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Documentation

Everything you need to know

Table of contents

Getting started

About Kentico Cloud

Kentico Cloud is a suite of cloud services for digital agencies and web production professionals. You can use Kentico Draft, Kentico Deliver and Kentico Engage to streamline different parts of a web design process.

About Kentico Draft

With Kentico Draft, you are able to collect and produce content in the cloud, right from the day one of website projects.

Everyone on your team can deliver content on time and in the structure that will be required by other publishing platforms later on.

About Kentico Deliver

With Kentico Deliver, you can develop websites and mobile applications faster by using your favorite programming language and technology.

Kentico Deliver provides you with a single cloud-based space for modeling and managing content and an API through which you can preview draft content or display published content in your website or mobile application. The API uses a CDN internally so that your content is available anywhere in the world in a few milliseconds.

About Kentico Engage

Kentico Engage empowers you to track online marketing activities on your website.

With Kentico Engage, you can optimize visitor experience when they come to your website. Based on the information Kentico Engage collects about visitors, you can personalize content so that the visitors always see information relevant to them.

How to read the documentation

Each documentation section starts with the labels like these — — to indicate whether the functionality described in the section is available as part of a given service offering.

System requirements

Kentico Draft and Kentico Deliver work correctly when you meet the following requirements:

  • Devices with a mouse, a keyboard and a display with a minimum screen width of 1024 px.
  • The latest versions of Google Chrome, Mozilla Firefox, Opera, or Safari for Mac OS. Other browsers may also work, but they are not supported.

Registering and signing in

For any Kentico Cloud service:

Resetting password

Request a link to reset your forgotten password at https://app.kenticocloud.com/reset-password.

Configuring project space

Defining content structure

Before you start writing content, you need to define at least one content type. Content types serve as templates for all content items so that each item has a predefined structure.

Moreover, once the content is approved and finished, you can rely on its structure when submitting the content to various content management systems.

Each content type consists of multiple content elements and auxiliary elements, which are essential pieces that you mix and match to create different content types.

Creating content types

To create a content type:

  1. Open the administration interface of your project.
  2. Click Menu → Content types.
  3. Click Create new (+).
  4. Type a name of the content type.
  5. Drag & drop content elements and auxiliary elements as you desire.
  6. Click Save.

Now, use the content type to create new content.

Deleting content types

To delete a content type:

  1. Open the administration interface of your project.
  2. In the Content types section, use checkboxes to select the content types that you want to delete.
  3. Click the More actions button and select the Delete action.

The content type is now removed and cannot be restored. If you want to delete a content type that has already been used for any content items, you need to delete those content items first.

Configuring preview of content items

Set up your project and web application to enable previewing of content items from Kentico Draft. In the following example, you configure a URL preview for content items based on a content type called Article.

Your developer needs to configure two things in the project. Add the possibility of specifying URL patterns in content items via the URL slug element, and specify the website address at which the content items are available.

Start by adding the element:

  • Navigate to the Content types section.
  • Open the Article content type for editing.
  • Add the URL slug auxiliary element to the content type. For example, you can label it Page URL.

Then specify a website address for content items based on the Article content type:

  • Navigate to the Development section.
  • In the Preview URLs box, select the checkbox for the Article content type.
  • Type the address to the articles on your website and use the {URLslug} macro. For example, the website address can be: https://mywebsite.com/articles/{URLslug}

Now, when content contributors open a content item based on the Article content type, they can click a preview button to see what that content item looks like on their website.

Take the following scenario as an example. A content item named On Roasts has a URL slug element with the value of roasting-coffee. The preview URL for this type of content item is https://cloudycoffee.com/articles/{URLslug}. Clicking the preview button when editing the On Roasts content item opens a new browser window leading to the https://cloudycoffee.com/articles/roasting-coffee address.

Note that the values in the URL slug elements are not guaranteed to be unique across your project.

