Mobile App and Chat for school leaders: Set up Tip Line

This article guides school leaders through setting up Tip Line in the Finalsite Mobile App, including enabling it in Messages XR Enterprise and connecting it in the mobile app module settings.

In this article

• Step 1: Understand how Tip Line appears in the mobile app
• Step 2: Configure settings in Messages XR Enterprise
• Step 3: Connect Tip Line in the mobile app module settings
• Review and act on submitted tips

Step 1: Understand how Tip Line appears in the mobile app

Tip Line in the Finalsite Mobile App brings the Tip Line that Messages XR Enterprise users already know and love to the app. It uses the same settings, categories, notification recipients, and Tip Manager already in place. The app is simply another place families, students, and staff can send a tip, alongside the district's phone number, text line, and website widget.

Once turned on, Tip Line appears as an option in the app's navigation, either the bottom bar or the More menu, depending on where the district places it.

Each option a family sees, such as the alert banner, Call us button, categories, and anonymous toggle, is controlled by a Tip Line setting in Messages XR Enterprise. The settings table in Configure and utilize Tip Manager shows how each setting appears in the app.

For what families see when sending a tip, see Mobile App and Chat for families: Submit a tip.

Step 2: Configure settings in Messages XR Enterprise

Tip Line needs to be set up for the district first before any child organizations can have Tip Line. Reach out to a Client Success Manager to get started.

• Navigate in Messages XR Enterprise to Settings > Organization config > select the District > scroll down to the Tip Line button.

• Enable Tip Line on the district organization the mobile app is connected to first before the child organizations.
• Configure categories, notification recipients, and the remaining settings. Follow the steps in Configure and utilize Tip Manager.

Step 3: Connect Tip Line in the mobile app module settings

With Tip Line enabled in Messages XR Enterprise, now you need to turn it on in the Finalsite CMS Mobile App module settings.

• Navigate to the Mobile Apps module.
• Scroll down to the Content Settings section. 
• In the Tip Line section, toggle on to enable Tip Line in the mobile app.
• Drag to move the Tip Line button where you'd like it to appear in the app's navigation, for example the bottom bar, the More menu, or a section labeled Safety.

• For a deeper dive into these settings, learn more in the section "Configure your content settings."

Review and act on submitted tips

Submitted tips appear in Messages XR Enterprise under Reports Tip Manager, and email and text notifications go to the recipients set for that category and school. Staff can acknowledge, archive, or add notes.

Staff can also change a tip's category or move it to another school, for example when a tip was submitted under the wrong category or sent to the wrong school. This re-sends the notifications to the recipients assigned to that category and school, so confirm each school has notification recipients set up. See Configure and utilize Tip Manager for the full steps.