{"id":1647,"date":"2024-03-24T22:55:33","date_gmt":"2024-03-24T22:55:33","guid":{"rendered":"https:\/\/contentsnare.com\/help\/knowledge-base\/step-2-essentials\/"},"modified":"2024-09-23T23:33:50","modified_gmt":"2024-09-23T23:33:50","slug":"step-2-essentials","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/step-2-essentials\/","title":{"rendered":"Step 2: Essentials"},"content":{"rendered":"\n<p>The first thing to do when you create a new request is to give it a name.&nbsp;<\/p>\n\n\n\n<p>You can do it in the text box titled <strong>Give this Request a name<\/strong> \u2014 it\u2019s the first thing you\u2019ll see on the <strong>Essentials<\/strong> page. If you use one of our built-in templates, the system will keep the default name unless you change it.<\/p>\n\n\n\n<p>While you can name requests however you like, we recommend using a naming convention that makes it easy to organize your requests.&nbsp;<\/p>\n\n\n\n<p>Here are some examples:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Project Name<\/li>\n\n\n\n<li>Client Name \u2014 Project Name<\/li>\n\n\n\n<li>Client Code \u2014 Project Name<\/li>\n<\/ul>\n\n\n\n<p>Bear in mind that the request name is visible to your clients. You can also use the request name as a placeholder in emails.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Request instructions<\/h2>\n\n\n\n<p><strong>Instructions <\/strong>are the first thing your client will see when they open the request \u2014 think of it like a welcome page. Use this area to let them know:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Who you are<\/li>\n\n\n\n<li>What the request is for<\/li>\n\n\n\n<li>Provide some simple instructions on how to use Content Snare<\/li>\n<\/ul>\n\n\n\n<p>If your client already knows Content Snare and doesn\u2019t need an introduction to it, you can use the switch to <strong>disable request instructions<\/strong>. We generally do not recommend this.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_nHP6Oabs7H.png\" alt=\"\" class=\"wp-image-1625\"\/><\/figure>\n\n\n\n<p>Each Content Snare template offers some general request instructions. If you need more than that, feel free to modify them (in fact, we <a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/create-amazing-requests\/\">recommend<\/a> that you do). You can add text, images (such as your logo), and a video to create a more personal experience.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Pro tip<\/strong>: Custom branding ensures a better client experience. <a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/branding\/\">Read this article<\/a> to learn more.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Request Owner<\/h2>\n\n\n\n<p>The <strong>request owner<\/strong> is the team member responsible for a given request within your organization. This option enables assistants or coworkers to create requests on someone else\u2019s behalf.<\/p>\n\n\n\n<p>This user will receive all of the corresponding communication, notifications, and emails associated with that request and its progress. Reminder emails sent to clients will also come from this person.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Note<\/strong>: Some options are hidden by default \u2014 like changing request owner and folder. Click <strong>Show advanced settings<\/strong> to display them.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>When creating a request, it will default to the current user. Alternatively, you can attribute it to somebody else on the team by selecting their name from the drop-down menu.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_3CSSfw8Set.png\" alt=\"\" class=\"wp-image-1626\"\/><\/figure>\n\n\n\n<p>It also helps you and your team <strong>filter requests by owner<\/strong> on the requests dashboard.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Folders<\/h2>\n\n\n\n<p>Folders are an optional way to organize your requests.<\/p>\n\n\n\n<p>If you don\u2019t want to use them, just leave all requests in the <strong>Default Folder<\/strong>. But if you\u2019re frequently sending requests, folders make it easier to find requests again in the future. For example, you can split folders by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Project type<\/li>\n\n\n\n<li>Specific process<\/li>\n\n\n\n<li>Year<\/li>\n\n\n\n<li>Client group<\/li>\n<\/ul>\n\n\n\n<p>However, you can also do it any other way you like \u2014 it\u2019s optional.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Pro tip<\/strong>: Folders can be used to organize files uploaded into <a href=\"https:\/\/contentsnare.com\/integrations\/\">integrations<\/a>.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>To create a folder, click the drop-down menu and select <strong>Create new folder<\/strong>.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_8j8GM7LOfV.png\" alt=\"\" class=\"wp-image-1627\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Next steps<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/step-3-builder\/\" data-type=\"ht_kb\" data-id=\"1590\">Step 3: Builder<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The first thing to do when you create a new request is to give it a name.&nbsp; You can do it in the text box titled Give this Request a name \u2014 it\u2019s the first thing you\u2019ll see on the Essentials page. If you use one of our built-in templates,&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"open","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1038],"ht-kb-tag":[],"class_list":["post-1647","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-requests"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1647","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=1647"}],"version-history":[{"count":2,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1647\/revisions"}],"predecessor-version":[{"id":2725,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1647\/revisions\/2725"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=1647"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=1647"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=1647"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}