Page History

Step-by-step guide

This guide assumes the Popup Alerts feature has been set up for your site.

Create the 'Alert' Article Type

1. In the CMS, go to Alerts Maintenance (zArticles.aspx). Here, it has been placed on the Contents tab. 
   Image Modified
   
   
2. If the Article Type 'Alert' has not been created, click the Alert/Article Types tab.
   Image Modified 
3. Click New.
   
   
4. In Code, enter a word with 'alert' in it, e.g., 'alert1'
   
   
5. In Description, enter a title for this alert. 
   
   
6. To save, click OK.
   
   

Create an Alert Message

1.  Click the Article Maintenance tab.
   Image Modified
   
   
2. Click New.
   
   

3. In Article Type, select 'Alert'.
   
   

4. In Name, enter a heading for the popup.
   
   

5. In Description, enter the message. TIP - You can use html and style tags to format the alert.
   
   

6. In Alert Page Type, select the alert type.
   
   
7. If this alert is to go live as soon as it is saved, tick Is Alert Live.
   
   
8. In  Article Posted, today's date defaults. Change it if needed. This indicates the creation date.
   
   
9. In Start Date and Expiry Date, enter the period the alert is to display. 
   
   

10. If the alert applies to all users, leave these fields blank. Or you can define the alert is for a subgroup of users.

    Field	Use
    Customer Type	Trade 'B2B' or Consumer 'B2C' users.
    Customer Warehouse	Limit by Warehouse Code.
    Customer Code	Limit by (default) Customer Code.
    Bill to Customer Code
    Alert Contract Code
    Alert Initial Roles	Limit by initial role after login.
    User's Email Address	Limit to specific users

    
    

11. To add a link to a document, select the document. NOTE - This must have been Create Popup Message for Users on Login 
      

12. To save, click OK.

Anchor
upload upload

Upload a document for Alerts

To upload a document:

1. Go to System Preferences → Upload General Documents.
   
   
2. Click New.
   Image Modified
   
   
3. In Document Description, enter a description of the file.
   
   
4. Click Choose File.
   
   
5. To add the document, click Upload.
   Image Modified
6. The document is now listed and available for selection when creating an alert. 
   Image Modified

Related help