Create polished, richly-formatted resources: onboarding guides, company policies, FAQs, how-tos, and more. Share them with your entire organization or specific audiences.
Notes becomes your knowledge base within the workspace. Create specific assets that can be shared within Broadcasts or Forms.
For example, need a GDPR notice in your opt-in and match emails? Create one in Forms and link it in two clicks in your program!
Create your note
Head to Content > Notes in your Admin Portal and click "Create your first resource" to get started.
Access a rich text editor that makes it easy to produce professional-looking resources.
Structure content with headings, lists, blockquotes, bold, and italic for easy scanning
Embed tables, images, and links to make every resource clear and engaging
Duplicate existing resources as templates to save time on recurring content
Share with the right people
Publish resources for the whole company or make them available to specific teams.
Access this feature on the top right, next to the "Save" button.
You have 5 sharing options:
Public : anyone with the link can access it.
Everyone in my workspace: only active users whose email exists in your database.
Specific email domains: allow only emails from selected domains (e.g. axa.com, total.com).
Specific audience: restrict access to users matching one of your saved audiences.
Tip: Use audiences to target specific groups by department, location, or any custom attribute defined in your member directory. Learn how to create audiences in this article.
Password protected: anyone with the link can open it if they have the password.
You can change these settings later. When published, anyone with the link can try to access it, but access is enforced by your chosen rules.
Once your note is published, access the link on the top right, next to the "Save" button.