1. How do I create a Post for my clients and leads?
To create / edit / delete a post, go to the menu bar "Publishing" > "News and Offers". Then simply click on the action button [+ Create] to reach the "Create News/Offers" input screen.
You can then start creating your first post!
The post will appear on the Wellnex mobile app to all the clients/leads of the ACCOUNT MANAGERS attached to your group.
You need to enter:
1. a Title for your Post: to capture the attention of potential readers
2. select the Type that drives if it is to be displayed as an "Announcement" (better for news) or rather as a "Short Time Offer / Promotion" (better for offers)
3. choose Category = Insurance if it is in relation with insurance
The form has a URL Link field where you can paste or type a website URL; the system will then try to retrieve the image and text from that webpage. You can still edit the text in the box Short Description and also replace the Cover photo with another artwork from your own gallery.
1. a Title for your Post: to capture the attention of potential readers
2. select the Type that drives if it is to be displayed as an "Announcement" (better for news) or rather as a "Short Time Offer / Promotion" (better for offers)
3. choose Category = Insurance if it is in relation with insurance
The form has a URL Link field where you can paste or type a website URL; the system will then try to retrieve the image and text from that webpage. You can still edit the text in the box Short Description and also replace the Cover photo with another artwork from your own gallery.
When you are satisfied with the post, you can use Preview to see how it will look when presented on a standard mobile phone display.
2. How do I manage my Posts?
You can edit or delete a post.
In Publishing, click on the underscored text of the post entry that you wish to edit.
You can edit or delete a post.
In Publishing, click on the underscored text of the post entry that you wish to edit.
The screen "Edit News/Offers" will show you the form where you can modify any of the text or picture.
Once you have made your changes, make sure to Save them. This action will be considered as a new publish so your post will appear newer.
Alternatively, you can use Delete to remove the post - it will no longer be displayed on your ACCOUNT MANAGERS clients/leads.
Once you have made your changes, make sure to Save them. This action will be considered as a new publish so your post will appear newer.
Alternatively, you can use Delete to remove the post - it will no longer be displayed on your ACCOUNT MANAGERS clients/leads.