You must be a Custom Sections administrator to use this feature.

From the main menu, click Admin, and then Welcome Message.

The Welcome Message page allows you to create, edit, or delete home page welcome messages for one or all account IDs.

Create a new welcome message

  1. If you have preexisting welcome messages, click Add New. (If this is your first welcome message, skip this and move on to the next step.)
  2. (Optional) Type a title for your message in the Title box.
  3. Type a message in the text box.
  4. (Optional) Select a color for the message header, and then select a layout for your message.
  5. Choose to display your message to the entire account, or to one or more account IDs, by doing one of the following:
    • Click Entire Account
    • Click Specific Subaccount, and then, select one or more subaccounts in the drop-down list.
  6. Click Save.

Users can see only one message at a time in the widget section of the home page. The subaccount message will override one created for an entire account.

 

The following columns appear in the table:

  • Seen By displays which account or subaccounts see a message. Click Subaccounts to display the subaccount linked to a message.
  • Title displays the title of a message.
  • Modified displays the date a message was last revised.
  • Select Enabled to display a message to users, or select Disabled to hide it from users.
  • In Options, click to edit a message, or click to delete it.

Edit an existing Welcome Message

  • Click next to the message you want to revise.
  • Edit your message in the text box.
  • Click Save.

Notes:

  • If a welcome message that is addressed to an entire account already exists, and you choose to create a new one, you will be asked to either disable the active message or set the status of your new message as Disabled.
  • If a welcome message that is associated with a subaccount or set of subaccounts already exists, and you choose to create a new one directed at the same subaccount or set of subaccounts, you will be asked to either disable the active message or set the status of your new message as Disabled.