Content Creator Guide
This guide offers a snapshot of Gain's functionalities to quickly get you started creating and publishing social posts in Gain. Gain helps your team collaborate on a shared calendar and centralize feedback from your stakeholders, getting you the thumbs-up from the right people before any content goes live. Let's dive in!
Jump Ahead
- Set up your profile
- Create and manage content
- Send content for approval
- Schedule and publish content
Before you get started
Before diving into Gain's features, let's cover some key points:
- Workspaces: Workspaces are spaces to organize your content in Gain. The account owner or administrator can create and organize them by brand, client, team, country, or project. Every workspace has its calendar, which you can easily share with your clients or stakeholders. If you manage multiple clients or brands, we highly recommend creating a workspace for each!
- Team Member Roles: By default, team members join workspaces as Publishers. Publishers can schedule and publish social posts, upload files, send content for approval, and more. Click here to learn more about user roles and permissions.
Set up your profile
When an admin or the account owner invites you to collaborate, you'll receive an email invitation. Follow these steps to set up your profile:
- Click on the invitation link to set up your password.
- Gain will redirect you to the Workspaces dashboard, where you'll see the workspaces you've been granted access to.
Note: If you don't receive an invitation, check your spam folder or contact support@gainapp.com. You can also double-check with your IT team that emails from @gainapp.com are allowed.
You can access your Personal Settings and additional features by clicking on your initials in the upper right corner. Here are some options you can explore:
- Personal Settings - Reset your password, upload a profile picture, or enable Two-Factor Authentication (2FA) for added security.
- Notification Preferences - Choose your notification delivery method, and more. Check out this article for more details on the various notifications Gain sends you.
Create & manage content
As a Publisher, you can create and schedule social posts and upload files. To start, access your calendar and hover over a date.
- Click on the "+" icon to create a new post.
- Select a social profile.
- After you save your post, you can duplicate it to other social profiles, schedule it, or send it for approval.
Once your content is approved, Gain auto-schedules and takes care of publishing for you. You can also schedule content by clicking on Schedule if you want to skip the approval process.
Learn more about scheduling for specific social channels
Important: Only the Gain account owner or administrators can connect social media accounts. To learn more about connecting social channels to a workspace, click here.
Uploading files
You can upload most file formats to Gain (such as PDFs, photos, videos, slide presentations, and spreadsheets) and organize them in Folders. You can send files to your stakeholders for approval and add them to social posts.
The quickest way to upload is to navigate to the Gallery view in your workspace and drag and drop a file. You can bulk upload up to 25 items at once. Once your files are processed, you can:
- Select a folder to save them to.
- Add a publish date (optional).
- Add a description with notes for your team or stakeholders.
- Add Content Tags: You can use tags to categorize or filter content in Gain.
- Rename files in numerical order. Example: Special Sale 01, Special Sale 02, Special Sale 03, etc...
Tip: You can use creative assets in folders to create social posts. If you want to learn more about folders and managing files, click here.
In Gain, your content progresses through different phases, including stages like Pending Approval and Scheduled. The colored circles on the calendar help you see the status of your posts at a glance. Visit this link to delve deeper into content management, custom views, and the content workflow.
Send content for approval
Select items to send for review and click To Approval from the action bar.
- All the content you send for approval will change from "Draft" status to "Pending Approval." Learn more about the content workflow
- Your stakeholders will receive an email notification when you send content for review. The email includes a login link that takes them straight to their approval queue.
- In the Notification Center "🔔," you can check if an approver has requested changes or approved. Click on the Content ID # to access the specific content item and see their comments.
- When someone requests changes, the content status changes from Pending Approval to Revision. When content is in revision status, you can make changes and send content back for final approval. Learn more about managing change requests from stakeholders
- Gain tracks all the activity – such as comments or revisions made by stakeholders – in the Activity section of the content, and the approval process in the Approval section. You'll see the user's name under each approval round, accompanied by a color that indicates the status:
- Orange if the stakeholder requested changes.
- Yellow when content is pending their approval.
- Green after they've approved.
Click here to learn more about sending content for approval and monitoring progress.
What's next?
You can explore our help center to learn more about Gain or you can contact our Customer Success team for a personalized training session if you already own an account. If you have questions, you can chat with us from Gain or email support@gainapp.com. We're here to make your transition to Gain as smooth as possible! 👋🏽