Give your users the missing link!
Rather than having to replicate work, you can simply give your users the link. Maybe you have a survey on your Institution website which needs some responses.
Here are some scenarios for which this message type would be useful:
- Refer users through the Support Center to external resources.
- Refer users to training information
- Refer users to Institution website
Follow the steps below to create and save your Link message.
It’s a good idea to do a practice run in your staging environment first.
Log into your Eesysoft web application and navigate to the Help Item Overview by clicking on the Management box on the dashboard or using the menu bar on the left of the screen.
Click on the ‘Create’ drop-down menu on the top left and select Link message.
The name you enter will be the heading of the message box so it’s a good idea to make it catchy.
Fill in a name and description for this Content.
The caption is the text that will work as the redirect and will appear in the standard blue font. If the caption is left blank, the website address will be used instead.
Enter the link address and a caption.
Now click on ‘Ok’ to save.
You will see that your Link message has now appeared in the Help Item Overview list. When selected, you can view and edit the Link 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.
Labels: Used for grouping Content types, these Labels can also be used to filter Support Center topics. New Labels can be created through the EesyProducer.
Translations: If you wish to enter your message in more than one language, additional translations can be added here.
Congratulations! You have now created your Link message.
All you need to do now is connect it to your Context.