Reference — Content elements

Compose a content type from the following content elements:

  • Text content element is suitable for shorter pieces of unformatted text. This content element has a limit of 100,000 characters and displays the number of characters it already contains.
  • Rich text content element is suitable for longer pieces of formatted text. Formatting is limited to headings, paragraphs, lists, tables, strong text, text with emphasis and links. This content element has a limit of 100,000 characters and displays the number of characters it already contains. Take a look at Rich text element shortcuts if you plan to use them.
  • Number content element allows you to fill in a decimal number only.
  • Date & time content element allows you to select specific date and time.
  • Asset content element serves as a placeholder to which you upload multiple files.
  • Modular content element helps you build relationships among content items, which makes it suitable for the following scenarios:
    • Creating larger content items, such as pages, composed of smaller content items. For example, you can build landing pages by repeating content items.
    • Relating content that belongs together. For example, you have an author’s bio that you want to include at the end of the individual blog post.

Each content element consists of the following fields:

  • Label is a display name of your content element. Authors can see it when creating of modifying an item. Labels have a limit of 50 characters.
  • Guidelines provide instructions for the contributor throughout the production process. If you define them as a part of content type, they will be displayed to contributors with each content item they fill in. Guidelines have a limit of 10,000 characters.

Reference — Auxiliary elements

Each content type can include auxiliary elements to enhance the authoring experience.

Compose a content type from the following auxiliary content elements:

  • Taxonomy element allows you to associate a taxonomy group with a given content type. To make Taxonomy elements work, you need to create a Taxonomy group first.
  • Guidelines element gives you a place to include formatted content guidelines (e.g., content brief) for the whole content type.
  • URL slug element provides a way to specify a SEO-friendly text that you can use in the URL. The element automatically generates its value based on the content item name, unless you change the element’s value manually.
    • Example scenario: A contributor creates a content item named Coffee beverages explained. The value of the content item’s URL slug element becomes coffee-beverages-explained. A SEO expert may change the value to, for example, our-coffee-beverages-explained, which is the value that a developer can use for constructing the web page URL.

Rich text element shortcuts

When using Rich text elements, you can speed up your workflow by using the following shortcuts:

ActionWindowsMac
UndoCtrl + Z⌘ + Z
RedoCtrl + Y⌘ + Shift + Z
CopyCtrl + C⌘ + C
CutCtrl + X⌘ + X
PasteCtrl + V⌘ + V
Paste unformatted textCtrl + Shift + V⌘ + Shift + V
Line breakShift + EnterShift + Return
Bold textCtrl + B⌘ + B
Italicize textCtrl + I⌘ + I
Insert/Edit url linkCtrl + K⌘ + K

Removing elements

ou can remove any content element or auxiliary element from a content type anytime, even when the content type is used by a content item.

Note that removing an element from a content type removes the element across all content items with all data. This action is not reversible.

Categorizing content

Organize your content items and group together the items that share similar properties.

In Kentico Cloud, you can categorize content in two ways:

  • Sitemap — use a Sitemap to categorize your content to establish a sitemap hierarchy for your future website. It helps content contributors to filter and navigate through the content they’re working on.
  • Taxonomy — use Taxonomy to add your business-specific content categories. Further, categorization metadata can be imported to other publishing platforms and help you serve business-specific or personalized content. Taxonomy also helps contributors to filter and navigate through the content they're working on.

Working with a sitemap

Web content is a hierarchy of information, and a sitemap is a standard approach for categorizing such content.

Once you create a sitemap, you can assign content items to their position in the website hierarchy. This helps everyone involved in the project to categorize and filter the content items.

To create a sitemap:

  1. Open the administration interface of your project.
  2. Click Menu → Sitemap.
  3. Create a new sitemap item by typing its name in the Create new sitemap item field.
  4. Click + or press Enter.
  5. Repeat creating new sitemap items until you build the desired sitemap.
  6. Drag & drop each sitemap item to define the sitemap structure,
    • or drag & drop the item onto another item to create a sub-item.

