Advanced Tips & Tricks for New Users

Document created by gsamuels on Jun 22, 2016Last modified by Michael Kinens on Mar 28, 2018
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Now, before we get started, you might have already had a brief induction when you registered. The following is meant to take you a bit beyond that induction (e.g. filling out your profile, making a comment, etc.), so you can get even more out of your time here.



Let's get started.



1. Accessing Your Inbox & Filtering Unread/Read Messages

When you register, you will be greeted by a welcome message and have the option to check out your new inbox.


In order to navigate to this area, do the following from any page:

  1. Click on the icon in the top right hand corner of the page
  2. Once you're in, you'll see a familiar email-like inbox
  3. To view unread messages only, click on the Unread Only button near "Mark All Read"


This is how you get to your Insights inbox and check for notifications.


For a more interactive view of this process, see below...


Screen Recording 2016-06-22 at 02.06 PM.gif



2. Accessing "Your View" In Your Inbox

After you have spent some time on the site, if you would like to see what you view most frequently, this may be useful.


In order to navigate to this area, do the following from any page:

  1. When in your inbox, click on Your View in the left pane
  2. Once you're in, you'll see boxes such as "Frequently Viewed" and/or "Latest Blog Posts
  3. Have a look around to see what's available to you


This is how you can get quick access to the content that matters most to you.


If you would like to edit the Your View section, click on "Edit Page" in the top-right hand corner of the viewing pane.

For a more interactive view of this process, see below...


Screen Recording 2016-06-22 at 02.09 PM.gif



3. How To Bookmark Content

This feature is particularly useful if you want to bookmark a piece of content within the community.


Screen Recording 2016-06-22 at 02.47 PM.gif



4. Accessing your Bookmarks

Now that you've added a bookmark, how do you use them?




5. Using Email to Create Content

Do you send emails that you'd like to have automatically posted?


This is a GREAT method to use when you want to use a distribution list of people to receive your communication, and it allows you to easily reference it later from within email (for those using Outlook on a PC, an alternative to this is Jive for Outlook - more on that later)


Why would you want to do this?

  • You don‘t want to have to open a browser and log into Jive to add a discussion post or reply to a question. This allows you to post directly from your email inbox.
  • You haven't added the mobile app to your phone or tablet device, but do have work email on it.

Here's how:

  1. Create your email message
  2. Go to the space or group where you want the content to display
    1. Click Create by email
    2. Select the content type you want to be able to create (I'd suggest doing one at a time)
    3. Click Email vCards
  3. Go to your email program
    1. In Outlook, double-click to open the attachment
    2. Save the vCard (give it a descriptive name you'll recognize)
    3. Add the email address you just created in your contact list on your To: or CC: line
    4. Add the subject line (remember - this will be the title of your Hub doc as well, and is required to have text [i.e. it can't be blank])
    5. Add text into the body of the email. Because all content has a requirement for text in the content body, emails that have no text in the body will not be posted by the system, and you will not receive an error message.
    6. Hit Send


Your information has now been emailed as well as posted to Insights!



6. Using The Jive Anywhere Plugin

Jive Anywhere is a plugin from Jive that automatically connects conversations, content, and context within your Insights network with any web site or web application. It is smart enough to recognize exactly where you are, so you can have a conversation about a specific record in a CRM system, a candidate in LinkedIn, or even a research report on the Web.


To see how this works visually - when you're reading an article to discuss on the web - see below...




So that little Discuss tab on the right is what gets installed on your browser, which then connects to discussions within Insights (if it has been posted for discussion already).


To install the plugin, you'll need to be using Firefox, Safari or Chrome. Then follow these instructions...


  1. Make sure you're logged in to the Insights Community
  2. Select Apps > Jive Anywhere to get to the Tools page. You can also get here by clicking [Your avatar] > Tools
  3. Click Download for under Jive Anywhere. Jive Anywhere detects the current browser, if supported, and installs the appropriate extension or plugin.
  4. Chrome or Firefox users should follow one of these steps:You should be redirected to the Jive Settings page. If you don't see this page, then click the Discuss tab to the top right of your browser. When the panel slides out, click the gear icon at the top and select Settings.
    • In Chrome, you are redirected to the Chrome store, where you should click +Add to Chrome.
    • In Firefox, you may need to select Allow if you have security settings enabled for add-ons. Click Install Now.
  5. Type in the section that requests for your Jive Instance URL
  6. Click Connect to complete the process. The field becomes green when successfully connected.


Here's a video as well...



Another neat feature is the ability to search within Insights straight from your URL entry bar.


In order to do this, you simply:


1. Make sure you've got the right URL in the bar (e.g.


2. Type in what you're looking for

3. Hit Enter to get search results



8. Someone's answered my question! Tagging a response as 'correct'

Thank those that have taken the time to provide you with a correct answer and assist other who may have the same question in the future by marking a reply as correct:


Feel free to double-up your appreciation by liking the post and/or marking it as 'Helpful':


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