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Organizer App: Creating and Managing Updates

Updated over 3 months ago

The Updates Module in the Organizer App allows event teams to instantly communicate key information to attendees, organizer, or specific groups. Whether it's a session change, urgent alert, or reminder, updates ensure smooth coordination throughout the event.

How to Find the Updates Section

From the Home Page, scroll down to the Management section.
Tap on the tile labeled Updates (accompanied by a bell icon and count badge).

What You Can Do from There:

  • View the full list of updates (sent, scheduled, or drafted)

  • Tap into any update to view its details

  • Create a new update using the “+” button on the screen

Update Details view

Header

  • Title: Shows the update’s subject (e.g., "Event Kickoff").

  • Body: Displays the content of the message being sent to attendees.

Scheduling Information

  • Status: Indicates the current state of the update (e.g., Scheduled).

  • Timezone: Displays the set timezone for the update to be delivered (e.g., GMT -05:00 Eastern).

  • Date & Time: Shows the exact scheduled time for the update to be pushed.

Delivery Method

  • Send as: Indicates how the update will be delivered to recipients:

    • Email

    • App Notification

Create a New Update

Create & Send a New Update

This workflow helps organizers communicate with attendees via app notifications, SMS, or email. You can send updates instantly, schedule them, or save them as drafts.

1. Choose When to Send the Update

  • Tap the dropdown under “When”

  • Options:

    • Now: Sends the update immediately

    • Schedule: Choose a future date/time

    • Draft: Save the update without sending

2. Select Channels

  • Choose how the update will be delivered:

    • App Notification

    • SMS

    • Broadcast

    • Email

You can select one or multiple channels based on your communication preferences.

3. Write the Update

  • Enter a Title and a Message Body

  • (Optional) Add an Attachment such as a PDF, image, or document

4. Choose Recipients

  • You can send the update to:

    • Individual Attendees

    • Specific Groups

    • Defined Tags

    • Selected Experiences

Use filters to target exactly who should receive the message.

5. Apply & Review

  • After selecting your recipients, tap Next.

  • Review the update content, delivery method, and scheduled timing.

6. Finalize the Update

  • The final action button will adapt based on your selection in the “When” step:

    • If Now is selected → tap Send to publish the update immediately.

    • If Schedule is selected → tap Schedule to confirm future delivery.

    • If Draft is selected → tap Save as Draft to finalize and send later.

Updates Different Access Levels

Limited Access View

Submitter View (Limited Access / Submission Role)

  • After creating the update, the user taps “Submit for Approval.”

  • The Update Details screen displays a Pending Approval status.

  • A corresponding notification shows the update was submitted and is awaiting approval from authorized organizer.

Full Access View

Full Access Staff – Approves Update

  • Staff with full permissions receives a Pending Approval notification.

  • On the Update Details screen, they can tap Approve or Reject.

  • Once approved, the update status changes from Pending Approval to Published.

  • The delivery methods and attachments remain visible after approval.

Full Access Staff – Rejects Update

  • The staff member receives the same Pending Approval notification.

  • On the Update Details screen, they tap Reject and enter a Reject Reason (e.g., "Can you edit the title copy please.").

  • The update status then changes to Update Rejected and the reject reason is clearly displayed for the submitter.

No Access View

Organizers with no access permissions to the Updates module will not see the feature anywhere in the app interface.

What It Looks Like:

  • The Updates tile is hidden from the Management section on the Home Page.

  • The “Create Update” option is also removed from the Quick Actions menu.

  • All update-related functionalities are completely disabled and invisible to these users.

This restriction can be managed from the management dashboard by toggling on and off organizer roles on update level. check out this section for more details.

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