Favorites Editor Overview

Favorites Editor allows Users to control all the features available for Favorites and how these Favorites are displayed in Digests. This article provides an overview of those functions and links to further details as required.

1. Open My Favorites Page

Access User Menu > My Favorites

From My Favorites screen the User can manage Favorites Folders, preview them, or send a test email notifying on any updates on the items included to these Folders. For details, see Favorites Digest Customization article.

2. Adding a New Favorite Folder

To add a new Favorites Folder, click [+ New Favorite Folder].

  1. Display Name: Provide a descriptive name for a new folder. This name must be unique to the Catalog Page.
  2. Include elements in Favorites Digest: Indicate if this Folder has to be included into the Favorites Digest.
  3. Include in Digest on: Select to have the Digest generated when one of two situations occurs:
    • element update: Digest will be generated on a Daily Basis if at least one Element has been changed.
    • Trigger completion: Digest will be generated based on completion of certain events.
  4. [Save]

In either case, only those Elements which have been updated since your last Digest was produced will be included in the Digest(s).

3. Adding or Deleting Elements From Favorites Folder

Click on the name of a Favorites Folder.

  1. To delete some of the Tiles, select their respective checkboxes and click [Delete].
  2. To add Tiles to the Favorites Folder, click [+ Add Tiles] and go through the Add Tiles window.

4. Other Options

  1. Edit: Opens the Edit Favorite popup that allows the User to change the name of the Favorites Folder, include it into the Favorites Digest and Embed some code. For more details about Folder Editor, check the Understanding Folders article.
  2. Bursts That Include This Favorite: Opens the Bursts That Include This Favorite popup that show to what Bursts is this Folder included and include it to some additional ones if necessary.
  3. Download as PPT: Allows the User to download the Folder as a PowerPoint file.
  4. Duplicate Favorite: Allows the user to duplicate the Favorite Folder with all its content. If all the Tiles are Dimensioned, it is possible to change the common Dimension Value too.
  5. Delete: Allows the User to delete an unnecessary Folder.