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What is the Announcements Builder?

The Announcements Builder is a tool that helps you create, customize, and schedule announcement banners that appear inside your CRM for your team members or clients. It provides a guided workflow for building these messages, allowing you to preview them and control exactly when and to whom they are shown. This feature is designed to make internal communication more timely, targeted, and easy to manage.

Key Benefits

Using the Announcements Builder improves communication by delivering messages directly within the CRM interface, where users are already working. This reduces the need for external emails or messages and ensures information is seen in context.

Targeted Communication: Display announcements at the agency level, the account level, or both, ensuring the right audience sees the message.
Flexible Scheduling: Set specific start and end dates to control when a banner is visible, ideal for time-sensitive updates.
Clear Prioritization: Assign a priority level (Critical, Warning, or General) to help determine which message is shown first if multiple banners are active.
Better User Experience: Preview your banner before publishing to confirm the messaging and appearance.
Draft and Publish Control: Save an announcement as a draft while you work on it and activate it only when it's ready.
Action-Oriented Messaging: Add an optional call-to-action (CTA) button that links to a specific URL, guiding users to the next step.

Banner Content and Core Settings

When creating an announcement, you will configure several core elements to make your message clear and effective.

Title: A brief, descriptive headline for the announcement.
Message Content: The main body text explaining the update or alert.
Priority: Set the importance level as Critical, Warning, or General.
Frequency Settings: Choose how often the banner is shown to eligible users.
Status: Set the announcement to 'Draft' while preparing it or 'Active' when it is ready to be displayed.

Visibility and Audience Scope

You can control who sees your announcements by selecting the appropriate visibility scope.

Agency Level: Use this when the message is intended only for users who operate within the agency experience.
Account Level: Use this when the announcement should be visible to users within the sub-accounts.
Both: Use this when the message is relevant to users across both the agency and account-level experiences.

Scheduling Announcements

Scheduling allows you to plan announcements in advance. This is useful for maintenance notices, promotions, or policy reminders.

Start Date: The date when the banner becomes eligible to appear.
End Date: The date when the banner will automatically stop being displayed.

CTA Buttons and Redirect Behavior

To make your announcements more actionable, you can add a call-to-action button.

Button Text: The label that appears on the button.
Destination URL: The web address where users will be directed when they click the button.

This is ideal for guiding users to a specific page, resource, or workflow related to the announcement.

Priority and Frequency Behavior

These settings help manage which announcements are most prominent, especially when multiple are active.

Critical: For urgent, high-impact notices that should take precedence.
Warning: For important alerts that are less urgent than critical items.
General: For standard informational messages.

How to Set Up an Announcement

To create an announcement, navigate to the appropriate section within your CRM's settings or tools area. From there, you can follow the guided workflow to input your title, message, set the visibility, schedule, and configure any additional settings like a CTA button. Be sure to preview your announcement before changing its status to 'Active' to publish it.