My Info allows you to curate content for specific attendees, attendee groups, or tiers. The content you "assign" will be reflected in what those individuals then see in the app.
For instance, if you'd like to have an attendee or group of attendees have visibility to a specific survey, you can do this with My Info.
Creating Custom Content
To enable My Info, go to the Discover More section in the CMS and click the 'Learn More' button on the My Info box. Then click 'Set Up Now'. The My Info section will then be available, under the Content tab.
Upon visiting the section for the first time, you will notice that the content list will be empty. Click 'Add New Content' to get started.
You should now see the Content Form open with your full list of attendees. Click the checkboxes next to the attendee names to give them visibility to the content type.
You can also select groups of attendees by clicking on 'Tiers'. Tiers are created using our Content Visibility feature.
And you can also click on 'Groups' to select a collection of attendees. Groups are determined by your Attendee Groups in your attendee list.
Note: you cannot select individuals within tiers or groups unless you choose them from the all attendee list. When selecting tiers or groups, you can only select the full tier or the full group.
To make things easier, you can also use the Search bar to find an attendee.
Selecting Content Types
After you've selected your attendees to include as part of the content type, scroll down to the 'Select Content Type' section. There are four content types you can select from:
- Web Page
- Plain Text
A Web Page content type allows you to add a website that those attendees have will access to click on the app.
Plain Text content allows you to add text for those attendees to view.
You can make a Global Survey visible to select attendees by choosing the Survey content type.
And lastly, you can select 'HTML' to add an HTML content type. An HTML content type displays a web page where you can add text styling and images. Think about it like creating an email template.
When you're finished creating your content type, click 'Submit Content'.
Once you have all of your content created, you can view the list under the "Current Content' box. The way the content appears in this section is the way it will appear for attendees in the app, as long as they have access to it. However, you can change the order of the content by clicking on 'Reorder Content'.
Drag and drop the content types in the order you'd like and then click 'Save Order' when finished.
Viewing Which Attendees Have Access to Which Content
There are two ways to easily look at which content type is visible to which attendees. First, under the "Current Content" box, click the 'View' button to view the full list of attendees associated with that content type. You can uncheck attendees as needed.
The second way is to click 'View Attendees' at the bottom of the page. This will expand the attendee list. Click on an attendee name to see what content they have access to in the phone mockup on the right side of the screen.
Lastly, make sure you click 'Publish Changes' whenever prompted so your changes are reflected in the app!