What are pushes?
'Pushes' are a way to assign a certain conversation template to a group of users. A pushed template is available for a limited period of time. A push allows you to send a specific conversation with a defined set of questions to a carefully selected group of users. You can basically tell your users to conduct this conversation within a certain time frame and follow up on their progress.
Note: It's important to know that an admin will create the conversation push, but it's still up to the teamleader(s) and/or coach(es) to plan and conduct the conversation with their team member.
Create a conversation push
You can push a template by going to the 'Templates' tab in the Conversations Studio (Studio > Conversations > Templates tab). Here you will see the 'Push' option for every available template(*).
When you click Push you will see a window where you can create one or multiple pushes for the selected template. You'll have to name the push and set the starting date for it.
Take into account that 'Deadline' does not mean that this template becomes unavailable after that date. This is rather a gentle reminder for your users to finish the conversation before that date. To make the template unavailable you'll have to close the 'push' (see below).
(*) You have to explicitly allow the template to be available through push. Check the relevant Permission to conduct option inside the template settings.
Assign Users to a push
Once you've set up your pushes you will be able to assign users. Clicking the 'Assign Users' button in the creation window will redirect you to the 'pushes' tab. You will now see your created pushes and an option to assign users.
There are two ways to assign users to the push: a fixed user list and a dynamic user list. Both of these options are explained in more detail below. Each method has its pros and cons so it's up to you to decide which method will suit your needs the best.
Important: once you have chosen one of these methods and assigned users to the push, you can't change the method for that specific push anymore. You'll have to create a new push if you want to use a different assignment method for the same template.
Fixed user assignment
Assigning a fixed user list to the conversation push means that you 'handpick' the people that need to receive a conversation push. This gives you greater control and clarity on exactly who will have a conversation with their manager / coach. The downside of this control is that it comes at the expense of more configuration work for the admin.
To recap, using a fixed user list means:
- you manually select the users that need to have a conversation with their manager / coach
- you manually add/remove people from the push
Select the relevant users and click the 'Assign x users' button at the bottom.
If you want to use a fixed user list, the push can start today. The notifications will be sent out shortly after assigning the users to the push.
Dynamic user assignment
Assigning a dynamic user list to the conversation push means that you define certain 'criteria' on who should receive a conversation push, and the system will send a push to all the users that match those criteria. So this method allows you to send a conversation template to a certain subgroup of your organisation without having to manually add all those users
The criteria you defined (called 'filter options' on the platform) will be shown on the left and the user list that matches those criteria right now will be shown on the right. Beware that this list is NOT FINAL. The criteria you define will be evaluated on the day that the push starts. Between now and the start of the push the amount of users that match those criteria can change...
After the push has started, you can add individual users again as if it were a fixed list.
Defining criteria (aka filter options)
The criteria you define follow a simple structure. It always has three parts: a property that a user can have, a value that the property has to match, and an operation that decides how the property and value are matched.
- Works in the marketing department
- Joining date was 6 months ago
- Has the training administrator role
- Is part of the System operation's team
Using multiple criteria
It's possible to define a group that has to match multiple criteria. For this, it's important to determine how the individual criteria relate to each other. The criteria can have an 'AND' relation or an 'OR' relation.
1. I want users that "work in the marketing department" AND "joined the company less than 6 months ago"
Note: To link criteria with an AND relation, click 'add option' directly below an existing criteria.
2. I want users that "have a job title that contains 'junior' " OR "have a job title that contains 'trainee' "
Note: To link criteria with an OR relation, click 'add option' below the OR.
What happens when the push starts
When the push is sent out, users will receive an email informing them that a new conversation template is available for them to use and the deadline before which the conversation has to be conducted. It will also be listed as a task that needs to be completed in the feed.
You can see the selected list of users in the 'Users' tab after clicking on the push's name.
After the push has started, you can add new users to the push again. These don't have to match the criteria you have defined before.
In this tab you can also follow up on your users whether or not they have already conducted the assigned conversation.
Close a Push
When it's time to close off the conversation template for your users you can close the push. Click on the 'Edit' option in your pushes overview to go to that push's settings.
Click on the 'Close' button at the bottom to close and finish the push.
The users you've assigned to the push will always get an email about this.
Who else gets an email will depend on the conversation template that you've pushed and how it was configured. The conversation template can be set up so that a conversation push needs to be conducted with a user's team leaders and/or coaches.
Part of conversation template settings regarding conversation pushes
Team leaders and coaches
The emails for team leaders and coaches show a summary of all the people that they have to conduct the conversation with.
What if a user has more than 1 team leader or coach?
The system expects a user to conduct a conversation with ALL their team leaders and/or coaches, so they will all receive an email notification and will all see the conversation push in their conversations overview. If your organisation does not require an employee to have this conversation with all their team leaders and/or coaches, the ones that shouldn't have the conversation can only ignore the emails. Unfortunately, there's no way to remove the 'Plan' button from anyone's conversation overview until the push has been closed.