Lifecycle Management

  1. Happeo
  2. Install, setup, & upkeep
  3. General upkeep
Table of contents

In this article, you can read about Lifecycle Management and what it entails.

Package information: Lifecycle Management is available to Enterprise, Recommended and Custom Packages.

What is it?

Building a central source of truth means building a lot of content. The more content you create, the harder it is to keep it updated. That’s where Lifecycle Management comes in.

Lifecycle Management is an auto-auditing feature that reminds you when Channels or Pages have become outdated (“stale”) due to a lack of updates or activity over time. It can also be set to archive stale content after a set number of months automatically.

Currently, the feature only affects Channels and Pages.

  • Lifecycle Management is not activated by default for organizations
  • Admins can select the duration after which a Page or a Channel will be considered stale, in other words, not active or up-to-date
  • Admins can enable staleness and automatic archiving
  • Only Owners, Editors, and Authors of a particular Channel or Page can see if the Channel or Page is stale (in their User Settings). Viewers won’t see it. They will only “see” if it is archived

Lifecycle Management is not shown in User Settings before the Admin has enabled the Lifecycle Management

How to enable and manage the Lifecycle of Channels and Pages

As an Admin, to enable and manage Lifecycle Management, you can:

  1. Navigate to your Admin Settings by clicking your Happeo avatar and selecting Admin Settings
  2. Click Lifecycle Management from the settings menu
  3. Select Channels or Pages at the top
    1. Note: You can do the following process for both Channels and Pages
  4. Toggle Active under Activate lifecycle management
  5. Decide how long a Channel or Page remains active before being considered "stale." For example, setting this to one month means content inactive or un-updated for that period will be flagged as “stale”
  6. (Optional) Toggle automatic Channel / Page archiving or unpublishing - If you set this option, for example, to one month, stale Channels and Pages will be archived one month after they are considered stale

Channels

Admin Settings

Below is a screenshot of the Channels tab under Lifecycle Management. You can manage the settings for Channels’ Lifecycle Management and automatic Channel archiving here.

New Lifecycle Management 1.png

You can also find a list of stale Channels with information such as:

  • Name of stale Channel – (e.g. Marketing Updates)
  • Channel Owner – (e.g. Daniel James)
  • Channel’s last activity date – (e.g. the date participants were added to a Channel)
  • When a Channel was marked as stale – (the date a Channel was considered inactive or not up-to-date)
  • Archival date of Channel – (the date a Channel will be automatically archived)

New Lifecycle Management 3.png

You can also click on the three dots next to a Channel to manage, refresh, or archive the Channel manually.

Note: Viewing and managing Stale Channels can also be done from the User Settings > Lifecycle.

Activeness tracking

Channels are measured by their activeness. If none of the following events happens during the activeness period, the Channel will be considered “stale."

Activeness can be determined by the following:

  • Participants added or removed
  • Channel Folders created or updated
  • Channel Calendar created or updated
  • Channel Google Meets or Microsoft Teams created or updated
  • Post, comment, like created, updated, or deleted
  • Channel Integrations activated or updated
  • Channel unarchived
  • Settings updated
  • Draft edited, shared, or published
  • Post pinned

Pages

Admin Settings

Below is a screenshot of the Pages tab under Lifecycle Management. You can manage the settings for Pages’ Lifecycle Management and automatic Page archiving here.

New Lifecycle Management 2.png

You can also find a list of stale Pages with information about:

  • Page authors – (e.g. Kyrie Jones)
  • When a Page was last updated – (e.g. when a user makes a change to a Page and clicks ‘Publish’)
  • By whom a Page was last updated – (e.g. the user who last made a change to a Page)
  • When a Page was marked as stale – (the date a Page was considered inactive or not up-to-date)
  • Page’s unpublishing date – (the date a Page will be automatically unpublished)

New Lifecycle Management 4.png

You can also click on the three dots next to a Page to view, refresh, edit, or manually unpublish the Page.

Note: Viewing and managing Stale Pages can also be done from the User Settings > Lifecycle.

Activeness tracking

Pages are not tracked by their activeness but rather by their up-to-dateness. So every time a Page Author / Editor changes or publishes a Page, its “reviewed date” value is updated.

Notifications

When Lifecycle Management is enabled, you'll receive weekly reminders about content nearing its automatic archiving or unpublishing date.

Note: To keep you informed, we'll send you no more than two notifications a week. Each notification will highlight content nearing its automatic archive or unpublish date, helping you take necessary actions.

Here's what you need to know:

  • Who receives notifications: Page & Channel Owners, Editors, and Authors will receive email and in-app notifications every Monday. These notifications highlight which Channels and Pages are considered "stale" and are approaching automatic archiving or unpublishing
  • Enabling notifications: For Page & Channel Owners, Editors, and Authors to receive these reminders, Lifecycle Management must be enabled. If you're a platform Admin, please enable this feature to give your users these updates
  • Not an Admin? Simply reach out to your platform Admin and request they enable Lifecycle Management. This will ensure that you stay informed about important content updates

Notification examples

Lifecycle Management notifications.png

Auto-archiving and auto-unpublishing

Turning on Lifecycle Management allows for automatically archiving Channels and unpublishing Pages based on the settings selected in the Admin Settings > Lifecycle Management. However, to prevent accidental content loss, we've implemented safeguards:

  1. Minimum threshold: Similar to Lifecycle Management's manual configuration, automatic actions won't occur until content reaches a minimum of 4 weeks (1 month) past its archiving / unpublishing date. This grace period allows you to review and update content if needed
  2. Pre-action notifications: Before automatic archiving or unpublishing, Page & Channel Owners, Editors, and Authors will receive at least 4 notifications regarding their content, giving them ample time to take action
  3. Manual override: You can always manually archive or unpublish content, regardless of automated actions

Updating stale Pages and Channels

To take a Page or Channel out of its "stale" state, you can:

Channels

  1. Navigate to the Admin Settings
  2. Click Lifecycle Management from the sidebar on the left
  3. Select the Channels tab 
  4. Click the three dots next to a Channel you want to update and select Refresh

Pages

  1. Navigate to the Admin Settings
  2. Click Lifecycle Management from the sidebar on the left
  3. Select the Pages tab 
  4. Click the three dots next to a Page you want to update and select Refresh
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