Embedding Forms and Surveys on a Page

Embedding forms, surveys and polls on a page allows you to add your own text and images along with the activity. If you just want the survey or poll by itself, just follow the guide here to add it as a web link instead.

When you create a form or poll etc online, you’ll be offered an embed code, to embed it on a website. However, the embed code for your mobile app works a little differently.

To demonstrate, we’ll use Surveymonkey as an example. Rather than getting an embed code, you’ll simply want to take the direct web link for your poll or survey:

In Surveymonkey, when you have created your survey, navigate to the “Collect Responses” screen:

 

 

In this screen, you will need to create a new collector for your survey. On the Collect Responses screen, choose ‘Web Link’ as a new collector:

Setting that aside for a second, copy everything from the below embed code in to an HTML module on a page:

 

 

<!DOCTYPE HTML>
<html>
<head>
<title>Survey Embed</title>
<meta name="viewport" content="width=device-width,initial-scale=1" />
<style>body { margin: 0; }</style><style>
.tabweb-container
{ overflow:scroll; }
</style></head>
<body>
<div
class="tabweb-container"><iframe
src="WEB LINK GOES HERE"
width="100%" height="1500px"
frameborder="0" sandbox="allow-same-origin allow-scripts allow-popups allow-forms"></iframe></div>

</body>
</html>

 

Now copy your web link for your form, and copy it in to the HTML code where you see “WEB LINK GOES HERE”. Leave the ” ”  at the start and end of the link in place in the code.

Your HTML module should now look like this:

Now press Save and Publish, and your poll, survey etc will appear embedded within the page.

 

What if your form looks ‘cut-off’ and the submit button isn’t visible?

If your form is more than just a few fields, using the default HTML code above may cause your form to be cut off at the bottom, with the submit button not visible to the user. If this happens, simply adjust the ‘height’ value in the code in your HTML module. The default height is set as 1500px. Try increasing the value and clicking Save and Publish each time until your entire form and the submit button is visible.

After adjusting the height, our full embedded form with the submit button is now visible:

 

Push Notifications

Push Notifications are an extremely powerful tool in your internal comms arsenal. When you’re adding ‘need to know’ content to your app, a push notification will increase your read rates significantly.

We all have a lot of different apps on our phones, so it’s to be expected that your employees won’t check your internal comms app every day. A push notification however, will alert the user to a new piece of content in your app, and if they tap on the notification they’ll be brought straight to that content.

Push Notifications also work with our Content Segmentation feature, in that if you set an Audience for your content, the notification will be sent only to those in the Audience user groups – allowing you target specific sets of employees with your notifications.

A push notification will appear along with other system-level notifications on the user’s mobile phone – on the lock screen and in the phone’s notification centre.

 

How to Send a Push Notification

A notification can only be sent to your users after your content has been published. After publishing a page or web link, you’ll see the option to send a push notification appear below the publishing controls on the right of the screen. You’ll also be able to see if a push has previously been sent for that content:

 

Press ‘Send Push Notification‘ and a box will pop up to allow you to enter your text. Once you’re done, simply press Send.

 

If your text is more than one sentence, you may see a message to tell you that it might get shortened. This is just because different phones display notifications is various ways – some have a word limit for displaying the full message in the notification bubble.

 

Segmenting Push Notifications to User Groups

When sending a push notification, it will automatically be sent to everyone that the content is available to. By default, the ‘Audience’ is set to Everyone. But if you segment your content to make it visible only to those in specific user groups, the push notification will also only be sent to those users, in those groups.

So if the audience tab looks like this (after Saving and Publishing) and you send a push notification:

 

Then the push notification will only be sent to those who can see the content – in this case, those in the Area Managers user group.

 

People Directory

The People Directory is a searchable employee directory, displaying contact details of all your employees who have been added as users to your app.

 

 

 

 

 

 

 

 

 

 

 

The People Directory is currently searchable by:

  • Name
  • Job Title

When activated in your app, it will appear in the sidebar menu beside the app settings and logout buttons.

Where the data comes from

The user’s name, department and job title will automatically be pulled from your user upload file, while the phone number, email address and profile photo need to be added manually by the user in their own user profile screen (at the top of the sidebar menu).

 

Call or Email from the app

One of the big benefits of the People Directory is that if a user adds their email address or phone number to their profile, then ‘Call’ and ‘Email’ buttons will be added to their profile in the directory, allowing them to be called or emailed directly from the app. Upon tapping call or email, the phone’s dialler, or default email client will be called to complete the call or email.

