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Too much information and not enough space? Or maybe you’ve already done the work somewhere else.
Sometimes you might have too much to say for it to fit in a message box. Or perhaps, you have already written great documentation but it is saved somewhere else.
Sounds like a job for the File message!
Here are some scenarios for which this message type would be useful:
Follow the steps below to create and save your File message.
Now click on ‘Ok’ to save.
You will see that your File message has now appeared in the Help Item Overview list. When selected, you can view and edit the File message properties on the right.
Now you need to set some properties for your message.
Assigned to: The message must be assigned to the relevant users. In the Targeting section, you can use the drop-down or start typing to find a User Group, Role Category, Filter, Segment or Campaign for your audience.
Proactive Voting: If you want to see feedback from your users on whether your message was helpful, you can switch this ‘On’. The results can be found in the Proactive Support Report.
Icon: Relevant for Support Center Help Items, the icon is automatically set to one which suits your message type. However, you can change it if you wish. Why not use your Institution logo! Just get in touch!
Validity: If your message is only relevant for a certain period of time, you can set a first and last active day for your message.
Keywords: Relevant for Support Center Help Items, these are words that a user might search on to find this Content. The entries in your Help Item Title and Description fields are automatically assigned as Keywords by the system.
Translations: If you wish to enter your message in more than one language, additional translations can be added here.