Real Time Dashboard - Adding a Ticker

Brightmetrics Real-Time Dashboards Service provides organizations within the moment with common operational pictures that enable managers and all team members to make better-informed decisions and adjust work to align with organizational goals. With the latest release, we've extended even further the value of these common perspectives by providing Real Time Ticker — a scrolling ticker messaging feature that can be configured on any of your dashboards (Real Time or otherwise). This feature can be used to immediately broadcast, via the dashboard, a variety of messages such as today's coupon code for agents, encouragement toward goals, acknowledgment of high performers, or even birthday greetings and welcomes for new team members.

The flexibility of the Real Time Ticker allows you to update these messages via SMS once the dashboard has been enabled, giving the management team the ability to adjust or change messaging while on the move — and even incorporate emojis.

The initial configuration of the Real Time Ticker requires the organization to be subscribed to the Real Time module of Brightmetrics' services, and for the user to have "Create/Modify Dashboard Tabs" permissions.

You can begin configuring your Real Time Ticker on any Real Time enabled dashboard by following these steps:

1. 1

   Select Dashboard on the Sidebar Menu.

2. 2

   Select the dashboard you want to edit and click on the pencil below the dashboard name.

3. 3

   Select Dashboard Settings from the top of the tab.

4. 4

   When the Dashboard Settings popup appears, select the Enable Dashboard Ticker checkbox.

   

5. 5

   When you check the Enable Dashboard Ticker box, the popup will reveal the Dashboard Ticker configuration section, which will allow you to create your initial message, select font size, and customize colors to your branding or preferences.

   

6. 6

   To take advantage of the ability to update your Ticker by SMS, check Enable SMS updating to reveal additional configuration settings. This will allow you to:

   • See the code specific to that dashboard ticker
   • Generate a new code if necessary
   • Review the instructions for texting a number to that ticker

   Note

   If you are a UK customer, you can use +44 7830 314050.

   Pro Tip: An easy way to update using SMS is by copying and pasting from a text message into the ticker.

7. 7

   SMS updates configuration defaults to sending the text updater a confirmation of the message they wish to update, which allows the updater to review what is currently scrolling on the ticker.

8. 8

   SMS updating configuration requires you to define who is authorized to update the dashboard via SMS.

   

9. 9

   After configuration is complete, you'll see the Ticker scroll across the bottom of your dashboard to preview how it will display. If you like what you see, make sure to Save the dashboard tab!

   

At this point, now that you've saved the dashboard, you have a live Ticker message scrolling for your organization — visible to everyone who has the dashboard shared with them or within visibility of it being displayed.

Remember the numbers you added to accept updates from in step 8 above? Each of those numbers will receive an initial text from Brightmetrics like the following:

In this example, a request message was sent to the Ticker welcoming a new agent aboard. If you have the default "send confirmation text" setting enabled, the ticker will confirm you're okay with overwriting the current message. Once you reply "yes," the new message will appear on the Ticker:

We hope you and the team find this Ticker feature useful — and have a little fun with it! If you don't have Real Time and would like to find out more, or if you have any other questions, please email us at support@brightmetrics.com.