Switchboard

Switchboard basics to help you wrap your head around Switchboard and getting it started.

Switchboard Basics

How to find the right mix of engagement and adoption to avoid just inviting people to join Switchboard

Goal Setting: Balancing Adoption vs. Activity

Key strategies and focuses to efficiently and effectively rollout your Switchboard in the first 6 months

Marketing and rollout plan for months 1 - 6

Tips and tricks to help ensure Switchboard receives proper attention and energy

How to keep Switchboard top-of-mind in your community

Strategies outlining the importance of posting balance and tips to foster a healthy balance of asks and offers

Maintaining a balance between Asks and Offers

Ins and outs of using Switchboard data to foster growth and engagement

Analyzing and Interpreting Switchboard Data

Helpful examples to inspire your own Switchboard landing page

Promoting Switchboard on your website

How to create a tone that clearly projects purpose of your Switchboard and fosters future engagement

Setting and Maintaining the Tone of Your Switchboard

Support

Getting Switchboard Started

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Create your workspace and invite the people you work with.

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

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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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