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How to Create/Edit a Story
How to Create/Edit a Story

Create Content, Stories, News Digests, Personal Digest, Create New Story

Carly Toyzan avatar
Written by Carly Toyzan
Updated over a week ago

To create a Story, go to Content, then click the red megaphone icon (Create a Story icon) on the left side of your screen.

To edit a Story which already exists, click the Pencil icon under the story image in your Content hub tables.

Once clicked, the Story Editor will open and you can begin to create or edit your Story. All of the parts of your Story will be explained below.

Author

Depending on whether or not your Instance has Authors toggle on inside of Content > Controls, you may not see the Authors header.

Toggled Off

You will not see the Authors header. When toggled off, the Story created in your Instance will show as being authored by your Organization.

Toggled On

You will see the Authors header. When toggled On, you can use the drop-down list to select an author for your Story. The authors you can select from are the Author Profiles created inside Content Controls.

To read more about Content Authors or learn how to toggle Authors on/off inside Content Controls, check out these articles.


Title

You can add a Story title by typing in the field where it says Make it Memorable. When writing the title, you will have a maximum of 85 characters, and you will not be able to style or format the text.

This title can be seen in all the following places:

  • At the top of the Story Page.

  • Inside of the Subscribers’ News Digest.

  • On your Content Archive page.


Subtitle and Summary

Under the Title, you have the option to ender a Subtitle & Summary. The Subtitle & Summary gives your Subscribers a good idea of the Story’s content before reading, so they can determine if it’s something they are interested in reading more about.

This text is used as the summary text in your News Digest and as the subtitle on Stories in your Content Archive. When writing the Subtitle & Summary, there is a maximum of 250 characters, and style or formatting are not available.

Please Note: If no text is entered, a portion of the article will be used for the News Digest summary.

In the screenshot below, you can see what the Subtitle & Summary of your Story may look like inside of the News Digest (depending on your Subscribers layout preferences).


Body Text

Under the Subtitle & Summary section, you will see the place where you can enter the content of your Story.

Inside the text editor, you have a variety of formatting and styling options in the tool bar. There are a lot of customization options here and we encourage you to check out all the tools at your disposal.

To learn more about the text editor capabilities, please review: Story Text Editor Overview.


Story Image

Your Story Image is the image that represents your Story inside of the Subscribers’ News Digest, at the top of the Story Page, and on the Content Archive page.

You can add your Story Image by doing any of the following:

  • Drag and Drop your image file on your device into the Story Image upload box.

  • Browse: Select an image from your computer's local files.

  • Image Gallery: Select from an Image which has already been uploaded to your Image Gallery.

  • Import from URL: Paste the image URL where it says enter image URL.

The Story Image size is recommended to be 1500 x 1000px, or a 3 X 2 ratio.

Supported file types include:

  • .JPEG/.JPG

  • .PNG

  • .GIF

The maximum image upload size is 1600kb. The max file size for a .GIF file is 1 MB.

If an image is not added when published, when shared via News Digest, an image will be randomly selected from your Image Placeholders set under Settings > Branding.

Please Note: If an image is less than 150px wide, the image will be visible on the Story Page, but it will not be added to the News Digest. This is because anything smaller than 150px wide will become very pixelated inside the Digest.

Edit a Story Image

After an Image has been added to a Story, there are several options available to replace, refine, or edit the image.

You can rename your Story Image and include updated alt-text. Alt-text provides descriptions of images for readers utilizing accessibility tools.

Hover your cursor over the image for additional options including:

Remove & replace the image

Click the Garbage can icon to remove the image, and reselect a new image.

Add to your Image Gallery

Click to save the image for future use in your Image Gallery. For more information, please review: Add Images to the Image Gallery - Add From Content Story Images.

Before you click to Add To Gallery, we recommend that you review and update the Image Name and Alt-Text. By default, whatever is set as the Image Name and Alt-Text in the Story Image details will be saved to the gallery.

Crop your image

For more information, please review: How to Use the Image Cropper


Publish Dates

Under the Publish Dates header, you can select the date and time your Story is published and the date and time it will expire.

You can select the date and time for your Publish Date and Expiration Date in one of the following ways:

  • Manually inputting the date and time into the text box.

  • Use the blue calendar icon (located to the right of the text box) to select a date and time. When the calendar opens, you can select the date from the pop-up and you can click the clock icon (located in the bottom left corner of the pop-up) to select your time.

If you do not want your Story to expire, you can make it evergreen. To do this, toggle Doesn't Expire (Evergreen) ON underneath the Expiration Date box. Please Note: We recommend only making a few Stories evergreen, so your News Digests will not send out Stories at a later date when they are no longer relevant.


Categories

Under the Categories header, you can select the Categories of interest that are related to the Story you created.

Categories are used to identify which pieces of Content best fit a Subscriber's interests. As Subscribers read more Content, our AI learns what they are interested in and will funnel more relevant Content into their News Digests.

To learn more about Categories, check out this article.

When creating a Story, you will need to tag your Story with the appropriate Categories. You can tag your Story with as many Categories as you like by doing either of the following options:

  • Type in the Categories of your choice and select them from the populated drop-down options.

  • Select any of your Organization Categories that best fit this Story from the Category lists below the drop-down box. These are the Categories that your Subscribers can select interest in during the personalization process and they are set inside of your Content > Controls.


Distribution Settings

If you click the blue gear icon (located in the upper right hand corner of your screen), your Story's Distribution Settings will open.

In the Distribution Settings, you can determine who, how, and when Subscribers will get your Story in their News Digest.

To learn more, please review Story Distribution Settings.


Content Actions

Once you are done creating your Story, or you want to save it so you can finish later, you have the ability to preview your Story, save it as a draft, or publish it.

Below, each of the action options are explained:

  1. Preview: This will open a pop-up modal where you can view what your Story will look like on the Story Page and inside the News Digest.

  2. Save as Draft: This will save your Story as a draft, where you can then view or edit it by going to the Content > Drafts page.

  3. Publish: Depending on your Team Member permissions, this button will do one of the following:

    • If you do have Approve Content permissions: Clicking Publish will move the Story to the Content > Approved page where it will become eligible for News Digests.

    • If you do not have Approve Content permissions: Clicking Publish will move the Story to the Content > Queue page for a Team Member with Approve Content permissions to approve and make it eligible for News Digests.


If you have any questions at all, please don't hesitate to reach out to us at support@cerkl.com or use the support Chat toward the bottom right-hand corner of any cerkl.com page.

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