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

Once clicked, the Story Editor will open and you can begin to create your Story. All of the following parts of creating your Story will be explained below: Author, Title, Subtitle & Summary, Body Text, Story Image, Publish Dates, Categories, Distribution Settings, and Content Actions.

At the top of your screen, you will see the Author and Title headers.


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.


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:

  1. At the top of the Story Page.

  2. Inside of the Subscribers’ News Digest.

  3. On your Content Archive page.

Under the Title, you have the option to ender a Subtitle & Summary.

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, you will have a maximum of 250 characters, and you will not be able to style or format the text.

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).

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.

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, check out this article.

Pro Cerklers Tip: You can play videos inside of the Story by embedding the videos’ code inside of the text editor and you can use Gifs!

Below the text editor, you will see the Story Image and Publish Dates headers.

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.

Please Note: If the image you add 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.

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

  • Drag your image file into the Story Image upload box.

  • Click Choose Image and select an image from your computer.

  • Paste the image URL where it says enter image URL.

Pro Cerklers Tip:

  • The Story Image size is recommended to be 1500x1000px jpg, png, or gif.

  • The maximum image upload size is 1600kb.

  • When uploading an image from your computer, we recommend 500kb or less for the best quality images. This is because any images above this size will be compressed and may lose quality.

  • The max file size for gifs is 1000kb.

Once you have uploaded your image, you will be given the option on the top right corner to crop your image to your liking. When a GIF is cropped, it will lose its animation feature.

Please Note: Once you have cropped your image, you will have to upload a new one to include parts of the image that you initially cropped out.

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.

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 Stories best fit a Subscriber's interests. As Subscribers read more Stories, 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 manually, you will need to tag your Story with the appropriate Categories.

You can tag your Story with Categories by doing either of the following options:

  • Type in the Categories of your choice and select them from the populated drop-down options. Pro Cerklers Tip: After you have entered or selected a Category, use the drop-down menu to see how many Subscribers have learned interest in that Category.

  • 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 having interest in during the personalization process because they are set inside of your Content > Controls.

Please Note: You can add as many Categories to the Story as you would like.

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 about the options inside your Distribution Settings, check out this article.

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.

To learn more about how News Digests work, check out this article.

If you have any questions at all, don't hesitate to reach out to us at or use the chat bot in the bottom right-hand corner of any page for a quick answer.

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