SmartSOCIAL: Set up instructions

Step 1: Install SmartSOCIAL Chrome Extensions

Note 1: You need to ensure that you are logged into LinkedIn on another tab on your computer.
Note 2: If you have previously installed SmartSOCIAL you MUST UNINSTALL any existing SmartSOCIAL Chrome extensions. You can find these under the Chrome menu > More tools > Extensions. Click Remove next to any extensions with a name starting with 'SmartSOCIAL' i.e. SmartSOCIAL CORE, SmartSOCIAL NXT, SmartSOCIAL Toolbar etc.

Install the two Chrome extension links provided to you by SmartTHING:

1. Install the Requestly extension
   
2. OR, Install the ModHeaders extension 
   
1. Visit and copy all the text displayed here: https://www.smartthing2.com/clients/smartthing/smartsocial.html
2. Click the ModHeaders icon in the top right of Chrome (this might be behind the three vertical dot menu): 
   
3. Click the three dots top right of the dialog that appears, select 'import profile(s)' and paste in the copied text.
   
4. Click Import
   Note: If you have problems with this installation more details and screenshots are here
3. Then install the one relevant extension for your platform:

• Raiser's Edge NXT
• Blackbaud CRM
• Note: you will also need to follow the CRM quick start guide after completing this install
• Zoho CRM 
• Note: you will also need to follow the Zoho quick start guide after completing this install

Step 2: Check for the SmartSOCIAL Bar

Within your respective platform, when you visit a record (or constituent/Lead/Contact), the SmartSOCIAL Bar will appear to the right of the page.

Unexpanded SmartSOCIAL sidebar located on the right hand side within Zoho CRM  

Step 3: Validate License details

1. Open SmartSOCIAL by clicking the arrow icon at the top of the SmartSOCIAL Bar.
2. Enter your username and key (these are provided to you by SmartTHING)
3. Click 'Save'.

Expanded Sidebar showing the License details fields and PRO subscription status

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