Administrator User Guide
TalentCommunity v6.1
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1. Introduction and Document Purpose............................................................................................................................................................................................................... 4
2. People ............................................................................................................................................................................................................................................................. 5
2.1 Member profile queries: how to search your work-force .......................................................................................................................................................................... 5
2.1.2 Advanced Search ............................................................................................................................................................................................................................... 6
2.1.3 Search Results .................................................................................................................................................................................................................................. 10
2.1.4 Create a Saved Search...................................................................................................................................................................................................................... 12
2.1.5 Saved Query Library ........................................................................................................................................................................................................................ 13
2.1.6 Download a Report .......................................................................................................................................................................................................................... 14
2.1.7 Report Download History ................................................................................................................................................................................................................ 15
2.2 Viewing Profiles ..................................................................................................................................................................................................................................... 16
2.2.1 View Administrator Portal Profiles.................................................................................................................................................................................................. 16
2.2.2. View Profile: Administrative Details .............................................................................................................................................................................................. 17
2.2.3 View Profile: Activity Feed ............................................................................................................................................................................................................. 18
2.3 Metrics .................................................................................................................................................................................................................................................... 19
2.3.1 Analytics: Metrics Dashboard.......................................................................................................................................................................................................... 19
2.3.2 Analytics: Individual Report Details Pages ..................................................................................................................................................................................... 20
3. Content.......................................................................................................................................................................................................................................................... 21
3.1 Navigating Content Feature Sections ...................................................................................................................................................................................................... 22
3.2 Creating New Content ............................................................................................................................................................................................................................ 25
3.3 Searching Content ................................................................................................................................................................................................................................... 27
3.3.1 Quick Content Search ...................................................................................................................................................................................................................... 28
3.3.2 Advanced Content Search ................................................................................................................................................................................................................ 29
3.4 Content Management .............................................................................................................................................................................................................................. 30
3.4.1 Pending Items .................................................................................................................................................................................................................................. 31
3.4.2 Editing Existing Items ..................................................................................................................................................................................................................... 33
3.4.3 Homepage Management .................................................................................................................................................................................................................. 34
3.4.4 Archiving/Deleting Items................................................................................................................................................................................................................. 36
3.5 Downloading Item Files to Excel ........................................................................................................................................................................................................... 38
3.6 Complaints .............................................................................................................................................................................................................................................. 40
4. Using the Content Editor .............................................................................................................................................................................................................................. 43
5. Groups .......................................................................................................................................................................................................................................................... 60
5.2 Editing Groups ........................................................................................................................................................................................................................................ 63
6. Messages ....................................................................................................................................................................................................................................................... 64
6.1 Broadcast Messages ................................................................................................................................................................................................................................ 64
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6.2 Creating New Broadcast Messages ......................................................................................................................................................................................................... 66
6.3 Creating New Narrowcast Messages ....................................................................................................................................................... Error! Bookmark not defined.
6.4 Email Digest ........................................................................................................................................................................................................................................... 68
6.4.1 Editing Email Digests ...................................................................................................................................................................................................................... 69
7. Social Media Configuration .......................................................................................................................................................................................................................... 70
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1. Introduction and Document Purpose
TalentCommunity, SelectMinds’s community management solution, delivers a custom-branded social network for any community - corporate alumni,
potential candidates, employees or consultants - that creating a go-to referral pool that will pay dividends in the form of high quality candidates and new
business.
This document is intended to serve as the how-to guide for client company administrators of the TalentCommunity product. This document provides an indepth view of the administrator module’s functionality and provides tips on how to best use the system to achieve your goals.
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2. People
2.1 Member profile queries: how to search your work-force
2.1.1 Quick Search
Quick Search: used to create a basic search using the
most commonly queried profile fields. You may search on
any combination of the available fields
Get here:
“People” tab in the top navigation bar click “quick
search” on left-hand column menu
Any combination of search parameters can be used to
perform a “quick search”
Each option allows a set of operators to control how you
search and allowing you seek partial matches
Click Submit after selecting search parameters to execute
the query and view results
advanced search”
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2.1.2 Advanced Search
Get Here: Click “People” in the top navigation bar click
“advanced search” on the left-side column menu
Click
search
to choose which profile field(s) to
Example: “Address Info - City”
After a profile field is selected, choose which search
condition to include in the query.
Example:
“Address
Info
City” equals “Los
3.1.2e: Click
the
icon– to
Angeles;” “Address Info – City” contains
“Angeles;” “Address Info – City” starts with “Los”
A: Profile Field
B: Search Condition
C: Sub-section Field Value
Select sub-section field values to include in the query. You
may include free-text in your search if field value box is
blank.
Example: “Address Info – Country” contains
“China”
Click the
parameter
icon to delete the previously selected search
THE
“AND”
SEARCH
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Each time another profile field is added, a
new Select box appears and the search
becomes progressively more refined. By
default, the search parameters build on
each other via an “AND” statement.
In the example to the left, the search will
only return search results of alumni from the
Chicago office group.
To switch to an “OR” statement, select “OR
group” from the bottom of the selection list.
In the example below, the search will only
return people whose company division
contains “Global Operations” OR whose
company start date equals “2012”
For picklist fields, you can create a meta“OR” statement (within a given search
parameter) by holding Ctrl. Ex: selecting
“alumnus” and “employee” within Network
info – Role (right screenshot) will return all
results where Network info – Role is
alumnus OR employee.
