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We’re setting up the SFDC<>inSided integration; however, if the new member doesn’t exist as a Contact in SFDC already, then no data flows through. Therefor, I’m trying to set up a Zap (via Zapier) to:Check if a Contact exists in SFDC when a new user joins the community If Yes, do nothing (engagement data will flow fine via the integration If No, check to see if an Account exists...this is where it gets a little tricky, not sure yet what fields to map from inSided>>SFDC to check for this, would love any examples or suggestions If Account exists, create a Contact under that Account If Account doesn’t exist, create an Account After Account is created, create a Contact under that Account I’m relatively comfortable in Zapier, but this is a more complex Zap w/paths so wondering if anyone else has done this and can share their Zap and/or tips. Thanks! cc @daniel.boon
We are trying to develop a workflow that will notifiy a specific group when topics have no replies after a certain time. In the community startup, it is important that we get to these questions fast to ensure customers keep coming back.However, the API does not seem to allow us to selectively return questions based on a criteria - or at least, its not documented. Is there a generic syntax to the API that will allow us to select questions based on criteria input?Here is the comment from our developer - it seems like there is no choice but to get ALL questions in the community to evaluate which ones to take action on. It seems like I have to always loop through all the questions in the given category – the result of questions is listed in last activity time descending. If new question is created or old question gets replied, the sequence will be changed, so it would be hard to get the pattern. This means the more questions get created, the longer this workflow may have to run.
Hi, Community - I know this is possible with categories/sub-categories, but would like to confirm it works for Groups also. Can we change the name and URL after setting up the Group? Context on our use case scenario, if it helpsWe are launching a new Early Adopter or Beta soon. We want to have some general “early bird” types during message testing but then later give this Group a snazzy name and identity. For phase 1 could we do “Early Adopters” and then change to the final name? Or would that involve migrating Groups / members? (want to avoid ideally)Thanks!
Hi everyone! I’m working on our Salesforce dashboard, which will ideally be our source of truth for community KPIs for internal stakeholders when it’s fully operational. At the minute, my immediate team is using it to track our KPIs every quarter. I’m finding it difficult to pull data from last quarter as there isn’t a date range filter I can use (eg. made a post between: 1st Jan and 31st March). The only filter that seems relevant is ‘Last Post Date” and it doesn’t work well in this circumstance. If I use ‘Last Post Date’ and use a relative “Last Quarter” date, it excludes the people who have posted since in the new quarter and doesn’t give me an accurate number. I can’t figure out a simple way to pull this data on Salesforce.Has anyone dealt with this before? Thanks!
Question is probably self-explanatory. I have an automatic email campaign currently active, and I would like to edit it (e.g. to improve the wording, or change the subject line, or whatever). Is it possible to edit it at any point, or do I necessarily need to archive it, duplicate it and edit the duplicate?Just making sure I do things right!One more question: is it possible to edit the name of the email campaign after it’s been activated? (I mean the internal name, not the subject line)
Hi everyone!Is it possible to change the SEO homepage description for our private community? I’ve already changed it to the desired description by going to Customization → Site Identity → Meta description. However, when I search our community on Google, I notice that it still shows the standard description: On the Forum you can ask questions or take part in discussions. Thanks in advance for your help!
Hey community,We are adjusting our points system and adding a new rank that is in between two current rank. We do not want our users to be notified or sent a PM message. So if turn off the PM message for all ranks, add the new rank and click Rebuild. THEN go back and turn on the PM messages - will that send the PM message? I hope that makes sense :)
Hi there, I already looked in the API Documentation,and I couldn’t find the value of “total_views” which I normally would find in a topic export.I looked in the Unified Content list and elsewhere on the page and couldn’t find it.Is it possible that there is no such API? Cheers,Daniele
Hi Community folks!We’ve been exploring how we can use login gating certain parts of our Community to encourage people to Register their accounts (which is very simple, they just login through SSO of our platform), and subsequently login more frequently so we have better insights and analytics. We also want to protect certain information from public visibility or make it exclusive to customers to see.Would be very interested in how others have tackled this?What areas did you find more effective to put as a login gate? What are the things to be cautious of? We don’t want to add unnecessary friction to customers’ experience of finding info they need Is there a way to make the questions searchable publicly, but then to open/ read the full topic you need to sign-in first?Ultimately it’s about getting people from not logged in → passive lurkers → engaged likers → conversation participantsThanks in advance! Happy to share more on what we’re trying to achieve.
In inSided’s community (in the topic sidebar) there is a CTA that enables you to have a secondary prompt around asking questions, starting conversations that looks like this Is that done with a HTML block or is there an existing block in the system that enables you to have a title, text, and a button that I’m missing?
Hello, Is there a way to create a page element or menu element that is only visible to specific user roles?Use case:We have a custom page that we restrict to certain User Roles. We would like to put a link to that page on our main page, Ideally in the Mega Menu, a button (in a widget) would work also.Is there a way of achieving this use case in the current environment? Or is it possible to do with some scripting?
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