Share on CSR24 Self-Service Portal

If your organization uses Applied CSR24 and an administrator has configured the system to enable it, you can share content on the CSR24 Self-Service Portal with individual contacts who have Client Portal accounts. You can share any piece of content in the system (including Applied Systems content, My Content, and Edited Content).

If necessary, you can also send a notification email with a customized message to let the contact know you have shared content to their Portal. The contact can access the Portal from a link in the message. If your organization has multiple CSR24 subdomains (that is, multiple portals), and administrator can configure individual Branding Profiles to use a specific subdomain. When you select that profile, the content will be shared on its associated portal. Before you begin sharing content, make sure you have configured your Self-Service Portal Start Pages in CSR24 to display Applied Marketing Automation as a Feature or Menu Item.

The Content Library > CSR24 Content Library page lists all content currently shared on the Self-Service Portal (for all contacts). If necessary, you can remove Portal access content through this area. Removing access to content removes it for all contacts with whom the content has been shared. The Content Library > CSR24 Archived page displays previously shared content that has had access removed.

Please note that you can only share single content pieces with up to 10 contacts at a time.

Share a Piece of Content to a Contact’s CSR24 Self-Service Portal

You can share an individual piece of content on a contact’s CSR24 Self-Service Portal account and send them a personalized notification email if necessary. You can share the same piece of content with up to 10 contacts at once. Follow these steps to share content with a contact.

1. From any area of the Content Library, locate the piece of content you want to share. If necessary, you can filter the list of content using the Search field or Sort Order dropdown.
2. Click on the title of the content or the Preview link to open the Details page.
3. Click the Share button and select CSR24 Self-Service Portal from the dropdown. The Selected CSR24 Content page displays with a link to the Content Selection. To view a Content Preview, click the link for the selected content piece.
4. To select contacts with whom to share the content, click the Find Contacts button and do the following:
1. Enter one or more criteria in the search fields.
2. To display only contacts with existing Self-Service Portal accounts in the results, select the Only Customers with Client Portals checkbox.
   If you share content with a contact who does not have a Self-Service Portal account, the Access Portal Account button in the optional notification email will take the contact to an account creation page. Once they have created their Self-Service Portal account, they can access the content. If you choose to share content with these contacts, you might use the notification email to encourage them to create Portal accounts.
3. Click the Search button.

4. Select the checkbox for each contact (up to 10) with whom you want to share the content.

5. Select the appropriate Branding Profile if it does not default.
   Note: If your organizations has multiple CSR24 subdomains (that is, multiple portals), you may have a separate branding profile associated with the URL for each subdomain.

6. To send an email to the contacts letting them know that the content is available, select the Send a Notification Email checkbox. The message informs the contacts that new content is available on the Self-Service Portal, provides a link to access the portal, and includes any custom message you enter.

   Only contacts with active Self-Service Portal accounts will be able to access the content you share. However, the custom message will be the same for all contacts selected (merge variables included will display each contact’s own information). If you use the notification message to encourage contacts to create their Portal accounts, it may be best to perform this workflow separately for contacts who do not yet have accounts and contacts who do.

   1. Select your preferred From and Reply To email addresses if they do not default.
   2. Enter a Subject line for the email. You can insert a merge variable if necessary. For a complete list of merge variables, click here.

      To use the Test Merge Variables link, you must have a Branding Profile and at least one client contact selected (merge variables do not populate for employee recipients). To add a merge variable to the Subject, do the following:

      1. Place your cursor where you want to add the variable in the Subject field and click the Insert Merge Variable button.
      2. Select a merge variable from the list to insert it.
      3. Click the Test Merge Variables link to preview the email with the merge variable(s) included. Select a contact in the To: dropdown to populate the variable with that contact’s information in the preview.
      4. Click the Return to Send Email link to return to the email and complete the remaining fields. You must complete all required fields before clicking the Send button.
   3. Select the appropriate Branding Profile if it does not default.
      Note: If your organizations has multiple CSR24 subdomains (that is, multiple portals), you may have a separate branding profile associated with the URL for each subdomain.
   4. Add a custom message to the contact(s) in the Email Body. The same message will display to all contacts, but any merge variables included will populate with each recipient’s own information. You can do any of the following to customize the message further:
   • Use the formatting ribbon to insert images and hyperlinks and to format the Email Body content. Images must be in PNG or JPG/JPEG format and should not exceed 800px in width. Use the Image Formats options on the formatting ribbon to style your images.
   • Insert merge variables in the Email Body if necessary. For a complete list of merge variables, click here.

     To use the Test Merge Variables link, you must have a Branding Profile and at least one client contact selected (merge variables do not populate for employee recipients). To add a merge variable to the Email Body field, do the following:

     1. Place your cursor where you want to add the variable, then click the Insert Merge Variables button.
     2. Select a merge variable from the list to insert it.
     3. Click the Test Merge Variables link to preview the email with the merge variable(s) included. Select a contact in the To: dropdown to populate the variable with that contact’s information in the preview.
     4. Do one of the following:
     • Click the Return to Send Email link to make additional changes to the email before sending it.
     • Click the Send button to send the email immediately.

7. Depending on the previous steps you took, do one of the following:

• If you did not select the Send a Notification Email checkbox, click the Send Content to CSR24 button to make the content available to the selected contact(s).

• If you selected the Send a Notification Email checkbox, click the Send Notification button. The email will contain an Access Portal button to take contacts to their Portal account if they have one or the Portal account creation page if they do not.

Remove Access to Content

If necessary, you can remove access to a piece of content that has previously been shared on the CSR24 Self-Service Portal. However, you cannot remove access for only a single contact. Removing access to a piece of content removes it from the Self-Service Portal for all contacts with whom it has been shared.

1. Go to Content Library > CSR24 Content Library.

2. Optionally use the Sort Order dropdown or enter Search text to locate a specific piece of content.

3. Once you have located the piece of content, click the History button.

4. The CSR24 History pop-up displays. Click the Remove Access to this Content button.

5. The Confirm Removal pop-up window displays. Click the Yes, remove access button to remove access to this content for all contacts, or click the Cancel button to close the pop-up window without removing access.
   Note: You can review details about all content that has previously had access removed on the CSR24 Archived page.

View History

When you access the CSR24 Content Library or the CSR24 Archived page, you can use the History button to view information about a piece of content and the contact(s) with whom it was shared.

1. Go to Content Library > CSR24 Content Library or Content Library > CSR24 Archived.

2. Optionally use the Sort Order dropdown or enter Search text to locate a specific piece of content.

3. Once you have located the piece of content, click the History button to view the name of the contact, date shared, and the user who shared it. If access to this content has been removed, the date of the removal and the user who removed access display.

View CSR24 Archived Content

Each piece of content that has been shared with a contact but had access removed displays on this page. Click the History button to view details about contacts who previously had access to the content, the user who shared it, and when. You can also see when access to the content was removed and by whom.

1. Go to Content Library > CSR24 Archived.

2. Optionally use the Sort Order dropdown or enter Search text to locate a specific piece of content.

3. Once you have located the piece of content, click the History button to view details about past access to the content and the removal of that access.