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Content Management

Create, organize, and manage content that users see in DMS.

Overview​

Content in DMS includes:

  • Links - URLs with optional personalization
  • Survey Responses - Data from survey platforms
  • Pages - Rich text content (coming soon)
  • FAQs - Question and answer pairs (coming soon)
  1. Go to Content > Links
  2. Click Create Link
  3. Fill in the details:
    • Title: Display name for the link
    • URL: The destination URL
    • Description: Optional help text
  4. Click Save

Personalized URLs​

Use variables to create personalized links:

https://portal.example.com/user/{{email}}

Available variables:

  • {{email}} - User's email
  • {{first_name}} - First name
  • {{last_name}} - Last name
  • {{user_id}} - User UUID
  • {{any_attribute}} - Any custom attribute
  1. Find the link in the content list
  2. Click Edit
  3. Modify the fields
  4. Click Save
  1. Find the link in the content list
  2. Click Delete
  3. Confirm the action

Links are soft-deleted and can be restored.

  1. Enable Show Deleted filter
  2. Find the deleted link
  3. Click Restore

Visibility Rules​

Control who can see each piece of content.

Adding Rules​

  1. Edit the content item
  2. Go to the Visibility tab
  3. Click Add Rule
  4. Configure the rule
  5. Save

Rule Types​

Attribute Match​

Show content to users with a specific attribute value.

SettingExample
Attributeticket_type
ValueVIP

Attribute Exists​

Show content to users who have any value for an attribute.

SettingExample
Attributedietary_restrictions

Time Window​

Show content only during a specific period.

SettingExample
Start2024-03-01T09:00:00Z
End2024-03-03T18:00:00Z

Role Level​

Show content to users at or above a role level.

SettingExample
Minimum Roleadmin

Rule Combinations​

Multiple rules use AND logic - all must pass:

Example: VIP content during event hours

Rule 1: attribute_match (ticket_type = VIP)
Rule 2: time_window (March 1-3, 2024)

No Rules​

Content without rules is visible to all users.

Admin Override​

Admins see all content regardless of rules.

Click Tracking​

DMS automatically tracks link clicks.

Viewing Statistics​

  1. Go to Content > Links
  2. View the Clicks column
  3. Click on a link for detailed stats

Click Details​

For each link, you can see:

  • Total click count
  • Unique users who clicked
  • Click timeline
  • Most recent clicks

Content Organization​

Filtering​

Use filters to find content:

  • By type (link, survey, etc.)
  • By visibility (public, restricted)
  • By status (active, deleted)

Sorting​

Sort by:

  • Creation date
  • Last modified
  • Click count
  • Title

Bulk Actions​

Select multiple items to:

  • Delete
  • Apply visibility rules
  • Export

Best Practices​

  • Use descriptive titles
  • Keep URLs valid and tested
  • Set appropriate visibility rules
  • Monitor click analytics

Visibility Rules​

  • Start with broader rules, narrow as needed
  • Test rules with different user accounts
  • Document why rules exist
  • Review rules periodically

Content Lifecycle​

  1. Draft - Create and configure
  2. Test - Verify with test users
  3. Publish - Remove any time restrictions
  4. Monitor - Track engagement
  5. Archive - Soft delete when no longer needed

Survey Responses​

Survey responses are managed separately. See Survey Configuration.