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Configure the community overview page


Sudhanshu
  • Gainsight Product Manager
  • 174 replies

Note: if your instance was created after 2 February 2022, the Community Overview will already be enabled by default.

By enabling the Community Overview page, this will allow you to build a dedicated homepage as a launch pad for your success content, while also offering your customers a focused and engaging community overview and feed. 

Here is how to configure this page: 

 

1. Customize the Community overview page

 

You can customize the new page without it being visible to end users. 

  1. Access the page by either:
  • Going in Control Platform> Community. You can click the button "Customize"
  1. You can now customize the page. Make sure to add a visual and a title to your hero banner 
  2. You can configure your Community category widget to show only parents categories OR parent and child categories. That second option is particularly interesting if you have a limited number of parent categories.
Widget displaying all the child categories grouped per parent category

You can access this setting in the configuration side panel of the community categories widget.

Check out this article that share best practices on how to configure the Community overview based on your use case:

 

2. Configure the navigation

 

We made a few changes to the navigation.

  • With the introduction of the new Community overview page, we removed the link to the "Home" from the community dropdown. From now only the link to the community overview can be found in the Community dropdown. Users can still click on the icon to navigate to the homepage which is a very common pattern.
Changes in Mega Menu navigation
  • We also renamed the breadcrumb to say "Home" instead of "Community" when referring to the homepage. This is of course for consistency purposes. If you had previously edited those phrases, you will not be impacted by the change.
    Of course the new Community overview page will appear in the breadcrumb from now on. 

 

What you need to do (optional) : 

You can update the name of the page in the breadcrumb using phrases if you prefer calling it something else than "Community overview"

If you change the phrase in the breadcrumb, the changes will also be applied in the Mega Menu. 

Once you enable the page for end users, the page will be accessible from the Mega Menu.  You can also update the phrase from the Mega Menu as well.

Editing the phrase from the breadcrumb
Editing the phrase from the Mega Menu

 

If you are using the old navigation menu. We are not investing in building new features in the old navigation menu. We strongly recommend using the new Mega Menu to make the best use of the community overview page. ​​

 

3. Make the page visible to you end users

 

Once your page is configured, go to  Control in Platform> Community. Click the button “Enable now”.

 

By clicking this button, the Community overview page will be accessible to all users who have access to at least one Community category.  The link to the Community overview page will also appear in the Mega Menu.

Of course the permissions settings at the level of the Community categories still apply. On the Community overview page, end users will only see link to the categories they have access to. This is the same behavior that we currently have on the homepage.

 

Next steps

 

Now that you have a dedicated community overview page, this means that you can rethink your homepage to turn it more into a launch pad for your customers, towards your different customer success resources (eg. Community, Knowledge Base, Events, Product Updates, etc.).

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18 replies

SmartlyGreg
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  • Helper ⭐️⭐️⭐️
  • 201 replies
  • January 31, 2022

I’d like to test this please @Marion Frecaut ! Thanks!


Blastoise186
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  • Helper ⭐️⭐️⭐️
  • 536 replies
  • January 31, 2022

You up for this @timcavey ? It seems useful, but I need your consent to request beta activations!


timcavey
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  • Helper ⭐️⭐️
  • 269 replies
  • January 31, 2022

Just to double check whilst we consider if we want to be involved in this beta, @Marion Frecaut we can have it enabled and configure this prior to it being visible or having an effect to the UI for our users? 

 

Marion Frecaut wrote:

 

Third step: Make the page visible to you end users

 

  1. Once your page is configured, go to  Control in Platform> Community. Click the button “Enable now”.

 

By clicking this button, the Community overview page will be accessible to all users who have access to at least one Community category.  The link to the Community overview page will also appear in the Mega Menu.

Of course the permissions settings at the level of the Community categories still apply. On the Community overview page, end users will only see link to the categories they have access to. This is the same behavior that we currently have on the homepage.

 


Blastoise186
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  • Helper ⭐️⭐️⭐️
  • 536 replies
  • January 31, 2022

In your case Tim, until you hit the Enable button in the prompt, it would only be visible to you as I can’t think of anyone else on OVO or Boost with Community Manager or Administrator permissions. Gives you a chance to play with it and customise it to your liking first!

Until then, the current one would remain active.


