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Sending Alerts and Announcements

Use the Alerts or the Announcements widgets to broadcast important information.

Alerts are for high-priority information (e.g. planned downtime alerts, security alerts, etc.) and come with a red Important tag. Conversely, Announcements are for all other information you might want to broadcast.

Tip

You can set the announcement’s priority to Important to display the red Important tag in the message.

Use the Announcements and Alerts application or widgets on a page to create and manage alerts and announcements.

Although similar, alerts and announcements have some differences:

Configuration Alert Announcement
Distribution Scope Automatic Use the Customize Announcements Displayed option to customize it
Pagination Not Configurable Set the maximum number of items shown in the widget.
Priority Set to Important by default Normal or Important
Tip

To separate critical alerts from regular announcements, consider placing the widgets on different pages or targeting specific user groups.

Creating Alerts and Announcements

Administrators can create and manage announcements and alerts through the Announcements and Alerts application:

Create and manage announcements and alerts through the Alerts and Announcements application.

Open the Global Menu (Global Menu), select the Applications tab, and click Announcements and Alerts under Communication.

In the application, select the Announcements or the Alerts tab (1) to create (2), view (3), select and delete multiple entries (4), filter by site or role (5), sort entries (6), or use the actions menu (7) to edit and delete announcements or alerts.

Another way to create, display, and manage alerts and announcements is by using widgets:

  1. Create a new page or start editing one.

  2. In the Fragments and Widgets menu on the left, search for the Announcements or Alerts widgets under the News section and drag it to your page.

    The widgets have two tabs: Unread for non-expired alerts/announcements that you haven’t read, and Read for alerts/announcements that have expired or that you’ve already read.

    Use widgets on a page to display announcements or alerts.

  3. To create an alert or announcement click Add Alert or Add Announcement. A new window opens.

  4. Use the Title field to give the alert or announcement a title. Add additional text in the Content field.

  5. Set additional settings under the Configuration section. See Alerts and Announcements Configuration Reference for more information.

  6. Click Save when you’re done. Your alert/announcement now appears in the widget.

Alerts and Announcements Configuration Reference

While creating or editing alerts and announcements, expand the Configuration section to view the available settings.

Expand the Configuration section to find more settings for your alert or announcement.

Distribution Scope: The scope where the alert/announcement should appear. The default General scope sends the alert/announcements to everyone in the instance. Alternatively, you can select your site or specific roles. See Configuring the Distribution Scope to learn more.

URL: A URL (optional) to include with the alert/announcement. For example, an announcement about a news story could include a link to the news article. The URL must be valid and begin with http:// or https://.

Type: The alert/announcement type. This can be General, News, or Test. Note that each user can specify a different delivery mechanism for each type of alert/announcement. See User Configuration for details.

Priority: The announcement’s priority. This can be Normal or Important. Note that this is disabled for alerts because alerts are always set to a high priority by default.

Display Date: The date the alert/announcement should be displayed. This determines when the alert/announcement is sent and appears in the widget. By default, the Display Immediately box is checked. This sets the display date equal to the creation date. Uncheck this box to enter a custom display date. For example, you can create alerts/announcements for display at a later date. This date can be days, weeks, months, or years in the future. Uncheck the Display Immediately box and click the Display Date field to open the date-picker.

Expiration Date: The date and time the alert/announcement expires. Once an alert/announcement expires, the widget displays it in the Read tab. Clicking the Expiration Date field opens the date-picker.

Configuring the Distribution Scope

Configure the distribution scope to define where the alert/announcement appears. By default, it’s set to General, which is everyone. To set the distribution scope,

  1. Add an announcement or alert using the application or the widgets.

  2. Click the Distribution Scope field to see a list of available sites, organizations, user groups, and roles. This list varies depending on the current user’s permissions.

    Sites: All sites the user belongs to.

    Organizations: All organizations the user belongs to.

    User Groups: All user groups in the instance.

    Roles: All roles in the instance.

You can also configure your Announcements widget to customize the distribution scope. This is useful when you want to send an announcement to specific groups of people.

Open the preferences tab to see available settings.

  1. Click Options (Options icon) on your widget and select Configuration.

  2. Select the Customize Announcements Displayed option (1) to customize the distribution scope for your Announcement widget. Click Save.

    Use the Customize Announcements Displayed option to restrict the distribution scope for announcements.

    A new section appears. You can select tabs to define which available sites, organizations, user groups, and roles are included in the distribution scope. If there are no elements in a category, the tab isn’t shown.

  3. Select the available options and use the arrows to move them from the Available to the Current column to include the option in the distribution scope.

    By default, the site where the widget is placed is shown in the Current column.

    The options under the Available column vary according to the user’s permissions. See Alert and Announcement Roles to learn more.

User Configuration

Users can configure how they’d like to receive announcements.

  1. Click on your User profile at the top right and select Account Settings.

  2. Open the Preferences tab to find the Alerts and Announcements Delivery option.

    Open the preferences tab to find the settings.

  3. Alerts and announcements are always visible from the page on which the widget is configured. Users can choose to receive alerts and announcements by email as well. Select between General, News, or Test types.

  4. Click Save when you’re finished.

Alert and Announcement Roles

You can also create roles and assign permissions for users to be able to manage alerts and announcements:

  1. Open the Global Menu (Global Menu icon) → Control PanelRoles.

  2. With the Regular Roles tab selected, click Add (Add icon). This opens the New Role form.

  3. Name your role Announcements, give it a title and description, and click Save.

  4. Click the role’s Options (Options icon) → Edit.

  5. Open the Define Permissions tab.

    Under Control Panel, click General Permissions, and select Add General Announcements. Click Save.

    Open the define permissions tab for these options.

    Go back to the Define Permissions tab. Navigate to Site and Asset Library AdministrationApplicationsAnnouncements. Select all the resource permissions and click Save.

  6. Now any user assigned to this role can manage alerts and announcements.

Distribution Scope Permissions

Here’s a list of necessary permissions users must have to publish alerts/announcements at each distribution scope and where you can find them in the Define Permissions tab:

Option Permission Where is the Permission
General Add General Announcements Control Panel → General Permissions
Sites Manage Announcements Control Panel → Sites → Sites
Organizations Manage Announcements Control Panel → Users → Users and Organizations
User Groups Manage Announcements Control Panel → Users → Users Groups
Roles Manage Announcements The user must have a role assigned within the site that grants them permission to manage announcements.
Capability: