Getting Started Guide: New Account

ContentMX How To


Congratulations on creating your account! You’re going to love our easy-to-use platform and weekly episodes of vendor content. Please refer to this Getting Started guide for the basics of setting up your account.

We’re here to help you, from logging in to optimizing your sharing. Email us at if you need help, or to connect with our Client Success Team.

Log into your account

After you sign up on your program’s landing page, expect an email from with your username and temporary password.

Bookmark this login page for your convenience.

Troubleshooting Login
I didn’t receive an email with my username and temporary password

Please check your spam and promotions folders for your email from

If you still can’t find your email, let us know and we will help you get logged in.

To make sure you receive emails from us in the future, add to your email address book.

I need to reset my password

You can reset your password from the login page by clicking Forgot Your Password?

You will be prompted to enter your email address or username into the box. Once you click “Send Temporary Password,” check your email inbox for an email from containing your temporary password.

I’m entering my email address in the username box, and receiving an error message

Our system does not currently recognize email addresses as usernames. Please enter the unique username you created when you signed up for your account. If you forgot your username, contact us and we will retrieve it for you.

Setting up your account

Here’s a hint from our Client Success Managers: everything you need for account setup is located in the left sidebar on your dashboard!

Add content channels

Before you can begin viewing and scheduling content, you’ll need to add some content channels to your account. Once you add at least one channel, we will begin streaming you fresh content episodes each week with videos, infographics, gated assets, email templates, and more to share with your leads.

Click Add a Channel (the black button in the left sidebar). A menu of available channels will pop up.

Click the name of the channel to add it to your account. Pin a channel as your default, or remove the channel from your account by clicking the “X.”

Hover over a channel that you’ve added to your account to learn more about its topic.


A few facts about your content channels…


As you start reviewing your content, it’s helpful to know your channels work.

Channel- the name of each channel tells you what its main topic will be. All of the channel’s campaigns, episodes, and resources will tie into to this broader topic.

Campaign/Theme- full content campaigns, sometimes also called “themes,” focus on a different subtopic for a set number of weeks. Over the course of a campaign, the content will tell a story through use cases, resources, and the many other content types offered.

Episode- Your weekly episodes have everything you need for content marketing success! Each shareable piece of content is pre-formatted for social media/blogs or email, including messaging and thumbnails for your convenience.

If your campaign is a storybook, every episode is another chapter working to piece together the story for your audience. In an average week, you can expect 2-4 pieces of content per episode.

Note: Because episodes are streamed to you on a weekly basis (much like the next episode of your favorite TV show), you will start at the very beginning of the first campaign, with Week 1 immediately available as soon as you add each channel.

Here are the types of content available in your weekly episodes

Share This

Share This content is designed to be shared over social media (Facebook, Twitter, LinkedIn) and your company blog. These articles, videos, infographics, ebooks, and thought leadership pieces are perfect for engaging a busy B2B audience.

Email This

Email This content items are full email templates with copy, branding, and calls-to-action built in. Just like Share This content, Email This templates are complete with a variety of content types.

Download This

Download This content is geared towards reseller partners like yourself. You can download and print product guides, pitch decks, brochures, and slides for better sales results.

Connect your networks

In order to share content more easily, make sure to connect your social media, blog, and email accounts. You can do this by scrolling down the left sidebar to Network Connections. Click Add/Edit next to any of the network types.

Social Media

Connect a Facebook Page by clicking on the Facebook Icon, and entering your personal Facebook credentials when prompted. In order to connect with your Facebook Page, you must be an admin or editor of the page.

You can connect personal and/or company pages for LinkedIn and Twitter.

If you would like to email yourself prepared content to share on a different social network, click into the Generic Social Network and enter at least one email address. Click save at the bottom of the page.


You can connect your WordPress, Blogger, Tumblr, HubSpot, and Drupal blogs by clicking the respective icon and following the instructions for entering credentials and managing settings. You can also use the Generic Blog Network to send yourself prepared content to share on another blogging platform.

Each account also comes with a landing page called a microsite. Learn how to set up your microsite here.


You can connect with your current email accounts with MailChimp, Constant Contact, Vertical Response, ClickDimensions, Outlook, and Gmail. Use our HubSpot and Custom HTML Email Network connections to send yourself prepared email content to recreate on HubSpot or your own email platform.

You can also use your account to directly import contacts and create segmented lists in order to send emails. If you send emails through your account, make sure to configure your domain to ensure deliverability.

Upload your logos

Before sharing content, make sure to fill out your business information and add logos in My Profile. The information and logos you add on this page will be automatically added to your content.

Here are a few tips for your profile:

Banner- the banner will be added to the top of your email templates for a professional touch. Make sure your banner is about 600px wide and in JPG or PNG format.

About Us-this is your chance to tell leads and prospects more about the products and services your company offers. Add in hyperlinks, custom CTAs, and additional contact information. About Us information will be added to the bottom of your email templates, and to the footer of your microsite.

Your Contact Information- the mailbox you add in this section will be your default sender for emails sent from your account. Best practice is to send from a “real person,” but you can send from a general mailbox as long as it can receive questions and responses from your leads.

Share your first piece of content!

Now that you’ve set up your account, choose any Share This Item from one of your content channels. Customize your messaging, title and description, and select the networks to which you would like to post the item. If you would like the system to schedule content on your behalf, turn on automated posting and manage your posting schedule within your account.


If you would like to meet with our Client Success Team for some additional help, please email your request to