Broadcasting

This topic describes the Broadcasting section, the information it provides, and its features.

 

The Broadcasting section allows you to create and configure Broadcast actions that automatically send emails to a specified list of recipients on a scheduled basis. In addition, you can attach Board Presentations to the emails, in one of the following formats: PDF, MS Word, MS Excel, MS PowerPoint.

 

To access the Broadcasting section, access the System Administration space of the desired Platform and click on the Broadcasting tile. You will be taken to the Broadcasting page.

The user must have an appropriate Board license to be able to view and access the Broadcasting tile.

In the Broadcasting page, you can see all existing Broadcast actions and their main information: the table is sortable and searchable using the interactive header fields. You can also show or hide columns to your liking, by clicking the Column chooser button in the upper right corner of the table.

The table contains the following information:

• Name. This column displays the name of each Broadcast action
• Created. This column displays the date and time of the creation of each Broadcast action, in the following format: Month Day, Year - HH:MM (i.e. Apr 26, 2023 - 10:00)
• Last run. This column displays the date and time of the last time each Broadcast action was executed, in the following format: Month Day, Year - HH:MM (i.e. Apr 28, 2023 - 12:00)
• Next run. This column displays the date and time of the next time each Broadcast action will be executed, in the following format: Month Day, Year - HH:MM (i.e. Apr 26, 2023 - 10:00)
• Scheduling. This column displays how often each Broadcast action will be executed. For example, if a column field displays "Weekly", it means that the Broadcast action will be executed every week on the configured days and time
• File format. This column displays the type of format that each Presentation will be exported to and sent to recipients as an attachment to the email
• Status. This column displays a toggle that indicates if the automatic execution of a Broadcast action is enabled or not. The Broadcast actions will be automatically executed only if their respective status toggle is activated
• Run. This last column of the table shows a button that allows you to immediately execute the Broadcast action by clicking it.

 

The Broadcasting section is very similar to the Send To feature of the Presentations area, with the following key differences:

• The recipients of a Presentation sent using a Broadcast action can be Board users, manually entered email addresses, or recipients configured through a Layout. The recipients of a Presentation sent using the Send To feature, on the other hand, can be only Board users
• You can enter Substitution formulas in the email body of a Broadcast action, while the Send To feature does not support them
• Only users that have access to the System Administration area can access the Broadcasting section. The Send To feature, on the other hand, is available to all Board users as long as the "Deny Subscribe and SendTo" feature is disabled in the associated Application Profile.

 

 

Creating a Broadcast action

To create a Broadcast action, proceed as follows:

1. From the Broadcasting section of the desired Platform, click on “+BROADCAST” in the upper left corner to bring up the Broadcast action configuration panel
2. Enter the name of the Broadcast action in the "Broadcast action name" field and then click on the right arrow button to go to the next step

   

3. Select recipients. Here you must configure the recipient list. You can click on the drop-down list above to choose one of the following recipient list configurations:
   1. From the address book. This option allows you to send a Presentation to a list of Board users that have an email address associated with their Board account.

      Click on the checkbox to the left of each desired Board user to include them in the recipient list

      

      The list displays only Board users who have a valid email address associated with their account.

       

   2. Email list. This option allows you to send a Presentation to a list of manually entered email addresses. 

      Enter an email address in the “New email” field and click the “+ADD” button on the right to add it to the recipient list below. You can also copy one or more email addresses in the clipboard, click somewhere on the recipient list, and then press the "CTRL+V" shortcut on your keyboard to paste them directly into the list.

      To remove an email address from the recipient list, hover over it and click the "X" icon at the end of the row

      

