2.2 My Space, Channels & Bulletins
      Back to home
      1. Service Desk - Knowledge Base
      2. 2. GETTING STARTED
      3. 2.2 My Space, Channels & Bulletins

      How to setup a Channel Bulletin

      This article explains how to setup a channel bulletin, which is a newsletter to share the posts and dossiers with your channel subscribers.

      Important notes:

      • To perform this task you need to have  PRO or ULTIMATE licensed user and have an organization manager role.
      • Keep in mind that configuration of the Channel Bulletin is not affected by the individual user's settings on system notifications (that you can find in your profile configuration) - it means the bulletin is sent to all subscribers even if they have their system notifications turned off.

      If you have created a channel where you want to publish posts or dossiers, you can activate the bulletin which is a newsletter that can be sent either manually or automatically to all your channel subscribers.

      To set up a bulletin, follow these steps:

      1. Go to "My Space" - "My Organization" > "Channels" and click on the menu button (three dots) on the right of the channel card and then on "Edit button"
        Snímek obrazovky 2024-01-17 161759

      2.  You are now in the bulletin setup page. First, please click on the enable button.

      Scheduler:

      • There are two options to have the bulletin sent: 1) Automatically (with a certain frequency), or 2) Manually (based on your needs).

        1) Automatically: you need to specify the frequency (Daily, Weekly, Monthly, etc.) and the preferred time of the day.
          • You can also choose whether the bulletin should include the documents based on the date and time they were published, or the date and time they were shared to the channel.
               2) Manually: you need to return to this page when you want to send it again.

      Template:

      • On this page, you can customize its appearance with your logo and image, define the maximum number of displayed records, which details of the documents should be included, the title, and the footer of the bulletin.
      Bulletin template

       

      Once you are done with the configuration, click the Save button to save your changes (if you selected Automatic sending in the previous step, the bulletin will be sent on the specific day and time).

      If you select Manual sending option in the previous step and want to send the bulletin directly, click SAVE AND SEND NOW.

      Test your bulletin

      You can also test your bulletin by clicking on the arrow next to the SAVE AND SEND NOW and clicking on the option Sent to a specific user:

      Specify the email and click SEND TEST BULLETIN

      The test bulletin will be sent to the specified email so you can directly check what content was included in it. The system will inform you right away if the bulletin was sent or not by a short message that will appear on the top right corner of the screen.