Save and Share Favorite Programs

Overview

In the ever-changing world of social services, resource guides can quickly become outdated, even though you want to refer to the programs you like again and again. Use Favorites to create lists of regularly used programs for you and colleagues, or even create reference guides for your community that are easy to access and always up to date!

Table of Contents
How it Works

Viewing Favorite Folders

Remove a Program from a Folder
Edit or Delete Favorite Folder
Sharing Favorite Folder

How it Works

To create a Favorites folder, first search for a program that you'd like to save. Once you find a program you like, locate the "Save" button on the program card.

Screen_Shot_2019-09-11_at_10.40.25_AM.png

From here, choose "Create a new folder", or add the program to an existing folder, and click "Save".

  • Example: Austin Housing Programs or Austin Counseling Programs

Note, once you create a folder, it will appear in the dropdown menu going forward

 

Alternatively, you can select the check box next to the program name. This allows you to select multiple programs across multiple pages. 


Screen_Shot_2019-09-11_at_10.41.14_AM.png

 

When you're ready, choose the programs you selected at the bottom of the screen.

Screen_Shot_2020-11-06_at_6.00.47_PM.png

This will open your program cart where you can save all of the programs in your cart at once.

Screen_Shot_2020-11-06_at_6.01.41_PM.png

From here, choose "Save", then either "Create a new folder" or add the program to an existing folder. Click "Save".

 

Viewing Favorite Folders

To access your Favorite folders, click on your user account menu in the top right-hand corner and select "Saved Favorites". Select your Favorite folder.

Screen_Shot_2021-06-24_at_2.33.47_PM.png

Personal Favorite folders are sorted alphabetically by Organization name. 

If you choose to share your Favorite folder publicly, programs will be sorted by distance, if a zip code is entered. If there’s no zip code, there’s no specified order. 

Note: If you use a Customer site with Featured Programs, Featured Programs will show at the top of your Favorites lists for both personal and public folders.

Screen_Shot_2021-06-24_at_3.03.55_PM.png

 

Manually Sort Personal Favorites Folders

If default sorting is not preferred, you can put programs in any order that you choose in your personal (not collaborative) folders.

Screen_Shot_2021-09-22_at_4.20.13_PM.png


To change the sort order of programs:

  1. Click Edit at the top right of the folder
  2. Select “Move” for the program you want to move
  3. Choose where you want the program to show in the list
  4. Click “Update

You can change sort order, or reset to default order at any time.

Notes:

Once you reorder a program, the default sort order will no longer apply. This means that Featured Programs would not show at the top by default, but can be manually re-ordered to appear at the top.

Order changes will be reflected in a personal favorites folder and public versions of that folder, including in Program Recommendation Summaries.

When a folder is manually sorted, new programs will be added to the bottom of the Favorites Folder.

 

Remove a Program from a Folder

Screen_Shot_2019-09-11_at_10.43.11_AM.png

  1. Select the Favorite folder with the program you want to remove
  2. On the program card for the program that you want to remove, click the "unsave" button*.

*If you remove a program from a shared folder, it will be removed for everyone who uses the folder. 

 

Edit or Delete Favorite Folder

  1. Select the Favorite folder you want to edit
  2. Click "Edit" on the top right
    Screen_Shot_2019-09-11_at_10.44.19_AM.png
  3. To rename the folder, edit the text in the text box and click "Save"
  4. To delete a folder, select "Delete this Folder"

Sharing Favorite Folders

There are several ways to share your favorite programs with friends, family, clients and colleagues including: sending as an email, sharing as a link, and sharing with a group.

 

Send a Favorite Folder as an Email

This is an easy way to share programs with colleagues, clients, patients, friends, and family members. Recipients will receive an email with individual links to each of the programs in your Favorite Folder.

  1. Select your Favorite folder on the left that you want to share
  2. Click the "Share" button on the right hand side of your screen
    Screen_Shot_2019-09-11_at_10.46.13_AM.png
  3. Select "Send an Email"
  4. Enter your name, the email of the person you want to share the folder with, and a message
  5. Choose the language in which you want the message to be sent
    • Note, any "message" typed in this section will not be translated
  6. Click "Send"
  7. The email recipient will receive links to each of the programs in your Favorite Folder

 

Share a Favorite Folder With a Link

This is an easy way to share programs with colleagues, clients, patients, friends, and family members. You can share this link on your agency's website, Facebook page, or send as an email or text. These are just a few of the many ways you can share the link. Recipients who click on the link will be able to access all the programs in your Favorite Folder (without being able to edit it). 

  1. Select your Favorite folder on the left that you want to share
  2. Click the "Share" button on the right hand side of your screen
    Screen_Shot_2019-09-11_at_10.46.13_AM.png
  3. Select "Share as a Link"

  4. Click the box for "Generate my link," then copy the unique link displayed

  5. Paste this link on your agency's website, Facebook page, or send as an email or text -- these are just a few ideas.

QR Code

Use a QR Code Generator to create a QR Code for your the public link to your Favorites Folder. This will allow users to easily scan the code with the camera on their mobile device, and be taken directly to your folder.

To do this:

  1. Get a public link to your Favorites Folder by following the steps above
  2. Search for a free QR Code Generator online
  3. Add the public link to your Favorites Folder
  4. Generate your QR Code

Here's an example of a Favorites Folder with Austin-based food pantries:

frame.png

  

Print a Favorite Folder

  1. Select your Favorite folder on the left that you want to share
  2. Click the "Print" button on the right hand side of your screen
    Screen_Shot_2019-09-11_at_10.47.33_AM.png
  3. A printer friendly version of the programs' information will appear

  4. From your browser, select "Print"

 

Collaborative Folders - Share with a Group

Favorite folders can be made into collaborative folders where anyone in within your group can add their favorite programs. This creates curated lists of your staff's favorite programs that are easy to access and share with each other, or even with clients!

  1. Select your Favorite folder on the left that you want to share
  2. Click the "Share" button on the right hand side of your screen
    Screen_Shot_2019-09-11_at_10.46.13_AM.png
  3. Choose "Share with a Group" and select the group that you'd like to share with.

  4. Click "Send"

Was this article helpful?
3 out of 3 found this helpful