Question 1

Sign-up Process

Accepted Answer

A step-by-step explanation of how to sign up to OK Positive:

There are two ways to sign up to OK Positive, either via the app or on the web. This guide explains the step-by-step process of both.

The sign-up flow for users for the app is as follows:
1. Complete onboarding workflow
2. Enter your email address and click the button to verify
3. You'll land on an awaiting verification screen with instructions to manually open your inbox and wait for the arrival of the verification email.
4. Once you have received the verification email, you should click the link inside.
5. A new web browser will open verifying you 
6. You should then manually go back to the application to set your password

The sign-up flow for users for web is as follows:
1. Complete onboarding workflow
2. Enter your email address and click the button to verify
3. Go to your emails to find the verification email
4. Once you have received the verification email, you should click the link inside.
5. A new tab will open which will verify you 
6. You should then go back to the original tab to set your password

Question 2

Adding Members to your OK Positive Account

Accepted Answer

A step-by-step explanation of how to add members to your OK Positive Account:

Go to the Administration Portal here. (https://app.okpositive.org/#/admin/home) Under Account Information click the Members page.

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Click on Invite People

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There are currently two ways of inviting end-users into an account:

1. Auto Grouping
Auto grouping will automatically send an invite to any user with a matching domain. This is the easiest way to ensure your users will gain access to your account. To set up auto grouping please speak to your OK Positive liaison or send us an email at support@okpositive.co.uk.(mailto:support@okpositive.co.uk)  
 
2. By Email Address
You can use this option to add a user that is not a member of your auto grouped ()domain.  When inviting people this way, add the email addresses of the individuals you wish to invite into the account and then send them a join link to access the application.

3. Add Users without email 
You can use this option by going to members>add users>input email>no, don’t notify by email this will mean the user is invited to the account in the OK+ app when they download the app using that email address.

Question 3

Content Feed Setup

Accepted Answer

A step-by-step explanation of how to setup your content feed:

Go to the Administration Portal here. (https://app.okpositive.org/#/admin/home)Under Workflows click the Content Feed page.

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Select the Add Content Feed button, then you can upload your image and give the feed a name. You also have the option to Allow a reply in user to admin chat, this toggle allows users to share content items into chat channels which can be useful when sharing content or asking questions.

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Once you have clicked Save, you will see the content feed card in the Content Feed Workflow section. Here you can move the cards up or down as well as edit them.

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Question 4

Broadcast Channel Setup

Accepted Answer

A step-by-step explanation of how to set up your broadcast channels:

Go to the Administration Portal here. (https://app.okpositive.org/#/admin/home)Under Account Information click the Broadcast Channel page.

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Select the Add New Channel button, then you can upload your image and give the channel a name.

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You can add a summary text. This is what your members will see once the broadcast has been published.

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The right-hand side of your screen will show you how your broadcast will appear to users including the summary text.

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Question 5

Adding a Sender

Accepted Answer

A step-by-step explanation of how to add a sender:

Go to the Administration Portal here. (https://app.okpositive.org/#/admin/home)Under Account Information click the Engagements Library page.

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Select the Senders Tab. Click the Add New Sender button and you can now add the senders’ name, details, and an image.

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As you create engagements, you will be able to assign a sender from that list. The benefit of adding senders to your engagements is that it adds a human touch to the app experience.

Question 6

Creating, Editing and Publishing a Survey Engagement

Accepted Answer

A step-by-step explanation of how to create, edit and publish a survey engagement:

What are engagements?
Engagements are used to communicate and interact with your users through content. It enables app creators to deliver different types of content and encourages users to perform actions or gather inputs.

What are the engagement types?
This article will cover three types of engagement: survey engagement, content engagement and web engagement. 
 • Survey engagements allow you to learn more about, and engage with, your user base by asking them a single or series of questions. 
 • Content engagements allow you to create text, image and video content which enables diverse formats of engaging content that can be used to communicate and interact with your members. 
 • Web engagements allow you to include external web URL links enabling diverse formats of engaging content that can be used to communicate and interact with your members.

How to create, edit and publish a survey engagement:
Go to the Administration Portal here. (https://app.okpositive.org/#/admin/home)Under Account Information click the Engagements Library page.

