The administrative tools on Sutra help you customize your program's experience. This tutorial will help define these tools so you can navigate them while you're creating your program. Log into your parent circle to get started.
Full administrative settings can be accessed in two ways. Click on the gear icon in the top right hand corner or the Admin Tools button in the sidebar.
The dropdown menu offers a list of settings. Each function has its own in-depth tutorial found on the Support page.
The Leave circle option allows participants to remove their membership from the circle.
The email preferences option controls email digest frequency for you as a participant in the circle.
The dashboard area allows you to review member participation data. You can sort the data by parent circle and sub circles and send emails and direct messages to your members.
In the pop-up window, you'll find your circle's general settings. Here you can change the circle name and description, set up payment and registration options, add managers, change the circle's appearance, adjust advanced settings.
Let's take a look at the remain items in the Admin Tools area. Click on the little "x" in the upper right hand corner to close the circle settings. Again, click on the gear icon or Admin Tools button to return to the admin settings menu. Click on Payments. (Note: the payments option will only show up if you have connected Stripe to your circle).
If you are charging a fee for your program, you'll find a list of confirmed paying members in Payments. While the payment structure is created in Settings under General settings, managing incoming payments is in this section.
Open the Admin Tools menu again and select Broadcast.
Broadcasts allow you to send emails directly from Sutra to your circle members. You can send email newsletters, program announcements, and helpful tips, just to name a few examples. You can click on the Compose email button to create and send emails to your members. For now, we're going to continue exploring the admin settings.
Return to the Admin Tools menu and select Surveys.
You can collect information or payments from your members from Surveys. You can use surveys to take polls, create quizzes, and more. Surveys can be connected to the registration process and circles.
Open the Admin tools menu and select Structures.
Structures are an automation feature for group experiences so you can schedule content to post to circles over time. The Structure can schedule content in the experience to be responsive to the user as they respond to prompts or scheduled to release on a specific date or period of time.
Open the Admin Tools menu again and select Journeys. Journeys allow you to automate aspects of a members experience in your program offer an automation sequence feature for individual experiences. When a person registers for the experience, a circle is automatically created and a sequence of emails, resources, and posts, for example, can be published. This self-guided experience can contain an interactive course or a series of deep reflective exercises. Journeys can also invite participants within a group to engage with content in a reflective, personal way.
Open the Admin Tools menu and select Scheduling. Scheduling shows you any upcoming posts or circles you have scheduled to be published.
Open the Admin Tools menu and select Members.
This page allows you to view all members of the parent circle along with participation levels. You can also view members who are in pending or invitation status along with reviewing collected payment information.
Open the Admin Tools menu and select Appearance.
On this page, you can customize your circle's appearance by adding a header image, logo, and color scheme.
Open the Admin Tools menu and select Pending circles. This allows you to see any circles that have been scheduled for publication.
There are additional helpful features below the Admin Tools settings menu starting with Set video call link. Click on the link to reveal the pop-up menu. Here you can insert a link to a video conference, such as Zoom or Google meet. Members can link to the video call by clicking on the Video call button in the right sidebar menu.
The Show setup guide reveals a popup tutorial window where you can review helpful tutorial videos showing you around some of the basic and frequently used features on Sutra. These videos are also available in the Support section on Sutra.
The last three options in the Admin Tools settings menu allows you to duplicate, delete, or archive your circles.