Take control of your Social Pinpoint account with our detailed documentation.
This guide describes the creation and configuration of the Sidebar Tabs.
To add new or configure your existing Social Pinpoint Sidebar Tabs:
- Log in to your Social Pinpoint Admin site
- Follow the guide below to configure the various settings and options.
| Click Image to Enlarge | |
| Select a current project or create a new project using the Edit button on the Welcome Screen Select Sidebar Tabs from the Information Settings menu on the left |
| Create new Sidebar tab or edit an existing Sidebar Tab follow the guide below to configure the various settings and options. |
| Title: Enter a name for the Sidebar Tab Button Title: Enter a name to be displayed on the sidebar - Note: this should be < 8 characters Open by default: if ticked, the default tab will be automatically open and shown on loading the project site NEW Open this tab when its button is pressed: Switching this off will prevent sidebar opening. Used only in conjunction with Geosurveys below Icon: Select a display icon that relates to the Tab Contents: Add content you wish to display in the sidebar. As the sidebar area will scroll, but we recommend that this should be brief Use the text editor toolbar to format content as required. When inserting images re-size as required, width limitations apply. |
| Tab Widget: Select a Widget to display under the Contents area of your tab Note: About and Activity sidebar tabs are created by default for new projects. Sidebar tab configuration may not be available on all subscription types Widget Title: Create a title of the widget that will be displayed on the sidebar Sidebar Tab Widget options are:
Once created your sidebar tabs will be available as shown
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| Welcome: Shows welcome information as defined in either 'Project Settings' or the comments section of the Welcome sidebar tab
Tip: Links to toggle between your Interactive Map and Ideas wall can be added here
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| Project Areas: Shows a list of click-able zone layers (if enabled for sidebar display)
For project areas to be displayed under the sidebar tabs the Zone must have Display in Project Areas enabled. This can be turned on and turned off at anytime by editing the zone. For more information please see Project Setup - Map Layers
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| Legend: Removes the legend from the map area and places it in the sidebar Zones can be sorted within the legend by defining Zone Groups. For more information please see Project Setup - Zone Groups |
| Sidebar Survey: User can complete a survey within the Sidebar tab. See Project Setup - Surveys for a step-by-step guide on survey setup |
| Activity: Shows comment activity feed content The activity feed can be sorted by most recent, post popularity or by type of info marker |
 | GeoSurvey Step to Navigate when selecting the Sidebar Tab: GeoSurvey workflow steps can be linked to various actions in Social Pinpoint to change the zone/ layer visibility. Linking a GeoSruvey step to a sidebar tab enables the ability to enable/disable selected zones Linking a GeoSurvey step to a Sidebar Tab is a useful tool if you want the ability to enable/disable layers to display different designs or phases for comment Select a GeoSurvey step from the drop-down box (if enabled) to create a Sidebar Tab to toggle between zones
For more instructions on how to enable a GeoSurvey please see Project Setup - GeoSurvey |
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