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Getting Started in the Community

Learn how to get the most out of the community.

  • 13 Topics
  • 12 Replies

13 Topics

J
New Contributor
JillEaslickNew Contributor
asked in Getting Started in the Community

Groove: Disable Cached Exchange Mode for Outlook?

We are working to Implement Groove at our organization and we currently use Microsoft O365/Outlook.Problem: when emails are sent via Groove from Outlook, they are often found sitting in drafts and usually send.  Some emails remain in drafts and don’t ever send.It was recommended that we disable Cached Exchange Mode in Outlook; however, that’s not advised by our IT department.Has anyone else dealt with a similar issue? Open to pursuing other options.Thank you! 

4
Scott K Wilder
Clari
9 days ago
G
New Member
Gretchen_MillerNew Member
asked in Getting Started in the Community

How To Clean Up Flows Within Recently Implemented Organization

What is the easiest way to clean up an organization’s flows that are not getting used? We recently went through implementation and some of the old flows/sequences we migrated into Groove are no longer needed and seem to be adding a lot of clutter.

1
Scott K Wilder
Clari
1 month ago
D
New Member
David DivanNew Member
asked in Getting Started in the Community

Do Viewer Users Need a CRM License too

Do Clari users, who are just a “viewer” vs. a contributor or manager, need a Salesforce (CRM) license as well?  Thanks in advance!  

1
Kenna
Community Manager
1 month ago
R
New Contributor
Ryland KingNew Contributor
asked in Getting Started in the Community

Contact Roles?

Is there anyway to bring Contact Roles into our reporting in Clari?

4
Kenna
Community Manager
2 months ago
Ariadne Smith
Community Manager
Ariadne SmithCommunity Manager
published in Getting Started in the Community

How product ideas work in the community

💡Have an idea to share?  We know that you, our customers who engage with Clari day in and day out, have a myriad of ideas of ways to improve the product with new features we can implement.  Your input is incredibly valuable to us in Product, Engineering, and Design as we plan our roadmap and make sure we are giving you everything you need to flawlessly run your revenue process. So, when you submit an idea, what happens next, and what do the statuses mean? New: Thanks for submitting your feedback! Our Community Manager will extend your feedback to Clari’s Product team. Under Consideration: Your idea is in the Product team’s feedback repository. Product will review your idea and determine if it is or is not aligned with our current focus areas for product development this year. If your idea is in alignment with one of our focus areas, then your idea will be updated from Under Consideration to On Roadmap. If your idea is not aligned with an area of product development that Clari has plan

670
Ariadne Smith
Community Manager
4 months ago
Kenna
Community Manager
KennaCommunity Manager
published in Getting Started in the Community

Which discussions can I see in the community?

Which discussions can I see in the community? Great question! Get all the details on which spaces in the community are open to whom below. Community Community CentralThese discussion are open to all registered community members. If you login to our community, you can access these spaces (whether you’re a current Clari customer or not). Visitors can view these discussion, but must join us in the community by registering in order to participate in them!Getting Started in the Community: Learn how to get the most out of the community. Community Announcements: Any changes, competitions, or general announcements will be made here. Introductions: Say hello and meet other community members​​​​​​ Job Board: Are you hiring? Are you looking for your next role? Come and share!​​​​​​ Revenue TopicsThese discussion are open to all registered community members. If you login to our community, you can access these spaces (whether you’re a current Clari customer or not). Visitors can view these discussi

650
Kenna
Community Manager
6 months ago
Kenna
Community Manager
KennaCommunity Manager
published in Getting Started in the Community

How do I merge my community profiles?

If you move on from one company or join another, then you might find yourself without access to the email you once used to login to our community. When you login to community with a new email, it will create a new account — but that profile may be missing your profile picture, points, badges, and historical activity (i.e. posts, replies, ideas, likes), and we can’t have that!Not to worry. We can consolidate your profiles by applying your new email to your original community profile, but it’s important that we do so as soon as possible. What to do if you join a new company that is not a Clari customer…Login using Default Authentication and send an email community@clari.com or direct message Kenna Valdez ASAP to consolidate your new profile with your original one. What to do if you join a new company that is a Clari customer…Login with SSO and send an email community@clari.com or direct message Kenna Valdez ASAP to consolidate your profiles. What to do if you need to login with a persona

500
Kenna
Community Manager
6 months ago
Scott K Wilder
Clari
Scott K WilderClari
asked in Getting Started in the Community

Team Structure - What is your team structure

Question of the week. I am relatively new to the Revenue space, although I worked at HubSpot and Adobe. But the industry has evolved in the last two years - so I am interested in learning how your teams are structured and who are the key stakeholders (job titles) using Clari’s products.@mention me when you post so I can learn asap.Wilder

