The Announcements feature allows admins and agents to share important updates with

end users (contacts) across clients. Whether it's about system maintenance, new feature

rollouts, or policy changes, announcements ensure timely and targeted communication. This

feature supports visibility controls and scheduling, helping teams manage when and to

whom updates are shown.


Announcements

Announcements are messages displayed to end users within the portal. They are useful for

communicating information that needs to be broadcast across different clients or user

groups. The feature supports three visibility modes:

  • All contacts of all clients: Shows the announcement to every contact across
  • clients.
  • Contacts of specific clients: Targets the message to specific client organizations.
  • Contacts of specific products: Displays the announcement only to users linked to
  • certain products.


Announcements can also be:

  • Active: Currently visible to end users.
  • Scheduled: Set to go live at a future date and time.
  • Archived: No longer active but retained for reference.
  • All: A comprehensive list of all announcements created.


Creating Announcements

To create a new announcement:

1. Navigate to the Announcements section from your admin portal.

2. Click the option to create a new announcement.


3. Enter the announcement content, including the title and message.

4. Select the visibility settings:

○ Choose whether the announcement is for all contacts or a specific subset

(based on clients or products).

5. Schedule the announcement (optional):

○ You can choose to publish it immediately or set a future start and end date.

6. Save and publish the announcement.


Once created, the announcement will either appear immediately to the selected audience or

remain scheduled until its activation time.