Create a Resource Engagement Element

Use Resource Engagement Elements (EEs) to create a page for information, documents, policies, or other resources in your community.

Tip: Text fields on this page support custom translations.

  1. Go to CSRconnect Admin Portal, Admin tools, Engagements, Engagement Elements.

  2. Select Create New.

  3. Choose Resource Page, then Select.

  4. Enter Details for this EE.

    • Title: Maximum 30 characters.

    • Call to Action: Maximum 45 characters.

    • After you save the EE, the Engagement Element URL field displays the URL.

  5. Upload a Home Page Image and Banner Image.

    • Recommended size: 1024 x 780 pixels. JPG, PNG, or GIF.

    • The Home Page Image appears under Featured if this EE displays on the home page. The Banner Image appears on this EE's page.

    • You can elect to reuse the Home Page Image for the Banner Image.

    • Select Adjust Image to preview your images and set a focal point. The focal point is the prioritized area when the image needs to be cropped. Select Save Focal Point, then Close.

  6. Enter your EE's Active Date Range and select a Time Zone. Start Date & Time and End Date & Time control when your EE can be visible to employees.

  7. Enter an About Section Header and Body Text for the About Section.

  8. Upload up to 20 photos for this EE's Photo Gallery, if desired.

    Tip: We recommend using photos of the same size for best results when viewed from the Photo Gallery.

  9. Enter the URL of a YouTube video, if desired.

  10. Select Save Changes. The EE publishes and expires automatically based on the start and end dates you set.

Tip: Enable the Featured setting to display this EE on the home page and in the community navigation.