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960 Topics

Chris Anderson
inSpires others
Chris AndersoninSpires others
asked in: Got a question?

Create a Zap to find/add SFDC contacts when new members join

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 

6
Chris Anderson
inSpires others
4 months ago
bdavis
bdavisGetting inSpired
asked in: Got a question?

Removing Admin User: what happens to their articles?

I need to remove a former Admin as a user from our team, but before I do that, could you explain to me what happens to the content etc that she has posted in our Community? Will her posts/replies still be visible for our members to reference?

2
Kgastaldo
Super user
10 months ago
Daniele
Total Rock Star
DanieleTotal Rock Star
asked in: Got a question?

Need help with Zap: automatically assign new custom roles based on Gainsight Customer Data

Hi there everyone,Our community is open for anybody to sign up, but we always assign a “customer” custom role to our customers because there is some gated content that only customers can see.Our moderation team spends up to 1h each day manually checking newly registered customers and manually assigning custom roles.To check if somebody is a customer or not, we look on Gainsight  (our customer CRM😎), in order to see if that email address is linked to a customer. Is there any way to automate this with zapier?I envision it like this:Trigger: New member registers on insided Zapier checks if that email can be found on gainsight if it can be found, check if it belongs to a currently active customer if yes → assign custom role “customer” if not → leave blank so we can do our own manual check and assign a role manualy (edge cases)  Any idea on how/if this can be set up?Would really appreciate some help/input here :) 🤗 Thank you in advance!

10
ryanne.perry
2 hours ago
aluciani
Total Rock Star
alucianiTotal Rock Star
asked in: Got a question?

Adding role to multiple user

Is there a way to do a bulk add of a custom role to users? I have a role I want to give to multiple users and don’t want to do this one by one.

8
ryanne.perry
3 hours ago
Daniele
Total Rock Star
DanieleTotal Rock Star
asked in: Got a question?

API: extract User Roles for all users

Hello Team,Today we have a technical question, asked by our BI Analyst. I was gonna forward it to inSided support but I figured it makes more sense to ask on the Community, in case somebody else will have the same need in the future. QuestionSo we are currently trying to extract the ‘Custom Role’ of our users, for all our users.We saw this API (https://api2-us-west-2.insided.com/docs/user/#operation/findBy) but want to avoid having to call this API for all our users. We believe we are currently using this API (https://api2-us-west-2.insided.com/docs/user/) for all user details. Is there any way a Custom Role could be obtained from here, or other APIs we should be looking into  to get a complete details of our users (including custom roles)?  Does anybody have an idea?Thank you so much!

2
Daniele
Total Rock Star
6 hours ago
B
bnitkeGetting inSpired
asked in: Got a question?

Profile Field Tabs

Are you able to create new tabs in the profile section? For example, “Getting to know you” “Advocacy”, “Areas of Interest” etc. so it’s not so overwhelming having all the questions in the same area  Also - I am a new customer, but I don’t have access to the product idea section, could I be added?

2
B
8 hours ago
Daniele
Total Rock Star
DanieleTotal Rock Star
asked in: Got a question?

What's this "square" popping up everywhere?

Hi there, for a few days our community (and inSpired too) has a square popping up in several areas.Doesn’t bother us too much, but I’m wondering if this is expected behavior, and if we can disable that? Appears in the WYSIWYG text editing box, and also whenever I click on a topic. When I click on a topic on activity feedOur Community Text Box inSpired Text Box 

3
Ravi
inSider
9 hours ago
L
Libby BevinGetting inSpired
asked in: Got a question?

Best practices for creating SFDC dashboards

Hi there! I’m building out my reporting and would love to know what data everyone captures for their dashboards beyond the built-in engagement dashboard from Insided with monthly active customers.What data do you track from your community?

6
ddpancratz
Total Rock Star
3 days ago
K
kristinekukichGetting inSpired
asked in: Got a question?

Product list is LLLLOOOOONNNNNNGGGG

Our product list is long. When I use the product drop-down in different areas, the entire list doesn’t display. Guidance anyone?

0
K
4 days ago
E
ellie.jordan.rhReady to take it to the next level
posted in Got a question?

Date time stamp on ideation and product update replies

Hi,Is it possible to add a date and time stamp to ideation and product update replies like it does on the forum replies?ThanksEllie

3
Aleksandra
inSider
4 days ago
logicalhare
logicalhareReady to take it to the next level
posted in Got a question?

Allow the leaderboard sidebar widget to exclude certain roles

Can the Most Helpful Members widget exclude certain roles?  

1
Oliver Marriott
inSider
4 days ago
kbeverly
kbeverlyGetting inSpired
asked in: Got a question?

User Notifications

Hello! New to the inSpired community and happy to meet you all virtually! While setting up my own community for my users, I have run into issues with notifications for them. I am aware they can customize their email notifications within their own profile, however, I do not see any other notification options (for example: push notifications, text messages, or private messages).My users have expressed that they already get a lot of emails daily and do not want community notifications crowding their inboxes but they want to be notified when important posts are made. In our previous community platform, they had a mobile app option and my users primarily used mobile push notifications to know if they were mentioned or if there was trending activity. Are there any recommendations/solutions to this within inSided? Or plans to optimize user notifications?

