💡NOTE: Some of these features can only be edited on our Premium sites. If you're on a single project or consultant subscription, some of the features won't apply to your site. Please contact your CSM for more information if you'd like to upgrade.

A number of configurable settings can be adjusted by Site Administrators to provide customisation of a Site or set up various categories that can be used in a variety of functions by Users.

Settings should be changed with caution as they may have impacts across an entire Site.

To configure your SPP site, navigate to the ‘Settings’ area of the Dashboard. Available settings are as follows:

Setting

Description

Site Name

Sets the name of the Site which will be used by web browsers and search engines.

Logo

Sets an image that will be used as a logo in various places.

Favicon

Sets an image ‘favicon’ (16px x 16px) that is displayed by the web browser on browser tabs and bookmarks.

Contact Details

Set the contact details that will be use to automatically populate the content of any Contact Us tools used on a Site as default.

Tracking Codes

Allows additional web analytics services, such as Google Analytics, to be added to a Site.

Social Links

Set the links to popular social media network sites such as Facebook, Twitter, Instagram, etc. that are used by the Social Links tool (usually found in the header or footer of a Site).

3rd Party Integrations

Allows third party mail service integrations such as Campaign Monitor, Mailchimp and Vision6 to be set up for use in the Subscribe tool.

Geographic Region

Configures the default geographic area that will be used in the Social Map and Web Map tools.

Project Interests

Sets the project category and location values that can be tagged to projects.

Teams

Sets the Team categories that can be used in a Site to tag projects and assign Team Leads.

Project Groups

Sets the Group categories that projects can be assigned to link separate but related projects (e.g. multiple projects within a common program or initiative).

Moderation Method

Sets the Sitewide moderation method and emails that will receive notifications when a public contribution is referred by the Moderators.

Banned Words

Allows Users to manage the list of default banned words that are used to automatically reject public contributions containing them..

Notifications

Configure the emails that receive an email notification upon public contributions in the participation tools

Key actions

In addition to the web analytics capabilities included in Social Pinpoint, additional third party web analytics packages can be added such as Google Analytics.

This can be achieved by following the Tracking Codes links from the Settings area of the Dashboard, and adding the embeddable tracking code from the third party service.

To add a third party analytics service:

  1. Navigate to the Tracking Codes page in the Settings area in the Dashboard Panel
  2. Copy the tracking code from the third party service into the Track Codes field
  3. Set a preference for whether the code should be inserted into the ‘header’ or ‘footer’ of every page.
  4. Select Save.

If setting up Google Analytics, Users must enter the Google Analytics ID instead of entering information into the track code field.

Links to popular social media profiles such as Facebook, Twitter, YouTube, Instagram, etc can be added to your SPP site to drive visitors to organisation’s social media networks.

In most cases, these links are displayed in the Customer’s theme within a global area of the page (e.g. header or footer) using the Social Links block.

To add or edit social profile links on a Site:

The social media links that are configured in this section will automatically appear in the Social Links tool setup for you to select to display once the tool is used.

To configure social links:

  1. Navigate to Social Links page from the Settings area in the Dashboard Panel
  2. Select the blue Add link button to add a new link
  3. Select a Service from the dropdown
  4. Insert the URL of your direct social link for that Service in the URL field
  5. Select Add.

To edit existing social links, select on the hyperlinked service name (e.g ‘Facebook’).

Social Pinpoint has the ability to set up interest categories that can be assigned to project to make users help find projects that are of interest to them. Interests can also be added by Members to their Member Profiles and can opt-in to receive notifications when no projects matching those interests are created.

There are currently two sets of interest categories that can be configured:

  • Project Categories are used to indicate broad, thematic groups such as Arts and Culture, Recreation and Open Space, Environment, Health, Transport, Education, etc.
  • Project Locations are used to indicate relevant geographic areas such as neighbourhoods, suburbs, regions, or other geographies.

Project Categories and Locations can be managed by Site Administrators and Team Leads. To manage project interest categories:

  1. Navigate to the Project Interests page of the Settings area in the Dashboard Panel
  2. Add a new interest by selecting on the blue Add Category or Add Location button at the top of the interest group
  3. Enter the new Category or Location name and select the blue Add button at the bottom, right of the page.

To edit an existing Project Group name, select the blue Edit button next to its name. Please note Project Interests cannot be deleted at this time to prevent issues caused from removing the attribute from live projects (contact Technical Support for assistance).

Project Groups are used to link separate but related projects (e.g. to group projects within a common program or initiative). Project groups can be created by Site Administrators and Team Leads.

To set up Project Groups:

  1. Navigate to Project Groups page of the Settings area in the Dashboard Panel
  2. Select the blue Add Project Group button at the top-right of the page
  3. Enter the Project Group name and click the blue Add button at the bottom, right of the page

To edit an existing Project Group name, select the blue Edit button next to its name. Please note Project Groups cannot be deleted at this time to prevent issues caused from removing the attribute from live projects (contact Technical Support for assistance).

Teams can be added and edited by Site Administrators in the Settings area of the Dashboard.

To setup a new team:

  1. Navigate to the Teams page of the Settings area in the Dashboard Panel
  2. Add a new Team by selecting on the blue Add Team button at the top-right of the page
  3. Enter the new Team name and select the blue Add button at the bottom, right of the page.

To edit an existing Team name, select the blue Edit button next to its name, replace the team name and select the blue Update button on the bottom-right of the page. Editing the name of an existing team will be reflected throughout the whole site.

Please note Teams cannot be deleted at this time to prevent issues caused from removing the attribute from live projects (contact Technical Support for assistance).

The banned words list is used to block any public Contributions made by visitors or Members that contain nominated words from being published on a Site. Contributions containing these words will not be able to be submitted at the visitors end and will not enter into the Moderation Workflow.

To modify the banned words list

  1. Navigate to Banned Words page of the Settings area in the Dashboard Panel and:
    1. Add a new word by selecting the blue Add Word button in the top-right of the page, adding the new word and selecting the blue Save button next to the entry.
    2. Modify an existing word by selecting the grey Edit button next to the word, make changes and and selecting the blue Save button next to the entry
    3. Delete the word by selecting the red Delete button next to the entry, and confirm the deletion by selecting Ok from the warning prompt
  2. Select the blue Save button at the bottom-right of the page when all modifications to the list have been made.

Site-wide email notifications can be sent to nominated email address whenever a visitor or Member makes a contribution. The email will contain the content of the contribution.

This can be useful for notifying specific people of site activity or for records keeping purposes.

To nominate specific email addresses to receive contribution notifications:

  1. Navigate to the Notifications page from the Settings area in the Dashboard Panel
  2. Enable the feature by ticking the Sends a notification alert to the client when feedback has been received box
  3. Insert the nominated email addresses into the Add email addresses field. Multiple email addresses can be added by using a comma in between addresses.
  4. Select Save.

Once you have set the URL of a page, you may have situations where you want users to be able to access the same page via another URL or redirect.

When you add an additional URL, visitors to your site will be able to access the target page from both the original URL that you created when setting up the project as well as the new URL you are adding in the project settings

To add a URL to a page:

  1. Navigate to the target page and click the Settings button from the Toolbar.
  2. In the page settings menu select Location
  3. Select Add URL, then input the additional URL into the Path field
  4. Confirm the change by clicking the 'Save Changes' button

💡 User Tip

The Page settings will allow you to set up redirects to pages hosted on your engagement site. If you are wanting to set up a redirect using an external domain (for example your corporate website) please reach out to support.