Each module offers different actions, but their structure is largely the same. For example, there is an Overview and an Archive in each module, and there are other similarities in terms of functionalities. If you know the basic structure, using Spotler will be a lot easier.
On the left of almost every Overview, you have an option for creating folders. This allows you to organize your items and make them easy to find.
Creating a folder
Click on the plus icon to create a new folder.
Next, you can give it a name.
Move your cursor across the folder's name and a circle with an arrow will appear. If you click this icon, a menu will open.
|Rename||Change the name of the folder.|
|Archive||Move your folder to the Archive.|
|Delete||Delete your folder.|
If you would like to, you can shuffle the order in which your folders are shown by clicking on the
The following menu will appear:
Moving items to a folder
There are several ways to move an item to a folder:
- Select Move from the drop-down menu and then choose the desired folder.
- Drag items to the correct folder with your mouse.
- Check the checkbox of the items you want to move. A menu will appear at the top right where you can select Move. Next, select the desired folder.
There are two ways to display the Overview and the Archive: in the form of a table, or as a visual representation, also known as grid view.
You can select the visual representation when this is of added value, such as in the Images module. If you want to see the visual representation, click on this icon at the top right:
You can click this icon if you want to return to the table view:
Spotler displays columns in the overview by default. Would you like other information or fewer columns to be shown? Then you can adjust this via the following icon:
These can be found in every overview on the right-hand side at the top of the table. If you click on this icon, a pop-up will appear:
In this popup you can:
- Add new item as column
- Delete columns
- Adjust the order of columns
The overview is displayed per user. If you make a change here, another user will not see this change. If you as a user have a login that applies to multiple Spotler accounts, because you are, for example, a corporate user or a Spotler partner with superuser rights, you will see the columns that you have set up in each account (if these are also available are in that account).
Add new item as column
If you want to add a new item to the overview of your columns, select the desired item and click the arrow to the right. Dragging to the right side is also an option.
Then click on Ok and your overview is adjusted. You must have at least 1 column in your overview and you can have a maximum of 7.
It is also possible to delete columns. Select the item you want to remove from your overview on the right. Then click on the arrow to the left or drag the item to the left. Then click on Ok.
Adjust the order of columns
The order of importance can differ per column. In the pop-up you can determine yourself which column should be displayed first and subsequently. You do this with your right mouse menu. Select the item you want to change and choose whether it should be moved all the way up or, for example, one place down.
Sorting a table
If you are in the table view, you have the possibility to sort your items. Move your cursor across the column names. If it's possible to sort a column, arrows will appear. The sorting options vary per module.
If you see two arrows next to the column name, it means that it hasn't been sorted yet. Click on the arrows, and you will be able to sort the column. If you only see one arrow, you can reverse the sorting order by clicking on it. That allows you to sort by newest/oldest items.
Selecting in a table
There are two ways to select an item in a table:
- Click anywhere in a row
- Check the checkbox
Would you like to select multiple items at once? There are three ways to do this as well:
- Click on a row + CTRL to select a next item.
- Check the checkbox for each item. If you want to select all items, check the checkbox at the top.
- Click on an item + Shift and click on the bottom item you want to select. All intermediate items are then also selected.
Select all items? Then tick the checkbox at the top.
Drop-down menus in the table view
There are two ways to open the standard drop-down menu in a screen:
- Move your cursor across the screen. You will see a circle with an arrow appear whenever you do this. This allows you to open the drop-down menu.
- Right-click on a row and the same drop-down menu will appear.
The options vary per module, but some will be the same in every module, such as: View, Rename, Duplicate, Move, Archive and Delete. The Status option is something you will find in many modules. By giving an item a status, you and your colleagues can see in which phase the item is, such as Concept. You will find the Status option in these modules:
- Messages module
- Web pages module
- Forms module
- Surveys module
Click on the drop-down menu and then on Change status. This window will pop up:
There are three status options: Draft, Test and Final. The first two options are mostly relevant for you and your colleagues: they let you know in which phase the item is. The Final status usually has a "technical" consequence for an item.
If you want to schedule a message for sending, you can only select a message that has the Final status. This also applies to campaign messages. This acts as a safety mechanism: it stops test messages from getting sent by accident.
Forms and Surveys module:
When a form or survey has the Final status, responses are saved as final. With the Draft and Test statuses, the responses are registered as test responses.
Web pages module:
You can only use a web page as a "Thank you" page for a form or survey if it has the Final status.
If you are no longer going to use an item, but still want to keep it somewhere, you can move it from the Overview to the Archive. Links and pages will continue to work, so there are no consequences. You can archive an item by using the drop-down menu and clicking on Archive.
If you want to use an item again after it has been archived, open the drop-down menu in the Archive and click on Restore to Overview. You can also use this method to move complete folders with their content.
Are you going to edit or reuse an item from the Archive?
If you want to reuse an item from the Archive, put it back in the Overview first.
In every module where you can create something new, you go through a step-by-step plan.
To the left is a diagram that shows you in which step you are. This step is highlighted in blue. If you have completed all the steps, you can also use this diagram to navigate: in addition to Previous and Next, you can also click on the desired step. You will be directed to the selected step.
You will find the Help button in the upper-right corner of every module. If you click this button, a window will pop up:
In this window, you will find:
- A search bar to search the articles in the Spotler Help Center.
- Suggestions; these are based on where you are in Spotler. So, if you are in the Messages module, it suggests articles about the Messages module.