Steps help facilitate the relationship between mentees and mentors and provide guidance for what's next in the program.
1. Log in to the Qooper Admin Dashboard.
2. Go to the "Steps" section on the left sidebar menu.
3. Select the "Create" button at the top of the page next to the "Program Steps."
4. Fill out all the required fields as;
Title, Viewer Type, Publish Type, Action Type, Description, and then press the "Submit" button at the bottom.
5. Users will receive a push notification on the App or the website after steps are published.
*** Please note that participants who join the program after the scheduled step's publish date will not receive that specific scheduled step. However, they will continue to receive instant and future scheduled steps.
*** Please be aware that triggered steps only impact new users; existing users will not receive triggered steps.
What are the "Viewer Types"?
All - Step will be visible to the user despite whether they or a mentor or a mentee.
Mentee - Only mentees will be able to view this step.
Mentor - Only mentors will be able to view this step.
What are The "Publish Types"?
Instant - As soon as hit the "submit" button the step will automatically be triggered.
Scheduled - Select a day and time that the step will be sent out.
Trigger - Step will be initiated when user completes a particular action such as "first match" or "first unresponsive match". You can then select how much time after that user action the step will be sent out.
What is the "Action Type"?
Action type options are directions that will guide users in the steps you have created.
There are six different "Action Type" options to choose from.
Each "Action Type" option will direct the user to the related activities such as "Go to the learning" or "Schedule a meeting."
How to "edit" existing steps?
Find the step that you want to make a change to, click on the three dots (...), and click the "edit" button as shown in the image below.
* You can also delete your existing steps by clicking the "delete" button.
Make sure that you clicked on the "Submit" button to save your changes after making the adjustments.