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Add a promotional message to the portal

Steps to set up a message on the front page of your portal to notify customers of promotions or planned downtime in Roundsman.

Written by Andy Smith

You can display a message on the front page of your portal to keep customers informed of promotional events or times when the portal will be unavailable. This is managed through the Dynamic Content settings in Roundsman.

📌Note: You will need administrator access to Roundsman to complete these steps.


Add a promotional message

  1. Log in to Roundsman as an administrator.

  2. Click Web Management.

  3. Click Dynamic Content.

  4. Select Promotional Message from the middle section of the screen.

  5. In the Content section, type your message and format it as required.

  6. Click Save Dynamic Content.

📌Note: After saving, the system will confirm it is sending the data to the portal. Your message will appear on the portal once the sync has completed.

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