Create an Announcement
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      1. Customer Support Center
      2. Create Apty Content
      3. Create an Announcement

      Create an Announcement

      To create an Announcement in Salesforce:

      1.  Login to the Apty Studio after loading it on your web browser.

      2.  Click Select Application.

      3.  Choose SFL from the list of applications to launch Salesforce in your browser.

      Note:

      • Ensure that you have added your applications to the Admin Portal before creating any content on it. 
      • SFL is a default keyword created during the process of adding Salesforce to the Admin Portal.

       

      4.  Once the application opens, select Announcements on your Apty Studio.

       

      Note:

      You can create Apty Content only if the application is connected with the Apty Studio. A well connected application is indicated by a green color icon.                                      

       

      5.  Select a Frame to start creating Announcements on your application page.

       

      Note:

      • Each page in your application must have a unique Frame connected with the Apty Studio to create Apty Content like Validations, Launchers, Tooltips, and Announcements. 
      • The Announcements screen will prompt you to create a new Frame, unless it was created earlier, in which case Apty Studio will connect to one automatically. You can also choose a different Frame from the list of Frames that are already on the page. To understand the importance of Frames in the creation of Apty Content, see What are Frames.

       

      6.  Click the + icon or Create New Announcement button.

      7.  Enter the Announcement Name and description in the input fields.

       

      Note:

      You can also combine hyperlinks, images, and videos with the Announcement text to enhance user experience on your application by capturing user's attention, presenting information in a more digestible way, and helping them navigate to the page they are interested in.

       

      8.  Click the Add CTA button to add a CTA.

       

      Note:

      A call to action(CTA) is typically written as a command or action phrase, such as 'Sign Up', 'Buy Now', 'Learn More', 'Subscribe', 'Ok, Got it', or 'Close' and generally takes the form of a button or hyperlink that prompts the user to perform the specified action.

      Just like Launchers, Announcements also helps in launching Workflows, starting videos, accessing a new webpage for additional information through links, and accepting or dismissing the Announcement using the CTA buttons.

       

      9.  Enter the label text for the OK button.

       

      Note:

      The OK CTA is selected by default and accepts the Announcement when clicked, indicating that the user has read, understood, and agreed to accept the Announcement's contents. However, you can choose a different CTA as per your requirements.

       

      10. Select a BUTTON STYLE from the dropdown, and then under the ALIGNMENT section, select the button position on the Announcement.

       

      Info:

      You can customize the button color and size in the Admin Portal. To learn more, see Themes(Version 4.x).

       

      11. Choose the desired ANNOUNCEMENT POSITION.

      12. To set the order in which the Announcement appears on your application, rank it under ORDERING RANK.

       

      Note:

      • When you have several Announcements to be displayed on the same page, you can rank your Announcements in a specific order. The Announcement with the highest rank will be displayed first and the rest won't be seen until the current Announcement has been approved.
      • The Ordering Rank will be followed by the Announcements only if no display conditions have been assigned to them.

       

      13. Complete the additional steps if required.

      THEME/APPEARANCE

      You can select a different theme for your Announcement from the drop-down.

      To learn how to create and add new themes, see Themes (Version 4.x).
      SEGMENTS

      You can select a Segment to display your Announcement for a specific user group in that Segment.

      Note:

      • If no segments are selected, the Announcement will be visible to all users on your application.
      IMAGE OPTIONS

      You can check the Announcement with image box, to include an image in your Announcement. Once you upload the image, you can use the toolbar to customize it on screen as per your needs.

      To learn more, see Add a Display Image in the Announcement.
      CONDITIONS

      You can click the + Add Condition button to use display conditions that determine the existence and display of the Announcement on your application.

      To learn more, see Advanced Element Selectors.
      RECURRENCE

      You can choose the frequency at which your Announcement will recurrently show on your application.

      To learn more, see Schedule a Recurring Announcement.

       

      14. Click Save.

      Once you create the Announcement, you can make it accessible for your end users by publishing it either through the Admin Portal or the Apty Studio.

      For more information, see Publishing Apty Content(version 4.x or above).