Announcements Widget

What is the Announcements Widget?

The Announcement Widget is designed to display posts for certain user Roles on their Dashboard after they log in. These posts could be welcome messages, reminders, links to external web pages, or pretty much anything you can think of. You can even display a unique Announcement for each Client!

How do I create an Announcement?

To get started, navigate to Content > Announcements.

From there, you will click on "+ Announcements" to create a new Announcement. A Sidebar will open with all of the available options.

Title: This is the header of the Announcement, which will appear at the top of the entry.

Announcement: The body of the Announcement goes here. Similar to creating Pages, you can use the Editor to create content, either visually or via HTML. Generally speaking, any content you could place/build inside a standard HTML webpage can be placed/built inside an Announcement.

Make a sticky announcement: Checking this box will "pin" the Announcement, which will keep it at the top of the Announcement Widget list. By default, Announcements are arranged by date with the newest at the top. If you have multiple Announcements stickied, you can arrange them using the arrows that appear when you hover over the particular Announcement.

Access: Announcements can be permissioned to Roles, Circles, Teams,  or Individuals (staff, Companies or Contacts). Once the Announcement is posted, it will immediately be visible to the selected Target.

Other ways to customize the Announcement Widget

Control who has access to the Widget

Just as any other Widget, you can control which users are able to see the Announcement Widget in the first place.

CLICK HERE to learn how to set up Dashboard Widgets

Personalize with Dynamic Data Placeholders

You can use Dynamic Data Placeholders (DDPs) to personalize the Announcement message.

CLICK HERE to learn about DDPs

Embed a video

You can easily embed a video into the Announcement Widget by using the Source button in the WYSIWYG editor. Websites such as Youtube and Vimeo offer the embed code for their videos, which you can copy and paste into the body of the Announcement.

Customize with CSS

Using Custom CSS, you have full control over how your Announcement appears.

CLICK HERE to view our collection of Custom CSS Snippets