If you have a community installation that is connected to the panel via web services, the community settings manager allows you to customize all general community and email settings of that community. Furthermore, it allows you to set up confirmation (double opt-in) reminders.
1: General Settings
Name - Name of the current community, used only for internal purposes and is never displayed to your panelists.
Rewards Administrator - Selected user is in charge of approving point redemption requests submitted by panelists. All rewards-related emails are sent to this user.
Initial Reward Points upon Joining - Initial points awarded to panelist when they sign up to this community.
Send a Notification Email - Panelists receive an email notification when their reward redemptions have been approved. Once activated, the email template can be edited under the Auto Notifications section of the Community Manager.
Note: Automated redemptions will not trigger a notification email.
Community Notifications -
- Email: All outgoing messages will be sent as HTML emails.
- SMS: All outgoing messages will be sent as text messages. Notice that your panel has to have all necessary data points (carrier, phone number) set up. If sending the SMS fails for some reason, it will send an email instead.
- Use both email and SMS: Panelists will receive both email AND SMS. If sending the SMS fails, it will not fall back to email.
- Automatic (based on device): Depending on the device that the user was using or the circumstances under which the message was requested, the panel will determine automatically which type of message is sent.
Mode - Allows for two community modes: Kinesis (Built In) utilizes all of the built-in features of the Community Manager. Other (API) utilizes the Kinesis Community API to allow third party software or sites/applications outside of Kinesis to use a limited set of Community tools.
Note that separate API access and whitelisting is required to use API mode. Contact your account manager to setup access.
Published (available for panelists) - Toggles Community accessibility. When set to No, a customized "under maintenance" message will be displayed to panelists.
Allow login for unsubscribed panelist - Toggles whether a panelist who has opted out of your panel can access your Community. Default value is Yes. If desired, conditions can be applied to menu items, pages, components, or widgets to restrict access for those that are unsubscribed or blacklisted
Allow login for blacklisted panelist - Toggles whether a panelist who has been flagged for blacklisting by an administrator can access your Community. Default value is Yes. If desired, conditions can be applied to menu items, pages, components, or widgets to restrict access for those that are unsubscribed or blacklisted.
Enable automated birthday emails - Toggles whether or not you want to send an automated birthday greeting to panelists.
Note: Date of birth information must be collected from panelists and set as a system field within the datapoint manager. Users can also configure a customized message within the Community Communications tool.
Enable mobile device detection - Toggles whether your community will utilize Kinesis' multi-device optimization. A mobile framework will be displayed if a mobile or tablet device is detected. Default value is Yes.
Default page - Selects the home page displayed to site visitors prior to login when visiting the community's root domain. Pages available in the dropdown must be built in the [[Community_Pages|Community Pages] area of Community Manager.
Default logged-in page - Selects the default page displayed when a panelist logs into your community. If set to "none", the Default Page is used.
Receiver URL for landing pages (API Only) - The URL that the user is sent to after his interaction with the panel when the built-in Kinesis Community functionality is not being used. For example, if you specified "https://clientdomain.com/landing.php" as your API-landing page URL and a panelist completes a survey, Kinesis Panel will add a special parameter onto the end of this url, e.g: "https://clientdomain.com/landing.php...DEcnj3ddf[...]". The value of this parameter must then be passed back to the panel through the API and the correct landing page texts in the panelists selected language (including all data point replacements etc.) will be returned.
3: Community URL(s)
Enable custom community URLs - Checking this option allows users to specify custom community URLs (virtual domain) for their Community portal. This is primarily used to specify multilanguage communities that use separate subdomains for each version of the site.
Note: The client and Kinesis IT will still have to configure your DNS and Panel installation for new domains before they can be used here. If enabled but URLs are not specified, the feature behaves as though disabled.
4: Sender Information for Outgoing Email
Sender name - the name that will be displayed in panelists' inboxes for all automated community mail; e.g. opt-in and reminder emails, password recovery emails, etc.
Sender email - the sender email address. Additional emails can be added to this dropdown by contacting Kinesis Technical Support.
Note that emails from third party domains must add your Kinesis Panel install to the Sender Policy Framework (SPF) to be used.
5: Send Automated Reminders
- If a new panelist has not confirmed his membership in the amount of days set under 'Interval,' he will be sent a reminder. He or she will continue to receive reminders in the set interval, until the maximum amount of reminders is reached. Sending a few opt-in reminders is helpful, but be careful not to send too many or it may frustrate uncommitted panelists and increase your chances of damaging your email sender reputation (due to spam flagging).
- The favicon that will show up for users viewing the community site. A favicon is the icon that appears in a web browser tab, which is typically directly above the address bar. The favicon must be a .ico file, and the dimensions 16x16, 32x32 or 48x48 pixels work best in all browsers.
7: Facebook integration (Kinesis/Built in only)
- Facebook admins
- This is a comma separated list of Facebook user ids that will be associated to the community portal. This is required by Facebook in order to display a "like" button on a page and for it to work properly.
