Who can use this capability
Admins, Designers, Authors, and Contributors in Content Automation need to know Content Automation terminology.
Content Automation glossary of terms
Learn important Content Automation terms.
Admin: A user with unrestricted access to all areas within the Content Automation platform. Admins are the only users that can add users, edit teams, and access the account settings tab.
Announcement: These are customizable messages composed in the Content Automation platform. Announcements can be sent to all users and teams or specific users or teams. Once sent, the users will receive an email.
Author: a user with access to edit and change particular inputs and assets within a document based on a template the client created for use.
Active Template Variation: A template variation published to the template library, making it available to end users.
Content Automation Asset: Image resources that can be uploaded into Content Automation templates. This may include logos, social media graphics, illustrations, photography, etc.
Content Automation Asset Library: The asset library is a central repository for all the images, logos, and icons used in your documents.
Content Automation Approval: Approval is given by your default reviewer when they are satisfied with how your document looks. Most documents require approval before the creator can export, download, print, or share the collateral.
Content Automation Tag: Tags are labels you create to meaningfully group teams so you can efficiently manage the content they have access to.
Content Automation Template: Templates are files that are a starting point when creating documents. Templates contain pre-formatted elements to help you design your collateral according to your brand's style guidelines. Each template is populated with and controlled by several Inputs that allow users to edit the document's content.
Designer: A user who can build templates for users within their organization. Designers have edit access to all projects and their documents, as well as access to the assets and templating tabs.
Documents: Documents can be created by users from their available suite of templates. Documents are individual pieces of collateral that live inside a project folder, e.g., brochures, web ads, signage, business cards, social media tiles, etc. These documents can be edited based on inputs available in that template. Documents may require approval to be exported, downloaded, shared, or printed.
Export: Documents converted to their finished file format, e.g., HTML files converted into PDF documents.
Export Delivery Method: Ways users can send exported documents to third-party services, e.g., professional printers, asset management tools, and email marketing platforms.
External Contributor: Either a Content Automation user or someone without a login who is given temporary access to a project to collaborate on documents with you under a limited scope of use.
Featured Slide: The notification banner at the top of the projects screen communicates organization announcements to Content Automation users.
Format: Formats are a set of dimensions and a file format in which your template will be exported. The job of a format is to constrain a template to the set defined dimensions and to export it as the correct file extension.
Input: An input is a globally accessible tag that allows authors to populate a Content Automation document with content. Various types of inputs can be utilized to help make documents as customizable or as stringent as necessary. Inputs come in different types, which are appropriate for other forms of content.
Masquerading: Allows Admins to assume a user's account to undertake actions such as troubleshooting and approving documents.
Project: Projects are folders that house a selection of a user's documents.
Project Kit: A project kit is a folder that contains a preset collection of templates that authors can use as a starting point when creating their projects.
Public Link: A URL that allows non-Content Automation users to view documents.
Review: To assess something to approve and to allow users to export their document(s). The assessment may also involve instituting change/s to the document on the user's behalf and requesting changes before approval.
Reviewer: The user who reviews a document, determining if it can be approved or if it requires changes to be made before it can be approved and therefore exported.
Reviews Inbox: Other team members' documents you have been requested to review.
Reviews Outbox: Documents you have created and asked be reviewed by another team member.
Review Summary: A request’s history - including activity and changes made.
Requester: The user who requests a document to be reviewed for approval.
Smart Input: Predefined data that can be automatically populated into a template to prevent a user from manually entering the content, e.g., a business email that automatically gets added to all marketing collateral.
SSO (Single Sign On): Single Sign On allows users to authenticate and log in to multiple platforms using a single login. An organization typically allows this so the user can only log in once and access services without re-entering authentication factors.
Team: A selection of users belonging to a specific department, location, or sub-brand.
Template Library: A central repository where your organization's active template variations are stored in the Content Automation platform. This is where you will find and add a new template to your project.
Template Variation: A template variation is a different version of a template that can be used as an alternative starting point for a document. Template variations allow Admins to restrict users' input choices or change a template's default content. This will enable Admins and designers to tailor a single template to multiple user bases and use cases.
Workflow: A series of actions performed in a particular order to complete a process or task.