By default, if a member leaves a profile field
blank, the field is considered “null.” Any
individuals with “null fields” will not result in
searches that query for these specific profile
fields.
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Advanced searches using combined
AND/OR statements
[W AND X] OR [Y AND Z]
- The advanced search to the
right reads “all people who are
eligible to register for the alumni
program and belong to the New
York office group *or* all people
who are eligible to register for the
alumni program and belong to the
Boston office group.
- Note that there is an outer “or”
group and two inner “and” groups
to create this search. Start with
an “or” group and select a search
criterion as a placeholder. Once
this is done, add an “and” group
from the drop down selection box
and delete your placeholder. You
have now created an inner “and”
group within a greater “or” search,
and this can be repeated to tailor
your search.
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[W OR X] AND [Y OR Z]
- The advanced search to the right
reads “all people who are alumni or
employees *and* who belong to
either the New York office group or
Boston office group.
- Note that there is an outer “and”
group and two inner “or” groups to
create this search. Start with an
“and” group and select a search
criterion as a placeholder. Once
this is done, add an “or” group from
the drop down selection box and
delete your placeholder. You have
now created an inner “or” group
within a greater “and” search, and
this can be repeated to tailor your
search.
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2.1.3 Search Results
Displays the results of your member search.
Get Here: Execute any member search by clicking
(see example below)
The number of matching results are listed at the top of the page
= The total number of primary contacts that a person has.
= The number of contacts who are currently employees
To view additional profile information for an individual who has been returned in a query, hover
over or click on a person’s name. Their registration details, last office, and latest update are automatically displayed
COLUMN HEADERS
ARE CLICKABLE LINKS
THAT WILL SORT YOUR
SEARCH RESULTS
ACCORDING TO THE
Note: Deleting a user is a permanent action and generally should not be performed; please consult with your Program
Manager.
Click Save This Search (located above your search results) to store the search parameters in the search library (see section 3.1.4)
HEADER CLICKED
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Click Download Results to locally save the report as an
Excel spreadsheet (see section 3.1.6)
REMINDER
ALWAYS INCLUDE THE
MEMBER ID FIELD IN A
DOWNLOADED REPORT
TO CORRECTLY
IDENTIFY RECORDS.
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2.1.4 Create a Saved Search
Saved queries allow administrators to execute a real-time search based on previously saved search parameters. These queries can be reused at later
dates to drive reporting and analysis, target messaging, or direct specialized content to subsets of your population..
Get here: Conduct a member search and click the “Save This Search” link on any search results page
Create a descriptive Name for your search. Suggestion: include your initials and the date in the naming convention to avoid duplicate
query titles.
Set the Access level by designating whether your search is private or public
“Private” saved searches = queries saved by you and viewable only to you
“Public” saved searches = saved for use by any other administrator
Click
to maintain your search and then it will be accessible in the Saved Member Searches Library.
Click Saved Member Searches to reach the Saved Member Searches Library
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2.1.5 Saved Query Library
The Saved Query Library allows you to execute real-time searches based on previously saved search parameters. Saved searches can be used for:
profile data reporting; targeting content; sending broadcast messages or event invitations.
Get here: click Saved Member Searches in the left column of the People tab
Select “Private” saved searches or “Public” saved searches from the View box
Click on the search form name to display the previously-saved search parameters for that search
Click on Get Results to execute a real-time search based on the previously-saved search parameters
Click Download Report to download the real-time search results into an Excel file (see section 3.1.6)
The Delete option is a permanent action and generally should only be performed with consideration of other administrators.
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2.1.6 Download a Report
After executing a search, administrators can download a report of user data for members returned in that search
Get here: execute a member search and click “Download Report” on any search results page
EMAIL NOTIFICATIONS
ARE SENT TO NOTIFY
YOU WHEN YOUR
REQUEST HAS BEEN
PROCESSED AND
You may select more than one field by holding Ctrl. Each field you choose will have its own column
READY
TO EXPORT
in the resulting Excel report. (Note: Avoid selecting all fields, as this will slow the return of your
results.)
This page can alternatively be viewed in checkbox format by clicking “view list as checkboxes” next to
“run report”
When using a saved search, click “Save Columns” to keep your field selections for that particular saved
search.
These fields will be pre-selected the next time you download results from the given saved query.
Click Run Report to generate an Excel report (see example below)
Click Download Results to locally save the report as an Excel spreadsheet. Include the member details that you want to record in your report
and add a title to your report. Note: reports larger than 50,000 results will require multiple reports
Click
and then you will be taken to the download history page. Your report will be listed at the top of this page (see section 3.1.7)
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2.1.7 Report Download History
After choosing your fields and submitting your report for processing, you will be taken to the Report Download History page as the report processes.
Refresh your browser for an updated process status or navigate away to another task. All reports you have requested in the last 7 days will be listed here
and new copies can be downloaded at any time; however, the data will remain the same as previous downloads.
Get here: Follow Download Report link on any search results page and run a report OR choose from the left-hand navigation from the “People” tab screen.
This displays the total number of records being prepared.
“Status” indicates the progress of the report
o “Queued” = the report is waiting for a previously-run report to complete
o “% Complete” = the percentage of processing complete for any downloads being processed.
o “Preparing” = the request is about to process
o “Error” = the request failed, often due to a data conflict (please contact SM if you receive this error)
You will have the option to download to Excel by selecting “download report” when processing is complete. Reports with over 50,000 rows will
be batched into multiple files and will require you to download each file individually.
