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Setting up customer announcements


Applies to: Nerdio Manager for MSP (NMM) V3.1.0+


NMM portal allows MSPs to publish announcements to their customer accounts. MSPs can configure two types of announcements:

  • Alerts: These announcements are displayed at the top of the page once the customer logs into their account
  • Pop-ups: These announcements are displayed in the form of pop-ups once the customer logs into their account

To configure announcements on NMM portal, navigate to Settings >Announcements:

Settings_announcements.png

On the announcements page, you can view a list of existing announcements:Announcements_page1.png

Through the announcements page, you can perform the following actions:

Create announcements

On the "Create announcement" pop-up, enter the following fields:

  • Is active: Check this flag if you want to activate the announcement. Uncheck the flag if you wish to disable the announcement
  • Announcement name: Enter a name for the announcement
  • Announcement text: Enter a description for the announcement. You can format the text or insert images.
  • Announcement type: Select the type (alert or pop-up) of announcement
  • Display period: Select a date range for which you want to display the announcement
  • Built-in role filters: Select user roles that will see the announcement
  • Show to single-user (in every install): Check this flag if you wish to show this announcement to a single user in every install. The announcement will be displayed until the user hides it.
  • Click "OK" button to confirm the action

Create_announcement1.png

Edit announcements

Select an existing announcement and click "Edit" button next to it:clickedit.png

On the "Edit announcement" pop-up, you can edit the following fields:

  • Is active: Check this flag if you want to activate the announcement. Uncheck the flag if you wish to disable the announcement
  • Announcement name: Enter a name for the announcement
  • Announcement text: Enter a description. You can format the text or insert images.
  • Announcement type: Select the type (alert or pop-up) of announcement
  • Display period: Select a date range for which you want to display the announcement
  • Built-in role filters: Select user roles that will see the announcement
  • Show to single-user (in every install): Check this flag if you wish to show this announcement to a single user in every install. The announcement will be displayed until the user hides it.
  • Click "OK" button to confirm the action

edit_announcement.png

Delete announcements

Select an existing announcement and click "Delete" button next to it:clickdelete.png

Click "OK" button to confirm action:

Confirm_delete.png

Preview announcements

Before enabling announcements, you can get a preview of them and tweak the content/settings if required. Select an announcement of type "Alert" and click "Preview" button next to it. You will be able to view the preview of the announcement at the top of the page as shown below:Preview_of_announcement.png

 

Similarly, you can select an announcement of type "Pop-up" and click "Preview" button next to it:preview-pop-up.png

You will be able to view the preview of the announcement as a pop-up as shown below:

Pop-up-preview.png

 

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Comments

  • Avatar
    Remo Glanzmann

    Sounds interesting, but for what would I typically use this? I am not a huge fan of documentation using brainless example texts like "Demo alert". Would I want to use this to keep my team up to date with the latest maintenance work done for a customer? 😕

    Edited by Remo Glanzmann
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  • Avatar
    Remo Glanzmann

    I like this Wiki platform (hoping that you use it and will answer my question ...), what software is this?

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  • Avatar
    Nerdio Accelerator

    Hi Remo,

    We use ZenDesk for our Ticketing, Support site and this forum. It's been pretty easy to manage and scale but we are hoping to give the forums a facelift soon.

    We do offer a changelog feature at the host pool level to document and view template updates, etc. The messaging feature was driven by partner requests to alert their 3rd party vendors or customer located admins to any major alerts or changes.  Not a commonly used feature by all but one that received enough requests to add on.

     

    Thank you for taking the time to post in our community!

    Edited by Nerdio Accelerator
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