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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
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!
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!
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?
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
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?
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
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?
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.
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.
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?
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.
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
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!
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