Content Manager > Drafts
Content Manager > Content Archive
Content Manager > Sources
Content Manager > Controls
Content Manager > Creating Content
Content Manager > Creating Content > Distribution Settings
Content Manager > Creating Content > Publish Need
Content Manager > Creating Content > Publish Event
Content Manager > Creating Content > Share a link

General Info

Search bar: allows you to search by titles, categories, or source


  1. Filter by Publish Date: allows you to view stories that have a publishing date within a certain time period. 
  • Today: Subscribers since Midnight
  • Last week: Subscribers the previous Monday-Sunday
  • Current Week: Subscribers the current Monday-Sunday
  • Last Month: Previous Calendar Month (If it's currently March, this will show all of February)
  • Current Month: Current Calendar Month
  • Custom: Select two dates and it will show all subscribers between those two dates

2. Filter by Expiration Date: allows you to filter by when the story expires
3. Filter by Categories: allows you to filter by the categories your content is listed under
4. Filter by Segment: allows you to see content that is accessible to a certain segment.
5. Filter by Content Source: Allows you to see the content that comes from a certain content source.
6. Filter by Post Priority: allows you view the content based on normal delivery, top story, or as a required piece of content.

  • Normal: Based on audience interest
  • Top Story to everyone: Sent to everyone as first story
  • Required to everyone: Sent to everyone

7. Filter by Content Type: allows you view the content by need, event, or link.
8. Include Evergreen Content: Includes all content that is never scheduled to expire
9. Include Expired Content: includes all content that is no longer available to your subscribers


  • Post Title: This will sort content by the title of your story. 
  • Source: This will sort content according to what external source the story comes from. 
  • Publish Start: This will sort content in order of when their publish date started.
  • Expiration Date: This will sort content in order of when they are due to expire.
  • Post Title: name of the content
  • Published Expiration: Shows the date it was published and when it is meant to expire
  • Categories: All the categories the story is associated with
  • Source: The content source the story comes from, if any

Content Manager > Approved

  1. Approved: All content that is already available to your subscribers or are going to be available to your subscribers
  2. Calendar View: view all your approved content through a calendar.
  3. Bulk Actions:
  • Delete Content: allows you to delete everything that is checked from your content archive and ensures that the links to the stories no longer work
  • Expire Content: Makes these stories unavailable to be sent in your newsletters and remove them from your content archive.
  • Add Segments: Allows this story to only be available to specific segments
  • Delete segments: Removes any segments that are currently only allowed to see this piece of content.

4. Edit Content (purple pencil): Allows you to edit the story
5. View Content: Shows you the content from your content archive or your content source
6. Share a Link to This Story: Allows you to share a link to this story to anyone who may not be subscribed to your Private Cerkl or anyone who is not in the segments the piece of content is restricted to
7. Delete Content: Deletes story from your approved content

Content Manager > Approved > Calendar View

  1. Green Content: indicates the content’s publish date
  2. Red Content: indicates the content’s expiration date. 
  3. All available content is listed under each day. By clicking into your 'Other Available' stories you can quickly see the types of stories as well as previews of the content.
  4. Table View: Only available when in Calendar View, allows you to go back to the default table view of all content

Content Manager > Queue

  1. Queue: Content from your content sources that is waiting to be approved for your subscribers when "moderation" is toggled on for the content source. This will also have stories created by members set as moderatee. 
  2. Delete Expired Content: Deletes all expired stories
  3. Expanded View: allows you to view queued in expanded form. Here, you can also edit interest categories directly from the Queue rather than having to go into the story itself to edit them. Click on the dropdown arrow on the right side of the categories to see all of your options or click on the X next to a category to untag the story.
  4. Check Box Under Sort By: allows you to select all and bulk delete or bulk approve items
  5. Edit Content (purple pencil): allows you to edit the story
  6. Preview Content (blue eye): allows you to preview the story
  7. Copy Content: allows you to copy the story to be used as a template for another
  8. Approve Content: moves content from queue to approved
  9. Delete: deletes story from your queue and the system

Content Manager > Drafts

  1. Drafts: Content that has not been published
  2. Search Bar: allows you to search content by title, category, or source
  3. Edit Content (purple pencil): allows you to edit the story
  4. Copy Content: allows you to copy the story to be used as a template for another
  5. Delete: delete story from your drafts

Content Manager > Content Archive

Content Archive:

 All of the content available to all of your subscribers

  1. Icons Under Org Name: All of your social media channels and websites you make available to your subscribers
  2. Icons on the Left: gives you the ability to share across your own social media accounts
  3. All News, Updates, Needs, Events: filter by different kinds of content
  4. Search Bar: Search your content
  5. My Preferences: Takes you to Cerkl’s settings
  6. Content: Each piece of content will contain the story image, title, and the day it was published. Clicking on a story will take you to the full story.

