Whether you want to let everyone know about a product milestone or you need to send a formal notice to all shareholders, Updates is the tool.
Updates is available to both admins /SuperAdmin and members, with the difference that only admins and the SuperAdmin can create and edit content.
Creating an update
As an admin, you should be able to find the "New Update" button in the top right corner (If you can't find it, you're most likely not an admin).
Add a subject (required) and text in the input fields, and select preferred settings from the right-side menu "Settings":
Also send as email: Uncheck this option if you want to add an Update without sending the update via email.
Include attachments in email: Uncheck this option if you want to send an Update with an attachment that is only available for users when they log in to OwnersRoom.
Access groups: This is where you select your recipients. Use the Recipients overview to make sure everything is aspected.
Tags: Use tags to enable easier navigation (e.g.: "Board work", "Investor updates", "fundraising" etc).
Attachments: Drag and drop files (max 10 MB in total) in the grey area to upload and include as attachments.
Updates will auto-save so you can leave the process and resume the draft later if you have to take a break.
Use analytics
You (as an admin / SuperAdmin) can use email analytics to see how the Update is received with the recipients.
Hit "View email analytics" to see who has received, opened or clicked links in the email.
Edit updates
Published updates can be edited from the "For admins" section at the bottom of each update. Hit "Edit update" to make adjustments to the content, access groups or delete the post.
Note that when editing published updates these will not be sent by email again when saved.
Troubleshooting
Not possible to hit "Publish update" button:
Try looking for any required fields (marked with a red *) that needs attention.
Recipient count is wrong / auto-save not working:
Test if the auto-save function in operating correctly by adding/removing a character in the text. If the text does not generate a new timestamp for the last autosave in the top right corner, it means that the auto-save is having trouble.
The most common explanation for this issue is when you've pasted data into the text area that the system cannot read.
Make sure to make a backup of your text before anything else and then try pasting without formatting into a new update.
If you've pasted images / figures etc into an update, try converting to jpg and try again.
If this does not help, please get in touch via the chat.
Not receiving the email:
There are several reasons for why an email does not reach its intended target, the most common issues include:
Incorrect Email Address: Double-check the recipient's email address for typos or misspellings. Make sure the domain and username are accurate.
Spam/Junk Filters: Emails might be flagged as spam by recipient email providers. Craft relevant, non-spammy content and avoid excessive use of links or attachments.
Full Recipient Inbox: If the recipient's inbox is full, new emails won't be delivered. The recipient needs to clear space to receive new messages.
Recipient Server Issues: The recipient's email server might be down or experiencing problems. In such cases, delivery will resume once the server is functional.
Temporary Failures: Sometimes, emails fail to deliver temporarily. Servers will retry, but if the issue persists, investigate further.