You may return to this page from any “People” tab screen by choosing the “Report Download History” option in the left navigation.
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2.2 Viewing Profiles
2.2.1 View Member Profiles
Administrators may view profile information for any site member. Note: the Admin Portal profile often includes additional data that is not visible to the
member and/or the overall network.
Get here: Click on any member’s name from within the Admin Portal.
The member’s registration and role status is displayed at the top of the profile
Click Edit to edit the profile
Click Mark as Deceased to indicate someone who has passed away
The Print link will allow for the Member Profile to be printed
The Edit Photo link will allow for the Member Profile picture to be added or changed. The Delete Photo link will allow for the Member Profile
picture to be removed
The Upload New Resume link allows you to upload a resume to the member profile
Scrolling through the record will exhibit the details we have stored for each user. Reminder: some profile data is considered confidential, as it will be
displayed in the back-end profile and viewable to administrators, but not viewable to the individual. Other fields, including registration date, date loaded,
saved search tags, employee ID, etc will not be editable as the information is integral to the record’s proper functioning.
Note: Deleting a user is a permanent action and generally should not be performed. If you have any questions, please consult your Program Manager
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2.2.2. View Profile: Administrative Details
The bottom of each member’s profile page has an Administrative Details section with event, contacts, and activity information
Get here: Click on any member’s name from within the Admin Portal and scroll to the bottom of the profile page
The Events RSVP’d and Attended section shows events for which this member has RSVP’d.
o Click “Mark RSVP’d/Attended” to manually RSVP this member for an event.
o Click “Hide” to hide this member’s name from the front-end RSVP list and click “Make ‘No’” to change the RSVP status.
o Click “Make ‘Yes’” after the event to log that the member attended the event.
The First Degree Contacts section shows the member’s contacts.
The “Groups” section displays all of the groups of which the user is a member.
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2.2.3 View Profile: Activity Feed
The bottom of each member’s profile page has an Administrative Details section with event, contacts, and activity information
Get here: Click on any member’s name from the admin Portal and scroll to the bottom of the profile page
Admin Notes allows admin to add details to a record (note: these items are not searchable)
Click “Add Note” to record any notes or interactions (Editor indicates the author of the note)
The Activity Feed displays any actions the member has performed, including general updates
o Actor FE View indicates the nature of the activity on the user-end as it relates to the member executing the action:
Private: this action displays only in member’s “My Feed” in their profile
Public: this action is listed in Network Feeds of member’s first- and second-degree connections and the home page
None: This activity is visible to Administrators via a member’s record
o Recipient FE View indicates the nature of the action as it relates to the feeds of the member acted upon (see above)
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2.3 Metrics
2.3.1 Analytics: Metrics Dashboard
The analytics tab and dashboard provides a filterable suite of tools to monitor activity in the network. Use these tools to run reports based on live data.
Get Here: Click on the Metrics Tab from the main
navigation panel or click a specific report to bring up its
details
Types of Reports:
Network health allows comparative views of
trends around engagement and user activity
Content Trends provides trending for total
content type views (forums, jobs, news, etc.)
Traffic Trends highlights events that have
impacted traffic and view page hits on a given
day
Search shows what members are searching for
and what content meets those needs
Content Items indicates popular content items
across time
Message Success displays delivery and clickthrough data on recent Broadcast Messages
Referral Registrations compiles all new
members and provides an analysis-view of
how and when they were registered
Filters (found on the left-side menu) allow you to view data
across a set of pre-determined periods, a custom period,
role, or feature type.
Report details show trends graphically and provide
additional points of data, but can be exported as data to
Excel files.
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2.3.2 Analytics: Individual Report Details Pages
Note: The same basic interface is used for all reports
You may toggle between reports by clicking on a report
name and viewing the report details.
Select a period in the filter to view data and trends across
that time.
To view data across a specific period, enter the start and
end date here.
Check boxes to determine which types of content or roles
you would like to query about.
Click refresh to call up filtered data
Hovering over points on a chart will provide specific data
values. Example: In the Traffic Trends report, clicking a
point allows you to focus on “page views” for any day that
you specify.
Details on specific events or content types will display
here, when active data exists.
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3. Content
The Content section of the admin module includes the Jobs, News, Forums, Events, and Resources features, as well as Polls and Homepage
Management functionality.
On the main screen of the admin module, place you mouse on the Content tab. The drop-down list that appears will show the current features and other
functionality of the Content section.
Features
• Features are the primary types of content you can post onto your site.
• The amount of and specific names of these are configurable by SelectMinds but usually include Jobs/Careers, News, Events, Forums, and
Resources.
Topics
• Within each feature, subsections called Topics provide categorization for your content.
• These topics can be customized by SelectMinds and are configurable regarding online/offline status, visibility, and posting access by role, and
users’ ability to comment on items.
• Examples of topics are Marketplace Jobs; Members News; or Company Events.
Items
•
•
Each piece of Admin created content within each topic is called an item and has a specific ID visible in the URL
Examples of items are an alumni gathering in New York City; a sales associate position job posting; or an article regarding the latest industry
news.
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3.1 Navigating Content Feature Sections
Feature Landing Page
Get Here: From the Content tab drop-down menu, choose a feature section. (The Jobs feature will be used as an example in the screen shots in this
section of the document.)