Content Manager > Sources

  1. Sources: Different feeds your Cerkl is pulling from to add content. These will be sent to your queue if you set moderation on in the individual feed’s settings. Otherwise, it will be sent to your approved content.
  2. Toggle: Allows you to turn RSS feed on and off
  3. Add New Source: Allows you to add an RSS Feed as a content source. If you don’t have the direct feed, add a URL and Cerkl will try to find the associated feed.
  • Title: Name of the content source
  • Associated with: Items pulled from this content source will be associated with this author
  • URL: The URL of your content source
  • Content Expiration Days: Allows your content to expire after a set amount of days. If you select “Use Default Expiration Days in Controls,” the expiration days will be the same amount as you selected in your controls.
  • Enable source: When toggled, allows Cerkl to read from the source.
  • Moderation: When a content source is moderated, all content from that source will be sent to the Queue to be approved or rejected. Approved content will be published to their Content Archive and be eligible to be sent in newsletters while rejected content will be removed from Cerkl.
  • Link Tracking: When toggled, Cerkl will add tracking parameters on this feeds stories.
  • Include Categories: Automatically attaches exactly the specified categories to each story pulled from the feed.
  • Exclude Categories: Prevents a story from being pulled in if has a matching category

4. Edit (Purple Pencil): Editing features associated with content sources
5. Delete (Red Trash Can):
Allows you to delete the RSS feed from your content sources

Cerkl's software checks for new content at the top of every hour 24 hours a day, 7 days a week.

When the feed is first added, the initial pull has no time limit, but rather an item limit of 15 items. Then at the top of every hour, Cerkl will pull in new items with a limit of 10 stories. Thus, your Cerkl is limited to pulling in 10 new items per hour. Also, the items must be at least an hour old from the time the processor runs to the time Cerkl pulls in the content.

If you think Cerkl may not be pulling in your content correctly from one of your content sources, visit the feed to make sure everything is running smoothly. If the dates on the stories are incorrect, out of order, or in the future, Cerkl will only pull in the item listed at the top of the feed.

Content Manager > Controls

  1. Controls: Your content settings
  2. Categories: Up to 20 categories that are relevant to your organization that subscribers will rate their interest in when completing the onboarding email. These categories will be used to help inform the Cerkl AI to send the most relevant stories to each subscriber.
  3. Show Authors: When on, content will be published with author. If off, the author will be seen as the organization
  4. Moderation: Team members added when this is toggled on will automatically be set to “moderatee,” meaning any content they create will go the queue rather than approved
  5. Auto Generate Categories: This will allow for our system to look at the feeds for categories if you have added fewer than 3 categories.
  6. Default Expiration Days: This feature will allow for you to set an amount of time after the publish date before the story expires. You can still edit this on an individual story if you would like to change it. You also have the option to keep content evergreen by default by checking the box next to “never expire.”
  7. Get Content Archive Link: This option only appears for private Cerkls.  Allows you to share a link to the Content Archive to your Cerkl.