Activating the People Directory in your app

To turn on your People Directory, click the Cog Icon at the top of the CMS to access your administration settings. Then click on the channels menu, and on the channel for which you want to enable the directory:

Now tick the ‘People Directory’ feature, and save your changes:

 

After you save, refresh the menu in your app, you’ll see the ‘People’ option appear at the bottom of the main menu, beside the settings and logout options.

Please Note: Although you can enable the People Directory on a per-channel basis, the directory itself will always show all users from across your organisation, regardless of which channels those users have access to.

 

 

User Generated Content

User Generated Content is a great way to allow your employees to get involved, and engage with your app. With this feature, you can allow your users to post directly from their phones – in specific designated sections of the app. Users can add images and text, and you can moderate the posts before they go live if you want to.

Some of our customers use this feature to create a ‘selfie wall’ in their app, as a place to encourage the sharing of best practice, or even as a ‘buy and sell’ section.

Users make posts from their phones, and others can like and comment. Share pictures, run competitions, share best practice, create a Q&A section – UGC has loads of use cases.

  

 

Any time you need your users to post to the app, you can use our User Generated Content feature. You can even choose if you want only specific groups of people to see the ‘Post’ button. For example, you could have a section that your employees can read, but managers can post to – giving your managers a way to quickly disseminate information in the app without having access to the Content Management System!

 

Setting up User Generated Content

  1. Choose List Type

In your new list, go to the ‘List Type’ tab and choose ‘User Publishing List’. This tells the CMS that it’s a list that’s going to receive its content from users in the app itself, so there will be a button in the app for users to press to make a new post.

The default list (posting only from the CMS) is on by default, and you can find more information about the Recognition List by clicking here.

 

2. Choose who can post

Next, you get to decide if everyone can post in this list, or if only specific user groups get to see the button to post. Remember though, the List’s ‘Audience’ tab still governs who can see the list – this bit below just governs who can post to the list.

If you want everyone to be able to post, you don’t need to do anything:

 

But if you want to restrict who can post, you’ll need to choose those user groups. This is useful if you wanted to create a section where senior managers can post directly – where you want everyone to be able to read the posts,  but only for the senior managers user group to be able to post there.

 

3. Choose your button text

Now, choose what the button in the app is going to say. If your list is a selfie wall for example, it might say ‘Post a Selfie’ or if’s a Buy & Sell section, it might say ‘Post an Ad’:

 

4. Choose your posting options

First choose whether you want to make it mandatory for users to include text or images with their posts.

Allowing users to send push notifications will automatically send a push notification out to all users every time there’s a new post to this section of your app. So we don’t recommend enabling this unless you have chosen  for only a small group of people to be able post.

Enabling post moderation means that the posts will appear in the content management system in ‘Draft’ status. Once you have approved the post in the CMS, simply press Save and Publish Now to make the post visible to all users.

 

 

 

 

 

 

 

Purchasing your iOS Redemption Codes

After your iOS app has passed Apple’s review, you’ll need to purchase redemption codes, to allow your employees to download the app.

Your Client Success Manager will let you know when it’s time to do this, and here’s the process to follow:

  1. Log in to your Apple Business Manager account, and click on custom apps in the menu on the left. Then click on your app:

 

 

2. Now in the license type option, choose ‘Redemption Codes‘ then enter the amount that you need, and click ‘Buy’:

It’s really important that you choose the correct option here, so please ensure that you have selected Redemption Codes before completing your purchase.

 

3. Now you need to send your Redemption Codes to your Client Success Manager. In your Apple Business Manager account, go to:

Settings > Apps and Books > Purchase History

In here, you’ll see your recent purchase, with a download link to download a spreadsheet of your redemption codes. Download the file and send it to your Client Success Manager at TheAppBuilder.

We’ll then be able to make the app downloadable from your myapp.is page, and one of your unique redemption codes will be redeemed when your users click on ‘download’.

Apple Business Manager Account Housekeeping

After you’ve created your Apple Business Manager Account, there’s a little bit of housekeeping to do

  1. Let us know your organisation ID
  2. Let us know the name of your organisation exactly as it appears in your account
  3. Enable custom apps for your account
  4. Add your credit card payment details to your account

 

Where to find your organisation ID and the name of your organisation:

You’ll find these in Settings > Enrolment Information. Once you’ve found these, please send them to your Client Success Manager at TheAppBuilder.

 

How to Enable Custom Apps for your account:

You can also find this setting in Settings > Enrolment Information

 

How to enter your payment details:

You can do this in Settings > Apps and Books > My Payment Information

 

That’s it! After we build your app, you’ll be able to log in to your Apple Business Manager account to purchase your redemption codes.

