5.9 How to Create & Edit Content-Reminders

Contents


This provides step-by-step instructions on how to create and edit the Content-Reminders.

Step 1: Navigate to Content-Reminders

Select the “Content” menu option from the left menu panel in the dashboard. Click on “Reminders” in the drop-down menu.


STEP 2: Review Reminders details

Here you can review the details of a Reminder by clicking on any of the reminders in the main list. You will also be able to see the Pathways using the Reminder.


STEP 3: Create a new Reminder

To create a new Reminder, click the “New” button in the top right corner of the page to view a drop-down menu.


STEP 4: Add Reminder details

Next, start adding the required Details in the fields including the reminder Title, Language, and Status.

There are two Status options to choose from:

Select “Publish reminder once saved” if you want the reminder to be published.

Select Do not publish reminder if you do not want the reminder to be published once created.


STEP 5: Add Content to a Reminder

The Content field contains the Body of the Reminder, which is shown in the reminder preview on the right.

Here you can also select the Actions of the Reminder:

  1. “Send notification only” - allows you to send the Reminder as a notification only.

  2. “Open content in the app” - allows you to add and view the content of the Reminder in the app. If this option is selected, a pop-up will show where you can select the content that needs to be added.

 

3. “Open the link to website” - allows you to add a website link to the Reminder that can be clicked and opened.


STEP 6: Review the Reminder

Here you can Review the Reminder details. Press the back arrow to make any changes.

Once reviewed, click on the “Save button to create the new reminder.

NOTE: If you click the “X” while creating the new reminder, a popup will show asking “Are you sure you wish to stop creating this reminder?”.

Here you can either “Continue Wizard” to continue creating the reminder, or “Exit” to close your progress and delete the reminder.


STEP 7: Edit a Reminder

To edit a Reminder, select the reminder you want to edit from the main list and click to view the reminder details. Next, click on the “Edit” option in the top-right corner of the page.

Make sure to save any changes made to the reminder.


STEP 8: Delete a Reminder

To delete a reminder, select the reminder you want to delete from the main list and click on the Bin icon, as shown below.