News

Manage multi-phase engagement

16 April 2020

We often get asked the best way to present different phases of engagement on one project page rather than starting a project page for each phase of a project. Phases might include various stages of a project including inform, consult, planning, drafting outcomes, review and closing the loop.

Having all your phases on one project page in Social Pinpoint, rather than spread across multiple, is great for keeping communities engaged, showing how projects evolve but also for record keeping.

There are three quick ways you could do this.

Option 1 - Version control

Use version control. Once your project is published with Phase One, you could start working on the next Phase by starting a new version of the page already live. Simply by editing the page that is live, adding Phase Two details and then hitting the green save button, you are creating a new version of the page. When the page is ready you can then schedule that page to go live with Phase Two details in line with your time line.

Version control screen shot

Add phases by using version control and publishing when needed

Option 2 - Tabs

Use the Tabs tool. By adding the tab tool you can create a number of phases, one per tab. Here you would start with the 'Tab start' in the Tools tab and continue to add your content/participation tools, naming the first tab - Phase One. Repeat this for the number of phases you have starting each time with a 'Tab start'. Once you have added all phases add a 'Tab end' to close of the tabbed section. This will allow you to add further information underneath.

Phase 1 - Choose

An empty cup Photo by Alejandra Parejo on Unsplash

In phase one we chose to have a cup of tea
Photo by Alejandra Parejo on Unsplash

Phase 2 - Make

Tea being poured Photo by delfi de la Rua on Unsplash

Make your cuppa in phase two.
Photo by delfi de la Rua on Unsplash

Phase 3 - Enjoy

Lady drinking tea Photo by bruce mars on Unsplash

Enjoy your tea and be in a sunny place.

Photo by bruce mars on Unsplash

Option 3 - Feature grid

Use a Feature Grid. Similar to adding tabs this time you could add a 'Feature grid' from the Tools box. For this you would need to create a 'sub-page' in the Pages tab on your toolbar for each phase and then copy the unique url and write a description in the relevant fields when editing the Feature grid.