Setting your users up to make shoutouts

In this article, we will explain how to set up users in your organization to make shoutouts for fans. There are three steps to this process:

1. Authorizing users to make shoutouts
2. Customizing your users' shoutouts
3. Assigning shoutouts to your users

Authorizing users to make shoutouts

Before your users can start making shoutouts, you will first have to authorize each of them to do so.

1. Go to Users
   
   
   
   
2. Click the three-dot icon and select Greeting control
   
   
   
   
3. Click the checkbox to activate the user to make shoutouts, set a cap on the number of shoutout requests the user can receive, set a price (will need to be greater than 0 even though shoutouts are not currently sold), and click Save
   
   

Customizing your users' shoutouts

Add a custom logo, background, image to digitally sign, and watermark.

1. Go to Users
   
   
2. Click the three-dot icon next to the user you want to customize shoutouts for
   
   
   
   
3. Click Customize shoutouts
   
   
   
   
4. Upload and save a logo, background (16x9 inch aspect ratio), signature image (8x10 inch aspect ratio), and watermark (added to shoutout videos). The logo, background, and watermark are optional. If you choose not to upload a background, the default background will be light grey.
   
   

Assigning shoutouts to your users

Assign shoutout requests to a specific user.

1. Organize the shoutout requests according to this template (you can make a copy by clicking File > Make a copy). Please note that the "Note" has a maximum of 250 characters. If there is no Occasion and/or Note, simply add a "-" in these cells.
   
2. Go to Users
3. Click the three-dot icon next to the user you want to assign shoutouts to
4. Click Assign shoutouts
   
   
   
   
5. Choose your CSV file
   
   
   
   
6. Click Upload
   

The shoutout requests will automatically be created and the user that they were assigned to can make the shoutouts by following the steps illustrated in this article.

Please feel free to reach out to us at support@chatalyze.com if you have questions or need assistance.