Forum with your other apps
Helpdesk, eLearning, Events, Knowledge, CRM, Live Chat, Email Marketing, Marketing Automation, Social Marketing, Website, Discuss, HR and Analytics.
Working with your other Ellibo apps is part of the Standard plan and up. Each link shows only when your business uses that app.
Helpdesk
- A post into a ticket - on a post, Your other apps > Make a Helpdesk ticket. The asker becomes the customer and their words the first message. You need a Helpdesk role.
- A ticket into a public question - on a ticket in Helpdesk, the Forum card: Post it as a public question. It is posted by your team, without the customer's name or email.
- Answers that may help - the Forum card on a ticket shows matching answered questions, and your help centre suggests them while a customer writes (Settings > Ellibo apps > Helpdesk).
eLearning and Events
- A forum per course - on a course's settings in eLearning, turn on A discussion forum for this course. Only the course's learners see it; the player shows Ask in the course forum. Or make it here: Settings > Ellibo apps.
- A forum per event - Settings > Ellibo apps > Make its forum. Only people registered for the event see it; the event page shows a Discussion button.
Knowledge
On a solved question, Save the answer to Knowledge makes a Knowledge page with the question and its accepted answer. Choose where saved answers go in Settings > Ellibo apps.
CRM
- A lead for each new member who signs up on the site (source Forum) - Settings > Ellibo apps > CRM.
- A lead from a post or from a member's page, by hand.
Live Chat
While writing a reply in Live Chat, type ? and a few words: matching answered questions show; pick one to send its link.
Email Marketing and Marketing Automation
- Members who agree to news go onto the list you choose (Settings > Ellibo apps). Put members on a list by hand from Members > More.
- Marketing Automation journeys can start when someone joins the forum or someone asks in the forum.
Social Marketing
On a post, Share in Social Marketing makes a draft with a link to the post; choose the accounts and post it there.
Website, Discuss, HR and Analytics
- Website - add the Forum section to any page: the newest questions of your public forums.
- Discuss - a link to a post or a member shows as a card; a channel can get a message for each new question.
- HR - an employee's record shows their forum points and answers.
- Analytics (Business) - questions and members as datasets.