Use the defined sitemap in the Content inventory section to filter content items. See how you can assign content items to sitemap.

Assigning content items to a sitemap

When creating or editing a content item, you have an option to select a particular position in the project’s sitemap.

You can assign a single content item to multiple places in the sitemap.

Filtering content items by their location in a sitemap

In the Content inventory section, you can refine the list of content items by their location in the sitemap.

For further information about searching and filtering options, see Searching and filtering content.

Working with Taxonomy

Taxonomy is the practice and science of classification. In Kentico Cloud, taxonomy is a way to group content together to justify your business needs. This helps you identify and manage similar content, thematic content, or content that is relevant to a particular audience.

You can create multiple taxonomy groups, such as Article tags, Industry, Car brands, Personas, etc. Each taxonomy group consists of a hierarchy of taxonomy terms to label your content.

Managing taxonomy groups

To create a taxonomy group:

  1. Open your project.
  2. Click Menu → Taxonomy.
  3. Click the + button to create a taxonomy group.
  4. Name the taxonomy group.
  5. Add taxonomy terms to the group.

To create a taxonomy term:

  1. Type a name of the term.
  2. Click + or press Enter.
  3. Repeat creating new taxonomy terms until you achieve creating the desired terms.
  4. Drag & drop each taxonomy term to define structure you desire,
    • or drag & drop the term onto another term to create a sub-term.
Assigning taxonomy group to a content type

Use Taxonomy element when defining content structure.

Assigning taxonomy terms to a content item

To assign taxonomy terms to a content item:

  1. Create a content item based on a content type with at least one taxonomy group as part of its structure.
  2. Select taxonomy terms available within the given taxonomy group.
Filtering content items by taxonomy

In the Content inventory section, you can refine the list of content items by the taxonomy terms they are associated with.

For further information about searching and filtering options, see Searching and filtering content.

Customizing workflow

Create and customize workflow steps in the Workflow section and use the steps to label your content items. You can then use the workflow steps to refine the item list in the Content inventory section.

Creating workflow steps

To create a workflow step:

  1. Open the administration interface of your project.
  2. Click Menu → Workflow.
  3. Create a new workflow step by typing its name to the Create new workflow status field.
  4. Click + or press Enter.
  5. (Optional) Change the color of the workflow step by clicking on the step name and picking a different color.

Now, use the defined workflow steps when creating content items.

Managing workflow steps

To change name and color of a workflow step:

  1. Open the administration interface of your project.
  2. Click Menu → Workflow.
  3. Select a workflow step.
  4. Make changes.
  5. Click Save.

Deleting workflow steps

To delete a workflow step:

  1. Open the administration interface of your project.
  2. Click Menu → Workflow.
  3. Select a workflow step.
  4. Click Delete.

After deleting the workflow step, content items that used the deleted step are reverted to the default workflow step, i.e., Draft. Note that you can undo a single delete action as long as no workflow step is modified afterwards.

Inviting contributors to a project

If you are an account owner, invite contributors to a project.

Producing content

Managing content inventory

In the Content inventory section, create actual content items (e.g., articles) based on the models you have defined in Content types. You can then update or delete these content items.

Creating content items

To create a content item:

  1. Open the administration interface of your project.
  2. In the Content inventory section, click Create new.
  3. Select the content type, you want to use for your new content item.
  4. Type a name of the content item so that you can find it later on.
  5. Fill in the content elements in the item.
  6. (Optional) Assign the item to its position in the sitemap so that everyone on your team can find it easily.
  7. (Optional) Assign this item to someone who will continue working on it.
  8. All your changes are being saved automatically.

Deleting content items

To delete a content item:

  1. Open the administration interface of your project.
  2. In the Content inventory section, use a checkbox to select the item.
  3. Click the More actions button and select the Delete action.

The item is now removed and cannot be restored.

Searching and filtering content

In the Content inventory section, you can search for specific content items by their name if you type in the Filter field.

