Video tutorial
Creating a list
Log in to the the Jolt web app as a user with admin permissions, then navigate to lists > edit lists.
Click the plus sign in the bottom right corner.
A modal window will appear. Enter a name for your list and select confirm.
Next, click the plus sign in the bottom right corner and select new item. A modal window will appear where you can select an item type to add to your list.
You can add multiple item types to the list. Once you are done, click save to apply changes.
Stay on this screen and select the settings tab.
On this screen, you will need to configure the list submission settings, specifying if the list will be used for scoring or not.
Next, create a schedule for the list if applicable, then set up role-based access.
Finally, create notifications so that users can receive messages about important events or conditions related to the list.
Once you have finished the configuration for your list settings, select save to apply changes.
FAQ
What are the prerequisites for creating a list in Jolt?
You must have one of the following admin settings:
Location Website Admin
Content Group Admin
Company Admin
What should I do if I can’t find the blue plus sign button?
Ensure you are on the edit lists page. If the button is still not visible, try refreshing the page or checking your user permissions.
What if my changes are not saving?
Ensure all required fields are filled out. If issues persist, refresh the page and try again.
How do I know if my list settings are correctly configured?
Review your list settings in the settings tab and make sure they align with your business practices.