How to configure a Category Subscription widget

Latest update: April 28, 2023

The Category Subscription dashboard widget allows users to subscribe to a selection of taxonomy categories on a custom schedule. A user can subscribe to any or all categories in the widget and receive e-mails containing qualified posts that match those categories on the schedule the user decides.

When creating the widget, you can choose if you want to display all taxonomy categories or only a selection of categories.

Prerequisites:  

The subscriptions are comprised of qualified posts tagged with the selected taxonomy categories. Make sure that the selected taxonomy categories are used.

For the selected subscription to contain any posts, superusers, or the trained AI categorizer, must tag posts with the selected taxonomy categories when qualifying posts in their Inboxes. If a category in the taxonomy is never used or no posts are qualified, the chosen subscription will generate no posts. Send-outs only take place if they contain at least one post.

This widget requires access to be turned on in portal settings. Contact Wide Narrow Support for more information.

Add the widget to the Dashboard

1. Go to the Dashboard overview page.
2. Click on Go to Widgets to create a shared Dashboard widget that can be used on several dashboards.
3. OR, to create a widget only available for a specific Dashboard:
4. Click the More icon (three dots) on the Dashboard card and select Manage widgets.
5. Click the Add Widget button and select an area to position your widget (top, right, or left).
6. Click the Report tab in the top menu and then click the Add button on the Category Subscription widget.

Configuring the widget

1. Name: Type the name of the widget. The name will be the title of the widget on the Dashboard. Choose a name that clearly explains the widget. If you do nothing, the default text in the text field will be used.
2. Text: Change the text description to describe the interaction with the widget or leave it blank for no text. If you do nothing, the default text in the text field will be used.
3. Select taxonomy categories to display, allowing users to subscribe to them. Tick the categories you want to use or search for categories in the search field. Click enter to add search results to your selection.
4. Press the Save button at the bottom of the form. The widget is now available to review on the Dashboard. 
5. Review the widget. If you want to make any changes, mouse over the widget and click Edit widget and then Save. Use the up and down arrows to move the widget to another position on the Dashboard.
6. Click the Done button to save and activate the widget on the dashboard.
   
   

User Access: Only Superusers with Owner or Writer access to a dashboard can add and edit dashboard widgets. All users who have gained access to a dashboard can use the widget.