Adding a personalized message when publishing a piece of Desk Research personalizes the delivery and informs your audience about the purpose and content of your research.
>>> This article is for Researchers and Insights Experts.
To add a notification message to a piece of Desk Research you are publishing:
- Go to the Desk Research you want to publish
- Be sure you have added all the relevant content
- Click on “Publish” in the top right corner of the Desk Research view
A new window will pop up where you can classify your Desk Research and add a thumbnail image that will be visible in Search.
- Click on the round plus sign to upload a thumbnail image
- Select values from the different dropdowns to tag your Desk Research – tagging helps your colleagues find your Desk Research in Search
- Click on “Next”
The next screen will ask you to choose who will be able to view your Desk Research – this is where you define permissions for your Desk Research and add your notification message. You will have three selection options.
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“Everyone”: |
The entire user community to be able to see your research |
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Add specific user(s): |
A limited number of users should see the content |
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Select a user group: |
Your research will be shared with a specific group e.g. Marketing or Insights |
- Select the option that fits your publishing needs
- If you selected to publish to specific user(s) or user group(s), select them from the dropdown
- Toggle on the option to inform these users that you want to send a message
- Add a subject and message
- Click “Publish”
Your selected users will be notified that your Desk Research has been published. Your Desk Research will also be automatically published and visible to the users you selected.