Note: To enable advanced Facebook integration, for example Facebook login, your community website must be linked to a Facebook App. Click here to learn more on creating a Facebook App (at the time of writing, the Facebook app must have a "website" platform added using the "add platform" widget, as well as the setting Client OAuth Login enabled, set in the advanced tab).
- Facebook App ID
- The App ID/API Key listed under your Facebook App's settings.
- Facebook App Secret
- The App Secret listed under your Facebook App's settings.
- Enable Facebook login?
- Allow panelist to access this community using their Facebook username and password.
- Facebook App ID of your Facebook App
- Valid Facebook App Secret
- Your panel must have a registration survey linked to itself
Note: When someone logins with Facebook, but they are not yet a panelist of this community, they are sent to the registration survey. The community will retrieve the person's first name, last name, email and Facebook user id from their Facebook profile and pass them along to the registration survey. In order to make use or these values in your registration survey, setup your survey to "pre-populate from URL" using the following URL parameters:
- The user's email registered with Facebook.
- The user's first name.
- The user's last name.
- The user's Facebook user id. This is important and must be set as the the panelist "Facebook" data so the Facebook login can be attached to the new panelist. In order to do this, map the text question that stores the uid to the Panel system field FACEBOOK USER ID.
Note: The FACEBOOK USER ID will still not be available for inspection in the Panelist Manager after the mapping: this is because it is only used by the Facebook API. If you do not set the uid the integration will still work, but the requirement will be that the Panelist email must match the FB one.
8: Google analytics (Kinesis/Built in only)
- Google analytics tracking code
- This field allows integrating your Google analytics account into the community portal. A Google analytics account is required and can be setup athttp://www.google.com/analytics/.
- To find your tracking code, go to the Google analytics home page and sign into/create your account. Select the account you whish to link this community portal to. Click the "Admin" button on the top right. Then click the "Tracking Code" tab. There you should see in bold Tracking ID: UA-XXXXX. Copy the string after Tracking ID: and enter that value into the "Google analytics tracking code" text box.
The localizations tab is used for setting translated values to global properties used through the community system. Each tab within the localizations tab represents a language that is currently being used in the panel and community. To add additional languages, they must first be created within the language manager, then that languages values can be edited here.
9.1: Authorization Texts
- Login button text
- Logout button text
- Label for the e-mail field when logging in
- Label for the password field when logging in
9.2: Actions Texts
- Button text for adding a reply to existing threads in a discussion forum
- Text for editing existing threads in a discussion forum
- Text for update buttons. Update buttons are displayed when updating existing threads in a discussion forum.
- Button/link for cancelling various actions
- Text for deleting an existing thread in a discussion forum
- Button text for replying to an existing thread in a discussion forum
- Button text for creating new threads in a discussion forum
- Button text for approving a new thread
- Button text for not approving/denying a new thread
- Delete confirm text
- Confirmation text that shows when deleting threads from a discussion forum.
- Delete confirm yes
- Button text for confirming the deletion of a thread from a discussion forum.
- Delete confim no
- Button text for not confirming the deletion of a thread from a discussion forum.
- Text that appears under a moderator's screen name to designate moderator status
- Button text that allows a moderator to close a thread from further posts and hide it from all users. To re-open a closed thread, simply click on it, click the edit button, then save the post.
- Button text that allows a moderator to jump to the next thread requiring approval.
9.3: Error Messages
- Empty username/password
- Error message that displays when a username/password field is left blank
- Invalid username/password
- Error message that displays when an invalid username/password is used
9.4: Offline Message
- Offline message
- Displays to panelists when the community site is offline
10: Info messages
- Profile required
- Displays to panelists who do not have a profile set up. This typically happens the first time a user logs in as they have not yet set a screen name or contact preferences.
Community moderators are assigned to communities to moderate social features such as Discussions. The moderators can login to the community as regular users and have special privileges to approve, modify and delete user posts. Moderators may not be able to view some parts of the community such as surveys, rewards, history, and referral pages due to the fact that moderators are not actually panelists.
Communities now have the ability to be listed on a publicly viewable list or directory. This community list allows panelists to find their community and/or select a community for registration. All communities in all panels that have been chosen to be "listed" (YES under "List this community?") will appear on this community list (For example, http://www.mycompany.com/panel/communitylist.pro)
The following properties are each localized to all available languages within the panel. Each language is group into it's own individual tab.
- The community title that appears on the community listing.
- The description of the community that appears on the community listing.
- View link
- The text that appears in the view community link/button on the community listing.
- Register link
- The text that appears in the register link/button on the community listing.
- An image that will appear on the community listing.
- Clear image
- This button clears the logo. This does not delete the image from the file manager.
- Select image
- This button allows you to view images in the file manager that can be selected for use as a logo.
- Upload files
- This button allows you to upload new images to the file manager than can then be selected as a logo.
- Sets the current image as the logo.
- Displays a preview of the image.
This allows enabling and disabling individual redemptions for a community portal. Once a redemption is enabled, it will then appear in the community and allows panelist to select it as a redemption option.