Ready to create a Spotlight? Creating and managing Spotlights gives you the power to deliver just-in-time communication to your team. You must have Account Admin, Team Space Admin, or Expert access to create and edit Spotlights.
How to Create a Spotlight
You can create a Spotlight from either the Spekit Web App or the Chrome Extension. The steps for both are very similar.
- Open the Spekit Web App or the Spekit Chrome Extension.
- Click + Add New.
- Select Spotlight.
- Add a Headline and Message to explain the purpose of your Spotlight. Use the rich text editor to style your text.
Note: The character limit is 280 characters.
- Update the default image or add a video:
- Choose from the image library.
- Upload an image from your computer.
- Add a video using an embed code from a supported service.
- In the Audience section, select the Spekit Team(s) that should see the Spotlight. Click here to see how to set up Spekit Teams.
Pro Tip: Click the X next to a Team name to remove it.
- Set the action for the Spotlight button. You can customize the button text and the destination URL.
- Scroll down to the Share & Publish section to set when the Spotlight will appear.
- Select a display rule:
- URL contains: The Spotlight will appear on pages with a specific URL.
- Any URL: The Spotlight will appear wherever the 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 and paste it in the field for URL contains. The URL will automatically divide. This configuration allows the Spotlight to appear on any Opportunity list view being used in Salesforce.
- You can click Add new display rule to include additional URLs where the Spotlight should appear.
- Set the expiration date by selecting a specific date or choosing Never Expires.
- Click Publish. Spotlights may take up to 10 minutes to appear for viewers. You can also click Save Draft to finish it later.