What it is and what it's for#
Two screens that work on content that already exists. They do not create actions: they dress them up and remind people about them.
- 1
File library
A store of project files: images, documents and videos. You upload the file once, copy its link and use it wherever you need it: in the description of an action, in a news item, in an email. It is under Manage › Journeys › Attachments (the screen is titled File library).
- 2
Action reminders
A banner with a sentence shown only to people who still have an outstanding action from a list you choose. It is there to pull back people who have stalled halfway, not to present new content. It is under Manage › Journeys › Action Displays.
The library does not record which action each file belongs to. It is a single list for the project, and the link is one you create yourself when you paste the URL where it belongs.
How to set it up#
1. Upload a file#
Add file opens a form with two fields: the Description and the File. The description is required and it is the only thing you will be able to find the file by later on: write something you will recognise in six months' time. Once saved, the file moves into the list and its row has Copy URL, View and Delete. Copy URL puts the file's link on your clipboard; paste it into the description of the action or the news item.
The form, the filters and the steps are in Attachments.
The list can be filtered with Search…, Type and Described / Not described, but files are not linked to any journey or action: the reliable way to find something is the Description. Give it a prefix per journey and the library will keep itself in order.
2. Create a reminder for outstanding actions#
With Add reminder you write the banner's sentence in Text (ES) and Text (EN), tick the Actions that trigger it and, when editing, keep Reminder active on. The text is the whole message: there is no body and no image. The Priority only sorts the list in the panel (it is text: "10" comes before "2"): the app receives every reminder that applies to each person without choosing by priority.
The fields, one by one, are in Action Displays.
The reminder is not scheduled by date. It is shown or not according to what each person still has to do. And with no action ticked it is shown to nobody, even if it is active.
What the employee sees#
- Materials have no screen of their own. The person sees them inside the action or news item where you pasted the link, not in a library.
- The reminder appears as a banner for as long as they still have at least one of the actions that trigger it outstanding.
- It goes away on its own. As soon as those actions are no longer outstanding, they stop seeing it. There is no need to withdraw it by hand.
- Anyone who has none of those actions assigned never sees the message.
FAQs#
Can I upload several files at once?
No. Uploading is one file at a time: you choose it, describe it and save it.
What happens if I delete a file that was already linked?
The file leaves the list and deleting cannot be undone. Treat it as if it broke its links: before deleting, change the link in the content that uses it, because there is no way of telling from the library where it was used.
Can I replace a file with a new version?
It is not replaced in place: you upload the new file, copy its link and update the content that used the old one.
How many actions can I attach a reminder to?
As many as you like. It only takes one of them still outstanding for the person to see it, so a reminder with many actions stays visible for a long time.
Can I use it to announce something new?
That is not what it is for. Only people who are behind see it, so a general announcement would not reach anyone who is up to date. That is what news is for.
Does the reminder take away points or block anything?
No. It is just a visible reminder; it does not change deadlines, points or the status of any action.
Limits and warnings#
- Deleting a file does not tell you where it was being used. Change the links first.
- The description is the file's only data, and it cannot be edited afterwards. There are no folders, no tags and no link to the journey: if you don't describe things well, the library becomes useless within a few weeks.
- Each project has its own library. A file uploaded in one project does not appear in another one's list.
- Unticking Reminder active withdraws it for everyone. It stays in the list, under the Inactive filter.
- If Text (ES) is missing, the app shows the English text. Fill in both.