Switchboard

How to export data from your Switchboard to use in your CRM or email marketing platform

Exporting member and post data from your Switchboard

The sidebar module lets you link out to other resources you want members of your community to know about.

How to enable and edit the custom sidebar module

How to promote a user to steward, demote a steward to user, ban a user, and more

Changing a Switchboard member's user role

There are many reasons you may want to delete member accounts from your Switchboard. Here's how

How to delete member accounts

Public Switchboards' posts feeds can be rendered as an RSS feed

Display your Switchboard's posts in an RSS Feed

You can customize your Switchboard's logo, footer, and sign up page in Admin > Settings > Design.

Using Design Settings to customize your Switchboard's appearance

Member segments allow you to message, make announcements to, and analyze the activity of specific subsets of your Switchboard.

Using member segments to target subsets of your community

Remove a post from the post feed without alerting the poster. Sort of like a "shadowban."

Hiding posts

Official topics vs. unofficial topics, and everything else you need to know about the feature

Understanding Topics

Custom post categories let your members add an additional layer of data to their Asks and Offers

Creating Custom Post Categories

How to set a post to feature at the top of the Switchboard feed

Featuring an Ask or Offer

You can upload a .csv (spreadsheet) to send invitation emails and to update existing member information en masse

How to invite new members and update existing member information

Mass messaging users

What privileges do stewards and moderators have?

What’s the best way to comment on posts?

How to make banner announcements to specific segments of your Switchboard using the Campaigns feature

Using Campaigns to communicate with your community

How to prevent email from Switchboard from getting caught in your organization's spam

Whitelisting email from Switchboard

Support

Technical FAQ

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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