Publication Workflow
Step-by-step guide to publishing, managing, and troubleshooting content distribution across multiple platforms.
This guide walks you through the complete publication workflow in Forest SEO - from creating your first publication to managing content across multiple platforms.
📋 Before You Begin
Prerequisites
✅ Required:
- Forest SEO account with active project
- Generated content ready to publish
- At least one integration connected
✅ Recommended:
- Test integration connection first
- Review content for quality
- Understand target platform requirements
🚀 Method 1: Quick Publish from Content Page
Best for: Publishing a specific article to one or more platforms
Step 1: Navigate to Content
- Go to Dashboard → Content
- Find the article you want to publish
- Click on the article to open details
Step 2: Access Publications Section
Scroll to the Publications section in the content detail page.
What you'll see:
- List of existing publications (if any)
- + Add Platform button
- Quick action buttons for each publication
Step 3: Create New Publication
- Click + Add Platform button
- Select target integration from dropdown
- Click Create Publication
Result: Publication created with status Pending
Step 4: Publish to Platform
- Locate the new publication in the list
- Click the Publish button
- Wait for confirmation
Publishing Process:
- Content is formatted for platform
- API call sends content to WordPress
- WordPress creates/updates post
- External post ID is stored
- Status updates to Published
Step 5: Verify Publication
After successful publish:
- External URL appears in publication details
- Click the URL to view live post
- Verify content displays correctly
Quick Checks:
- ✅ Title matches
- ✅ Content formatting is correct
- ✅ Images are displayed
- ✅ Categories/tags applied
- ✅ SEO metadata present
📤 Method 2: Batch Publish from Publications Page
Best for: Managing multiple publications across different content
Step 1: Navigate to Publications
- Go to Dashboard → Publications
- View all publications across all content
Step 2: Filter & Search
Use filters to find specific publications:
Filter Options:
- Status: Pending, Published, Failed
- Integration: Platform type
- Search: Content title or ID
Example Workflow:
- Set filter to Status: Pending
- See all unpublished content
- Publish in batches
Step 3: Bulk Actions (Coming Soon)
Future capability to publish multiple items at once:
🔄 Managing Existing Publications
Sync Publication Status
Keep platform status in sync:
When to Sync:
- After manual edits on platform
- If status seems outdated
- Before important operations
How to Sync:
- Find publication in list
- Click Actions → Sync
- Wait for status update
Unpublish from Platform
Remove content from a platform:
Steps:
- Click Actions → Unpublish
- Confirm action
- Content removed from platform
What Happens:
- Post deleted or moved to trash on platform
- Publication status → Pending
- External URL removed
- Can be republished later
Note: Unpublishing from one platform doesn't affect other platforms.
Update Existing Content
Scenario: You edited content in Forest SEO and want to update published version.
Option 1: Republish with Update Flag
- Edit content in Forest SEO
- Go to publication
- Click Publish with "Update Existing" checked
- Platform post is updated (not duplicated)
Option 2: Manual Sync
- Edit content on platform directly
- Click Sync in Forest SEO
- Metadata updates but content unchanged
Delete Publication
Remove publication record:
When to Delete:
- Content no longer needed
- Wrong platform selected
- Duplicate publication created
Steps:
- Click Actions → Delete
- Confirm deletion
- Publication record removed
Warning: Deleting a publication in Forest SEO does NOT remove content from the platform. Unpublish first if you want to remove from platform.
📊 Publication Detail View
Click on any publication to see full details:
Information Displayed
Publication Metadata:
- Content title and excerpt
- Target integration name
- Current status
- Created/published timestamps
Platform Details:
- External post ID
- External post URL
- Platform categories
- Platform tags
Error Information (if failed):
- Error message
- Error timestamp
- Suggested fixes
🎯 Common Workflows
Workflow 1: Single Content, Multiple Platforms
Goal: Publish one article to 3 different WordPress sites
Steps:
- Open article in Content page
- Click + Add Platform → Select "myblog.com"
- Publish to myblog.com
- Click + Add Platform → Select "news.com"
- Publish to news.com
- Click + Add Platform → Select "resources.com"
- Publish to resources.com
Result: Same article live on 3 different sites
Workflow 2: Batch Content to Single Platform
Goal: Publish 10 pending articles to WordPress
Steps:
- Generate or prepare 10 articles
- Go to Content page
- For each article:
- Click article → + Add Platform → Select WordPress
- Creates publication (Pending status)
- Go to Publications page
- Filter: Status = Pending, Integration = WordPress
- Publish each one (or use bulk publish when available)
Workflow 3: Review & Approve Before Publishing
Goal: Generate content, review, then publish approved items
Steps:
- Generate 50 articles via schedule
- Review each article for quality
- For approved articles:
- Open article → + Add Platform
- Create publication but don't publish yet
- Once all reviewed:
- Go to Publications page
- Filter: Status = Pending
- Batch publish approved items
Workflow 4: Scheduled Publishing (Coming Soon)
Goal: Publish content at specific times
Future Capability:
- Create publication
- Set publish date/time
- System automatically publishes at scheduled time
- Receive notification when published
⚠️ Troubleshooting
Issue 1: Publishing Fails
Symptoms:
- Publication status → Failed
- Error message displayed
- Content not on platform
Common Causes & Fixes:
| Error | Cause | Solution |
|---|---|---|
| "Authentication failed" | Integration disconnected | Reconnect integration in Integrations page |
| "Network timeout" | Slow/unstable connection | Retry publishing |
| "Invalid API key" | Credentials expired | Update integration credentials |
| "Post not found" | Platform issue | Check platform status |
Issue 2: Duplicate Content
Symptoms:
- Same article appears twice on platform
- Multiple external post IDs
Cause: Publishing multiple times without "Update Existing" flag
Solution:
- Identify duplicate posts on platform
- Delete duplicates manually on platform
- In Forest SEO, keep one publication
- Delete extra publication records
- Use "Update Existing" for future updates
Issue 3: Status Not Updating
Symptoms:
- Status shows "Published" but content not on platform
- Or vice versa
Solution:
- Click Sync button
- Wait for status refresh
- If still incorrect, check platform directly
- Unpublish and republish if needed
Issue 4: Missing External URL
Symptoms:
- Status is "Published"
- No external URL shown
- Can't visit live post
Solution:
- Click Sync to fetch URL
- If still missing, check platform manually
- Note post ID and update publication metadata
- Contact support if issue persists
🎛️ Advanced Options
Custom Publishing Settings
When creating publications, advanced settings include:
WordPress-Specific:
- Post status (draft, publish, future)
- Post format (standard, aside, gallery, etc.)
