Every client’s platform is a reflection of their company culture and mission. Your users should feel like they can come to this platform to feel involved and up to date with company news and events. Our team wants to make sure that you take full advantage of what our platform has to offer and that your users keep coming back for more. Here are some ways administrators and event coordinators can take advantage of the platform and make it a pleasing experience for all. Before launching the platform to all company users, administrators and event coordinators should read this! *Scroll down for a video summary
Your Home Page
First and most importantly, create and book events! We recommend implementing a best practice, among your administrators and event coordinators, to populate the platform with events before launching. If no events are created, no events will be featured on the Home page and your users will log into a barren platform. Our team at InvolveSoft is always happy to help with this during the training and implementation period. Create in-person events, virtual events that give users a link to join, or book non-profit events with InvolveSoft’s help. Making events in different communities and ticking the box to Feature the event is the best way to populate users’ platform with plenty of content.
When creating an event, remember to tick the “I want to feature this event” box in order for it to populate under “Featured Activities” on the Home page.
Create events to populate users’ Home page.
Second, create a company announcement that appears at the top of the Home page. Grab users’ attention even further by adding external links, photos, and videos to any company announcement.
Finally, by going into the Community that you oversee and then clicking the Communications tab you will find 3 announcement options to send out to users. Create a newsletter, update, or survey that you can feature to your Home page. The great thing about these types of communications is that you can be creative in how and what you use them for.
1. Create a newsletter- Choose from various templates and add photos and text. Highlight employees, popular events, company news, and more.
Create a newsletter and choose from multiple templates.
2. Create an update- Include a photo and a description. Use it as an update of the company, reminder of key dates, celebrate a milestone, etc. Tick the blue box to feature an update on the Home page.
Create an update and publish it under Featured Activities.
3. Create a Survey- Ask multiple questions with multiple answer types (multiple-choice, rating, yes/no, checkbox, or text form). You can also feature this by checking the box.
Create a survey and feature it on the Home page.
By implementing these few proactive steps, administrators and event coordinators can be sure that users log into a complete and beautiful portal that reflects their company. As always, contact us at firstname.lastname@example.org if you have any questions or concerns.