   3. From layout. This option allows you to configure a Board Layout to extract all information needed to compose the email message: email addresses, message bodies, and email subjects will be retrieved from the Data Blocks configured in the associated Layout. To configure this option, proceed as follows:
      1. Enable either the "Generate the presentation using 'Administrator' profile" option to send the same Presentation to all recipients or the ”Generate the presentation for each recipient using the layout row as filter” option and insert the desired Entity in the row axis of the Layout you will configure to filter the Presentation: the data shown in the attached Presentation will be related to each member of the Entity (as if using a Pager for each Slide of the Presentation). Therefore, each recipient will receive a Presentation with data only related to the members of the Entity set By Row that are in the active selection. See this page for more information
      2. Click on the "FROM DATA VIEW" button to open the Layout editor where you can configure the Layout with the Data Blocks that contain the email addresses of the recipients and, if needed, the message bodies and email subjects
      3. After the Layout is configured, five drop-down menus will appear below the "FROM DATA VIEW" button. They are needed to configure the following options:
         1. Address block. Here you must choose the Data Block that contains the email addresses of the recipients
         2. (Optional) Email body block. Here you can choose the Data Block that contains the email body messages for each recipient
         3. (Optional) Subject block. Here you can choose the Data Block that contains the email subject for each recipient
         4. (Optional) Cc block. Here you can choose the Data Block that contains the email addresses of recipients you want to send a copy of the email ( CC, “carbon copy”) to, apart from the recipients identified through the "Address block" field
         5. (Optional) Bcc block. Here you can choose the Data Block of the configured Layout that contains the email addresses of recipients you want to send a "hidden" copy of the email (BCC, “blind carbon copy”) to, without allowing other recipients to see that someone else has been sent a copy of the email
   4. When done, click on the arrow button on the right to go to the next step

      

4. Configure the email content. Here you must configure the following content of the email:
   1. Subject. Enter the subject of the email in the "Subject" field. You can ignore this field, in the case of a Layout configuration where you have already chosen the Data Block containing the subject of each email
   2. Presentation. Choose the desired Presentation from the "Presentation" drop-down list
   3. File format. Choose one of the following formats for the attached Presentation: PDF, MS Word, MS Excel, MS PowerPoint
   4. (Optional) Message body. Enter the body of the email in the "Message body" field. You can ignore this field, in the case of a Layout configuration where you have already chosen the Data Block containing the message body of each email
   5. When done, click on the arrow button on the right to go to the next step

      

      The “Subject” and "Message body" fields support Substitution formulas and Metadata variables.

      If you have configured a Layout to be used in the Broadcasting action configuration, you can use information from its Data Blocks in the Message body field. To do so, you have two options:
      1.  You can choose the desired Blocks from the "Layout blocks" menu on the top right of the field
      2. You can manually reference the desired Blocks into the message body using this syntax: @block(n), where "n" is the letter in the row header that corresponds to the desired Data Block.
      

5. Configure the sending frequency. Here you can configure how often the Broadcast action will be executed automatically. The sending frequency options are as follows:
   • One time. This option allows you to automatically execute the Broadcast action only once, at a set time starting from when the Broadcast action configuration is fiished

     

   • Daily.This option allows the Broadcast action to run automatically every day at a predetermined time. Enter a number in the "Recur every (days)" field to configure how often you want to execute the Broadcast action. For example, if you want to execute the Broadcast every day, you can enter "1" in the field. Otherwise, you can enter "2" if you want to execute the Broadcast action every other day, or "3" if you want to execute it every three days etc.

     

   • Weekly. This option allows the Broadcast action to run automatically every week at a predetermined time. Enter a number in the "Recur every (weeks)" field to configure how often you want to execute the Broadcast action (i.e. every week or every two weeks etc.) and, in the "Days" drop-down list, choose the days of the week when you want the Broadcast action to run automatically

     

   • Monthly. This option allows the Broadcast action to run automatically every month at a predetermined time. You can select "All months" to execute the Broadcast action every month or choose the desired specific months. In the "Days" field, you can choose the specific days of the month when you want the Broadcast action to run automatically

     

   • Monthly (Days of the week). This option is the same as the "Monthly" option above, with the exception that it allows you to configure the specific weeks and weekdays of the month when you want the Broadcast action to run automatically

     

6. Save the new Broadcast action. Finally, you can view a summary of all the configurations of the Broadcast action and click on "SAVE CHANGES" to save it

   

   You can click on the "TASK", "WHO", "WHAT" and "WHEN" labels above if you want to go back to any of the sections to edit it.

 

Managing a Broadcast action

To edit a Broadcast action, select it and change the desired options as explained in the previous paragraph. The options are separated into the following three tabs:

• SETTINGS. Here you can edit the name of the selected Broadcast action, and change the attached Presentation and its file format.

  

  If you want to send the email without a Presentation, you can select the "No attachment" option from the "Presentation" drop-down list.

   

• EMAIL. Here you can edit the recipient list and the content of the email of the selected Broadcast action

  

   

• SCHEDULING. Here you can edit the sending frequency options of the selected Broadcast action

  

   

To delete one or more Broadcast actions, select them and click on the "DELETE" button above the table.