Discussions 2.0: Set-up and Configuration


What are Discussions?

The AdvocateHub Discussions is a great place to foster a community. It's another avenue for you to engage with your advocates through conversations, and they'll be able to connect with each other as well. 

Once enabled, your Discussions Community can be found in your administrator's toolbar for  Discussions. From this dropdown, you can choose to:

  • Open Discussions in a new tab by clicking “View”, this will direct you to your Hub's Homepage in Advocate view.
  • Edit your categories using “Category Management
  • Modify some global settings through “Settings”.

From the Homepage Discussions view, you can create, edit and delete Discussions posts, respond to posts, comment on replies, and like topics and replies. Essentially, from here, you can manage the content of your Discussions posts.


Creating / Editing Discussions Categories

Next is the Category Management.  This page is where you can create a new Discussion Categories and edit the targeting/visibility of the categories. This page will also list all the published discussions categories that are available in the Hub, the targeted users and how many Discussions topics live in the specific Categories.

Creating a new Discussion Category

To add a new Category, simply click on the  + Add Category button. Then you will be brought to the window below. Under the Details Tab, you will be able to customize the behaviour and appearance of your category. The Discussions Topics will live within these Categories.

Category Name

The Name you enter for your Category will be how it is displayed in both the topic list page, and the category list page. Changing the rank will affect the ordering of your Categories in the Discussions Category page. As with Challenges, setting it to 1 will push it to the top.

Default View

Default View can either be “Latest” or “Top”. “Latest” will always list the topics in reverse-chronological order, always pushing topics with the latest activity to the top. “Top” will allow you to choose which attribute to sort by using the “Sort ‘Top’ View By” and choosing whether ascending or descending.

Moderator Approval

Require moderator approval of all new topics or replies can be turned on for any new topics and or new replies in the category. Any unapproved topics and posts will appear in the Moderation screen (Discussions > Moderation). Click on Approve Post to post and make it visible.

Mark Reply as Solution

Allow admins and topic authors to mark a reply as the solution is very useful for Q & A or support-type questions, allowing authors to pose a question and marking a reply to their post as a solution.

Add voting options

Allow users to vote on topics in this category turns on the voting buttons on topics. Users are only allowed to vote once per topic. They cannot “downvote” or “vote down”, but can rescind any votes given.

Discussion Category Targeting Tab

Once done, head over to the Targeting Tab and set up the targeting rules to include the appropriate users.

In this section, you will choose the general visibility of the Category. If it is a Private Category (default), the Category will only be visible to members of your hub. If this Category is Public, it will be visible to anybody who has the URL for this Category. Non-members will have read-only access, however, they must sign up to participate.
Note on Public Category: In order to create a public category, your Hub must have Open Signup enabled. This allows people to create an account and participate in your public category. You can configure which page new members can see in the  New Member Permissions settings.
Targeting Rules

In the same way that you can segment challenges and groups, you may segment your Discussion's category. The interface is identical to that of the challenge targeting interface, but if you would like more information about targeting and all the options available to you, see  Challenge Targeting Overview and go to the Membership Rules section.

Once you're happy with the set-up, click Save to save your new category and the following notification will appear.

Topic Category Description

Adding a description to a newly created Discussions Category will help users decide which category they want to participate in. To update the Discussions Category description, head over to the Category and click the About Topic.

Inside the About topic, there are instructions to guide you on writing the description of the Discussion Category:


Editing a Discussion Category Setup

To Edit a Category, go back to the Category Management page and click on the ellipsis (... symbol) next to the category that you would like to make changes to. Then a  drop down menu with Edit and Delete will appear. Click on Delete if you would like to remove the Category. Otherwise, click on Edit to change the title of the Category or the targeting.


Discussions Settings

In the Settings page, you can customize your Discussions further by changing things like the minimum characters required for the first post, minimum characters required per reply, maximum likes per day, and the default time frame for the “Top” topics list.

The Watched Words section under Logs will allow you to choose which words can trigger approval, be flagged, be censored, or block the post altogether.

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