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This guide describes the creation and configuration of the Sidebar Tabs.


To add new or configure your existing Social Pinpoint Sidebar Tabs:

  1. Log in to your Social Pinpoint Admin site
  2. 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:

  • Welcome
  • Project Areas
  • Legend
  • Activity feed
  • Survey


Once created your sidebar tabs will be available as shown

 

 

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

 


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 Map Layers - Layer Details

 

 

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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