The Copywriting feature gives copywriters the ability to see product data, images, and guidelines as they work. It also manages to easily QC copy and track performance all in one place.
This article will go over the style guide setup to get your team started with Copywriting!
Style Guide Set-up
First and foremost, you will want to make sure the style guide you are working on is using a workflow that has the Text production type enabled. Copywriting workflow can be found here.
You will then have the option to choose “Create New” or “Select Existing” copywriting configurations from the Copywriting tab of the style guide:
A configuration is a combination of fields and layouts that allow copywriters to see image assets, guidelines, restrictions, and more as they work. Once you have created or selected a configuration, you can see how many style guides a configuration is used on, access the Actions dropdown, and edit the fields and widgets:
A Layout is made up of widgets and fields, which we will go into in more detail later in the article. You can add, remove, and adjust the size of the widgets and fields displayed in the Layout from this page.
Once you have a Layout set up to your liking, you can click Save and a smaller, interactive version of the Layout will be visible under the Layout section of the Text tab:
Note:
You can have multiple layouts in one configuration and each layout can have different widgets and fields.
You can save configurations as a Local Configuration or Central Configuration. A Local Configuration will be saved for just the style guide you are working on and will not be available for other style guides. A Central Configuration will be available to select on other style guides with the Text production type enabled. This can be changed via the Actions dropdown:
As previously mentioned, configurations are made up of fields and widgets. To set up a new field type from the Edit Configuration screen, you’ll click on Add > Create New and select a Field Type from the dropdown.
There are lots of different Field Types to choose from! We’ll go over these Field Types and the set-up options for each below:
Single Line Text
Settings
Field Type: This field is not editable and will be determined by the field type you select from the dropdown.
Field Name: Name displayed in Creative Force
Internal Name: Used for exporting the JSON file, etc.
Delivery name: The field name when delivered to the delivery location. All special characters will be translated to an underscore. More about file name and folder name rules here
Min and Max Letters
Map a Data Property: The property value will be auto-populated in the field
Mandatory: Allows you to make this field mandatory or optional
Restrictions
These allow you to set forbidden words or sentences and will not let a copywriter save the work if these are used
Text Area
Settings
Field Type: This field is not editable and will be determined by the field type you select from the dropdown.
Field Name: Name displayed in Creative Force
Internal Name: Used for exporting the JSON file, etc.
Delivery name: The field name when delivered to the delivery location. All special characters will be translated to an underscore. More about file name and folder name rules here
Min and Max Letters
Delivery Format:
HTML
Markdown
Mandatory: Allows you to make this field mandatory or optional
Text Formatting
Allows you to turn formatting options such as bold, italics, link text, etc. on and off
Restrictions
These allow you to set forbidden words or sentences and will not let a copywriter save the work if this
Care Instructions
Settings
Field Type: This field is not editable and will be determined by the field type you select from the dropdown.
Field Name: Name displayed in Creative Force
Delivery name: The field name when delivered to the delivery location. All special characters will be translated to an underscore. More about file name and folder name rules here
Delivery: A string of symbol names or symbol IDs
Mandatory: Allows you to make this field mandatory or optional
Symbols
Allows you to edit, reorder, and enable or disable care instruction symbols (all are active by default)
Color
Settings
Field Type: This field is not editable and will be determined by the field type you select from the dropdown.
Field Name: Name displayed in Creative Force
Delivery name: The field name when delivered to the delivery location. All special characters will be translated to an underscore. More about file name and folder name rules here
Delivery: A string of symbol names or symbol IDs
Mandatory: Allows you to make this field mandatory or optional
Colors
Allows you to edit the colors, reorder, and enable or disable colors
You can choose to use a color swatch or upload your own color image
Predefined List
Settings
Field Type: This field is not editable and will be determined by the field type you select from the dropdown.
Field Name: Name displayed in Creative Force
Delivery name: The field name when delivered to the delivery location. All special characters will be translated to an underscore. More about file name and folder name rules here
Display / Delivery
Multiple choice selection
Tagging
Drop-down
Min and Max Selections
Mandatory: Allows you to make this field mandatory or optional
Options
Text box to list options for Display
Hidden fields:
This field is hidden from copywriters. Creative Force will pull data from the designated product property and fill in this field to be sent with the rest of the copywriting assets.
Field name
Delivery name
Map a data property: Product property token must be selected
Once you have your style guide set up, you are ready to put the Copywriting module to use! Learn more about selecting and QCing tasks with the Copywriting Kanban.
If you have any questions along the way, don’t hesitate to reach out to our Support team via Intercom or at support@creativeforce.io.