Further, you can refine the list of content items by:

  • the workflow step they are currently in,
  • contributors they are assigned to,
  • content type they are based on,
  • their location in the a sitemap,
  • taxonomy term they are associated with.

Assigning contributors to content items

When you are creating or editing a content item, you have an option to assign contributors. Contributors are then able to filter content items that are assigned to them.

Further, they will be notified about the progress of that particular content item. Each contributor will get an email notification when:

  • content item workflow status is updated,
  • content item is due in a week,
  • content item is due in 3 days,
  • every day content item is overdue.

To assign contributors to a single content item:

  1. Create new or open an existing content item.
  2. Click on current Workflow status to change it
  3. Assign contributors for this item
  4. (Optional) Leave note or instructions for contributors
  5. (Optional) Set a due date for edited content item
  6. Click Update workflow.

To assign contributors to multiple content items:

  1. Select desired content items in the Content inventory
  2. Click More actions button and select Change workflow action
  3. Click on current Workflow status to change it
  4. Assign contributors for this item
  5. (Optional) Leave note or instructions for contributors
  6. (Optional) Set a due date for edited content item
  7. Click Update workflow.

Commenting content

Discuss content with other contributors on the project directly in Kentico Cloud. Start a comment thread or respond to a comment:

  • per each content item,
  • for a portion of text (within the Text or Rich text elements by selecting the text you would like to comment on and clicking the + button),
  • for a particular asset (within the Asset element by selecting the asset you would like to comment on and clicking the + button).

Once you sort things out, resolve a comment thread to indicate that the issues raised within that discussion are dealt with.

When you start a conversation, respond to a comment or resolve a comment thread, everyone who is assigned as a contributor to the commented item will get an email notification.

Note that comments have a limit of 1,000 characters.

Reviewing content

See a trail of updates for each content item with automatic content revisions.

Revisions give you an overview of who updated what and when. You can go through each revision and see how a content item looked at a particular point in time.

Revisions are automatic and they capture the continuous work of each contributor. All content item updates are saved automatically as well.

To restore any previous revision:

  1. Select revision you wish to restore.
  2. Click the Restore this revision link in a blue status bar at the bottom.

Publishing content

Publishing content makes it publicly available. When you work with Kentico Deliver, you can use the preview mode to access content items that are not yet published. To make content items publicly available and accessible through the Kentico Deliver API, you need to publish them first.

To publish a content item:

  1. Open the administration interface of your project.
  2. In the Content inventory section, open the item you want to publish.
  3. Click on the current Workflow status and select the Published status.
  4. Click Publish at the bottom of the side panel.

The system changes the workflow status of the given content item to the Published status and the content item becomes publicly available. If a content item is composed of multiple modular content elements, the assigned content items are published with the given content item as well.

Content types, sitemap and taxonomy terms are unaffected by publishing because they are always published. If you modify a content type, sitemap or a taxonomy group used by published content items, the changes will appear immediately.

Working with published content

Once content items are published, you have two options for working with them further. You can either unpublish them (i.e., disable public access) or create a new version. Note that while you work on a new version, the original item remains published.

To unpublish a content item:

  1. Open the administration interface of your project.
  2. In the Content inventory section, open the item you want to unpublish.
  3. Click the Published workflow status and select Unpublish.

The system switches the workflow status of the content item to Draft.

To create a new version of a content item:

  1. Open the administration interface of your project.
  2. In the Content inventory section, open the item you want to keep published but create a new version.
  3. Click the Published status and select Create a new version.

The system creates a new version of this content item. You can see the published and draft version of this item in the Revisions tab.

Delivering content

When developing a website or a mobile application using Kentico Deliver, you can use the following features to display content in your application:

Enabling Kentico Deliver functionality for your projects

To enable Kentico Deliver functionality:

  1. Open the administration interface of your project.
  2. In the Project switcher, click Manage my projects.
  3. Open the desired project.
  4. Click the Activate Kentico Deliver button.

