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Give visibility to a collection of initiatives

Promote your curated selection of initiatives and highlight them to your employees.

Updated over 6 months ago

🎯 Purpose of this article

This article explains the different ways you can promote a collection from the platform:

  • Highlight a collection on the homepage

  • Share a collection by email with employees

  • Generate a poster to print and display internally

✅ Prerequisites

  • Have an administrator role

  • Have created a collection of initiatives with the Open status

🧭 Highlight a collection on the homepage

When a collection is created or updated with the Open status, a dialog box will automatically appear offering several promotion options — the first being to highlight the collection on your homepage.

You can:

  • Select your highlight preferences (date and display location)

  • Skip this step and choose to highlight the collection later from the Collections screen

💡 Good to know

If you set an end date for the promotion but want to remove the collection earlier, you can do so from the Collections screen by clicking 📌 Highlight, then selecting Remove.

✉️ Share a collection by email with employees

When a collection is created or updated with the Open status, a dialog box will also offer the option to send an email to employees.

You can:

  • Skip this step and send or schedule the email later from the Collections screen > ··· More > Send by email

If you schedule the email for later, you can still manage the date and time:

  • From the collection panel, click ··· More

  • Click Manage schedule

  • Choose to send now, reschedule, preview, or cancel the email

📨 Example of the email sent to employees

💡 Good to know

  • In organizations with multiple entities, only the administrators of the parent entity can send emails to all employees across the entire network. Administrators with rights limited to a single entity can only send emails to the employees of their own entity.

  • The email highlights the first three initiatives in the collection

  • Clicking See the selection takes the employee directly to the collection on the platform

  • The email layout matches your company’s graphic branding

🖼️ Generate a PDF poster

This feature is accessible from any collection and to all roles (administrators, coordinators, and users).

Some content in the generated PDF can be customized before printing.

Steps:

  • From the Collections screen, click 👁️ View

  • Then click Share

  • Finally, click Generatereate a poster — you’ll be able to edit certain details before downloading the poster

👉 Tip: Display the poster in key employee areas like break rooms, meeting rooms, or cafeterias.

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