4.6 How to Create & Edit Content-Messages

Table of Contents

Outline

This gives step-by-step instructions on how to create and edit Content-Messages.

STEP 1: Navigate to Messages

Select the Content menu option from the menu panel on the left of the dashboard screen. Click on Messages from the drop-down on the menu panel on the left of the dashboard screen. Click on a Message from the list for the next step.

Open

STEP 2: Review the Message details

You can review the details of the Message by clicking on any of the messages from the main message list.

Open

STEP 3: Create a New message

You can always create a new Message using

the option “New” with the drop-down present on the top right corner of the page.

STEP 4: Add message details

We can start filling the required details in the field which will be shown in the message preview as and when you are making some changes.

In the Details section, we can start adding Title of the messager, Body of the message, Language required, and status field will have the option to :

Do not publish the message - if you don’t want the message to be published once created.

Publish message once saved- If you want the message to be published.

STEP 5: Add Content

The content field contains the body of the message which would be displayed as an example on the mockup for you to see.

This also contains the Actions field which will have the option to:

Send notification only-send the message/alert/reminder only as notification

Open content in the app- will be able to add and view the content of the message in the app.

1. On selecting this option, you would receive a pop-up wizard to select the content that needs to be added.

2. The selected content will be again displayed on the mockup.

Open the link to website-

1. will be able to add the website link with the message so that the patients can view and open the link on the website.

2. The added website link is viewed on the mockup.

STEP 6: Review the created message

The final category Review would help us to review the whole summary of the message before sending it to someone. Press the back arrow if you want to change any details. Click on the Save button to create a new message.

NOTE: If you click on “X” while creating the new message, you would receive an alert asking “Are you sure you wish to stop creating this message?” with two options” Continue Wizard” and “Exit”.

You can click on “Exit” if you wish to close the progress of creating the new message or click on “continue wizard” to continue with the progress.

STEP 7: Edit the Message

You can edit the message using the “Edit Message” option present on the top-right corner. You can make the necessary changes and save it.

 STEP 8: Delete message

You can delete the message in two ways:

1. Click on the trash button present ton top-right corner of the message as shown in the below image. A Prompt message would be displayed. Pressing OK will delete the message.

2. Select the message which needs to be deleted from the main list and click on the trash button as shown in the below image. A Prompt message would be displayed. Pressing OK will delete the message.

STEP 9: Filtering the Messages

You can filter the messages based on language using the “filter” icon as shown in the below screenshot:

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