On the feature’s landing page, you view the feature topics that are online and those that are offline as-well-as which roles have access to view and submit
to each topic.
To view a particular topic, choose from the drop-down View menu (in red below), or click directly on the topic link (in blue below). Either will take you to
that topic’s page.
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Topic Main Page
The home screen for each Job topic shows the items within that topic. Each topic has three status queues – Live, Pending, and Archived (highlighted in
red box below).
Item queues indicate Title, the member that created the item, date posted and page views since the original post date
• Clicking the links in the Submitted By column will take you to the record for the user who submitted that item
• Blue column heads will sort the queue once clicked.
• To archive an item, click the icon in the Archive column. After clicking “OK” in the confirmation pop-up, the item will be placed into “Archived”
status. (For more on archiving items, see Section 3.4.4)
• The Views and Applies counters show the compiled number of unique views per day the item has been live and total clicks to the apply button
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Item Page
In the top box (highlighted in red below) of each content item, you will see the topic the item is listed under, the roles with viewing and posting access to
the topic, and the number of views, applies (for job items), comments, and likes the item has received.
The main menu provides multiple action points. Depending on the content type, these may include archive, delete, edit, preview or share, send a
message, and send or resend an alert.
• Approve (pending items only): Adds the item to the live, public facing site
• Archive: Places the item in “archived” status, removing it from your live site
• Delete: Erases the item from the administrator module
• Edit: Opens the content editor to modify any detail of the item
• Preview: Displays how the item will appear to the front-end user
• Share: Opens a screen from which you can choose to post the item to your Facebook or LinkedIn account
• Send message(Events only): Allows you to create a message to distribute to a saved search or event respondents
Note: the description field provides a preview – all HTML is not rendered in full
Date created and date last modified and the responsible member are listed below.
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3.2 Creating New Content
Admin users create new content items to be posted on the front-end site.
Get Here: click “Add [Content Item]” from the menu on the left side column of the screen (screen shot below). This will open the Content Editor. (The Jobs
feature will be used as an example in the screen shots in this section of the document.)
Note: Not all content items require the same input in the Content Editor. Depending on the type of content you are creating, certain fields might be
required and/or pertinent that are excluded from others.
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The Content Editor allows you to define all criteria for the item. Details vary by type of content you are creating. Required fields are marked with a green
asterisk.
The
button: creates a content item record in the database. Note: Saved content is put into “pending” and must be approved before it will display on
the public site. Items saved after editing require approval before returning to public display.
The Description and Requirements/Event Highlights fields can be filled using HTML or plain text. For more information on using the editor for these fields,
see Using the Content Editor section (Section 4.0).
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3.3 Searching Content
•
•
There are two ways to search a particular content feature for items
o One is to run a quick search using the Title, Keyword, Company and/or Position fields
o The second is to run an advanced search
Either Quick Search or Advanced Search can be run via the Search [Feature] box on the left-hand menu on the feature landing page (highlighted
in red below). (The Jobs content feature will be used as an example in this section of the document.)
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3.3.1 Quick Content Search
•
•
•
•
•
•
To perform a quick search for content items, enter criteria in the given fields in the left-hand menu (i.e., particular company and/or position title for
Jobs content, or a keyword for Events content). Click submit to query.
Example below is a Jobs quick search based upon positions including “Manager.”
The quick search results will appear in a List screen. You can sort item data by particular column headings; sortable columns will appear in blue
(Position, Company, and Date Posted in blue the Jobs example below).
Clicking the links in the Submitted By column will take you to the record for the user who submitted the item.
The Views and Applies counters show the tally of unique views per day since the original post date.
To open the quick search results in an Excel spreadsheet, click Download to Excel (in red below).
Note: Quick searches will result in results from all status settings. To search or report on items in a particular status see Advanced search (below)
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3.3.2 Advanced Content Search
•
To run an advanced search using more specific criteria, click Advanced Search below the quick search boxes in the left-hand menu (highlighted in
red below)
•
The Advanced Search screen will appear (Jobs
Advanced Search shown in the screen shot at right)
Enter the search criteria that meets your desired
search and click Submit to query
In the example Advanced Search at right, the same
search as in Section 3.3.1 for positions containing
“Manager” is being run (highlighted in red at right)
Note: Fields for Advanced Search will vary from one
content feature to another. However, the Advanced
Search layout and principles are the same across all
features.
•
•
•
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3.4 Content Management
•
The Content section includes the Jobs, Forums, News, Events, Resources, and Polls features, as well Homepage Management functionality. This
section of the document will address the all ways in which you can manage the content of your site.
•
These feature sections are displayed on the left hand side of the main Content screen (highlighted in red below).
•
On this main screen – accessed by clicking the Content Tab itself -- you will see all items for each feature section that are currently in “Pending”
status (highlighted in blue below). See section 3.4.1 below for more on Pending items.
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3.4.1
Pending Items
•
On the main Content main, you will see all Pending items for each feature (highlighted in red below), as well as Pending Comments in the green
box at the right-hand side (highlighted in blue below). This includes newly created or edited items created by admin or items or comments
submitted by users if admin approvals are turned on for Content and/or Comments
•
In order to approve a Pending item, click on the Title of the item from its respective pending queue and click Approve from the main menu atop the
item details. An example for a Jobs item is below.