Once you activate Kentico Deliver functionality for a given project, you won't be able to disable it.

Delivering content using Deliver API

Using the Kentico Deliver API, you can display content on your website or in your mobile application. For detailed description of the API, see Kentico Deliver developer documentation.

Getting codenames of objects

All content models and content items are represented in the Deliver REST API using their codenames.

When developing a website, content item codenames help you identify which content item your website displays. Content type, sitemap, and taxonomy codenames help you create more complex filters for displaying multiple content items. For example, all content items of a certain content type.

Codenames are generated each time the actual content item name, content type name, or another object name is updated. You can find and copy codenames by clicking the {#} icon near the given content item name, or another object name.

The administration interface displays codenames of the following objects:

  • Content types and their elements
  • Content items
  • Sitemap items
  • Taxonomy groups and their terms

Getting project ID

To access any content of your project using the Kentico Deliver API, you need to know the project ID. To get the project ID:

  1. Open the administration interface of your project.
  2. Click Menu → Development.
  3. Copy the Project ID and use it in your API calls.

Previewing unpublished content using Deliver API

When you develop a front-end for a website or a mobile application, you might need to test it with real content. You can also preview content that is not public yet and test your code with it.

For this purpose, you can create API requests which will preview unpublished content. Every such preview request must contain a Preview API key in the Authorization header.

You can get the Preview API key of your project the same way as the project ID:

  1. Open the administration interface of your project.
  2. Click Menu → Development.
  3. Copy the Preview API key of your project and include it in the Authorization header of all API requests for previewing unpublished content. See details in the developer documentation.

Note that you need to use a different URI to preview unpublished content. For more information, read the Kentico Deliver developer documentation.

Delivering content using .NET SDK

We provide .NET SDK which simplifies working with the Deliver API. It is an alternative way of developing websites with the Kentico Deliver API.

You can find more information on the Kentico Github.

Sample .NET application

We have prepared a sample application developed using the ASP.NET MVC platform.

You can download the sample application from Kentico Github, and explore its functionality to get started with Kentico Deliver quickly.

Sample Javascript application

We have prepared a sample application developed using React.js.

You can download the sample application from Kentico Github, and explore its functionality to get started with Kentico Deliver quickly.

Importing content for publishing

After you write and approve content in Kentico Draft, you can import it into your CMS for publishing. So far, we support an automatic import to Kentico CMS and EMS. Learn how you can import content to Kentico automatically.

If you wish to import content to other CMS platforms, don't hesitate to share that feedback with us. We'll let you know about our plans on providing import modules for other platforms.

Importing content to Kentico

In the following section you'll learn how to install custom module for Kentico CMS or EMS, link it with your Kentico Draft account and set up mapping for an automatic import.

Installing the import module to Kentico

The custom module allows you to import all content from Kentico Draft. It's a NuGet package accessible at nuget.org. This package works well with Kentico 9 Web Application or Web Site.

If you're using Kentico 8.2 and can't upgrade to Kentico 9, use a legacy nuget package. Note that only Kentico 9 supports seamless custom module upgrade and in Kentico 8.2 the custom module becomes sealed after installation and can't be upgraded.

Install the custom module by following these steps:

  1. Install a custom module as described in Kentico 9 documentation. If you're using Kentico 8.2, use Kentico 8.2 documentation. You don't need to set up a local NuGet feed, just use the package at nuget.org.
  2. After you complete the module installation, you need to set up your Kentico Draft account credentials. Open the administration interface of Kentico CMS/EMS.
  3. Open the Settings application.
  4. Navigate to the Integration → Kentico Draft section.
  5. Fill in your Kentico Draft credentials and Save the settings
  6. Select the project from which you want to import data to Kentico and Save again.

Kentico is now linked with the specific project and you can start importing your content.

