SmartSOCIAL: Set up instructions

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 (click for instructions) extension
  2. OR, Install the ModHeaders extension. Instructions for this are:
    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:

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

Problems? Cookie security issues

Most issues resolve around cookie security. To log in to the LinkedIn sidebar, users must allow third-party cookies in their browser. This is because LinkedIn is not your CRM; it is another website. To display it, and log in within a sidebar, you need to allow cookies from a third-party website that is not your CRM.

In Chrome, this is easily done in Settings > Privacy and security > Third-party cookies > Allow third-party cookies.
​
All other browsers have a similar setting.


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