SmartHub - Manage Your Programme's Navigation Menu via the Menu Editor

Introduction

This guide will show you how to use the Menu Editor in the Admin Portal (Reward Manager), to edit the Navigation Menu which appears in your platform. 

This menu can be edited by client admins.

Prerequisites

In order to edit the Navigation Menu, you will need the Smart Hub Administrator role. Please reach out to the Permissions Manager within your organization, if you would like to get permissions to edit your programme navigation. 

Access the Menu Editor

1.  Log into the Admin Portal (Reward Manager) by clicking Account > Admin Portal:

2. Select Manage My Programme > Menu Editor from the left-hand menu:

This will load the Menu Editor page, which should look something like this:

Menu Editor Page

In the Menu Editor page you will find the Menu Preview and be able to edit and add items to the Menu Layout.

Menu Preview

Notice that the Menu preview reflects all items, as arranged in the Menu Layout:

The Menu Preview offers a handy representation of how your Programme Navigation will appear to your Programme Users after you changes have been saved, so you do not need to keep a separate page open to check your changes. It updates real-time while your are editing.

Remember that your Programme's platform will appear different to different users, depending on the screen size, resolution and window size of their browser. 

Segmented items, will only appear for users that are included in those segments so, while the preview includes everything, it is not a mirror image of what every user will see!

Show User Savings

Turning on the Show user savings toggle updates the preview, and shows saving information to the user.

In the platform this information will appear for the logged-in user, based on their own savings and cashback amounts. Toggle this off if you do not wish to show this to your employees.

Header Items vs Nested Items

Header Items

The top-level items, which appear across the top of your Navigation Menu, are called Header Items:

Nested Items

Items that include a '' symbol on the right hand side contain submenu items:

This means they have more nested items underneath them. You can have a maximum of 3 layers of menu items. (i.e., Header > Submenu items > Sub-submenu items).

When Editing an item, the Nest and Unnest option will appear for eligible items only, this is another way to create submenu and sub-submenu items. The item will be nested on the item above it. 

Editing Items in the Menu Layout

Home

Note that the Home menu item cannot be edited.

Move Items Up and Down

You can change the order of menu items by by clicking the green arrows, to move them up or down the list:

Edit an Item

When selecting an item, the item will be highlighted and the Menu Editor opens. There, depending on whether the item is menu, submenu or sub-submenu, you can edit the item Name, how it behaves when clicked on, and how it appears in your Programme Menu (Sropdown or Megamenu):

With the exception of custom items and menus, some items will have more options than other, or some options will be disabled. This applies for System Items like Discounts, Blogs, etc. 

Menu, submenu, and sub-submenu items require a Name. A description is optional for menu items and these will also appear in your Programme Navigation. 

Note: The option to add links to Menu Items has been discontinued. Menu Items can now only be used as a header, under which other items can be added to create a drop-down menu.

Add a New Menu Item

Choese where you would like to add a new menu item by clicking an existing menu option, then selecting Add menu item (which will appear underneath):

When clicking the Add menu item option, a list of all your available items will appear on the right-hand side:

The list also includes Custom Items and Custom Menus, that are fully customizable and can be used to include any Menu Items outside the ones on your list, or to group your menu items. 

Note: In order to ensure optimal navigation experience for your users, you can add a maximum of 11 Header Items in your menu.

How To Add Submenu or Sub-submenu Items

If you click on a Header item that can have submenu items, the option will appear to Add a submenu item:

And if you click on a Submenu item that can have sub-submenu items, the option will appear to Add a sub-submenu item:

Important! If you want to add an item that needs to be segmented, you need to add it from the existing listed items. If you add it as Custom Item or Custom Menu, the segmentation will not be reflected on the navigation bar - it will be visible to all members.

Delete an Item

To delete any menu item, select it and click the Delete option:

Note: System menu items will be available in your Add menu item section after deleting. Any Custom Items and Custom Menus will be lost once deleted, and have to be added and edited again.

Save Your Changes

When you are ready to put the changes live, hit the Publish changes button:

You will get a confirmation message if your changes have been successful:

Best Practice When Using the Menu Editor

Don't make all edits at once! Slow and steady is better, editing a few menu items at a time.

Don't add too many menu items, submenu items and sub-submenu items or it may become tricky for your members to navigate.

Remember that segmented items will only show to users in that segment, but the Menu Preview will show you everything!

Keep your Menu Item names and descriptions brief and to the point. This will help your users navigate easier and improve the overall look and feel.