 

 

 

Content Segmentation Overview

By default, any of the content you add will be visible to everyone in your organisation. However, you can give your users a more streamlined experience by using content segmentation.

This works by creating user groups, and then using the CMS to choose which user groups you want to be able to see that content. This allows you to create entire sections of your app that are visible only to specific people.

For example, if there’s information that you want to be visible only to managers, or to a specific department, you can achieve this using user groups.

All Signal. No Noise.

It’s not always about ‘hiding’ information that you don’t want others to see though. Using content segmentation intelligently has big impacts on perception of your app, especially if you’re in a large organisation. There will be plenty of content in your app that, while you don’t mind everyone seeing it, it’s maybe only relevant to subsets of your staff – so why not just segment it so that only they see it?

If you’re an employee and you’re opening each section of the app to be presented with stuff that’s just not relevant to you or your job, and you’re scrolling past quite a few items to find something relevant to you, it gets a bit tiresome. However, if you open the app and the vast majority of what you see is actually something that applies to you, then you’re more likely to want to keep coming back to the app, and to engage with the content you’re reading via the social features.

If you’re adding content to your app that’s only relevant to your employees in Scotland, why not create a user group for your Scottish employees and segment that content so that they’re the only ones who see it?

Segmenting in this way to streamline the content for end-users rather than just using it to hide ‘super secret stuff’, is all about user perception.

Ideally, you’d love to be able to communicate with people individually. In the absence of that, one of the great things about your app is its ability to at least dive a little bit deeper so you can communicate directly with the people that a piece of information relates to, rather than scatter-gunning and hoping that the relevant people see it.

Employees are often overloaded with emails, meetings, targets, and if they perceive this app as another thing that’s overloading them with information, they simply won’t use it.

Your app can be a nice set of noise-cancelling earphones for your staff – not a megaphone!

See the link below to get it set up in your app!

Segment Content

Peer Recognition

Our native Peer to Peer Recognition feature allows your employees to say thanks to each other in your app, and the person who’s been thanked will receive a push notification to their phone to let them know!

 

When saying thanks, they’ll choose one of your company’s core values to associate with the ‘thanks’, and they can add in their own comments.

There are loads of amazing, but small things going on every single day across your organisation. This feature in your app gives everyone visibility to these everyday heroes, and it encourages your employees to live your organisational values.

A lot of formal employee recognition programmes are all about the outstanding achievements. This feature though, is all about celebrating the small stuff!

Getting it set up

You’ll need to send your company’s list of values to your Customer Success Manger, who will get everything configured in the background. You can also send a list of teams if you want people to be able to thank entire teams of people rather than only individuals.

Once we’ve confirmed that the setup has been completed on this side, you’ll need to create a list in your app where people will go to say thanks, and see the thanks left for others.

You can call the list whatever you like – some examples are “Say Thanks” “Peer Shout-Outs” “Cheers to your Peers”.

In the “List Type” tab, you’ll need to choose ‘Recognition List’, then choose what you want the button at the bottom of the list to say. (This is where users will tap to thank someone).

You can also choose if you want to be able to say thanks to individuals, teams, or both.

Likes & Comments Overview

By default, your users can like and comment on your content (unless you disable it completely or for a specific post). Allowing likes and comments on your content is a great way to encourage employee engagement, foster a culture of openness, and bring your employees closer together.

     

Users can:

  • Like a piece of content
  • Comment on a piece of content
  • Like a comment made by another user
  • Reply to a comment made by another user
  • Receive an in-app notification when someone replies to their comment
  • Receive and in-app notification when someone likes their comment
  • Report inappropriate comments to the app administrators
  • See a list of ‘who liked’ a piece on content
  • See a list of ‘who liked’ a comment
  • Edit their own comments
  • Delete their own comments

In addition, app administrators can delete comments made by other users.

Comments and likes appear at the bottom of your pages. Tapping on the heart icon allows the user to like the page, and tapping on the speech bubble icon allows the user to add a comment. Below each comment there are also Like and Reply options.

When someone likes or replies to a comment, they’ll get an in-app notification. The bell icon will get a red badge, and if they tap on it they’ll see a list of all likes and replies to their comments. They can tap on one of those notifications to go straight there and continue the conversation!

Reporting Inappropriate Comments & Editing Comments

There’s a ‘three dot’ icon beside each comment, which allows users to edit or delete their own comments. In addition, they can tap the three dots beside someone else’s comment and choose ‘report’, if they feel that the comment is inappropriate:

This generates an email report to app administrators, so that you can take action. To set which email addresses receive these reports, in the CMS go to Cog Icon > Channels > [channel name] > Recipients of Flagged Comment Emails. Enter your email address(es) and press Save.