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•
•
After you click Approve, a confirmation pop-up screen will appear. Click OK to approve the item or Cancel to go back to the item detail page
(screen shot below at left). Clicking OK will make the item live and it will appear to users on the front-end site.
You will see a confirmation screen that the item is live on the site (screen shot below at right).
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3.4.2 Editing Existing Items
•
To edit an existing content item, go to that item’s details page and click “Edit.” This will take you to the edit page which includes fields editable via
the Content Editor.
•
The Content Editor allows you to define all criteria for the item. Details vary by type of content you are creating. Required fields are marked with a
green asterisk.
•
The
button: updates the content item with the changes you have made. Note: Edited content items are placed into “pending”
status and must be approved before it will display on the live site.
•
The Description and Requirements fields can be filled using HTML or plain text. For more information on using the editor for these fields, see
Using the Content Editor section.
Tip: Editing the post date will allow you to move an item up or down in the list of live items as they appear to members
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3.4.3 Homepage Management
•
•
When you click “Hompage” in the left-hand menu, you will be taken to the Homepage Management page.
Here you will be shown which content items are currently displayed on your site’s homepage. These are divided into Slideshow Items and
Highlight Items.
•
To edit which items are displayed on your homepage, click “Edit Home Page Items”
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•
You will be taken to the edit page. Here you can select the ordering of items, remove them from the Slideshow and/or Highlights sections, and
view the targeting for the items (if applicable).
•
To change the order of a particular item, enter the desired order number in the field and then click
button at the bottom of the page.
Note: The system will allow items to have the same order number. If items are saved with the same order number, they will appear on the site
according to post date, the earliest being ordered first.
To remove an item from the homepage, click “Remove.” You will not be prompted to confirm your deletion.
•
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3.4.4 Archiving/Deleting Items
•
There are two methods of removing items from your front-end site. One is to archive the item, placing it in the “Archived” status queue but keeping
the item, and all its information, in the database. The second is to delete it entirely, removing all traces of it from your database. Note that
deletion is permanent and generally not advised*
•
To archive a content item, go to the item details and select “Archive” from the top list of action options.
•
You will be prompted to confirm the archival. Clicking “OK” will place it in the Jobs “Pending” status queue. Clicking “Cancel” will take you back to
the item page.
•
To completely delete a content item, go to the item details and select “Delete” from the top list of action options.
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•
You will be prompted to confirm the deletion. Clicking “OK” will delete the item and all the information associated with it from your database.
Clicking “Cancel” will take you back to the item page.
* Note: Deleting item will delete not just the description and other item-related details but the Views/Applies and Likes statistics as well. Less timely items
can be archived and used to help drive content strategy and provide useful background as your program matures. Deleted items will not be available for
reporting or analytic purposes
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3.5 Downloading Item Files to Excel
For many content features, you have the option to download files to Excel. This will open an Excel file version of the item you are viewing in the
Administrator Module. An example for the Jobs feature section follows.
Open a Job topic, in this example, Marketplace Jobs.
In the Jobs List screen, you will see the option to Download to Excel at the top of the screen. Click this link.
The next screen you will see is the Download History screen. The topmost item in this list will be the file you are downloading. Note that status will read
as Preparing, and that the screen will not automatically refresh. To see updated status, you must refresh the screen manually.
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Once refreshed, the status will read as “Done” and you will be able to download the file. To download, click “Download File” link under the File column.
A download pop-up will open. Click “OK” to Open with Excel. Screenshots of the example search are below.
Report on content table will include the following: Item ID, Topic, Date Created, Title, Description, Submitted by, and Last Modified date and user. Jobs
and Events will also include relevant fields including Hiring Company, Position, Event Start Date and End Date, Contact Details, Location, etc to cover all
relevant details for each item (if provided).
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3.6 Complaints
For many content features, you will see a Complaints link in the left hand menu. This will open any Complaints that have been logged by front-end users
clicking the Mark Inappropriate button on an item or comment on the public site. Complaints apply to Jobs, Forums, News, and Events feature sections.
An example for the News feature section follows.
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The Complaints screen shows the Title of the item, number of complaints, and whether the item is visible by front-end users. View the complaint by
clicking view in the Detail column. Dismiss the complaint by clicking the red X in the Dismiss from List column.
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By clicking the title, you will see the Title, Posted By, Post Date, an Description of the as well any complaints logged for that item. Click Dismiss to erase
the item from the Complaints section. Click Detail to view the details of the item itself and edit or adjust to respond to the complaint logded.
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4. Using the Content Editor
Several feature sections within the Content section of the Administrator Module utilize the Content Editor. This Editor tool allows you to input your specific
content via rich text format or HTML for various content fields on the front-end. When adding new content (i.e., Jobs, Text News, and Events), you will see
fields like the one below. The Content Editor has the same functionality across all feature sections. Mousing over any of the icons will show you the
functionality of that particular button (i.e, Maximize – see below).
