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Getting Started in the Community

Learn how to get the most out of the community.

  • 11 Topics
  • 3 Replies

Getting Started (4)

  • Welcome to Clari Circle

    Article by
    Kenna
    Kenna
    Topic Welcome to Clari Circle

  • Community Guidelines

    Article by
    Kenna
    Kenna

  • Understanding Badges, Ranks, and Points

    Article by
    Kenna
    Kenna

  • How product ideas work in the community

    Article by
    Ariadne Smith
    Ariadne Smith
11 Topics
R
New Member
Ryan PentecostNew Member
asked in Getting Started in the Community
How do I enable Managers to use Clari University?

Some of the managers have signed up for Clari university but seem unable to use any of the courses. It’s telling them that an admin needs to grant them permissions. How do I, as an admin, control what courses they can see and take?

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Kenna
Community Manager
T
New Member
twegleitnerNew Member
asked in Getting Started in the Community
Reports for Bounced Emails

Is there a way to download to Excel or some other file those emails that have bounced from a flow?

91
Kenna
Community Manager
M
New Contributor
Murilo MartinsNew Contributor
asked in Getting Started in the Community
CRM Sync

Please, how we managed the CRM sync?

361
Kenna
Community Manager
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? Good! We know that you, our customers who engage with Clari’s products 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? Thanks for submitting your feedback! Your idea will automatically zip on over to our Product team’s feedback repository, which our Product team reviews on a regular basis. Our Product team regularly reviews your ideas to determine if they align with our current focus areas for product development this year. They are currently reviewing your idea. If it is in alignment with one of our focus areas, then your idea will be updated to On Roadmap. If your idea is not aligned with an area of product development that Clari ha

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Ariadne Smith
Community Manager
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 Central These 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 Topics These 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 discu

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Kenna
Community Manager
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 pers

620
Kenna
Community Manager
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 N

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Kenna
Community Manager
Kenna
Community Manager
KennaCommunity Manager
published in Getting Started in the Community
Community Guidelines

Community Guidelines All of our community members (including you!) agree to the following guidelines upon entering the Clari community. 1. No Self-Promotion Outside of Dedicated Promotion Threads Please 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 Relevance Please 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 Channels Please keep posts about jobs the Job Board. 4. Give More Than You Take What makes a community amazing is when members are more focused on helping each other than on helping themselves. Be as helpful as p

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Kenna
Community Manager
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.

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Kenna
Community Manager
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 possible; visuals are everything

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Kenna
Community Manager
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. The Clari Circle consists of the community, knowledge base, university, and technical support resources. Our mission 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 Community This 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 questions that other community members could use your help to answer! Resources We’ve curated all the best content and top discussions on key and popular topics in the Resources Hub. You can find conversations, training, and best practices, and oth

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Kenna
Community Manager
Community Central
Getting Started in the Community
Community Announcements
Introductions
Job Board
Revenue Topics
Clari Platforms (for customers)

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