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A user’s settings include basics like their name and email address but also reviews management settings, like reply to review and import settings, and social share settings, including auto-post thresholds. Several other settings including the user’s email notification preferences can also be managed in the user’s settings. This guide provides an in-depth look at the settings available within each user account’s settings menu.

Table of Contents

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User Settings

General Settings

At the top of the User Settings menu is the user’s basic information and a spot to add additional email aliases:

First Name

The user’s first name as it should appear in the hierarchy and across the account.

Last Name

The user’s last name as it should appear in the hierarchy and across the account.

Email address

The email address they use to log in to the platform.

Add or remove alias email

An alternative or secondary email address that the user does transactions with. User transactions can be processed from aliased emails in addition to their primary email.

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Login Settings

The setting for a user to be opted-in to the platform lives under the login settings sub-category. When toggled off, the user will lose their ability to log in to the platform. Users who have opted-out of Experience.com login are still a part of the hierarchy because automated transactions can still be sent on their behalf.

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Reviews Management Settings

The user's reviews management settings include permissions to reply to reviews and import reviews from Google and Facebook.

Import Google Reviews

When enabled, the user’s Google reviews will automatically import into reviews management.*

Google review import requires that a user is connected to Google via authentication method in the XMP.

Import Facebook Reviews

When enabled, the user’s Facebook reviews will automatically importe into reviews management.

Allow user to reply to reviews

When enabled, the user will have the ability to reply to their own reviews as long as it meets the minimum score threshold set in the following field.

Minimum score to reply on reviews

The slider scale with a dynamic number to the left indicates the minimum average score a review must be to allow the user to reply to it. If a review is received with a score lower than what is set here, the user will be unable to reply to the review. In this case, it is recommended a tier or account manager reply on the user’s behalf.

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Social Share Settings

The social share settings category includes auto-post settings for the three websites that Experience.com auto-posts reviews to: Facebook, LinkedIn, and X (Twitter).

Allow autopost

There are 3 total ‘Allow autopost’ toggles, one for each social site. For each one,

  • toggle ON to allow auto-post (as the default value for tiers) onto the social site

  • toggle OFF to disable the auto-posting of reviews to the social site

Minimum score to auto-post on social media

Displayed if auto-post is enabled.

The slider scale with a dynamic number to the left indicates the minimum average score a review must be to auto-post to the social site. If a review is received with a score lower than what is set here, it will not be posted to the social site.

Maximum number of posts per day

Displayed if auto-post is enabled.

This number represents the maximum number of reviews that can be auto-posted to the social site within one day.

Minimum gap between posts

Displayed if auto-post is enabled.

These fields are a space to indiciate the minimum amount of time, in hours and minutes, between auto-posted reviews.

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Allow to Expire Survey

This toggle, enabled by default, allows a user the ability to prematurely expire a survey from the Incomplete Surveys page. Expiring a survey renders the survey URL invalid, preventing the recipient from completing it. Due to the sensitivity and potential for misuse of this setting, account and tier managers can control which users have the ability to utilize the expire option on incomplete surveys.

Send Settings

Allow survey completion notification

When enabled, the user will receive an email each time they receive a new completed survey.

Allow reply to reviews notification

When enabled, the user will receive an email whenever she or a manager reply to a review.

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Tier and Role Assignment

The Tier and Role Assignment section hosts the user's tier assignment and the associated role (user, tier manager, listings manager, etc.). The user’s current tier assignment and role will be displayed below the tool that allows you to add additional assignments.

Users in the XMP must only be associated with ONE tier as a user. By adding an additional user role assignment to someone who already has one, a second public page (profile) will be created for the user. This is not currently a supported feature of the platform. Learn the correct way to move a user.

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Edit a User’s Settings

Applies to:

  • Tier Managers

  • Account Managers

  • Organization Managers

  • Admins

Overview

Managing user account settings is accessible for managers within the hierarchy. The steps below guide an Admin or Manager through editing and updating a user’s account settings, including email addresses, aliases, and auto-post and reviews management settings.

How-To

  1. On the users' view of the hierarchy, locate the user whose settings should be updated. Once located, click on the settings gear icon in the Action column.

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  2. When the user’s settings menu expands from the right side of the page, modify the settings that should be updated.