Creating Programme Messages

Programme messages allow you to display customised on-screen content to clients at key stages of their journey. Two message types are available, both configured at programme level and displayed to all clients within that programme:

Booking introduction: shown on the first step of the booking flow started from a booking link or when an invitation code is entered.
Questionnaire confirmation: shown after a client submits their questionnaire.

Note: These are on-screen messages only. For emails and SMS, see Client Notifications.

How to access programme messages

From the top bar click on More > select Programmes > click on the Programme name.
On the left side bar, under Experience, click Content.

Booking introduction and questionnaire confirmation messages are created using a content editor that allows you to format text, add icon lists and preview how messages will appear on desktop and mobile devices before publishing them to clients.

The Content page shows each message’s current status:

- Not configured: No content has been written yet.
- Draft: Content has been saved but not published. Not visible to clients.
- Live: Content has been published and is presented to clients.
- Live and Draft: A published version is live, and newer changes have been saved but not yet published. Clients continue to see the live version.
- Withdrawn: Previously published content has been withdrawn and is not visible to clients.

Formatting toolbar

The formatting toolbar sits inside the content editor and includes the following options:

- Text formatting: Bold, italic, superscript and subscript.
- Heading: Formats the selected text as a heading.
- Alignment: Align text left or centre.
- Lists: Bulleted list, numbered list and icon list.
- Quote and divider: Add a block quote or a horizontal line.
- Link and image: Insert a hyperlink or an image.
- Undo and redo.

How to create a booking introduction or questionnaire confirmation

Click Open next to Booking introduction or Questionnaire confirmation.
Click within the content area to begin adding content.
Use the Icon list button on the toolbar to insert an icon list.
Choose the Marker type: Icons or Numbers.
Choose the number of Columns: One or Two.
Enter a Row title and Description for the first item.
To change an item’s icon, click the icon and select one from the library.
Click + Add item to add another row.
To delete an item, click the × in the top right corner of the row.
To delete the whole list, click Remove list.

Saving, previewing and publishing

Save draft: Saves your changes without publishing them. If the message has never been published, clients will not see anything until you publish it. If a version is already live, clients continue to see that version until you publish your changes.
Save and preview: Saves a draft and opens a preview in a new tab. Use the Desktop and Mobile toggle in the top right corner to check how the message will look on each device.
Publish changes: Publishes the message. Clients will see the new content straight away.
Withdraw: Available once a message has been published. Removes previously published content so it is not presented to clients.
Publish history: Shows the version history.