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SKIP AHEAD TO: How to create Spotlights in the Spekit Web App How to create Spotlights in the Spekit Chrome Extension How to use Spekit's Rich Text Editor in Spotlights |
Learn how to use Spotlights and all the features available. You must have Account Admin, Team Space Admin, or Expert access to create Spotlights.
How to create Spotlights in the Spekit Web App
1.) Click the New button.
2.) Click Spotlight to continue to the Create a Spotlight modal.
3.) Add a Headline and Message to explain the purpose of the Spotlight. You can add style to the text using the rich text options. Click here to learn how to use our rich text editor!
NOTE: The character limit is 280 characters.
4.) Update the default image with:
- An image from the image library.
- An image you have as a file. Click here to see the image container for Spotlights.
- Or add a video via an embed code. Click here to see what video services Spekit’s iframe embed code supports.
5.) In the Audience section, Select the Spekit Team(s) to see the Spotlight. Spekit Teams that are available in the drop-down will depend on the Spekit Teams created. Click here to see how to set up Spekit Teams.
💡 PRO TIP: Click the X next to the Team names to clear all Teams selected.
6.) Set up the action that occurs when the button is clicked on the Spotlight. The button text is also editable.
7.) Scroll down to the Share & Publish section. This is where to set the conditions for when the Spotlight will appear.
8.) Click the dropdown, and select either URL contains or Any URL.
- URL Contains: The Spotlight will appear on a specific URL.
- Any URL: The Spotlight will appear where a user is in their Chrome browser.
For Example: To target the Salesforce Opportunity list views for the Spotlight to appear on a specific URL, copy the URL.
- Then paste it in the field for URL contains. The URL will automatically divide
- The configuration allows the Spotlight to appear on any Opportunity list view being used in Salesforce.
9.) You will have the option to add a new display rule. This will allow you to add additional specific URLs that the Spotlight will appear on.
10.) Set the expiration date. Select either Schedule Expiration Date or Never Expires.
NOTE: If a Viewer selects the button on the Spotlight before the expiration date, the User will no longer be able to see the Spotlight.
11.) Click the Publish button. The Spotlight can take up to 10 minutes to display for viewers. If you don't want to publish the Spotlight, you can click Save Draft to finish it later.
How to create Spotlights in the Spekit Chrome Extension
1.) Click the Spekit icon to open the Spekit Chrome Extension sidebar.
2.) Click Create.
3.) Click Spotlight to continue to the Create a Spotlight modal.
4.) Add a Headline and Message to explain the purpose of the Spotlight. You can add style to the text using the rich text options. Click here to learn how to use our rich text editor!
NOTE: The character limit is 280 characters.
5.) Update the default image with:
- An image from the image library.
- An image you have as a file. Click here to see the image container for Spotlights.
- Or add a video via an embed code. Click here to see what video services Spekit’s iframe embed code supports.
6.) Select the Spekit Team(s) you would like to see the Spotlight. Spekit Teams that are available in the drop-down will depend on the Spekit Teams created for your Spekit instance. Click here to see how to set up Spekit Teams.
7.) Set up the action that occurs when the select the blue button on the Spotlight. The button text is also editable.
8.) Scroll down to the Share & Publish section. This is where you can set the conditions for when the Spotlight will appear.
9.) Click the dropdown, and select either URL contains or Any URL.
- URL Contains: The Spotlight will appear on pages that matches the specific URL and path.
- Any URL: The Spotlight will appear where a user is in their Chrome browser.
For Example: To target the Salesforce Opportunity list views for the Spotlight to appear on a specific URL, copy the URL.
- Then paste it in the field for URL contains. The URL will automatically divide
- The configuration allows the Spotlight to appear on any Opportunity list view being used in Salesforce.
10.) You will have the option to add a new display rule. This will allow you to add additional specific URLs that the Spotlight will appear on.
11.) Set the expiration date. Select either Expires on MM/DD/YYYY or Never Expires.
NOTE: If a Viewer selects the button on the Spotlight before the expiration date, the User will no longer be able to see the Spotlight.
12.) Click the Publish button. The Spotlight can take up to 10 minutes to display for viewers. If you don't want to publish the Spotlight, you can click Save Draft to finish it later.
How to use Spekit's Rich Text Editor in Spotlights
We've launched our Rich Text Editor in Spotlights! It will provide you with an improved Spotlight creation process and editing experience. Copying and pasting content from other sites should work seamlessly - formatting and numbered/unnumbered lists should be retained.
With the new Rich Text Editor toolbar, you will have the following available functions:
- Undo
- The Ctrl+Z shortcut will work
- Text Formatting
- Font Color
- Font Background Color
- Text Emphasizing (Bold, Italics, Underline, & Strikethrough)
- Keyboard shortcuts will work here
- Lists (Bulleted Lists & Numbered Lists)
- Indent (out/in)
- Indent works for lists and non-lists.
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Allowed in our RTE: The first line starts with the left-most option, the second line can go in 1 indent, the third line can go in another indent, and you can go back as many as you want.
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Not allowed in our RTE: Starting with a list that's indented and indenting multiple times for the second line.
- Text Alignment
- Special Characters (Emojis)
What does the End Viewer experience look like?
This is what a Spotlight will look like:
When View Spek is clicked, the Spek will open in the Spekit Chrome Extension.
How to delete Spotlights
- How to delete Spotlights from the Spekit Web App
- How to delete Spotlights from the Spekit Chrome Extension
Instructions for the Spekit Web App
1.) Open the Spekit Web App.
2.) Click Wiki.
3.) Click Spotlights.
4.) Click the gray box ellipsis [...] at the right-hand side of the Spotlight.
5.) Click Delete.
6.) A prompt will appear asking: ’Are you sure? This will delete permanently.’
5.) Click Yes. You will receive a blue confirmation message.
Instructions for the Spekit Chrome Extension
1.) Open the Spekit Chrome Extension sidebar.
2.) Use the Search bar to find the Spotlight.
3.) Find the Spotlight.
4.) Click the gray box ellipsis [...] at the right-hand side of the Spotlight.
5.) A prompt will appear asking: ’Are you sure? This will delete permanently.’
6.) Click Yes. You will receive a blue confirmation message.