Creating Content Workflow

Created by Josh Ball, Modified on Tue, 12 Sep 2023 at 09:04 AM by Josh Ball

Create a strawman of content using either the Word document that you have or a PPT slide

  1. This allows you to track changes or add change notes to the document creating a final version.
  2. You are able to map out the FLIP structure at this stage as well, i.e., how many decks there are, how many cards will be in each deck, the name of the category the decks live in, and if there need to be larger content buckets (bookcases, & collections).

Convert the content into FLIP

  1. Once your structure is mapped out, you can create that in the FLIP admin portal.
  2. Use the Top-Down Method: The best practice is to create your content top-down, i.e., deck line>deck>cards. This method ensures you are nesting each level of content in its proper place, and will not need to search or create the larger containers after the fact.
  3. Copy and paste your text from your original Word/PPT doc into your cards.

Set up a review group (need a list of names and emails for reviewers) – Our team can help set up the initial review group for you

  1. Create a connection that is meant for just your review team. The best practice is to title it something like "company name reviewer" or "project name reviewer".
  2. Assign each review team member with the connection.

Added Review connection to the content in FLIP

  1. Assign each card with the same connection. You can assign the connection to all the cards in a deck simultaneously on the deck screen by checking the box next to the word "title" in the header just above the card list.

Make edits based on Feedback

  1. Once all of your content has been implemented into the platform and the review team has taken a look. The admin can create a printable version of the deck(s) for the reviewers to make notes on. On the deck screen on the right-hand side, there is a "print deck" button. This will bring up a printable version of the deck and all of the cards within. Just highlight everything and copy and paste it into a Word document.
  2. The admin can take that marked-up document and make changes to the content in the platform.

Review/QA again

  1. After all of the changes have been made, the team can review the content on the platform once again.

Set up audience group connection (names and emails) – Our team can set up the connection for you

  1. When the content is approved, create a "live" connection for an audience group. Make sure to have a clear naming convention.
  2. Assign the connection to the audience. You can assign it one person at a time or create a connection sync.

Added connection to the content when ready to go live

  1. When you are ready for the audience group to see the content, assign the connection to the cards.

Send out email marketing/push notifications if necessary

  1. We recommend sending out some type of communication to the audience group that the content you just created is now live and visible on the platform.

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