1
Alistair FIeld
Head of Community
4 days ago
ddpancratz
Total Rock Star
ddpancratzTotal Rock Star
asked in: Got a question?

Dates in Analytics: Do they use UTC?

When you select a date range in analytic dashboards, you don’t specify a time. Do these dates use UTC for the date start (0:00) and end (23:59) times? 

2
ddpancratz
Total Rock Star
5 days ago
Idan
IdanReady to inSpire others
asked in: Got a question?

Asking questions directly from App

Hello everyone! We want to provide customers with the possibility to ask questions (to the community) directly from our App (Cymulate). It is expected to increase community engagement and bring in more participants. Anyone tried it? Do you know what is needed from Insided? (API I assume)...Are there any other considerations?Thank you!https://media.giphy.com/media/k9I0BjPWKk96E/giphy.gif

4
dandre
inSpires others
6 days ago
K
kristinekukichGetting inSpired
asked in: Got a question?

Ideation Product Drop Down isn't visible - background color and text color are the same,

I am trying to launch ideation and the product drop down is showing a white background with white text. My primary color takes over when one hovers over the items in the list. I changed the color scheme back to defaults in my staging environment, and the behavior remained the same. Is there a way to change the text color of this list so that it can be read?

2
K
7 days ago
nicksimard
nicksimardReady to inSpire others
asked in: Got a question?

Blue outline in text editor...is this new?

Admittedly, I respond more from the backend than the frontend but this outline (that shows up as I create this very topic) seems new to me. I’ve tried to hide it on our Community with CSS but I can’t make it go away. Has this always been here? What purpose does it serve? Can someone help me hide it?Thank you!EDIT: It’s showing up on the backend too. Argh! It’s so distracting.

2
Maayan K
8 days ago
Scott Baldwin
Total Rock Star
Scott BaldwinTotal Rock Star
asked in: Got a question?

Introductions widget - adding hyperlinks

Has anyone found a way to add links to the text in the Introductions widget?We’d be interested in using this and replacing our current use of quick links but can’t seem to figure out a way to do this.  

9
Scott Baldwin
Total Rock Star
10 days ago
revote
Total Rock Star
revoteTotal Rock Star
asked in: Got a question?

Problem with the leaderboard and ranking

Same kind of problem exists in our community as well, here are the screenshots from here:   All time ranking is different depending where you look it. Same kind of problem can be seen on This week stats as well.

6
revote
Total Rock Star
11 days ago
logicalhare
logicalhareReady to take it to the next level
asked in: Got a question?

Is it possible to disable the idea type for specific community categories?

I’d like to disable the Ideas option for my community categories without disabling the Idea module entirely. Is this possible? I’d like to limit the types of options most community categories provide users to just questions or conversations. We don’t allow users to submit ideas directly through Insided so this is why we want to disable this option, but we do have an integration that credits users with ideas from an external system.  

2
logicalhare
11 days ago
elliott.vickrey
elliott.vickreyReady to take it to the next level
posted in Got a question?

Creating a floating status/text box

Hi all! I’m looking to create a text box with a link that hovers over our homepage. I haven’t tried applying much custom code to our platform, and was wondering if anyone has done this before and could offer some expertise. Is this possible using the third party script area?

1
bas
inSider
11 days ago
logicalhare
logicalhareReady to take it to the next level
asked in: Got a question?

How can you customize the Create New Topic error / lack of permissions notices?

I’m trying to customize this page, which shows to users who have created an account but haven’t confirmed their email. I’m interested in customizing the blue alert box as well as the “You don’t have permissions to create a new topic” phrase.  

1
Ravi
inSider
12 days ago
B
BliGetting inSpired
asked in: Got a question?

How do I delete a Group?

Hi - I’m new to inSided and building out the structure of my community. How do I delete existing groups that have been created?  

9
KrisGoose
12 days ago
timcavey
Total Rock Star
timcaveyTotal Rock Star
asked in: Got a question?

What system powers Insided internal search?

Is internal search functionality updated and improved?  Our community search bar can perform badly at times. Example: A search term: “enrol dcc” is a string that is featured in the title of a topic, that doesn’t show up when this term is inputted. Search results here.  The topic that somehow wasn’t identified in the search results: https://forum.ovoenergy.com/smart-meters-136/national-enrolment-and-adoption-e-a-of-smets1-smart-meters-onto-the-data-communications-company-dcc-your-guide-8899  

1
Alistair FIeld
Head of Community
12 days ago
ddpancratz
Total Rock Star
ddpancratzTotal Rock Star
asked in: Got a question?

What does last activity represent in user exports?

In a user export, I’d like to confirm what last_activity represents. I’m assuming it’s a user event like: create a topic create a reply/comment Like  UpvoteIs that correct? Is there a clear definition somewhere? 

8
ddpancratz
Total Rock Star
13 days ago
erin.brisson
inSpires others
erin.brissoninSpires others
asked in: Got a question?

Views on Articles & Product Updates

Hey community! Does anyone know if it’s possible to see views for articles and product updates? Views isn’t an option when I try to add it from the Column or Filter. I made a change to a weekly article and would like to see the impact, if the new posts are getting more views than the previous ones were. Any help is appreciated. Thanks!

2
erin.brisson
inSpires others
13 days ago

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