Question 1

Add Approved Domains to Your Goalster

Accepted Answer

How to Approve Emails for Use in Goalster

For security reasons, we added a mechanism to allow specific domain email addresses (or limit others) access to Goalster. This is required to start adding users, particularly when you want to keep business users separated.

Step 1.  Click ‘Settings’ and ‘Company Settings’

Step 2.  Scroll to the bottom and Click + under 'Approved Domains'

Step 3.  Enter the domain (e.g. gmail.com) (gmail.com))

Step 4.  Click 'Submit'

https://video.wixstatic.com/video/55dfc2_46ae8e0f94e9482abb76a17e5f8b73b9/1080p/mp4/file.mp4

Question 2

Creating a Channel to Display Content

Accepted Answer

How to Add a New Channel in Goalster

Step 1.  Click ‘People’ and ‘Departments’

Step 2.  Click ‘Add Departments’

Step 3.  Enter the details for your channel

Step 4.  Edit your profile to join your new department

Step 5.  Click ‘Channels’ and  ‘Add Channel’

Step 6.  Click ‘Add Channel’

Step 7.  Add details and an admin to your new channel

https://video.wixstatic.com/video/55dfc2_191290d9336c46d4892476767460f8f7/1080p/mp4/file.mp4

Question 3

Create a New Program

Accepted Answer

How to Create a New Program

Step 1.  Click 'Content' and then 'Programs'

Step 2.  Click 'Add Program' and enter the details

Step 3.  Click 'Create activity', enter the details, and assign an order (Activity sequence)

Step 4.  Choose a 'Content Type' (Video, Article, Survey or Task) and enter/upload details

Step 5.  Click 'Submit'

Step 6.  Repeat with each activity (or module) of your program

***Each Program can have many activities, with each activity having the option of 1 x video, 1 x article, 1 x survey, and 1 x task (or a combination).

Only options which are filled out, or have data will display.

https://video.wixstatic.com/video/55dfc2_99d077b7d0964c3b826c95a7ebb47e05/1080p/mp4/file.mp4

Question 4

Update the Channel Feature in a Channel

Accepted Answer

How to update the channel feature

Step 1.  Click 'Channels' and then 'Channel Feature'

Step 2.  Select the channel you'd like to adjust

Step 3.  Enter the details into each field (all required to save)

Step 4.  Click 'Save'

Updating the feature to another link or text is easy.

https://video.wixstatic.com/video/55dfc2_d58e0f40ced64be7900ba69943fc3d0d/1080p/mp4/file.mp4

Question 5

Create Individual Content Elements

Accepted Answer

How to Create and Deploy Content

Step 1.  Click 'Content' and then 'Program Content'

Step 2.  Click 'Add content' and enter the details

Step 3.  Click the title and choose which content type from the drop down (e.g. Video)

Step 4.  Enter the details of the content and click 'Submit'

Step 5.  Click 'Submit'

Step 6.  To deploy content, click 'Publish' and then 'Schedule a Time'

Step 7.  Select which 'Channel' to deploy your content to

https://video.wixstatic.com/video/55dfc2_dc44091d05ed434ba8927efadf423aed/1080p/mp4/file.mp4

Question 6

Add Content to a Channel

Accepted Answer

How to Add Content to a Channel

Step 1.  Click 'Programs' or 'Program Content'

Step 2.  Ensure content is published (individual activities, content or programs)

Step 3. Click the 'Schedule Time' (Clock) action button to select a deployment date and time

Step 4. Click 'Assign Channel' (TV action button) to select which channel sees the content

Step 5.  Click 'Save'

https://video.wixstatic.com/video/55dfc2_8726e2143f8040a7a92e995b3d5c486d/1080p/mp4/file.mp4

Question 7

Add a New User to Goalster

Accepted Answer

How to Add a New User

Step 1.  Click 'People' and then 'Add User'

Step 2.  Enter User Details

Step 3.  Assign a User to a 'Department'

Step 4.  Click 'Create User'

Users will immediately receive their user name and password immediately upon being added and will see the content that is displayed in their channel.

https://video.wixstatic.com/video/55dfc2_af50616e8785447fbed57ea194333c0c/1080p/mp4/file.mp4

Question 8

Send Notifications to Users

Accepted Answer

How to Send Notifications to Users

Step 1.  Click 'Content' and then 'Notifications'

Step 2.  Click 'Add notification'

Step 3.  Enter notification details

Step 4.  Select the users or departments to receive the notification

Step 5.  Click 'Submit'

Step 6.  Click 'Publish' and schedule deployment ('Clock' action button)

Step 7.  Click 'Save'

https://video.wixstatic.com/video/55dfc2_60533fb70d0841c29d53fe11f3f31b78/1080p/mp4/file.mp4

Question 9

Create and Send Goals to Users

Accepted Answer

How to Create and Share Goals

Step 1.  From the Admin panel, click your 'Profile' and then 'My Goalster'

Step 2.  Click 'Goals' and the '+' to launch a new goal template

Step 3.  Enter your details and click 'Done' (note that we do not yet have autosave, so save often)

Step 4.  Head to the Admin Panel and find your user

Step 5.  Click the goal you'd like to Edit/Share by clicking '...' in the top right corner of the goal

**Assigning goals can be done immediately or in the future (and these goals can't be edited by users, only duplicated as a copy)

***Sharing a goal via 'Send to' immediately sends the goal in its current form, but it is immediately editable by the user

https://video.wixstatic.com/video/55dfc2_229bc3ff2aad4d5eb3093c9181258d03/1080p/mp4/file.mp4

Question 10

Delete a User

Accepted Answer

How to delete a user in Goalster

Step 1.  Click ‘People’ and ‘Users’

Step 2.  Search for and click 'Delete' button next to the user (a trash can)

https://video.wixstatic.com/video/55dfc2_eed6f683b5ad4d529d14d589733e2cba/1080p/mp4/file.mp4

App

Goalster Admin Resource Center

Frequently asked questions

Add Approved Domains to Your Goalster

Creating a Channel to Display Content

Create a New Program

Update the Channel Feature in a Channel

Create Individual Content Elements

Add Content to a Channel

Add a New User to Goalster

Send Notifications to Users

Create and Send Goals to Users

Delete a User

Sign Up for Your Support Services

Goalster Advisor Support Session

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