Article and Issue Process Guide

Owned by
Stephanie Swalley
Mar 28, 2024
4 min read

Creating an Article:

Content Tab

First, disable the article by ensuring the “Enabled” slider is to the left/grayed out.

  • You can leave the Author First Name, Author Last Name, Start Page, and End Page sections blank.

  • Article Kicker Section

    • You can put the article kicker here.

  • Article Title Section

    • The article title goes here.

    • Once you attach it to an issue, the article title will automatically add the issue to the end after the overnight sync.

  • Article Subtitle Section

    • Here you can place the subtitle.

  • Article Content

    • Here, you can add any images you need to the article.

    • If the images do not display correctly in preview (i.e., too large), you can adjust the image size in Photoshop and upload the image again.

  • Entry Excerpt

    • Here, you can add the synopsis/editor’s note for the except.

  • Entry Body

    • This is where you copy/paste the article text. We have both WYSIWYG and HTML editors.

  • LMS Test Link

    • Leave this blank. It will be automatically populated when the course technologists create the issue.

  • Related Products

    • You can add any related products here. Note: For newsletters, we generally won’t have any.

  • To populate the article information in your text file, copy the relevant portion of the URL. The section should be after “articles/” in the URL and before the question mark, if there is any.

  • Post Date

    • Leave this section alone. The course technologist will make the article live at the right time.

  • Expiry Date

    • Leave blank

  • Once you’re done with the article, go into the HTML. Add the following to the very beginning of the article: <div id="_idContainer000" class="newsletter-article">

  • Then, add the following to the very end of the article: </div>

  • You should be able to close out of the HTML editor and save your article.

 

 

 

 

 

 

 

Categorization Tab

  • Article to Newsletter

    • Select the newsletter the article belongs to.

  • This field is used to ensure each article shows up in the correct RSS feed. It is not used to populate issues.

  • This field can’t be blank

  • Article Keywords

    • Put in the relevant keywords for the article.

  • Placement Category

    • This is to fine-tune where we want the article on the site. For the time being, leave this blank.

  • Related Topics

    • This is where we tag appropriate topics for the article. Hold the control key as you click through the right options to select multiple options.

SEO Tab

Here you can edit/edit any SEO fields you need. You can also edit sitemap options. Note: We will generally not touch this.

Technical Tab

You should not edit this tab. It should populate on its own.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Creating an Issue

Select entries






Select Issues

Hit + New entry at the upper right corner.

Choose the Newsletter the issue is related to







Choose the release date. This will update the title of the issue to “Newsletter Name — Publish Date”

Under Issue Articles, choose the articles associated with the newsletter.

  • To QA/publish the articles, double click an article to open a side panel.

  • Then, click the box and arrow in the upper-right corner of the side panel to open the article in a new tab.

QA the article, then switch the Enabled slider to the right side/green.

Once all the articles are published/QA’d, add the LMS Test Link to the issue Code box. This is the module code from QuickBase (e.g., REL-AHC-AMA-25-08).

  • If this issue is tied to a product choose a product. This will generally not happen for newsletters.

  • Add the PDF to the section titled Issue PDF by either dragging and dropping the file or selecting upload files