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Select the Engagements Tab. Click the Survey Engagement button from the dropdown menu.

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Here you can add a heading, description, survey image, initial button text, and in-progress button text. You will see a preview of this engagement on the right-hand side of the screen.

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Following this, you can start to construct the survey, adding the intro step, the questions, configure the results handling, processing the results, completed step and published locations. These are all important steps to keep the user engaged and to produce valuable data.

Clicking on the Intro step tab you are able to enable a survey introduction, this can help explain the process, and tell the user how to approach the questions or why the survey should be completed. If enabled, you can add the Survey title, include a video, introduction text, and the start survey button.

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The Survey questions tab is where you can build out your survey to include either multiple choice questions, ranking questions, open-ended questions, scale questions, or a spacer page. You also have the option here to enable Close action to discard current survey progress. If disabled this means that if a user taps close, their progress will be retained and they can re-enter the survey process at the current point. If enabled, tapping the icon will discard all answers provided and the user will have to start the process afresh again.

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To add your question/s click the Add new question button. Note: when creating these questions, many require your answers to be related to a Tag. This is to enable the serving of content to users based on their answers. As an example, adding the multiple-choice question will direct you to the screen where you can configure the questions. Here you can amend the heading, supporting text, the number of answers, and button text, as well as enable the All answers must be used and Available answers depend on the response to the previous question toggles.

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Once the question has been configured, select the Direct answers tab and add the various answer options with their associate tag. Here you can also enable scoring of answers if a calculation will be performed once the survey is complete.
 
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By selecting the Results handling tab you can decide how to apply tags to the user. These are applied after they have completed the survey. We encourage you to always select Do not tag the user to maintain anonymity, however if you wish to view insights and tag the users of certain answers, please speak to your OK Positive liaison.

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The Completed state tab refers to the state of the survey card that appears after the survey has been completed. It also gives users access to the survey results page if enabledunder Processing and results. Here you can configure the display of this card, whether you would like it to be permanent, temporary or not to be displayed at all.

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Once your survey engagement (or engagement of any type) has been completed you can view them on the Engagement library screen.

Question 7

Creating, Editing and Publishing a Content Engagement

Accepted Answer

A step-by-step explanation of how to create, edit and publish a content engagement:

What are engagements? 
Engagements are used to communicate and interact with your users through content. It enables app creators to deliver different types of content and encourages users to perform actions or gather inputs. 
 
What are the engagement types? 
This article will cover three types of engagement: survey engagement, content engagement and web engagement.

• Survey engagements allow you to learn more about, and engage with, your user base by asking them a single or series of questions. 
 • Content engagements allow you to create text, image and video content which enables diverse formats of engaging content that can be used to communicate and interact with your members. 
 • Web engagements allow you to include external web URL links enabling diverse formats of engaging content that can be used to communicate and interact with your members.

How to create, edit and publish a survey engagement:
Go to the Administration Portal here. (https://app.okpositive.org/#/admin/home)Under Account Information click the Engagements Library page.

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Select the Engagements Tab. Click the Content Engagement button from the dropdown menu.

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On the Details tab, choose the header for your Content engagement. There are three types of page headers:

1. Text header 
2. Image header 
3. Video header

Select which one you would like to use based on the content you are sharing.

To configure a text header, select the title background colour and the text colour. As you are going through this process you will be able to view a preview on the right-hand side of the screen.

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You then must add a Title, Summary and Body text to this engagement. You also then have the option to attach up to 5 documents and add external links and ratings.

Once the engagement has been completed and saved, you can view it on the Engagement library > Engagements screen. To display this on the home screen for end-users click on Publish to make it visible.

Under the Published locations tab a list of the locations where this engagement has been published is displayed. You can also publish from this location by clicking the Publish a copy button.

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Next, click on the Select location dropdown and choose the location you want to publish the engagement, and click on the Continue Button. Please note that, if you select the Broadcast channels, you must select the desired channel from your list of channels before clicking on the Continue button.

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You can choose which senders to send the engagement out to, along with scheduling a specific time and date for the engagements release. You can also send out a push notification to all receiving the engagement if you wish.  
 
Click on the publish button at the top right corner of the screen to publish the engagement. Once your content engagement (or engagement of any type) has been completed you can view them on the Engagement library screen.