Site members, followers and following People

What are site members and followers?

There are two audience categories for public sites: site members and site followers. These two categories give site managers the flexibility to send comms to only site members, or to both site members and followers. 

Site members

Site members are the intended core user group of a site. Users will always receive all comms from a site they're a member of. Comms include:

  1. Alerts
  2. Must-reads
  3. Site content notifications
  4. Newsletters

Site owner/managers can select and add users as site members to match the site's audience profile.

As a Site manager, you're able to see the number of members in any given site via:

  • Must reads
    must read site member count.png

  • Alerts
    alerts site member count.png

  • Audiences
    Audience site member count.png

  • Subscriptions
    Subscriptions site member count.png

  • People tab under Manage site
    People tab site member count.png

  • About section of a site
    About section site member count.png

  • Newsletters (when adding an audience)
    Newsletters site member count.png

  • Surveys
    Surveys site member count.png

 

Site followers

Site followers are similar to site members, only they don't have to receive all of a site's comms that a site member receives. Whenever a site manager is sending an alert, must-read, site content notification, or a newsletter, they can choose whether or not to include site followers as the audience for that communication. Members, however, will receive all comms by default. 

Users that would like to receive some of a site's comms, but not all, should follow a site rather than be a member.

Note

Private or unlisted sites can't have site followers. Only public sites can have followers. For public sites, App managers can create subscriptions for site members or followers.

Select an audience category 

Back to top

When sending comms on a public site, Site managers will get the option to send comms to either site members, or both site members and site followers. This can be done with:

  1. Alerts
  2. Must-reads
  3. Site content notifications
  4. Newsletters

Each of these comms can be sent to both members and followers, or just members, by using the Site members distribution option : 

mceclip0.png

Selecting an audience for alerts

mceclip1.png

Selecting an audience for must-reads

mceclip2.png

Selecting an audience for site content notifications

mceclip0.png

Selecting an audience for newsletters

 

 

Follow or request membership

Back to top

  • A user can follow or request membership of a public site by clicking the arrow next to the follow button on a site's landing page. If a user requests membership, the site's managers and owners will be notified of the request. Users will receive a notification whenever they're made a member of a site. 
  • To unfollow a site, click the same arrow next to Follow.
  • If a user tries to follow an unlisted site when clicking the url sent to them by a site member, they'll receive a 404 error message instead of being directed to the site.
  • If a user tries to access a private site they're not a member of, they'll receive a notice that the site is private and an option to request membership.
    Screenshot_2021-10-19_at_15.33.52.png
  • Users must be added to private or unlisted sites by already existing members.
  • Users will receive a notification when they're made a site member, and site managers will receive a notification when one of their sites gets a membership request.
  • Managers can go to Manage site > People > Membership requests to manage a site's membership requests.

mceclip4.png

Options to follow or request site membership

mceclip5.png

Option to unfollow site and notice of requested membership

mceclip6.png

Prompt to request membership of private or unlisted site

mceclip7.png

Request to join notifications, and notification of new site membership

mceclip9.png

Go to People > Membership requests to manage site membership requests

Membership requests

Back to top

Users request public site membership by clicking Request membership

Site owners may manually approve membership requests, or have membership requests approved automatically upon request. If set to automatic, site owners won’t receive notifications on new membership requests. If set to manual, users that request membership will see the Request membership button has changed to Membership requested until their request is processed by the site owner. 

Membership requests are set to manual by default. To change this:

  1. Go to Manage Site > Setup and scroll down to Access.
  2. Select Manually approve membership requests or Automatically approve membership requests.

mceclip0.png

Note

This setting also applies to subscriptions. If the site is set to automatically approve requests, subscriptions to the site are also approved automatically.

Manage people tab

Back to top

In sites, the Members tile has been renamed to People. The People tile provides similar functionality to Members, but now has four tabs of its own:

    1. Owner & managers
    2. Members
    3. Followers
    4. Membership requests

mceclip8.png

The Owner & managers tab lets you manage site content managers and site owner

mceclip9.png

The Membership requests tab lets you manage site membership requests

mceclip10.png

The Followers tab lets you manage the site's followers

Note

Site managers can change followers to be members, and members to be followers (in the Followers and Members tabs, respectively).

 

Site About page and Members & Followers tab

Back to top

In sites, the About page has three tabs:

  1. Owners & managers
  2. Members
  3. Followers

Additionally, the Add people tile has a Site Members & Followers tab that where you can select site members or site followers. 

mceclip11.png

3 tabs in the site About page

mceclip13.png

Site members and followers tab

Select membership type in subscriptions

Back to top

When adding subscriptions to public sites, there is an additional option for selecting membership type. You can choose Members or Followers. This is applicable if the subscription is added for both Everyone in organization and Audience.

mceclip0.png

Select a membership type

 

Following People

When you follow other users in your organization, you will start seeing their content and feed posts on your home dashboard feed. You'll also see their posts in your digest emails from Simpplr. You will not receive any in-app notifications regarding that user's posts or content. People_follow.png

You can follow a maximum combined total of 500 people, topics, and content. To see how many items you’re following, view the Following list on your profile.

Best practice when it comes to following People is to save following for those who frequently post important information you don't want to miss. Otherwise:

  • Notifications from content can become numerous and cumbersome, most likely resulting in less engagement. Messaging can be less effective when an end user is receiving numerous notifications that may not exactly pertain to them.

  • Targeted notifications are less effective when the audience is not specifically defined for employees.

  • Company wide notifications (all employees) become less effective.

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

1 comment
  • Is there any way to download a CSV of the people in a private channel? I have a private channel with ~500 people that I need to audit from time to time to ensure I have everyone in it (and anyone who shouldn't is out of it) and it feels impossible in the platform at that volume..

    0
    Comment actions Permalink

Please sign in to leave a comment.

Articles in this section

See more