Khoros Community Integration

This article covers the following:

• Feature Overview
  • Challenge Carousel
  • Recruitment Component
  • Bounties
• General Setup Instructions
  • Enable the Khoros Integration in the Influitive Integrations Page
  • Generate a new Khoros App & Credentials
  • Complete the OAuth Setup within Influitive
  • Enable “Event Subscriptions” in Khoros
• Configuring Components
  • Adding the Challenge Carousel Component
  • Adding the Recruitment Component
  • Adding the Bounties Components

Overview

The Influitive-Khoros Integration allows you to embed Challenges and other Influitive components directly into your Khoros Community, enabling you to surface advocacy requests, customer engagement campaigns, and other customer marketing programs to your Khoros Community Members. 

Challenge Carousel

Use the Challenge carousel to display calls to action directly in your Khoros Community. Here is an overview of the Key Features supported in our Challenge Carousel:

• Khoros users will see the Challenges they have available respecting all targeting rules setup in Influitive. 
• Khoros users who are not members of Influitive will not see the Carousel or any Challenges.
• The Carousel can be placed anywhere on the page and on any page you'd like.
• You can configure only certain Challenge Types, Channels, or specific Challenges you'd like to appear
• Khoros users who have not had their email verified will not see the Carousel

Recruitment Component

Use this component to recruit members of your Khoros community into your Influitive Program

• The Component only appears to those who are not members of the Influitive Program
• Easily click the Sign up button which uses a Join Code that the user can use to join the program
• Configure the text and media included in the component to entice new members to join

Bounties

You can now leverage Influitive points to drive engagement within your Khoros Community to users who answer questions in the community! Here is an overview of the key features of Bounties:

• Award points to users who's Reply is chosen as the Solution on posts within Khoros
• Bounties can be made available to Everyone in your community or a subset of only Influitive members based on your Influitive Groups
• If a user completes a bounty who is not a member of Influitive, they will be added to your Invitation list and continue to accrue points. You can choose to formally invite them into Influitive at any time!
• When a user earns a bounty we will send them an email notification letting them know they have earned the bounty.
• Use the Bounties Board component to showcase bounties that are available to users and place it anywhere in your Khoros Community

Learn more about Bounties Here

General Setup Instructions

Enable the Khoros Integration in the Influitive Integrations Page

• Login to your hub as an administrator.
• Go to the integrations catalog page
• Click Manage on the Khoros Integration card
• Click on Enable Integration

Generate a new Khoros App & Credentials

• Login to your Khoros instance as an administrator.
• Go to Community Admin > System >  API Apps
• Click Create Web App

• Choose a Display Name (example: Influitive Integration)
• Add the Redirect Authorization URL in the format below in the format below (no custom domain)
  • https://<your-influitive-domain>.influitive.com/users/auth/khoros/callback
• Click Save

Complete the OAuth Setup within Influitive

• Login to the hub as an administrator.
• Navigate to the Khoros integration page
• Enter your base Khoros URL
• Enter your Client ID that you generated above.
• Enter your Client Secret that you generated above.
• Click Save.

• After hitting save, click on the “Authenticate with Khoros” button

Enable “Event Subscriptions” in Khoros

• Login to your Khoros instance as an administrator.
• Go to Community Admin > System >  Subscriptions
• Check “Turn on event subscription” and click Save.

• Login to the hub as an administrator.
• Navigate to the Khoros integration page
• Under the Setup tab, click Re-authenticate with Khoros

Components

Adding the Carousel Component

• Navigate to the Studio > Components page of your Khoros Instance and Click New.

• Enter the name of the component you want to create and then click on the “create” button. An example name is: Influitive_carousel.
• After this you will see the component screen you have created. In the Content area we will paste the script from Influitive we are about to get.

• Navigate to the Influitive Khoros Integrations Page.
  • Reach out to the influitive support team if you'd like to adjust the number of challenges or which challenges appear by type or channel in the carousel
• Copy the script tag in the grey box and paste it into the Component Content in Khoros, and click save.
• After creating the Component, click on the Page tab and select the page where you would like to add the component
• Find the custom Carousel component you created and drag it onto the page in the desired section

• After confirming the position of the component click on the “save” button below to save your changes in the layout.
• If you are adding your carousel to the sidebar, it may help to add another bounding <div> tag in the carousel component's code with your sidebar width specified

<div style="width: 300px">(your script here)</div>

After completing these steps you should see the carousel component appear in the preview and start to show challenges. If you are not seeing the carousel, the first step is to ensure the user you are logged in as in Salesforce exists in Influitive as either an Administrator or Member and that you have challenges available to you. If you are still having issues seeing Challenges contact support@influitive.com.

