Recommendations
Edit, share and remove recommendations
Find a recommendation, change it, switch its visibility, copy its link or delete it.
Everything you can do with a recommendation after you've added it.
When to use this
- A link has moved or broken.
- You want to rewrite your note, change the image or fix the type.
- You want to send someone straight to one recommendation.
- Something is no longer worth recommending.
Find it
In Audience → Recommendations:
- Search with "Search recommendations…". It matches the title, description and link.
- Filter by type with the buttons above the list (All, then each type you've used).
- The list shows nine at a time, newest first.
Click a card to preview it: the image, type, visibility, your full description, and Visit Link. Each card also shows the website it links to, which you can click to check the link.
Edit it
Open the editor
On the card, open the menu and click Edit. The Edit Recommendation window opens with every field filled in.
Change what you need
Title, Description, Type, URL, Thumbnail Image and the Public / Private switch can all be changed. Switching between Image URL and Upload Image clears the image, so pick the tab you need before adding one.
Save
Click Update (or Save Changes on the recommendation's own page). You'll see "Recommendation updated successfully".
Changes show on your portal straight away.
The recommendation's own page
Each recommendation has a page in the dashboard. Open it from dashboard search (⌘ K), typing its title. It shows:
- The image, the type and Public or Private.
- Created, for example "3 days ago".
- Description and Link, with a copy button for the link.
- Edit Recommendation and Visit Link buttons.
The menu at the top right has Edit, Copy Link, Open Link, Make Private or Make Public, and Delete.
Share it
| To share | Do this |
|---|---|
| The recommendation on your portal | Click Share on its card, or Copy Link on its page. You'll see "Recommendation link copied" or "Link copied to clipboard". |
| See it as a member would | Open Link on its page opens it on your portal in a new tab. |
| The resource itself (the book's page, the podcast) | Copy the link from the Link box on its page, or click the website name on its card. |
Sharing the portal link brings people to your portal first, with your note, rather than straight to someone else's site.
Change visibility
On the card or the page, choose Make Private or Make Public. See Members-only recommendations for what each means.
Delete it
Choose Delete
Confirm
The Delete Recommendation window asks you to confirm: "This action cannot be undone." Click Delete.
Deleting removes the recommendation from your portal and your list for good, and any links you shared to it stop working. To keep it but hide the link from non-subscribers, make it Private instead.
Tips
- Check your links a couple of times a year. Click the website name on each card to make sure it still opens.
- Rewrite old notes. Your reasons change, and a fresh note reads better than a dated one.
- Soul AI can make these changes too, for example "Change the link on my Daring Greatly recommendation" or "Delete the podcast recommendation about sleep." You confirm before anything changes.