Customer Discovery Form

Please complete this short form to share your curated content strategy, preferences, and vision with our team.

Upon receiving the completed form, we will begin configuring your UpContent account to match these goals and will be back in contact shortly to set up 60 minute call where we will review the completed configuration and train you to ensure comfort with navigating UpContent to meet the requirements of your workflow.

Please let me know what questions arise in your completion of the form. We are always happy to assist.

Thanks!

Hannah Scott

hannah@upcontent.com Implementation Specialist

UpContent, Inc.

Form Fields

  • First name:
  • Last name:
  • Email:
  • Phone number:
  • Company:
  • Admin Email: This can be an individual or department email.

Article Preferences

  • In a few sentences, please discuss the types of articles you wish to make available to the team in terms of topics. You can list as many areas as you'd like, and additional libraries can be added at any time.
  • Are there any keywords or phrases that would cause an article to be EXCLUDED from consideration, if they are present within the article? The could be specific areas of a topic that are not of interest, frequently published competitors, etc.
  • Would you prefer to narrow results based upon geography? UpContent defaults to discovering articles from any geography in your language of preference.
  • What languages would you want to see articles in? UpContent can source articles natively in the languages you prefer. Our service does not translate articles from one language to another.
  • What are your team's favorite publications to source articles from or simply read? Please list the domains you'd favor seeing content from.
  • What publications do you wish to EXCLUDE from being considered? Please list the domains that you would like to have articles excluded from in your results.
  • What is your desired workflow for getting articles into your UpContent collections?
    • Please Select
      • Fully Automated - UpContent is only accessed to adjust the types of articles of interest and related filters.
      • Fully Manual - Team will access UpContent to review and approve articles that should be made available in collections.
      • Blended - Certain topic areas will require a manual review while others will be fully automated.
  • What collections would you like to create within UpContent in order to receive curated articles?
  • Who on your team should have access to UpContent? Please provide name, email address, and any restrictions on what they should be able to access or actions they should be able to complete (i.e. approve articles to collections).
  • What collections would you like to associate a call-to-action with? For each, please indicate the desired destination URL (and any UTM tracking). We will also require the creation of a 728x90 pixel image file (jpeg, png, gif) for each.
  • What other considerations should our team take into account when configuring your UpContent Account?