Adding the Recruitment Component

Add the Component to your desired Page

• Click on the Studio > Page tab, then click on the Change link:

• Search for the page that you want to add the Recruitment Component you created.
• In the search input in the sidebar, find the Recruitment Component you created and add it to the page in the location you'd like

• After confirming the position of the component click on the Save button below to save your changes in layout.

Because the Recruitment Component only appears to users who do not exist in Influitive, you will need to ensure the user you are logged in as in Salesforce does not exist in Influitive to see and test it.

Adding the Bounties Components

There is are additional setup steps needed before you can begin adding Bounties.

Create a new Bounties API App

Similar to the General Step above, we need to create a new API App specifically for Bounties

• Login to your Khoros instance as an administrator.
• Go to Community Admin > System >  API Apps
• Click Create Web App

• Choose a Display Name (example: Influitive Bounties)
• Add the Redirect Authorization URL in the format below
  • https://i--khoros.influitive.com/lithiumOauth
• Click Save
• You will need the Client ID and Client Secret in the next steps.

Create the Bounties Connection Page

• In your Khoros Instance, go to Studio > Components > Create new Component
• For Component name, use: Influitive_settings
• In the Component Content area, we will paste a script from the Influitive app
• To get the script, go to your Khoros integration settings in Influitive
• Under the Bounties dropdown, choose the Settings component and copy the script in the grey box

• Paste the script into the Component content area and click save.
• You should be able to see the component in the preview shown below:

• Fill out the fields directly in the preview box as described below. It's important that this information is filled in on the same environment you enter in the first field.
  • Khoros Instance URL: Add the Khoros instance url
    • If your instance has htaccess Authentication enabled on a staging or development environment, include that in the format like so: https://username:password@[communityURL
  • Khoros Client ID: Use the Client ID of the API app you created in the previous step
  • Khoros Client Secret: Use the Client Secret from the API app you created in the previous step
  • Influitive Subdomain: Use your Influitive subdomain (not your custom domain) for example, if your Influitive instance lives at customer.influitive.com, input customer here.
  • Subdomain Instance Environment: Select the environment type as Production, even if you are using a Khoros Sandbox, this is the environment of your Influitive Hub.
• Click Save, you should see a “Connection Established Successfully” alert.

Add the Bounty Post Component

The Bounty Post Component shows at the top of the post if there is a bounty attached to it.

• In your Khoros Instance, go to Studio > Components > Create new Component
• Choose a Display Name (example: Infuitive-Bounty-Post)
• In the Component Content area, we will paste a script from the Influitive app
• To get the script, go to your Khoros integration settings in Influitive
• Under the Bounties dropdown, choose the Bounty Post component and copy the script in the grey box

• Paste the script into the Component content area and click save.
• Navigate to the Studio > Page area of your Khoros Instance. Click Change page and search for the page called ForumTopicPost
• Add the Custom Component we created to the top of the main-content section as shown below:

• Click Save.
• Now the Bounty banner will show up on any page that has an active bounty targeted to the current user.

Add the Bounty List Component

The Bounty List Component can be placed anywhere in your community where you would like to promote bounties for people to complete. We recommend placing this somewhere like the homepage or even in a sidebar for users to see when they enter the community.

• In your Khoros Instance, go to Studio > Components > Create new Component
• Choose a Display Name (example: Infuitive-Bounty-List)
• In the Component Content area, we will paste a script from the Influitive app
• To get the script, go to your Khoros integration settings in Influitive
• Under the Bounties dropdown, choose the Bounty List component and copy the script in the grey box

• Paste the script into the Component content area and click save.
• Now add the Bounty List Component to any page you'd like!

In order to begin seeing Bounties, you must go to your Influitive Hub and create a bounty under the Program > Bounties tab. Ensure this bounty is targeted to your user so you can test that the bounty components are showing up correctly.

Final Step

Once you've completed the steps above contact support@influitive.com or your account representative for the final steps to complete the installation process.

Integration with Multiple Communities

If you're looking to Integrate Influitive into Multiple Khoros instances, this is possible for the Challenge and Recruitment components. Simply follow the same steps above for those components in the new Khoros Instance. Bounties are currently only supported for one Khoros instance at a time.

If you're looking to show content from Multiple Influitive Programs in a single Khoros instance, this is possible for the Challenge and Recruitment components. Simply follow the same steps above for these components, but in the new Influitive Program. Bounties are currently only supported for one Influitive instance at a time.