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Maximize –
o Clicking “Maximize” will open the Editor in
a full window
•
•
Preview –
o Clicking “Preview” will open a preview of
the content in a new pop-up window
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•
Print –
o Clicking “Print” will send the content to your printer to be printed as a hard copy
•
Show Blocks –
o Clicking “Show Blocks” will show the
blocks around each paragraph within your
content to illustrate where major sections
of code are set out
•
Templates –
o Clicking “Templates” will bring up a menu,
from which you can choose from a few
standard templates to help guide easy
creation of items SelectMinds’ Community
Management team have proven
successful
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o
Template Example – Left Aligned
Image
Choosing a template will
open the template within
the Content Editor
You can edit your text as
usual by highlighting the
sample text and pasting
PLAIN TEXT over it or
typing directly (do not
paste from Word or other
coded text sources)
Double clicking in the gray
image box will open an
Image Properties box (see
below), from which you
can define the image to be
used, as well as other
parameters, such as width
and height
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•
Cut –
o
Clicking “Cut” will erase highlighted text from the content field
•
Copy –
o Clicking “Copy” will make a copy of highlighted text or an image from the content field and will place it on the clipboard to be used later
•
Paste –
o Clicking “Paste” will insert a copied value into the content field
•
Paste as plain text –
o Clicking “Paste as Plain Text” will open a
new text box in which you can paste plain
text from an external source
o This functionality will strip any formatting
from the text content Note: fancy
characters like “ and – should be replaced
with plain characters in advance
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•
Paste from Word –
o Clicking “Paste from Word” will open a
new text box in which you can paste text
from Microsoft Word in order to remove
Microsoft’s proprietary code. Note: fancy
characters like “ and – should be replaced
with plain characters in advance
•
Undo –
o Clicking “Undo” will erase the last action you have taken in the Content Editor
•
Redo –
o Clicking “Redo” will re-instate the last action that was undone in the Content Editor
•
Find –
o Clicking “Find” will open the “Find and
Replace” window, from which you can
search for terms within your text
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•
Replace –
o Clicking “Replace” will open the “Find and
Replace” window, from which you can
search for terms within your text and
automatically replace them with your input
verbiage
•
Select All –
o Clicking “Select All” will highlight all text within the content field
•
Remove Format –
o Clicking “Remove Format” will strip any highlighted text of its current formatting parameters Note: this may not remove all unseen code for
text or coded copy added by pasting material from other sources
•
Image –
o Clicking “Image” will open an Image
Properties window from which you can
locate an image file to upload into the
Content Editor as well as define the
image parameters, such as width and
height. Alignment options will wrap text
around the inserted image
o Click “Browse Server” to open your file
library. Upload an image at the bottom of
that screen and click the title from the list
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•
Table –
o Clicking “Table” will open a Table
Properties window from which you can
define all table properties, such as
number of rows and columns
o Tables can be used to add images with
captions or data best presented in a table
format.
o Note: due to conflicts with the public
site’s styles, border lines will not display
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•
Insert Horizontal Line –
o Clicking “Insert Horizontal Line” will place
a horizontal line in the content field
•
Insert Special Character –
o Clicking “Insert Special Character” will
open a window from which you can
choose special character to insert into the
content field
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•
Source –
o Clicking “Source” will show the HTML
version of the text currently within the
content field
o This will allow you to finesse the editing
you have done or paste in clean HTML
from another source
o Note: code from Microsoft documents
saved for web may not display as
expected due to conflicts in how style is
rendered
•
Paragraph Format –
o Clicking the “Paragraph Format” dropdown menu will provide a list of all the
available headings and other formatting
options
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•
Text Color –
o Clicking the “Text Color” drop-down menu
will provide a table of all the available text
colors
•
Bold –
o Clicking “Bold” will embolden a section of
specified text
•
Italic –
o Clicking “Italic” will italicize a section of
specified text
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•
Underline –
o Clicking “Underline” will underline a
section specified text
•
Strike Through –
o Clicking “Strike Through” will place a line
through a section specified text
•
Subscript –
o Clicking “Subscript” will place a section of
specified text in the subscript position
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•
Superscript –
o Clicking “Superscript” will place a section
of specified text in the superscript position
•
Insert/Remove Numbered List –
o Clicking “Insert/Remove Numbered List”
will either add or delete a list of content
items using number symbols
•
Insert/Remove Bulleted List –
o Clicking “Insert/Remove Bulleted List” will
either add or delete a list of content items
using bullet symbols
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•
Decrease Indent –
o Clicking “Decrease Indent” will move the indentation of your text to the left
•
Increase Indent –
o Clicking “Increase Indent” will move the indentation of your text to the right
•
•
Block Quote –
o Clicking “Block Quote” will block justify a
specified section of text
Left Justify –
o Clicking “Left Justify” will align the text to the left
side of the content field
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•
Center Justify –
o Clicking “Center Justify” will align the text to the
center of the content field
•
Right Justify –
o Clicking “Right Justify” will align the text to the
right side of the content field
•
Block Justify –
o Clicking “Block Justify” will align the text to the
center of the content field with even margins on
the left and right
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•
Link –
o Clicking “Link” will open a Link menu from
which you will be able to create a link to a
specified URL out of a selection of text
o Toggling on Type will let you create a “Mail to”
link
o Choose “open new” from the Target tab to have
your link open in a new window if a user clicks it
o The link will appear in the content field as a
blue underlined value
o The Link menu will also allow you to add files to
your File Library
•
Unlink –
o Clicking “Unlink” will erase the URL from a specified section of text
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•
Font Name –
o Clicking on the “Font Name” drop-down menu
will show all the fonts which are available for
usage within the Content Editor
o Note: please check brand standards before
choosing alternative fonts
•
Font Size –
o Clicking on the “Font Size” drop-down menu will
provide a list of the various font sizes available
within the Content Editor
o Note: please check brand standards before
choosing alternative fonts
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5. Groups
When you click on the Groups tab in the Administrator Module, you will be taken to the Groups main screen. On this main screen, you will see all current
Groups and all groups in “Pending” status. These Pending Groups must be approved before they will be live on the front-end of your site.