Upgrading the module

Upgrade the import module by upgrading the NuGet package in Visual Studio. Upgraded module recognizes the already imported content but you'll need to configure the connection to Kentico Draft again since it's overridden by the Kentico module installer.

To upgrade the NuGet package:

  1. Update custom module as shown in Kentico 9 documentation.
  2. Set up your Kentico Draft account credentials.

Importing content inventory

Access the content inventory in Kentico CMS/EMS via Kentico Draft Import application (in the Content management category).

You can import content two ways:

When importing content, map its elements and

Importing content to existing pages

In case you have already prepared a page in Kentico, import the content item into the page:

  1. Open the Kentico CMS/EMS administration interface.
  2. Open the Kentico Draft Import application.
  3. Click Import content item to a specific page inside the row with desired content item.
  4. Select the target page to which you want to import the content.
  5. Select the culture variant of the page which will be updated. For setting up multilingual websites, see Kentico 9 documentation. If you select a culture in which the page doesn't exist yet, the Import module creates a new culture variant of that page.
  6. Configure the mapping between Kentico Draft content item elements and Kentico page type fields.

Kentico Draft Import module then updates fields of the page in Kentico CMS/EMS based on provided mapping. Only mapped fields are updated, unmapped fields stay unchanged.

Creating new sub-pages

In case you have a page displaying or categorizing many sub-pages, add multiple new sub-pages in one import:

  1. Select all items from which you want to create new sub-pages
  2. Click Import as sub-pages
  3. Select a parent page for the sub-pages to be created
  4. Select the culture in which the sub-pages will be created. For setting up multilingual websites, see Kentico 9 documentation.
  5. Choose a page type on which the new pages will be based
  6. Choose what content element will be mapped to which field in Kentico.

Kentico Draft Import module then creates new sub-pages from every single content item you've selected. Don't worry about sub-pages which you've already imported in the past, they will be updated instead of creating new ones.

Importing content into page type fields

Import content automatically from Kentico Draft content elements into Page type fields, which you define during Page type creation.

Link the imported assets to a page type field automatically by selecting a name of an asset content element in the import mapping. In order to make it work, you need to choose page type field with “Media selection” form control. See Kentico 9 documentation on how to create a page type fields with “Media selection” form control. Note that if the asset content element contains more assets, only the first one is inserted into the page field.

Importing metadata

Import metadata like title, description, keywords or tags automatically from Kentico Draft text content elements into Kentico CMS/EMS metadata fields.

Although these fields are not usually displayed on the page Form tab, you can make them available for content editors. Read Kentico 9 documentation on how you can show Metadata properties on the Form tab.

After you make metadata fields appear on the Form tab, you can map them just like the regular page type fields.

Importing Taxonomy groups as Kentico Categories

You can import Taxonomy groups created in Kentico Draft as Category subtree in Kentico. Import module procedure will then automatically assign all taxonomy terms to newly-created pages as category items accordingly.

To import Taxonomy groups as Kentico Categories, start with one of standard mapping processes:

  1. Importing content to existing pages.
  2. Creating new sub-pages.

During that process you can select all Taxonomy groups that you wish to import as Categories.

Note: Re-import procedure updates all categories, i.e.:

  • New taxonomy terms will be imported and assigned accordingly.
  • Existing category assignments (in Kentico) will be synced to match a current state of Taxonomy term assignments (in Kentico Draft).
Importing assets to a media library

Set automatic import to any media library in Kentico for all assets uploaded to Kentico Draft.

Assets uploaded via a single content element can be imported to a single folder in a media library of choice.

For each content element containing assets that you want to import to Kentico, select a media library and a folder within that library.

When content items are imported, all assets are uploaded to selected media library folders as well.

Link imported asset content element and a page type field to automatically link imported asset.

Re-importing content items

If you have imported a content item already, but it has been changed in Kentico Draft since then, you can re-import the given content item to get up-to-date version in Kentico as well. You can re-import multiple content items that have been imported previously.

