Getting to know Simpplr

Now that your intranet is officially ready for your organization, we wanted to provide you some tools and tips for making your experience with Simpplr the absolute best it can be. Below are some key resources for your first days using Simpplr!

Table of Contents

Functionality: How does this work?

Framework: Building your intranet

Salesforce: Why is it important?

Analytics: How to measure success

Best practices


Open office hours

Going forward...


Functionality: How does this work?

Intranet Manager Best Practices

Learning to operate your Simpplr intranet the best way for your organization is critical to the success of the intranet. To that end, here we have a few Best Practices, both for the Intranet Manager, and the communications strategy for the org as a whole.

Intranet Manager Best Practices

Communications Strategy Best Practices

How to sync a people directory

Activate/deactivate users


Roles in Simpplr

Permissions in Simpplr (what users can and cannot do) are determined by Roles. You'll probably hear this term a lot as you learn more about your new intranet. Check out his article on Roles in Simpplr to determine where everyone in your org fits, and what they can do. 

Roles in Simpplr

Some other roles you may hear or be familiar with include the Intranet Manager and Backup Intranet Manager. This is the person (or team) who owns the intranet. They play the biggest role in maintaining and governing all intranet activity. 

Finally, there's the Executive Sponsor. This person spearheads organizational initiatives in executive circles.


Framework: Building your intranet

Site Architecture

Your first 30 days using Simpplr are critical to the future success of your intranet. And for that reason, we want to make sure you have your sites organized in the best way to fit your needs. Remember, site creation needs to happen before any content creation, so it's best to have at least your most important/centralized sites created by the time you roll out your intranet to team members.

Best Practices: Site Architecture


Home Dashboard

The home dashboard is the first thing your users will see when logging into the intranet. Since this area is so popular, you want to highlight the most important information for your whole organization right here. The article below gives you some ideas on how to best manage your home dashboard.

Best Practices: Home Dashboard


Salesforce: Why is it important?

Simpplr is built on the Salesforce platform. That's why during implementation, we assign your org a Salesforce instance. This is where your Simpplr data gets housed. Typically you'll have one or more Salesforce System admins assigned to help perform backend tasks in relation to your Simpplr intranet. Below are some articles that may help you understand more about the relationship with Salesforce.

How do I grant Simpplr Support access to my Salesforce instance?

How do I run an Active User Report in Salesforce?

How do I manage my Simpplr users and licenses with Salesforce?

Want more Salesforce articles? Check out our Salesforce FAQ section here.


Analytics: How to measure success

App-level analytics provide you with an overall look at how your intranet is performing. System admins and App managers will find this information the most relevant.

Site-level analytics provide an in-depth look into how individual sites run. This is where Site owners and managers will monitor their site activity.

Finally, we have page-level analytics. These provide metrics on how individual pages or content are doing throughout the intranet. Authors and content managers have access to these to monitor their content activity.

To get a better idea of Simpplr analytics as a whole, check out Understanding Simpplr Analytics.

Key analytics terms:

  • Adoption - Measures how often your intranet is used
  • Content consumption - Measures how well your intranet is delivering information to its users
  • Social interaction - Measures how socially connected your users are with each other
  • People - Measures the level of engagement certain users have with your intranet
  • Search - Measures whether users' searches find the information they're looking for
  • Sites - Measure and compare the performance of all of the sites within the organization

Best practices

Site and content governance provides tips on assembling an intranet team, deciding ownership, creating clear guidelines and providing support and training on Simpplr.

One key item when getting started with Simpplr is assembling your Home dashboard. This article provides tips and goals you can set when creating your home dashboard layout.

Making your intranet a success will involve driving user adoption, ensuring there is uptick in the number of visitors and growth in the number of employees using social features. Best practices: Managing a successful intranet will help you.

Of course, there are more great things to know when getting started with Simpplr. That's why we have Getting Started with Simpplr!

Below are some examples of Best Practices we recommend as you continue setting up your intranet. These practices help build value and drive adoption. By setting the tone and building user habits of going to the intranet, your team members will have a higher rate of use, and your retention rate will grow.

Must Read Content

Early on, customers often want to make sure their employees are engaging with content on Simpplr. One way they can ensure this is by assigning must read content. The article below offers details into creating must read content, as well as best practices for leveraging this feature in your org.

Creating Must Read Content


New Hire Onboarding

Speaking of engaging with your employees, new hire onboarding is often a pain point. Communication gets lost and new team members become overwhelmed very quickly. Well, we've also provided some best practices regarding using Simpplr for new hires as well!

Best Practices: New Hire Onboarding



Simpplr has recently published our brand new eLearning modules! Now you or anyone in your organization can sign up on our Docebo LMS for FREE. The self-guided, interactive modules are easy and can be taken at your own pace, at any time!

Currently we offer Intro to Simpplr, Content Management, Site Management and Application Management training. We also have custom learning plans to fit your role in Simpplr and mini-modules designed to refresh your memory any time you need! We'll be rolling out much more very soon, so stay tuned! Contact your CSM for more info. In the meantime, click the link below to get started. 

Register for Simpplr eLearning 


Open office hours

For more information on our teams open office hours, check out this article!


Going forward...

For the next 30 days, we recommend you keep an eye on your analytics for:

  • Number of searches - both successful and unsuccessful
  • Number of likes/replies/comments/favorites
  • Number of content views

Continue to build additional sites like:

  • New hire onboarding
  • CEO/Exec Leadership Corner
  • Social/Special Interests Groups

Next we'll focus on building communication across the intranet in your first 30 days with Simpplr!

Your first 30 days with Simpplr: Building communication

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