Widget Creation:
To create or edit a widget on your buzz360 site go to the left menu bar and click on the icon for your campaign. This will take you to the widget page.
When you get to the widget page, you have three options: creating a new widget, editing an existing widget, or locking & unlocking a widget.
To create a new widget, click the “Add Widget” button on the top of the page.
To edit a widget, click on the gear icon in the top right of the widget you wish to edit.
To lock or unlock a widget, click the “Unlock or Lock” button on the top of the page. This will change depending on if the widgets are currently locked or unlocked. When your widgets are unlocked you can move their position on the screen similarly to editing your phones home screen. Locking them locks them in place. Note that you can only edit widgets when they are locked.
Adding Widgets:
When you select “Add Widget” you will be prompted to choose an Audience and widget type and then you can add a title for your widget.”
You can use any existing audience to create a widget. Note that you must create an audience before setting up a widget as a widget needs to be linked to an audience.
Widget Types:
When selecting your widget type, you have four options: Number, Bar Graph, Pie Graph, or Gauge. You can edit the widget type after setting up a widget, but it is best to think about the information you want to display before setting up a widget to choose the best widget for what you are trying to graphically display.
For example, if you want to track how many individuals are in an audience the “Number Widget” is best as it displays counts and will update as your audience size is changed.
If you want to track the results of a text or email using either the Bar or Pie Graphs are great options to see how your outreach went.
If you hover your mouse over either the Bar or Pie Graph widgets the system will display the exact counts.
The Gauge widget is often used to track progress over time such as how many members of your audience have returned a ballot or how many people have responded to an event invite.
How to Edit a widget:
To edit a widget, click on the gear icon in the top right of the widget you wish to edit.
This will open the “Edit Widget” page.
From this page you can change the audience linked to the widget, the widget title, the fields displayed, the data source, and the widget type.
Changing a Widget’s Audience:
To change a widget’s audience, select the “Audience” drop down box and chose from any existing audience. Note an audience must be set up before it can be added to a widget.
Creating an Action Audience:
Every time an “action”, such as sending an email or getting a response to an event sign up form, is completed the system logs the action and you can create audiences from those actions. These action audiences are ideal for populating widgets as they are more targeted than a generic audience.
To create an audience from these action logs you will go to Contacts/ Audiences/ New Audience. This will pull up the audience creation page.
To begin creating your action audience select the icon of a clock with an arrow around it. This will take you to the page seen below.
There are two main action types you can create audiences from: Log Actions and Message Actions. These can be used together but note that it works on “and” logic similarly to the filters, so it is typically best practice to build an audience off either one action type.
The Log Actions covers actions such as Ballot Returns and Event sign up responses and require a value such as the specific ballot you are looking to see returned.
The Message Actions are for mobile outreach bulk email or text actions. You will need to select the “Share Actions” you want applied to your audience. In the below example, the Message Action is Bulk Email and the specific share actions applied are Delivered, Opened, and Unsubscribed. As a result, only induvial who had those actions will be included in the audience.
Additionally, there is a time range filter you can use to narrow your audience.
Once you have all the selections you want for your audience made hit “Create” to generate your audience. You can then add this audience to any existing widgets or create a new widget using your “Action Audience”.
Note that on the “Audience” page you can quickly identify Action Audiences from the icon of a clock with an arrow around it that appears next to an audience’s name.
Changing a Widget’s Name:
Simply click into the box titled “Widget Title” and type in the name you want.
Changing a Widget’s fields:
When you create a widget, the system will automatically fill in fields based on your audience and widget type you select. In the example below the widget was automatically populated with the fields Sent, Delivered, Failed, and Unsubscribed since that audience used was for a text outreach.
To remove a field, click on the red circle with a white minus next to the field you want to remove. Note if you want to change a field after setting one up you need to remove the field and then create it again with your desired changes.
To add a new field, click the drop-down menu labeled “New Field” and the system will show you the field options for your audience and widget type. Note that each widget type will have different field options and the fields will only populate if your audience has completed the action for that field. For example, if no one replied to your text broadcast the “Replied” field will be empty when displayed on the widget.
Once you select the new field you want to add you select the color you want the field to display as. Then hit the red plus next to the new field box to add it to your list of fields. Lastly, you need to hit save changes for your edits to take effect. Note if you do not hit the red plus before saving changes the new field will not be added.
Changing a Widget Data Source:
Often an audience will have multiple different outreach actions such as receiving a text and an email. In these instances, you will need to update your “Data Source” to the correct action you want to display. Simply select the data source drop down menu and then select the new source you want. Note that each option has different fields that automatically populate and there are different field selections. At this point you may have to edit the fields to fit the new data source. Once you have set up the fields that work with your new data source click “Save Changes”. If you do not the widget will not update or save any edits you made.
Changing a Widget Type after setting up a widget:
To change a widget type after creating a widget, click on the gear icon in the top right of the widget you wish to edit to enter the edit widget page. Then select the drop-down menu “Widget Type”. Depending on the widget type change you make you may need to edit the fields since not all fields work with every widget type. The Audience and Data Source you have selected will also impact the fields you may need to edit. When setting up or changing a widget type it is important to think about the information you want to display before setting up a widget to choose the best widget for what you are trying to graphically display. For example, if you have an audience that has not had any actions taken yet the bar, pie, or gauge widgets will not be very useful as there is no data to populate them. However, some widgets like the pie and bar charts are interchangeable since they can use the same data to populate the widget. In some instances, it may be easier to delete and create a new widget rather than trying to change an existing widget.
Below is the same widget changed from Bar to Pie
Deleting a Widget:
To delete a widget, click on the gear “Edit Widget” icon. Then click on the trash can icon in the bottom left of the Edit Widget page. Note if you delete a widget, you cannot recover it and will need to recreate it.