Note that the re-import has following limitations:

  • The system remembers the most recent page to which a content item was imported to, i.e. if you import an item successively to page 1 and then page 2, using re-import feature will then update page 2 only.
  • In case you're building an international site, you can configure time zones in Kentico CMS or EMS. To make sure visitors from all around the world will see date and time on your site correctly, Kentico Draft Import module imports all dates and times in your site time zone. Also it doesn't matter in what time zone you enter date and time into Kentico Draft. For example when your Australian copywriter enters 10:30 AM and you import this time to a US site, it gets imported as 10:30 AM in the US time zone.
Adjusting mapping

The custom import module remembers mappings of any Draft content type to any Kentico page type that has been imported successfully.

When you change the structure of any Draft content type or any Kentico page type, you can adjust the mapping to reflect this change. To change the mapping, navigate to the Mappings tab in the Kentico Draft Import application and click Edit on a mapping of your choice.

System remembers only last mapping for each content type / page type combination. This implies how Re-import feature works, i.e. any selected content type gets re-imported to a page type based on the most recent mapping that system remembers.

Importing content via REST API

Check out our REST API reference on how you can use to Kentico Draft API to migrate content and content models from Kentico Draft to a platform of your choice.

Importing content to other systems

If you'd like to build custom import modules or automatic migration scripts for other content management systems, check out our REST API reference.

Managing multiple projects

Kentico Cloud allows you to create and work on multiple projects so that you can better organize your work when working with multiple clients. Switch between your projects using the Project switcher in the top toolbar.

You can only manage the projects you have created.

Creating new projects

To create a new project:

  1. Open the administration interface of your project.
  2. In the Project switcher, click Manage my projects.
  3. Create a new project by typing its name to the Create new project field.
  4. Click + or press Enter.

Now, switch to the newly created project with the Project switcher.

Renaming projects

To rename a project:

  1. Open the administration interface of your project.
  2. In the Project switcher, click Manage my projects.
  3. Open the desired project and change its name..

From now on, the project has a new name.

Archiving projects

If you have already finished a project, archive it. Archiving project will change the following:

  • All contributors on this particular project will be deactivated and we won't count them in your current plan (unless some of those contributors are still active on other projects).
  • No one will able to access the project anymore, unless you restore it again.

To archive a project:

  1. Open the administration interface of your project.
  2. In the Project switcher, click Manage my projects.
  3. Switch off the project of your choice.

The project is now archived.

To restore the project, switch it on again. Don't forget to activate contributors you want to work on the project.

Managing contributors

Manage who can work on a specific project. Because the number of users may have an impact on your monthly subscription fee, only account owners are allowed to invite new or deactivate existing users.

Inviting new contributors to a project

When your project is ready for other users to join, invite them in the Users on the project section.

Users invited to a project will be able to work on anything, apart from managing the project settings and other users.

To invite a new user:

  1. Open the administration interface of your project.
  2. In the Project switcher, click My projects.
  3. Select a project by clicking on its name.
  4. Click Invite (+).
  5. Fill in the email, first and last names, and select a role for the user.
  6. Click Send invitation.
    • Note that when you reach a user limit within your current plan, you will be prompted to increase the user limit by another 5 users in order to send the invitation. Your plan will be adjusted automatically once you send the invitation.

The invitation is sent to the invitee. This new member of your team will be accounted for within your plan limit until you revoke the invitation or deactivate the user.

Assigning existing contributors to a project

You may already have users working on other projects within your account. You can invite them to your new project as existing users. This way the number of active users on your account remains the same.

To assign an existing user to a project:

  1. Open the administration interface of your project.
  2. In the Project switcher, click My projects.
  3. Select a project by clicking on its name.
  4. Click Invite (+).
  5. Click Invite existing users.
  6. Select a project role for the invited users.
  7. Select users.
  8. Click Send invitation.

