Create a stage

From the vertical menu on the left, click on “stages”:

and you will be shown a list of all the existing stages in the organization.

To create a stage simply click on the button upper right “NEW STAGE” and a form to enter the name of the new stage will drop down.

Once saved, the system will take us directly to the editing page of said stage.

Title of the stage: Name assigned to same and what will be seen on the user’s homepage.

Description of the stage: Complementary text which will accompany the stage title at the bottom of user’s homepage.

Notes (only for the administrator): helps to identify the stages created and to organize them. Appears on the lists of stages next to the name. Not visible to the end user.

Select an image: will be what appears to identify the stage in the campaign.

Add objects to a stage

Clicking on “Select objects” will drop down a list of all the objects that exist in the organization. Select what you want in the checkbox to the left of each object and click on “ADD” to finalize. 

The objects selected will be added to the list of objects for the stage.

IMPORTANT: the order in which the objects appear in said list will be the order in which they are presented to the end user.

The order can be modified by dragging from the 3 horizontal bars to the left of each object.

Do not forget to “SAVE” so that the recently configured stage is recorded.

Remove an object from a stage

On the list of objects of the stage, click on the cross that appears to the right of each object and said object will be “eliminated” from the stage.

IMPORTANT: the act of “deleting” an object from a stage does not imply “erasing” the object from the organization. It will continue to exist on the general list of objects. If you want to erase an object definitively from the system you must do it by accessing the “objects” menu.