What are Updates?
Updates are a way to push in-app announcements to your team members.
How do I create an Update for my Team?
Click Updates on the left navigation bar.
Click + Create Update on the top right corner.
Editor Section:
Title - Name your Update (i.e. New Team Expectations or Social Media Post for tomorrow)
Sent By - This will autofill with your name
Display Type - Popup Modal or Banner option
Hide Announcement? - When unchecked, the update will be visible and appear to targeted audience. When checked, the update will be hidden and will not appear in any UI. You can utilize this option if you created an update that you want to remove.
Text Box - Input any text that you want to include for the update. Note: You have an option to attach a CARD to the Update as well so you can put basic information in the text box and use the Card for a more in depth explanation.
Audience Section:
Audience - Select All Users or a Specific Groups / Users
# of Days Update is Shown - Automatically set at 14, but can be adjusted to your liking
Assigned Users - Will only display if Specific Groups / Users is selected in Audience. Search for a team member and add as many users as you need to for the specific update.
Assigned Groups - Pro Plans have the option to create groups within their organization (i.e. sales team, engineering, etc.). They can select a specific group for an update.
Launch Date - the date & time you want the update to go live
Restricted Domains - By default, updates appear on any page Sidekick is active, but you can restrict an update to only certain domains if needed.
Restricted Paths - By default, updates appear on any page Sidekick is active, but you can restrict an update to only certain paths if needed.
Media Section:
Connected Cards - If you have a card that contains additional information, you can link it here.
External URL - If you want to direct your team to an external URL with your update, you can type in a URL here.
Media Type - You can select an image or a video to appear with your update. There is a stock image included, just hover and click Replace Image or Clear Image to edit this.
Analytics: Nothing to see right away.
Once you Publish your Update, you can click back into the update to make edits to the information and see the analytics of the update, who saw it, who snoozed it, who completed it, etc.
Once you have everything filled in to your liking, you can Preview the Update or Publish Update.
How do I View or Edit my Updates, once published?
All published updates can be viewed in the Updates Tab on your left sidebar. If you click the 3 dots on the right side of your update, you can open the update to make edits or view analytics, you can clone the update to start with a previously used template, or you can delete an update. Once a user has already seen an update though it will not prompt them to see it again, even if you make edits.
Customer Asked Questions
Can I customize the "View Update" button when a user sees my update to something like "Save Your Spot"?
No - currently the View Update button text is hard coded.
Is there a way to send notifications for updates without the user having a HubSpot profile?
Yes - You can have Updates appear on any website that the sidekick is active on. Go to your extension settings (https://app.supered.io/settings/team-extension) to ensure any websites that your team utilizes is active.