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How can I set default feed messages?

You can set a default feed message for each activity type so that every time users log a report, SalesScreen posts a consistent, company‑wide message that automatically pulls in the right data.

Written by Marius Ekerholt

Role
Company Admin (with access to Manage → Activity Types)

Plan
All plans (Interactive Feed is available on all plans)

Prerequisites
You must be a Company Admin and able to open Manage → Activity Types.Step 3 –

Step 1 – Go to Activity Types

  1. Open SalesScreen.

  2. In the bottom‑left corner, click Manage.

  3. In the menu that appears, click Activity Types.

Step 2 – Choose the activity type

  1. You now see a list of activity types (for example Sales, Send – Activity, etc.).

  2. Click the activity type you want to change, for example Sales.

Step 3 – Open the Textual presentation tab

  1. At the top of the activity type, click the Textual presentation tab.

Step 4 – Edit the feed message text

  1. Under Feed, find the text box that controls how the message looks in the feed.

  2. Type the text you want to use, for example:

    "{%Team%} sold {%Quantity%} to {%Customer name%} for {%Value%}".

  3. Use the buttons (such as Activity, Team, Quantity, Value, Customer name) to insert variables.

    • Variables are codes that will be replaced with real data, such as the team name, number, customer name, or value.

  4. Check the Preview under the text box to see how the message will look in the feed.

Step 5 – Save your changes

  1. When you are happy with the text, click Save changes in the top‑right corner.

From now on, when users add a report of this activity type:

  • The feed will show your new custom message.

  • The variables will be filled with the correct data (for example the real team name, value and customer name).

If you want different messages for other activity types, repeat the same steps for each type.

What if this doesn’t work?

I don’t see the Manage menu
You might not be a Company Admin. Ask a Company Admin to update the feed messages for you or to adjust your access.

I don’t see Activity Types under Manage
Your role may not include access to activity configuration. Check with a Company Admin or SalesScreen Support.

The Textual presentation tab or Feed box is missing
The activity type might be locked or managed by SalesScreen. Contact Support if you can’t find the text field for that activity.

Variables don’t show the right values in the feed
Make sure you have used the correct variable names from the buttons (for example {%Team%}, {%Quantity%}, {%Customer name%}, {%Value%}) and saved your changes before testing.

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