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.
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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
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 Project Setup - Map Layers
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