Guides, documentation and support articles
Look, obviously we would like you to use the community as the first point of contact when encountering questions or problems, as chances are your peers have dealt with them before! But, if you’re encountering a problem the community really can’t fix, we’re also not going to make it difficult for you to find us—We’re here to help! What to check before reaching out to support:Looking for best practices Luckily we have so many clients that have used our software in ways we could have never imagined. We’d suggest posting your question here (link). Issues with 3rd party scripts and implementations Don’t get us wrong, we love 3rd party scripts just as much as any other person. However, given their nature (3rd party) we also can’t take responsibility for their inner workings. Please consult the 3rd party in question, or the developer that helped you set them up. Contact details Email: support@company.com (We will get back to you within 24 hours) Status updates: www.company.com/status/ (A live feed on the uptime of our platform)
Have you or your users come across these error messages? validation.user_register.ratelimit or validation.user_login.ratelimit. This is due to our rate limiting feature being applied when specific users or actions exceed a defined limit. We've developed the following rate limits: Limit on failed registration: visitors from one IP cannot attempt more than 5 tries per hour when registering a user Limit on failed login: visitors from one IP cannot attempt more than 5 tries per hour when trying to login as a user You don't want this limit in your instance? No problem, just drop us a line at support@company.com and we can disable it for you. The phrase is not shown correctly? If the errors are shown as validation.user_register.ratelimit or validation.user_login.ratelimit, it can be confusing for users to figure our what is going on. You can easily change them by adding the following phrases in the control environment of your community: Module: Common, Key: validation.user_login.ratelimit Module: Common, Key: validation.user_register.ratelimit - Frank
Hi! So, you’re new to our software and are looking to start out quickly. Who would we be to not help you to get sorted as soon as possible!Here are the two most relevant reports for any company to build immediately! 1. A bar-chart!Bar charts are the lifeblood of board meetings, team meetings and decks shared within companies across the globe. It isn’t hard to see why, they provide a clear overview of how things are progressing in a certain timeframe, anyone can understand. Here’s what a bar-chart would look like: An example bar-chart 2. A line-graph! Line graphs again are almost as useful. Where readability becomes an issue for bar-charts when you try to add multiple properties, line-charts really don’t have that problem. It’s easy to build, and universally applicable to any dataset. Give them a go: An example line-chart Be sure to let us know if there are any other reports you think are a MUST-have. We’ll gladly add them to this article. - Frank
Hey everyone! I was taking out the trash this morning—that’s when I do my best thinking lol, and had a super quick idea on how to easily use our software for Lead Scoring. We have had requests before to add functionality for this to our product, but I think there’s already a quick and insightful way to get you there with your current implementation. So, here’s what I’ve been thinking to solve this: What if we use any actions users perform in your product and attribute a score to them. Example: every time a user logs in to your app, we give them 10 points. Whenever they activate a new feature in a trial, we give them 25. There’s no standard way to create an overview based on ruling like this, but we can solve that using custom formulas: [code]Count of ‘App opens’ * 10[code] Applying this formula and adding it to a custom report would give us a real-time count of accounts with the most opens and thus highest score. If we then add a timeframe to the report, we could run this monthly and thus dedicate your full attention to the most engaged users every month. I hope this is of use to anyone! - Frank
We’re always updating our users on new features we launch via the community. It’s such a great way to communicate on a 1-to-many basis with our customers. Additionally, what’s even better is that we have started to launch beta testing groups on our community where we invite a certain number of customers to test new features before we release them. Not only does this allow us to iron out any bugs before a full roll-out, it also creates a real feeling of collaboration and togetherness between us and our customers. Such a great way to make sure you are building a product that really meets the needs of your end users!

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