When members and non-members attempt to view your group offers, they’re greeted with a customisable checklist which relays requirements and information that viewers need to know before viewing the group's offers. This article shows how to enable and customize the group checklist to reflect requirements specific to the group.
Log into the admin console and click on the Groups tab under Customer Management
Click on the group whose custom checklist attribute you want to edit
Navigate to the Group Attributes tab and click on the triple-dot menu besides the Custom Checklist attribute
Provide the needed JSON in the textbox available and submit. Ensure the ‘active’ field is set to true, and the ‘label’ and ‘description’ fields reflect what is desired by your organisation. The JSON used for this example is found below:
{ "active": true, "title": "Group Checklist", "description": "Here are a few things to know about this group. Kindly acknowledge each of them before proceeding.", "conditions": [ { "label": "Co-guarantee applies", "description": "Each participant is responsible for guaranteeing each other's loans" }, { "label": "Annual fee of ₦250,000", "description": "Each participant is to pay an annual fee of ₦250,000. This is to build capital and provide insurance for loans" }, { "label": "Invitation Guide", "description": "Each participant can invite new members by sharing the group's link with them" } ] }
Afterwards, there will be a confirmation for the successful update of the Custom Checklist attribute.
Log into the web app and navigate to the group section to find the concerned group
Click on view offers from the group on your organisation and see the enabled and updated checklist
