Content creators guide

Gain brings content and approvals together in one place. With all your marketing assets in one place, regardless of where you need to publish them or which team worked on them, you and your stakeholders can see the big picture. Think of Gain as your team’s automated traffic manager, notifying the right people at the right time, gathering feedback from everyone, and moving the process along until everything is approved and published.

Before you get started

There can be multiple workspaces under a single Gain account. Workspaces will contain file folders, and social channels–all your files and social posts show up in a calendar or list view.

By default, team members join workspaces as Publishers. Publishers can create, edit, and export content. Additionally, they can send content for approval to other users, receive content to approve and review, schedule, and publish social posts.

Click here to learn more about other permissions.

Step 1. Accept an invitation to join the account

You’ll receive an invitation to join an account when someone from your team invites you to collaborate on Gain. Clicking on this invitation will take you to Gain to set up your password. After creating a password, Gain will redirect you to the account’s dashboard, where you’ll see all the workspaces the account owner gave you access to manage.

Note: If you don’t receive an invitation via email, check your spam folder or reach out to support@gainapp.com. You can also double-check with your IT team to make sure emails coming from @gainapp.com aren’t blacklisted.

Step 2. Create & manage content or social posts for your workspace(s)

All your content is displayed in the calendar or as columns in the list view, making it easy for everyone on your team to manage content and be on the same page.

Note: If you need to create new workspaces, create file folders, or connect social channels, get in touch with an account administrator.

+ New Content: Create social posts, or upload files to a file folder.
Action bar: Draft, schedule, repost, duplicate, or publish posts from any connected profiles.
Filters: Show content by status, tags, date, formats, and folders or channels. Filters will remain on as you toggle between views or even if you log out of Gain and come back, so make sure to click Reset to Default when you’re done using filters.
Status: After an approval process begins, Gain will place content in a status color for each stage your content is in at any given time (Pending Approval, Revisions, Scheduled, etc.)

Step 3. Send content for approval and receive change requests

When you’re ready to send content for review, click To Approval from the action bar. You can only send content for approval that has been saved as a draft or is under revision.

In the Approval section, below each approver's name, you can see any changes they've requested.

You’ll see the user’s name under each round, accompanied by a color that indicates the status:

Orange if the person requested changes
Yellow when content is pending their approval
Green after they’ve approved

Once you've edited your content, you can renotify them so they can review and approve. You can also override a colleague’s approval when needed. Here’s how:

Renotify Approvers: Click Renotify Approvers after making the changes requested by an approver. Gain will send the newest version of a file or social post for their approval again.
Mark Approved: Click on Mark Approved to override a user’s approval. You’ll have to add a note explaining why you’re overriding this person’s approval.

Another thing you can do during the revision process is to ask approvers for clarifications or follow-up questions. When you ask a question, Gain will send the content back for the person’s approval again and change the content status to Pending Approval.

To ask a question, head to the Approval tab, and type your question in the box right below their name and then click Ask Question.

Your client or colleague can see your question next time they log in to approve content.

In the Notification Center (🔔), you can check if an approver has requested a revision for the content you’ve created. Click on the Content ID # to access the editor and see their requests.

Note: You’ll receive email notifications whenever there are revisions too. See other notifications Gain sends you under Notification Preferences (⚙️).

What’s an automated approval workflow?

An approval workflow allows you to add people into one or more rounds of approval and automate your approval process. All approval workflows are like templates with special rules that you can save and reuse each time you need to send content for approval.

With Approval Workflows:

You can add as many approvers and rounds as you need
You decide who approves what and in what order
Content moves automatically to the next person for review, revisions, or approval

Important: Only account owners and administrators can create Approval Workflows. As a Publisher, you’re able to send content for approval using an existing approval workflow.

Learn more about sending content to approval here.

Publishing Content

After content is approved, Gain will auto-schedule all your social posts and leave files in Approved status. Facebook, LinkedIn, and Twitter posts are all published automatically via Gain.

Publishing to Instagram

Gain publishes all single-image and single-video posts to Instagram Business Accounts automatically. To publish other format types like Stories or Albums, you’ll need to use Gain Notify, a Gain companion mobile app for iOS and Android.

Ensure an account administrator assigns you as the manual publisher for Instagram so that you can receive reminders when it’s time to post. They can set a manual publishing user in Workspace Settings > Social Channels > Instagram.

Scheduled Instagram posts show up in the Gain Notify app at the exact date and time you specified in the calendar.

You’ll receive a push notification and an email when it’s time to publish.

All posts, including text descriptions, are automatically sent from Gain to Gain Notify so that you can post to Instagram from your mobile smoothly and quickly.

For a complete guide on creating and scheduling to Instagram with Gain, click here.

What’s Next?

There’s a lot to discover as you move along your first 30 days with Gain. To explore more ways to use Gain, check out our Help Center or reach out to our customer success team to ask questions, schedule an onboarding, or say hi. 👋🏽