Announcements are a great way for you to send custom communication to the users in your OnBoard Organization. Think of using Announcements for anything you would previously send via mass email. Some common examples are event updates, fundraiser reminders, or articles about your members, directors, or trustees.
Admins can initiate notifications when the Announcements are posted that members can click or tap on to access the Announcement. Or, members can log into OnBoard to find their most recent Announcements on the Homepage at any time.
Read below to lear more on how to create and manage Announcements.
Adding Announcement Panels
To access Announcements, select Home from the navigation panel to view the Homepage
If there isn't an Announcements panel under the "For Your Organization" section of the Homepage, add the Announcements panel by selecting the Configure button to the right of "For Your Organization."
Select the Add Panel button and select Announcements from the dropdown to add an Announcements panel.
If there are other panels on the Homepage, you can rearrange the panels under the "For Your Organization" section by dragging and dropping them within the Dashboard Panels fly-out.
More than one Announcements panel can be added if you'd like to have separate Announcements panels for different types of Announcements.
Configuring Announcement Panels
Configure Announcement panels by selecting the three-dotted menu and selecting Configure in the Dashboard Panels fly-out or by selecting the Configure button on the Announcements panel.
Here you can update the Panel Display Name and select the number of Announcements that appear in the panel without having to load more.
Creating and Sending Announcements
To create a new announcement, select the Add New button on the Announcements panel.
Here you can add and edit the following information that will display on the Announcement:
- Announcement Title
- Announcement Body/Text
- Link URL
- Link Display Name
Setting the "Expiration Date" will set the date and time that the announcement will automatically be deleted from the Announcements panel, so that outdated announcements don't stay on the panel forever.
Announcements will be listed in the order they were created, to pin important announcements to the top of the Announcements panel, check the "Pin this Announcement to Top" checkbox.
Add an image to the announcement by dragging an image to the "Drop file here" box or by selecting the Add Image button.
By default the announcement will be visible to all members of your organization. To have the announcement be visible only to a select group (or groups), select which groups can view the announcement and receive notifications for the announcement.
To save the announcement as a draft without posting, select Save Changes at the top of the fly-out.
To publish the announcement to your selected group(s), select the Draft button at the top of the fly-out, select Published from the dropdown, and then select Save Changes.
After saving a published announcement, a notification prompt will appear. Select Notify to notify the selected group(s) that the announcement has been posted via email and/or push notification to the phone/tablet apps.
Selecting Don't Notify will post the announcement without sending a notification.
To edit the announcement after it's posted, change it from Published to Draft, or manually delete the announcement, select the Edit button on the announcement.
OnBoard Group Trainings:
If you are interested, we do offer further education. You can find the calendar and register for OnBoard Admin group training sessions by clicking here.
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