JKelley
  • Helper ⭐️
  • 42 replies
  • January 31, 2022

Hi @Marion Frecaut we’d be interested to participate in the beta. It would also be great to join a demo or webinar on these changes if possible. cc @dandre 


Onomatopoeia
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  • Helper ⭐️⭐️
  • 93 replies
  • February 1, 2022

@Marion Frecaut I’ll handraise to join in on this one too please :)


  • Helper ⭐️⭐️⭐️
  • 732 replies
  • February 1, 2022

Hello @SmartlyGreg , @Onomatopoeia @Blastoise186 @timcavey @JKelley Thanks a lot for your enthusiasm to test this feature :sunglasses:

We are about ready to launch an open beta for the Community overview in the coming days, meaning all customers will be able to test the feature. We will have more to share then in the product update as well as in a  best practices article to guide you. So I will enable the feature then for you.

I'll keep you posted as soon as you can test thing out, it should be any day now :grinning:

 

 

 


  • Helper ⭐️⭐️⭐️
  • 732 replies
  • February 2, 2022
'

Hello @SmartlyGreg , @Onomatopoeia @Blastoise186 @timcavey @JKelley , the feature is now enabled for you :)

I''m sharing below the product update to announce the beta and the best practice article by Julian:

 

'

cstrange
  • Contributor ⭐️⭐️⭐️
  • 17 replies
  • February 16, 2022

Hi @Marion Frecaut

I followed your steps, but am not seeing this functionality. I believe this feature needs to be enabled for us. I am planning on building out a Champions “landing page” and think this could work well as a workaround for us. Thanks @Julian for the suggestion!

~Chloe


Julian
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  • Gainsight Employee ⭐️⭐️⭐️
  • 908 replies
  • February 16, 2022

Hi Chloe,

I just checked to see if something is wrong, but I was actually able to see the community overview page when I am logged in as administrator. Where exactly do you get stuck? I could see the info box on your Community settings page. If I click on "customize” I also do get an error, but that is because I am not logged in into the frontend. Maybe that is the issue?

If you are logged in, simply add this to your url and you should see the page: /community

Let us know if the issue persists or if you have other questions around this!


cstrange
  • Contributor ⭐️⭐️⭐️
  • 17 replies
  • February 17, 2022

Hi @Julian

The link was helpful. I’m on my way now! 

Thanks again, 

Chloe


ericakuhl
  • Contributor ⭐️⭐️
  • 4 replies
  • April 1, 2022

A few questions about this page: 

  1. can it be renamed to something other than Community Overview
  2. can it be removed from the sub navigation and brought to be displayed on the main navigation.  Like the image below:

 


Julian
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  • Gainsight Employee ⭐️⭐️⭐️
  • 908 replies
  • April 1, 2022

Yes, you can easily rename this going into the Phrases Mode. This mode allows you to adjust all default text strings to whatever you like better. Another option (and answer to your second question):

You can easily move this to an item in the main menu bar as well (and even replace the drop-down entirely) by adding it as a custom url in the menu. To do this, you simply go into Customization Mode and then add it as a custom url. This is how it could look like (now replacing the drop-down):

I would not advise to fully hide the drop-down though, as users should still be able to see a full list of all categories.

Would you simply like the overview page to be more discoverable? Or is there anything else you'd like to achieve doing so?


ericakuhl
  • Contributor ⭐️⭐️
  • 4 replies
  • April 1, 2022

I don’t want to replace the drop down entirely, I just want to be able to remove the Community Overview link & page from the “community” drop down navigation and show that on the main navigation alone.  I want to reuse that page entirely (not as a community overview page at all), so yes this would make that page be more discoverable.  Does that make sense?


Julian
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  • Gainsight Employee ⭐️⭐️⭐️
  • 908 replies
  • April 12, 2022

Sorry, I just realized I never got back to you on your response. Yes, that makes a lot of sense and for this purpose I would also advise to do that. Again, this can easily be achieved, just let me know in case you have more questions or need assistance!


ericakuhl
  • Contributor ⭐️⭐️
  • 4 replies
  • April 12, 2022

Thanks Julian - glad to hear this is easily achieved.  My client wanting to leverage this page will be happy!  And good to know going forward the options available. @nikiya and @amandamartin -- you both will be interested in this!


  • Contributor ⭐️⭐️⭐️
  • 11 replies
  • November 17, 2022

When is this feature expected to leave its 9 months old Beta-status? 😀


Julian
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  • Gainsight Employee ⭐️⭐️⭐️
  • 908 replies
  • November 18, 2022

Hi @perinbox,

I also wondered about this recently. 😅 I checked with the product team, we actually have plans to move this out of Beta next month.


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