- Author assignment
- Comment status
- Ping status
Ghost-Specific:
- Visibility (public, members, paid)
- Featured flag
- Email newsletter inclusion
- Custom excerpt
Platform-Agnostic:
- Categories mapping
- Tags mapping
- Featured image URL
- Custom publication date
📈 Monitoring & Optimization
Track Publication Performance
Key Metrics to Monitor:
| Metric | What It Tells You | Action |
|---|---|---|
| Success Rate | % of successful publishes | Investigate failures if < 95% |
| Avg. Publish Time | How long publishes take | Optimize if > 30 seconds |
| Platform Distribution | Where content goes | Balance across platforms |
| Failed Publications | Publications with errors | Fix and retry |
Regular Maintenance Tasks
Daily:
- ✅ Review failed publications
- ✅ Retry failed publishes
- ✅ Verify critical content is live
Weekly:
- ✅ Sync all published content
- ✅ Clean up old/unused publications
- ✅ Review platform distribution
Monthly:
- ✅ Audit all integrations
- ✅ Update integration credentials if needed
- ✅ Review publication success rates
🎓 Best Practices
1. Start Small, Scale Up
Recommended Progression:
- Week 1: Publish to 1 platform
- Week 2: Add 2nd platform
- Week 3: Add 3rd+ platforms
- Week 4: Optimize workflows
2. Test Integration Before Bulk Publishing
Before publishing 100 articles:
- Publish 1 test article
- Verify it appears correctly
- Check all settings are right
- Then proceed with bulk publishing
3. Use Descriptive Integration Names
Instead of:
- ❌ "WordPress"
- ❌ "Site 1"
Use:
- ✅ "WordPress - Main Blog (myblog.com)"
- ✅ "WordPress - News Site (news.myblog.com)"
Makes publication management clearer.
4. Leverage Filters
Use publications page filters to:
- View pending publications needing action
- Find failed publications to retry
- Audit publications by platform
- Search for specific content
5. Document Your Workflow
Keep notes on:
- Which content goes to which platforms
- Publishing schedules and timing
- Common issues and solutions
- Platform-specific requirements
🔗 Related Documentation
📊 Publications Overview
Understand publication concepts and features
🔌 Integrations
Set up and manage platform connections
📄 Content Management
Manage content before publishing
❓ Frequently Asked Questions
Can I publish to multiple platforms at once?
Not yet, but coming soon! Currently, create separate publications for each platform and publish individually.
What happens if I delete content in Forest SEO?
The content is removed from Forest SEO but remains on published platforms. Unpublish first if you want to remove from platforms.
Can I schedule publications for the future?
Scheduling is coming soon! Current workaround: create publication now, publish manually at desired time.
Do I need to create a publication before publishing?
Yes, publications are the link between content and platforms. Create publication first, then publish.
Can I edit content after publishing?
Yes! Edit in Forest SEO, then republish with "Update Existing" flag to update platform post.
What's the difference between Sync and Publish?
- Publish: Sends content to platform (creates/updates post)
- Sync: Fetches current status from platform (doesn't modify post)
💡 Pro Tips
Tip #1: Create all publications first, review the list, then batch publish. Gives you overview before committing.
Tip #2: Use Publications page filters to find "Published" items and bulk sync their status weekly.
Tip #3: Name your integrations descriptively - makes publication management much easier with multiple platforms.
Tip #4: Failed publications can always be retried. Don't delete them immediately - fix the issue and retry.
Tip #5: External URLs are clickable - use them to quickly verify published content looks correct.
🎬 Quick Start Checklist
Ready to publish? Follow this checklist:
- Content generated and reviewed
- Integration connected and tested
- Navigate to Content page
- Open article detail
- Click "+ Add Platform"
- Select integration
- Create publication
- Click "Publish"
- Wait for confirmation
- Click external URL to verify
- ✅ Content is live!
Next: Set up additional integrations and repeat the process to expand your reach!