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Groups have three status views – Live, Pending, and Archived. Within each status view, the Type column will show whether the group is Open, Closed, or
Restricted. Open groups are public and can be viewed or joined by anyone within your community. Restricted Groups can be seen by the public network
but users must request to join and must be approved by group admin/owner. Closed groups are invitation-only; if a user is not invited to the group, he/she
will not be aware that it exists because it will not be viewable by the public on the network. Clicking the links in the Created By column will take you to the
record for the moderator – the user who submitted that group and will have all responsibility for the group.
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When you open a group, you will see all group details, including Summary Photo, Details, and Group Members. If there is an existing Summary Photo,
you can delete by clicking “Delete Image Now” (you will not be prompted to confirm the deletion). You can promote to moderator or remove group
members by clicking the respective links under “Group Members.” You will have the options to archive, delete, edit, or preview the group.
•
•
•
•
Archiving the Group will place it in “archived” status.
To erase the Group from the administrator module, click “Delete.”
Clicking “Edit” will open the Content Editor, which allows you to modify any details of the Group.
Clicking “Preview” will show how the Group will look to the front-end user.
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5.2 Editing Groups
Edit an existing Group by clicking “Edit” on the Group’s homepage. This will open the Content Editor for groups.
The Content Editor allows you to redefine all criteria for the Group.
Required fields are marked with a green asterisk. Required fields for
Groups are:
• Type
• Name
• Description
You can choose to provide a summary photo for a Group. Click Browse to
find the preferred file path for the photo.
In the Content Settings section, use the radio buttons to configure the
Group for the Event, Discussions, Jobs, News, and Resources features.
• Feature on/off activates the feature type
• Require moderator approval will force Group moderators to
approve all content submissions prior to them becoming visible
• Allow Comments activates the commenting feature
o Comments approval follows Moderator approval settings
If you wish for the Group to be shown on your site’s homepage in the
Highlights section, click the correlating check box.
If you wish for the Group to be shown on your site’s homepage in the
Slideshow section, click the correlating check box.
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6. Messages
See your SelectMinds Product Specialists for in-depth guides prior to creating or sending any messages.
6.1 Broadcast Messages
When you click on the Messages tab in the Administrator Module, you will be taken to the Broadcast Messages main screen. Broadcast Messages have
three status views – Drafts, Sent Messages, and Archived Messages. Within each status view, messages can be sorted by Subject and Date Created.
Clicking the links in the Created By column will take you to the record for the user who submitted that Message. To archive a message, click the icon in
the Archive column. After clicking “OK” in the confirmation pop-up, the item will be placed into “Archived” status.
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When you open a Broadcast Message, you will see all message details (Sender’s Name, Subject, and Plain Text Message). You will have the options to
edit the message, choose recipients and send message, send test message, view message in a browser, and archive the message.
•
•
Clicking “Edit” will open the Content Editor, which allows you to modify any details of the Group.
Clicking “Choose Recipients and Send Message” will take you to a screen from which you can choose recipients from a drop-down menu. Then
•
click “Continue,” which takes you to a confirmation screen from which you can send the message by clicking
.
Clicking “Send Test Message” will take you to a new screen from which you can enter the email addresses of the recipients to whom you wish to
•
•
send a test message. Send test message by clicking
.
Clicking “View Message in Browser” will open the message in a new browser window and show its basic rendering as an HTML page.
Archiving the Message will place it in “archived” status.
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6.2 Creating New Broadcast Messages
To create a new Broadcast Message in the administrator module, click “New Broadcast Message” from the menu on the left side column of the screen.
This will open the Content Editor.
Content Editor: allows you to define all criteria for the Broadcast Message.
Required fields are marked with a green asterisk. Required fields for news items
include:
•
•
•
•
Sender’s Name
Subject
Plain Text
HTML content
Message content must be entered as plain text and HTML. This is because some
message recipients might not use technology that supports HTML or there may
be a glitch in the HTML. Plain text is used to reconcile these potential issues.
Sender’s name determines how the From will appear in a user’s inbox. The field
will default to the name in the record of the Admin that created it. Be sure to
update this with the brand standard and use appropriate terms.
To begin a message, use a Template from the library accessed via the tool bar in
the HTML section. This is required to set headers, footers, and tracking code.
Import only Plain text to begin coding your message
** In adding images to the File Library for messages, be sure to click into the
Public folder (at the top of the list of files) prior to uploading. Failing to do so will
result in an error preventing you from saving the message. Public images and
files will be saved automatically to the Media Server providing a better user
experience.
Speak to your product specialist about using include tags to customize messages
Once all content is entered, continue to the next screen by clicking
.
Template Library
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You will now see the Broadcast Message details (Sender’s Name,
Subject, and Message Text). You will have the options to edit the
message, choose recipients and send message, send test
message, view message in a browser and archive the message.
•
•
•
•
•
•
Clicking “Edit” will open the Content Editor, which allows
you to modify any details of the Group.
