How to Create an Announcement

DealRoom's announcement feature enables you to efficiently share important updates, information, or reminders with specific groups within your project by sending them an email from the platform with your message. This document outlines the steps to create and publish an announcement from both the People and Notifications tabs.

Create an Announcement from the People Tab

Navigate to the People Tab: From the left-hand navigation menu, click on the People tab.



Access the Announcement Creation Tool: In the upper right corner of the People tab, locate and click the Create announcement button.



Compose Your Announcement: A modal window titled "Create announcement" will appear, providing you with the following options:

Room: Select the specific room where you want the announcement to be visible.

Recipients: Choose the specific user groups you want to send the announcement to. You can select multiple groups.

Message: Enter the message you want to share with your selected recipients. Be clear, concise, and informative.

(Optional) Formatting: You'll find basic text formatting options (e.g., bold, italics, underline) within the message editor.



Publish Your Announcement: Once you've finished composing your message and selected your recipients, click the Send message button.

Note: Announcements override users' notification settings and are sent as immediate notifications. Users in the selected recipient groups will receive both an email and an in-app notification.

To discard your announcement, click the Cancel button.

Note: Only pipeline admins can send announcements.

Creating an Announcement from the Notifications Tab

Access the Notifications Tab: From the left-hand navigation menu, click on the Notifications tab.
Access the Announcement Creation Tool: At the top of the Notifications panel, click the Create announcement button.



Compose Your Announcement: A modal window labeled "**Create announcement**" will appear.

Room: Select the specific room where you want the announcement to be visible using the "Select Room" dropdown.

Recipients: Choose the specific user groups to receive the announcement using the "Select Groups" dropdown. Multiple groups can be selected.

Message: Enter the message content in the "Message" text box. Use the formatting options (e.g., bold, italics) available in the toolbar above the message box as needed.



Publish Your Announcement: Click the Send message button to publish your announcement
Confirmation: The announcement will be published, and users in the selected recipient groups will receive both an email and an in-app notification.

Tips and Considerations for All Announcements

Targeted Communication: Send messages to specific groups for improved relevance.
Urgency: Use announcements for time-sensitive or critical information.
Clarity: Ensure messages are clear, concise, and easy to understand.
Frequency: Avoid overuse to prevent message fatigue.
Proofread: Always proofread announcements before publishing.

Benefits of Using Announcements

Targeted Communication: Deliver messages to specific groups, enhancing relevance.
Instant Communication: Quickly disseminate information to selected project members.
Centralized Updates: Keep everyone informed about important events, changes, or deadlines relevant to their group.
Improved Collaboration: Ensure team members are on the same page with the latest information.

Troubleshooting

Missing "Create announcement" button: Verify you have the necessary permissions. Contact your DealRoom administrator for assistance.
Announcement not appearing: Double-check that you selected the correct room and recipient groups. If the issue persists, contact DealRoom support.

Updated on: 14/03/2025