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Use the Announcements screen to post news for your reps and let them know about it with a push notification. To show announcements in your mobile app, add the Announcements widget to a Home tab, as described in Home Tabs.

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Where to find it

In the admin sidebar, under Tools, select Announcements.
To open this screen, your role needs View only or Full access for Announcements. With View only, you can open announcements but not change them. To add, edit or delete announcements, or send notifications, your role needs Full access. On the Roles screen, Announcements is in the Tools & Messaging card. Open the card and set access from the Announcements area’s menu, not the card’s.

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What’s on the screen

The Add Announcement button is at the top of the page. Below it is the list of announcements.

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Announcements list

  • The All, Active and Inactive tabs filter the list by status.
  • Use the search box to find an announcement.
  • Click the filter button to open Filters. Choose a Status (All Statuses, Active or Inactive, the same choice as the tabs), then click Apply Filters. Reset All clears it.
The list has these columns:
  • Title: the announcement’s title.
  • Preview: a thumbnail of the announcement’s media, when it has one.
  • Status: Active or Inactive.
  • Date Created: the date the announcement was created.
The newest announcements are listed first. Click the Title or Date Created header to sort by that column. Click an announcement to open it. Each row’s actions menu has Edit and Delete. The table header has a menu for the rows you select, labeled with the count, such as Delete 3 rows.

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Announcement page

The announcement page opens when you click Add Announcement or an announcement in the list. Its breadcrumb ends in New Announcement for a new announcement and Edit Announcement for a saved one. The buttons at the top of the page:
  • Send Notification: opens the push notification dialog. It’s grayed out until the announcement is saved.
  • Delete: on a saved announcement only.
  • Cancel: appears when a saved announcement has changes you haven’t saved. Click it to put back the saved version.
  • Save: grayed out until there’s something to save.
On the left is the media card, and below it the card with the text:
  • Media: on a new announcement, this is the New Announcement Media Upload card. Click it and choose one file in the window that opens. The card lists the supported formats, MP4, MOV, AVI, JPG, PNG, PDF, PPT and PPTX, and a maximum file size of 35MB. After you choose a file, the card shows the file’s name, and Change lets you choose a different one. On a saved announcement, the Preview card shows the current media instead.
  • Title: required.
  • Body: the announcement’s text, in an editor with formatting.
On the right is the Settings card:
  • Ranks: choose one or more of your company’s ranks.
  • Search Engine Indexing: True or False. A new announcement starts at True.
  • Allow Comments: True or False. A new announcement starts at True.
  • Countries: the countries where the announcement shows. Choose from your company’s countries, or leave it empty to show the announcement in all countries.
  • Status: Active or Inactive. A new announcement starts as Inactive. Only active announcements appear in the Announcements widget.

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Tasks

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Create an announcement

1

Start a new announcement

On the Announcements screen, click Add Announcement.
2

Add the file

Click the New Announcement Media Upload card and choose a video, image, PDF or PowerPoint file.
3

Write the announcement

Enter a Title. Add Body text if you want it.
4

Choose the settings

In the Settings card, choose Ranks and Countries, and set Search Engine Indexing and Allow Comments. Set Status to Active when you want the announcement to appear in the Announcements widget.
5

Save

Click Save. A confirmation message appears, and the page reopens as the saved announcement, where you can send a notification.
Save stays grayed out until you’ve entered a Title and added a file.

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Edit an announcement

1

Open the announcement

In the list, click the announcement, or choose Edit from its actions menu.
2

Make your changes

Change the fields you need. To replace the file, click Edit Media in the Preview card, click Change, and choose the new file.
3

Save

Click Save. A confirmation message appears and you stay on the announcement’s page.
To discard changes you haven’t saved, click Cancel at the top of the page.

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Send a push notification

1

Open the announcement

In the list, click a saved announcement.
2

Open the dialog

Click Send Notification. The Notify Users about updates dialog opens. It sends a push notification to active, licensed users.
3

Choose countries

Under Send a notification to people in, choose one or more countries. These are separate from the announcement’s Countries setting.
4

Send

Click Send Push. A confirmation message appears, and the dialog lists the countries the notification went to. Click Cancel to close it.
After a notification goes out, Send Push stays grayed out for 5 minutes and shows how long ago the notification was sent.
Before you send a notification, set Status to Active and save your changes. The notification uses the saved announcement, and only active announcements appear in the Announcements widget.

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Delete an announcement

1

Choose Delete

In the list, choose Delete from the announcement’s actions menu.
2

Confirm

In the Delete announcement? dialog, click Delete.
To delete several announcements, select their rows and choose the delete option, such as Delete 3 rows, from the table header’s menu. You can also open an announcement and click Delete at the top of the page, then Delete in the Delete Announcement? dialog.
Deleting an announcement can’t be undone.

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Frequently asked questions

A Title and a file: a video, image, PDF or PowerPoint file of up to 35MB. Body, Ranks and Countries are optional. If you leave Countries empty, the announcement shows in all countries.
The announcement isn’t saved yet. Click Save. The page reopens as the saved announcement, and Send Notification becomes available.
Choose at least one country first. If a notification for this announcement went out in the last 5 minutes, the button shows how long ago it was sent and stays grayed out until 5 minutes have passed.
Your role doesn’t have Full access for Announcements. With View only, announcements open with their fields grayed out, and Save, Delete and Send Notification don’t appear. Ask an admin who manages roles to update your role. See Roles.