To create a progress meter:

  1. Click Constituent360 > Social Media.

  2. Click the Progress Meters tab.

  3. Click the Create a New Progress Meter link. The Create a New Progress Meter process flow opens to the Identify Progress Meter page.

  4. Complete the following fields:

    • Name: Enter a label that will uniquely identify this Progress Meter to administrators in lists. You can enter up to 36 letters and numbers.

    • Administrative Security Category: Select the security category that will control which administrators can edit this Progress Meter.

    • Orientation: Select the direction in which the meter image should fill as progress occurs - Vertical or Horizontal.

    • Initial Progress Meter Image: Select the image that represents the Progress Component from the Image Library or upload a new one.

    • Final Progress Measurement Image: Select the image that will be the background on which the progress marker will move to show process achieved towards the 100% ending point. Select an image from the Image Library or upload a new one.

  5. Click Next.

  6. Upload the following images (optional):

    • Progress Marker Image: Select the image that represents a marker that moves along the Progress Meter from the Image Library or upload a new one.

    • Goal Met or Exceeded Image: To use a different image when the goal has been met or exceeded, select one from the Image Library or upload a new one.

  7. Click Finish. The Progress Meters List page displays. Your new progress meter is listed.