Content Manager > Creating Content

Publishing a Story

  1.  Preview: By clicking “preview” in the top right corner, you will be able to view what your content will look like from your audience’s point of view. You can also view what this content will look like on its standalone page. This allows you to make any necessary adjustments to make sure your audience stays engaged in your stories.
  2. Author & Title: Author gives credit to whomever wrote your story. You can choose for your audience to see that your organization’s Cerkl posted it, or you can set the author as one of your team members.
  3. Subtitle & Summary: Adding a summary to your stories is a great way for your subscribers to preview your content. The Traditional and Headlines Plus newsletter formats include summaries alongside stories. The limit of your characters for a summary is 250. If you decide not to include a summary, Cerkl will automatically grab the first few sentences from the body of your story. 
  4. Body: This is where the body of your story lives. You have formatting options that allow you to make sure your story looks exactly how you want it to.
  5. Story Image: The image at the top of your story and in your emails. A 1500x1000px jpg, png, or gif is recommended. If no story image is added, an image placeholder will automatically be placed for your story. 
  6. Publishing Start Date: The default settings for the "Publish Start Date and Time" of your content is when you create the story. If you have content that has a future release date, change the "Publish Start Date and Time" to match that release date. If you have content that should only be available to your audience for a specific amount of time, be sure to change the "Publish End Date and Time" to reflect your intended expiration date. 
  7. Evergreen Content: A piece of content that never expires.  This means that it will live in your content archive and will continue to be available to be sent in your newsletters in the future.
  8. Categories: Cerkl uses categories to help deliver content to subscribers that are interested in that content. Relevant and consistent categories help us deliver the right content to the right subscribers.

Content Manager > Creating Content > Distribution Settings

Yellow gear at the top right of the screen, allows you to change settings for how your content is sent out.

  1. Posting Priorities: This allows you to control to whom you want the content to be sent and where it will be in your automated newsletter.
  • Based on audience interests: This is what we recommend for most content. It will send stories out to subscribers based on their chosen interests and their interactions with past stories. This where Cerkl shines in understanding what content your subscribers want to engage with.
  • To everyone: will ensure that all subscribers receive this story somewhere in their newsletter.
  • To everyone as the first story: will guarantee that this piece of content shows up as the first story in everyone's newsletter regardless of their interests.
  • How many times: This will allow you to choose if you want that piece of content to appear in everyone's newsletter just once or multiple times. If multiple times is selected, you will be asked to select a "Pinned Date". This content will appear in every newsletter until the selected pinned date. 

2. Segments: Segments you would like to send a piece of content to. You can check one or multiple segments for each piece of content. You have the ability to search for these segments in Cerkl by simply using our "search for segments" search bar.

  • Restrict to these Segments: There is also an option to make sure that a certain piece of content is only sent to specific segments. You can make this adjustment by flipping the switch on.  This will ensure that the content is only viewed by the segment of your choice.

3. Comments & Aptly:

  • Allow comments: Turning this on will allow comments to be posted on your stories
  • Show in Aptly: will allow your specific piece of content to be shown in Aptly when the toggle is on.

Content Manager > Creating Content > Publishing Event 

Publishing an Event allows you to share an event with your subscribers. Here, you can send them a link where they can register, list the event location, and the date and time the event is occurring. You can access everything you can would under publishing a story.

Here are how events show up in automated emails:

  • The “Upcoming Events” section does not show up in a subscriber’s very first newsletter.
  • When a new event is added, it will first populate in the subscriber’s newsletter as a story - by design so events will be shown to each audience member based on how engaging the event would be to that person. To bring extra attention to your event, mark it as a “Top Story” to push the event to the top of their newsletter.
  • In the second newsletter a subscriber receives, the event will be pulled into the "Upcoming Events" section.
  1. Event Registration URL: Where subscribers can register for the event
  2. Event Location: The location of the event
  3. Start Date & Time: The day and time the event begins
  4. End Date & Time: The day and time the event ends
  5. Time Zone: The time zone you want your event 

Content Manager > Creating Content > Share a Link

When you enter an story link through “share a link,” you are able to share a story through your Cerkl from a specific source. This can be done by simply entering an Article URL. Here, you are able to edit everything you could when creating content except the body of the story. 

  1. Article URL: The link for the specific article you would like to link
  1. Check Link: Takes you to the original story URL
  2. Link Tracking: Allows you to track the link by adding tracking parameters. When someone clicks the URL, it will go into google analytics as a view of the page from an email with Cerkl as the source.
  3. Article URL: The original URL for the story

Content Manager > Creating Content > Publish Need

Publishing a Need allows you to specify a certain goal of things you need from your subscribers. This feature also allows you to set an end date of when your goal needs to be reached. You are also able to access everything you would under publishing a story.

  1. Quantity Needed: The amount needed
  2. Needed By: The date the goal needs to be reached by
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