Shortcuts give single-click access to all the direct links, link collections, and integrations that are available to your members. Shortcuts always include your Targeted Link Collections and Command Integrations, and can also include direct hyperlinks to any webpage desired (including other pages within your program such as topic pages or Resources, or published content). Direct hyperlinks can be targeted to appear to specific audiences.
Shortcuts are located at the top of the member experience homepage beneath the header in both the web and mobile app experience, and there is no limit to the number you can have in your program. The Shortcuts bar can be expanded or collapsed in the web experience, however, selecting 'View All' in the mobile app will populate the full list in Assistant. The order in which Shortcuts appear on the screen is determined in the configuration.
Shortcuts in the web experience (collapsed)
Shortcuts in the web experience (expanded)
Shortcuts in the mobile app experience
Shortcuts in the mobile app experience (full list)
Related Feature Comparison:
- Resources are a light repository of your company documents, communications, and links. Resources are presented as content cards in a feed available in both the web experience and mobile app. Each content card can be open to all users or targeted to specific audiences.
Targeted Link Collections help your users quickly access a list of your most important company services, websites, and applications. Targeted Link Collections can be targeted to appear to specific audiences and will appear both in your Shortcuts and within Assistant.
- Command Integrations provide in-platform access and functionality for integrated systems (grab your PTO directly from within the program!). Command Integrations will appear both in your Shortcuts and within Assistant.
Please reach out to your Customer Success Manager for assistance in configuring Shortcuts for your program and provide them with the following information:
- Name - This name will show alongside the Shortcut.
- Description - A short sentence to describe the Shortcut. The description will be displayed in the Command Center and in Assistant.
- Icon image - Used for the Shortcut and in the Command Center. The file should be a minimum of 80x80 resolution and a maximum of 120x120 resolution, to support screens with very high resolution. The file should be in .png or .jpg format.
- Target audience - You can choose to target the Shortcut to any existing audience in your program. If the Shortcut is not assigned a target audience, all members will see it.
- Order - If you have more than one Shortcut, you can specify the order in which you want your Shortcuts to appear.
Note: The above can be provided for any Shortcut type (direct link, TLC, or Command Integration), however, Targeted Link Collections and Command Integrations are premium features. Please contact your Customer Success Manager with any questions about feature availability for your community or to configure.
Shortcut Strategic Considerations
Think of the top services, websites, and applications that are most commonly used across your workforce and customize them accordingly. Examples of Shortcuts:
- HR System - PTO balances, pay stubs, etc.
- Travel services
- Time tracking
- Targeted Link Collections like Company Links (for all users) or Support Team Resources (for just Support team members)
- Salesforce or other related CRMs
- Marketing platforms
- Branding websites
- File sharing tools like Google, Dropbox or Box
- Asset management systems
- Other pages within the web experience, such as topic pages or the Discover page
If your program is using Resources to help users find important content, we recommend that you have at least one Shortcut pointing to Resources. Resources are targeted, so if you link all users to Resources when they land on that page they see content relevant to them. If you do remove Resources from the Shortcuts, Resources can still be accessed on the web experience or mobile app by opening the stack icon.
Shortcuts in Action
If a Shortcut has one link, it will bypass Assistant and open directly.
If the Shortcut links to a Targeted Link Collection, it will open in Assistant.
Please sign in to leave a comment.