Changing user roles

Each user can be assigned to one of the following 4 roles:

  • Reviewer
  • Content contributor
  • Developer
  • Web producer

To change a user's role:

  1. Open the administration interface of your project.
  2. In the Project switcher, click My projects.
  3. Select a project by clicking on its name.
  4. Choose a role of a user in the Role dropdown list.

Roles & Capabilities

CapabilitiesReviewerContent contributorDeveloperProject manager
View and preview content
Comment on content and assets
Move content items through a workflow
Create and update content
Restore revisions
Publish content
Configure sitemap
Configure taxonomy groups
Create, update and delete content types
Work with codenames
Access API keys
Configure Content preview URLs
Configure workflow steps
Invite and manage team members
coming soon

Deactivating contributors on a project

If you wish to stop a user from working on a specific project, you can deactivate the user per project. When you deactivate users in one project, they can still be active in other projects. If a user is deactivated in all projects the user is assigned to, they do not count towards the account plan limit.

To deactivate a user:

  1. Open the administration interface of your project.
  2. In the Project switcher, click My projects.
  3. Select a project by clicking on its name.
  4. Click the switch in the Status column of a specific user.

Contact tracking and content personalization

With Kentico Engage, you can optimize visitor experience when they visit your website. Using the customer engagement data management and Kentico Engage API, you can target your content better for different audiences.

Enabling contact tracking

After you sign in to Kentico Engage, you can see sample data under domain name start.engage.demo. To enable Kentico Engage functionality, you need to start tracking your website visitors. To start the tracking, set the domain name and put a JavaScript code to your websites according to the following steps:

  1. Open domain selector next to the menu icon
  2. Click Add new domain ….
  3. Type your domain in the text box.
  4. Click the arrow or press Enter.
  5. Copy the JavaScript code from the Your tracking code box and paste it into the header of your website code.
  6. Click the arrow.

In case you lose the JavaScript code, you can view it again in your profile. Just click your account email in the top right corner and click Settings.

You may want to start tracking data on more domains. You can add any website to Kentico Engage statistics at any time. Note that every domain has a different JavaScript code.

Tracking custom activities

As a developer, you can define your custom activities besides page visits and form submits (which are tracked by default). Using our JavaScript tracker, you can log your custom action by calling: ket("action", customName, customData), where customName is your selected name and customData are additional data that can be optionally send to a server.

Viewing and managing contacts

To view your contacts, open the menu and click Contacts.

You can sort the contacts by clicking on any column header You can also filter the displayed contacts by clicking Set filter. Filtering contacts is possible based on the visitor information, their activities or time of their visits.

Click a contact's email to view the contact's profile. Kentico Engage stores all contacts' actions for a time period specified by your subscription plan.

Viewing contact statistics

In Kentico Engage, you can evaluate different statistics based on which you can adjust your online marketing strategy.

For example, you can analyze your website traffic or find out how you acquire most contacts.

To browse contact statistics, open the menu and click Statistics. You can then filter actions based on the time when they happened.

Exporting contacts to CSV

Besides browsing contact details, you can also export the information to CSV. This is useful for importing the information into spreadsheets or other documents.

To download exported contacts, open the menu and click Contacts. You can download the CSV file by clicking Export to CSV.

Personalizing content

You can personalize the content of your websites based on the data gathered with Kentico Engage. Using the Kentico Engage API you can retrieve data which can help you decide when to display different content.

You can find Engage .NET SDK library for retrieving personalization information on GitHub

You can read the Engage API reference in Kentico Engage developer documentation.

Adding users to Kentico Engage projects

To add other users that can manage your Kentico Engage projects:

  1. Click your email in the top right corner.
  2. Click Settings.
  3. In the Add new user box, type the user's email address.
  4. Click the arrow or press Enter.

The system sends and invitation email to the user.

Managing your user profile

In the User profile settings:

  • update your name that will be shown to everyone in your team
  • change your password you use to access Kentico Cloud

Access User profile by clicking on your name in the status bar located at the top of the application.

Third party software licenses

Apache

BSD

MIT

ISC