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  1. Customer Success Center
  2. Communications & Research Teams

Communications & Research Teams

Resources to help you create, manage and promote your organization's expertise.

Dashboard Tour

  • The Analytics Tab
  • The People Tab
  • The Inquiries Tab
  • The Posts Tab

Building Profiles

  • The Expert Profile: Core Content Requirements
  • Adding An Expert, Agent or Administrator
  • Adding Media Content To Your Profile
  • Adding Media Content To Your Profile
  • Adding Additonal Content To Your Profile
  • Adding Content To Your Profile

Handling Inquiries

  • Adding / Removing Inquiry Types
  • Inquiry Types

Integrating With Your Website

  • Adding Sublists of People to Different Webpages
  • Adding a Spotlight To Your Website
  • Adding My Experts With The API

Promoting Your Experts

  • Press Release - (Template)
  • Integrating Expert Profiles On Your Website

F.A.Q.s

  • What is an Expert?
  • What Is An Agent?
  • What is an Administrator Account?
  • What Happens When An Inquiry Is Sent To An Expert?
  • What Is The Difference Between Private & Unpublished Profiles?
  • How Can I Hide Fields From Displaying In Expert Profiles?
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