2
Scott K Wilder
Clari
10 months ago
Kenna
Community Manager
KennaCommunity Manager
published in Getting Started in the Community

Understanding Badges, Ranks, and Points

There are three ways we measure your engagement in the community:Points Ranks Badges Wondering how they work? We've got you covered! 🥳 Points You earn points purely for engaging with the community. Points are what put you on the leaderboard, and may even contribute to your ability to earn certain ranks and badges. Here’s how they work:Earn 15 points for creating a topic (conversation, question, or idea) Earn 10 points for replying to a topic (conversation, question, or idea) Earn 20 points for answering a question (marked as best answer to a question) Earn 5 points for receiving a like (on a conversation or a question) or an upvote (on an idea) Earn 5 points for liking a topic (conversation, question) or upvoting an idea Ranks Your rank measures your journey from new member to a member of the inner circle. You will climb through the ranks as you accumulate topics/replies created, answers marked best, likes given and received, and points earned. The ranks are as follows:  New Member

4110
Kenna
Community Manager
2 years ago
Kenna
Community Manager
KennaCommunity Manager
published in Getting Started in the Community

Community Guidelines

Community GuidelinesAll of our community members (including you!) agree to the following guidelines upon entering the Clari community.  1. No Self-Promotion Outside of Dedicated Promotion ThreadsPlease do not promote or share your own products, events, links, or articles unless it’s something created specifically for the Clari community. Do not use Direct Messaging as a channel of acquisition. If anybody sends you a message with an intention of acquisition, or inviting you to join their brand, please send me a DM and let me know. 2. Context and RelevancePlease don't make a post with just a link to something, or a thought with no context. We encourage you to focus on starting a conversation (always make sure to explain why you’re sharing a link). 3. Keep Job Postings in their ChannelsPlease keep posts about jobs the Job Board. 4. Give More Than You TakeWhat makes a community amazing is when members are more focused on helping each other than on helping themselves. Be as helpful as possi

1400
Kenna
Community Manager
2 years ago
Kenna
Community Manager
KennaCommunity Manager
published in Getting Started in the Community

Update your Community Profileprofile

You have officially made it to the Clari community and we are thrilled you’re here!   To update your profile, click on your initials or avatar (top right) and click on Settings. Then, click Edit Profile.   Add a profile picture. A picture adds credibility to your profile when you talk to other community members.  Update your company, job title (required), LinkedIn URL, City (this is private, so it won’t show up to other users), and Country Update your forum signature with the details you’d like to include in your sign off on posts (i.e. Jason White, VP of Sales @ GetStorage Systems) And, voilà…your profile is ready! Now, don’t forget to introduce yourself. 

3220
Kenna
Community Manager
2 years ago
Kenna
Community Manager
KennaCommunity Manager
published in Getting Started in the Community

What should I do in the Community?

You’ve probably been exploring the community by now. How do you like it? (We genuinely want to know. DM me!) If you’re looking for some tips and tricks to get the most out of this community, read on... Use the Search (try typing key words or phrases) Use the search bar to scour the many conversations, discussions, questions, and articles that already exist in the community to help you. There’s a high probability that what you need to know, may have already been asked and answered. At times, typing out the actual problem statement or question will help trigger searches to bring up the last of the articles/discussions that may be of help. Take the leap and ask a question We often find ourselves shying away from raising our hands and surfacing a question for the group because we worry it might be a basic one.  Please don’t hesitate to ask your questions. Click on Create Topic, choose from either a Question or Conversation, and start typing away. Be clear as poss

2160
Kenna
Community Manager
2 years ago
Kenna
Community Manager
KennaCommunity Manager
published in Getting Started in the Community

Welcome to Clari Circle

We’re thrilled to welcome you to the Clari Circle. We redesigned our community for you in Q1 2024 to better support you in learning about Clari’s products, fine-tuning how you run revenue, and accelerating your careers. We’ll continue to make improvements to Clari Circle in Q4 2023 and beyond! Clari Circle consists of the Clari Community, Clari University, Knowledge Base, and Support resources. Our goal is to create a unified experience so that you can seamlessly collaborate, learn, and get help when you need it.  Feedback you’d like to share? We’re glad to hear from you. Fill out this form. A Quick Tour of the Community  CommunityThis is where you can find all of the discussions happening in the community. In addition to exploring the different categories like Introductions (don’t forget to introduce yourself here, by the way!), General Q&A, Product Q&A, the Job Board, and much more, you can also simply check out recently active discussions, activity since your last visit, or

10680
Kenna
Community Manager
2 years ago

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