SmartSOCIAL
SmartSOCIAL: Continual prompts to login, a black screen or sessionStorage errors shown in the Chrome console
First check here is to log into LinkedIn in another web browser tab and try again. If that still does not work and you are prompted to log in again please follow the below process. This is usually caused by permission errors due to your settings ...
SOLUTION: SmartSOCIAL and the 'LinkedIn refuses to connect' error
We now have a workaround for this error message. We are talking to Google about a fix to SmartSOCIAL CORE to solve this in the longer term. Currently though you can do the below if you really need to get up and running again. Workaround Install the ...
SmartSOCIAL: How to uninstall the product
If you wish to remove the product you need to: Open your Chrome browser Go to the Chrome menu (top right three vertical dots): Go to More Tools > Extensions Scroll down to the extensions starting 'SmartSOCIAL' and remove all of them by clicking the ...
SmartSOCIAL: FAQs
Some frequently asked questions and answers about our SmartSOCIAL product. Q. If we install SmartSOCIAL is it then available to all our users A. SmartSOCIAL installs on individual PCs so would only be available on the machines on which you install it ...
SmartSOCIAL RE: Configuration of RE for SmartSOCIAL
These tasks only need to be done once for an organisation using SmartSOCIAL but you will need rights to configure Addressee/Salutations and (optionally) the knowledge of how to create an export and import in RE. The whole process should take 5 to 10 ...
Log out of LinkedIn within SmartSOCIAL
This is a little hidden but you can log out if you follow the below process: Click on the LinkedIn profile icon in the navigation bar (looks like a head and shoulders surrounded by a circle) Click on the settings cog to the right of your name Scroll ...
Does viewing a profile in LinkedIn let the person know I have done so?
Tracking of actions within LinkedIn (i.e. viewing of profiles, messaging profiles, and endorsements) are handled by LinkedIn. So notifications based on 'Who's Viewed My Profile' are exactly the same as they are shown on LinkedIn. In other words ...
What LinkedIn profile information can my team see within SmartSOCIAL?
The access within LinkedIn (to other profiles, connections, and other linkedIn features), is based on the current user's login to LinkedIn, their profile in LinkedIn and whether they have any premium LinkedIn subscription. Although not strictly ...
Does SmartSOCIAL allow you to download information from LinkedIn?
Yes, and no! This depends on what is available within the constituents' LinkedIn profile. SmartSOCIAL shows you an individual's LinkedIn profile, with all of the information available to you, determined by your relationship with them within LinkedIn ...
SmartSOCIAL ZOHO: Add LinkedIn Profile field in CRM
ZOHO CRM recently released an update featuring a new User Interface. These instructions will get you set up in the new User Interface. To save LinkedIn Profiles with SmartSOCIAL ZOHO, you must add a 'LinkedIn Profile' custom URL field to the Leads ...
SmartSOCIAL BBCRM: Quick Start Guide
This guide is aimed to get you up and running with SmartSOCIAL BBCRM to use it to it's full potential. It is compatible with version 3 and 4 of Blackbaud CRM (BBCRM). When does SmartSOCIAL BBCRM display a LinkedIn profile? A constituent must have a ...
SmartSOCIAL ZOHO: Quick Start Guide
This guide is aimed to get you up and running with SmartSOCIAL ZOHO to use it to it's full potential. Note: You need to ensure that you are logged into LinkedIn on another tab on your computer. Step 1: Configure a LinkedIn Profile field To configure ...
SmartSOCIAL ZOHO: PRO Setup
Step 1: Install SmartSOCIAL ZOHO Ensure that the SmartSOCIAL ZOHO extension is installed. If not, please read this article to set-up SmartSOCIAL. Step 2: Verify access to a PRO Subscription SmartSOCIAL ZOHO PRO is initially disabled for all users ...
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 ...
SmartSOCIAL RE: Setup of our Raiser's Edge product
How it should look when it is installed Just so you know what you are working towards and to check it is properly installed you should see the below. The title bar of a Raiser's Edge Constituent record should look like this i.e. title 'Name - [ID]': ...
SmartSOCIAL RE: Exporting existing LinkedIn Profiles
In RE, you may already have LinkedIn profile links. If so you can put these in a file that SmartSOCIAL RE can use. Creating the query First you will need to create a query to select all the constituents that have a LinkedIn profile link. As an ...
SmartSOCIAL RE: Import profile information into RE
Occasionally you or your RE admin will want to sync the information held in SmartSOCIAL with RE. This can be whenever you wish as SmartSOCIAL will continue to function and will know all the latest profile links for each record. The import adds the ...
SmartSOCIAL RE and virus checkers
Please read: SmartTHING windows executables and virus checkers...