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Sudhanshu
Gainsight Product Manager
January 12, 2022

Configure the community overview page

  • January 12, 2022
  • 18 replies
  • 1166 views

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.).

    18 replies

    cstrange
    Contributor ⭐️⭐️⭐️
    February 17, 2022

    Hi @Julian

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

    Thanks again, 

    Chloe

    ~Chloe
    ericakuhl
    Contributor ⭐️⭐️
    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
    Gainsight Employee ⭐️⭐️⭐️
    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?

    I follow my nose, it always knows
    ericakuhl
    Contributor ⭐️⭐️
    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
    Gainsight Employee ⭐️⭐️⭐️
    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!

    I follow my nose, it always knows
    ericakuhl
    Contributor ⭐️⭐️
    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 ⭐️⭐️⭐️
    November 17, 2022

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

    Julian
    Gainsight Employee ⭐️⭐️⭐️
    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.

    I follow my nose, it always knows