Clicking “Choose Recipients and Send Message” will take
you to a screen from which you can choose recipients from
a drop-down menu. Then click “Continue,” which takes you
to a confirmation screen from which you can send the
message by clicking
.
o Sending is a permanent action, fully test your
message first
o Review target searches and results closely
o Members set to “Do not Contact” will be excluded
from sent messages
Clicking “Send Test Message” will take you to a new
screen from which you can enter the email addresses of
the recipients to whom you wish to send a test message.
Send test message by clicking
.
o Test messages will send both versions of the
message and appear to come from the person that
created the message
o Test message will display the tracking codes
o Test messages will not render include tags or
unique URL’s (including the quick registration link)
Clicking “View Message in Browser” will open the message
in a new browser window.
Archiving the Message will place it in “archived” status.
Review messages sent in the metrics section
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6.3 Email Digest
Clicking on “Digest” in the left hand menu under the
Messages feature tab will take you to the Email Digest
main screen.
This screen will show all details of the Digest (Spotlight,
Profile Updates, Content, Groups, and Members).
You will have the options to either edit the digest or send a
monthly test digest.
Clicking “Edit” will open the Content Editor for Digest. (For
more on editing email digests, see section 3.2.1 below
and the Using the Content Editor section [1.10]).
Clicking “Send Test Digest (Monthly)” will take you to a
screen from which you can enter the test digest recipient’s
name and email address. Sent the test digest by clicking
.
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6.3.1 Editing Email Digests
Use the radio buttons to designate whether you wish to
use a Spotlight as part of the Email Digest.
Enter your content into the Content Editor. (For more on
how to use the Content Editor, see Section 1.10).
Use the drop-down menus to set configuration to Yes or
No for each of the sub-sections under the Profile Updates,
Content, Groups, and Member sections.
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7. Social Media Configuration
Overview
SelectMinds is pleased to announce that TalentCommunity 6.1 allows program managers to distribute community content to their LinkedIn Group
and Facebook fan pages. The new social distribution feature allows members to view Community activity in their LinkedIn and Facebook feeds,
keeping your program top of mind and driving additional traffic back to your site. This document will take you through the process of configuring
your community so that admin’s can easily post content to your LinkedIn group(s) and/or Facebook fan pages.
Before beginning the set up process you’ll need to have a few pieces of information about your group/fan page.
•
Authorized user credentials for the fan page or group that you are configuring
•
Fanpage/Group URL: The URL of your fan page or group
•
Fanpage/Group ID: The ID of your fan page or group
If you don’t know your Fanpage/Group URL or ID please see the can use the frequently asked questions section at the end of this document.
Facebook Configuration
•
Login to TalentCommunity 6.1 using your administrator credentials.
•
Click on the “Configuration” tab and then click “Social Configurations”
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•
If you haven’t yet added any Fanpages or Groups, the page will be blank
72
•
Click on “Add”, and you will be taken to the “Add Social Page/Group” page.
•
Enter the information for the page/group you are setting up and click “Save”
o
Social Network: The social network of the page/group you are configuring.
o
Name: This is the name that will be displayed within TalentCommunity 6.1, on the Admin Content Social Sharing page. It is best to use
a name that clearly identifies the page/group so the admin knows exactly where it is getting posted to.
o
Page ID/URL: Please see the FAQ section if you are unsure of your page/group ID or URL
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•
You will now see your page added in the system, but it will have a status of offline. To turn the page/group online click “Connect”
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Facebook
•
After clicking “connect”, if you are not yet logged into facebook, you will be asked to login. Log into facebook using the credentials that have
administrator permissions for the page you are configuring.
•
If you are already logged in, Facebook will ask you to confirm your login by clicking “Log In with Facebook”
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•
The final step is to click “Allow” on the below page. This will simply allow you to post content to your Facebook fan page
•
You will be returned to the TalentCommunity, Social Distribution Configuration page and when the page is refreshed you will see that the page
is now “Online”
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LinkedIn
•
After clicking “connect”, if you are not yet logged into LinkedIn, you will be asked to login. Log into LinkedIn using the credentials that have
administrator permissions for the page you are configuring.
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•
If you are already logged in, you will simply need to click the “Ok, I’ll Allow it” button
•
You will be returned to the TalentCommunity, Social Distribution Configuration page and when the page is refreshed you will see that the page
is now “Online”
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Frequently Asked Questions
How Do I Find My Facebook Fanpage URL & ID
•
Log into facebook using a facebook account that is an authorized administrator of your Facebook fanpage.
•
Navigate to your facebook fanpage. The fan page URL, is the URL that shows up in the address window of your internet browser as shown
below highlighted in red.
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•
To obtain your facebook fanpage ID, click the “Admin Panel” button, and then select “Edit Page” from the Manage” drop menu. Please note
that if you haven’t yet switched to the Facebook, Timeline view, you will instead need to click the “Admin View” link in the left menu.
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•
Your Facebook Fanpage ID will be the number displayed in the URL after “id=”. In the example below the id is 227886090630067. Please
note that you do NOT include the & or any of the text after it.
How do I find my LinkedIn group URL & Group ID
•
Log into LinkedIn using a LinkedIn account that is an authorized administrator of your Facebook fanpage.
•
Your LinkedIn Group ID will be the number displayed in the URL after “gid=”. In the example below the id is 4360859
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FREQUENTLY ASKED QUESTIONS (FAQs)
FEEDBACK AND SUPPORT