Draft 1 of visual guide

1. A Visual Guide to the Monetate Community Forum
Welcome to the Monetate Community Forum! This quick visual guide from some of the
Community team will give you a rundown of how to use Discourse, the platform which
powers our community.
Let’s get started: each discussion thread, like this one, is called a “Topic.” Topics are the
main content of our community forum: all new questions and ideas here should be their
own topic.
dsinger

2. A Visual Guide to the Monetate Community Forum
Welcome to the Monetate Community Forum! This quick visual guide from some of the
Community team will give you a rundown of how to use Discourse, the platform which
powers our community.
Let’s get started: each discussion thread, like this one, is called a “Topic.” Topics are the
main content of our community forum: all new questions and ideas here should be their
own topic.
dsinger
A response to a topic is called a “Post.” Individual posts can be in response to the topic
or to other posts. to reply to any post, hit the button. Your post will appear at
the bottom of the topic – like this one!
tree

3. A Visual Guide to the Monetate Community Forum
Welcome to the Monetate Community Forum! This quick visual guide from some of the
Community team will give you a rundown of how to use Discourse, the platform which
powers our community.
Let’s get started: each discussion thread, like this one, is called a “Topic.” Topics are the
main content of our community forum: all new questions and ideas here should be their
own topic.
dsinger
Each topic is grouped into a Category. Categories are things like and
. Categories are indicated on each topic and are color-coded for easy
browsing. The category for this topic is , which you can see under the title.
dsinger
A response to a topic is called a “Post.” Individual posts can be in response to the topic
or to other posts. to reply to any post, hit the button. Your post will appear at
the bottom of the topic – like this one!
tree

4. discuss.monetate.com is home base for our community. Here, you can see the latest
topics from your fellow MoneTechs and friendly neighborhood Monetate Staff. There
are three views for you to browse the community:
“Latest” is the default view. It
shows everything that’s going
on, starting with topics with
the most recent activity.
Just interested in HTML/CSS?
Switch to the “Categories”
view and click through to
“HTML/CSS Solutions.” Now,
you’ll only see topics within
that category.
The “Top” view sorts by the
most popular posts. Use this to
see the best of the best posts!
Jason

5. discuss.monetate.com is home base for our community. Here, you can see the latest
topics from your fellow MoneTechs and friendly neighborhood Monetate Staff. There
are three views for you to browse the community:
“Latest” is the default view. It
shows everything that’s going
on, starting with topics with
the most recent activity.
Just interested in HTML/CSS?
Switch to the “Categories”
view and click through to
“HTML/CSS Solutions.” Now,
you’ll only see topics within
that category.
The “Top” view sorts by the
most popular posts. Use this to
see the best of the best posts!
Jason
Don’t see a question that you need answered or an idea that you’d like to share? Click
the button in the top right, and a modal will come up from the bottom to
help start your topic:
mkovalski

6. Okay, I think I’m getting the hang of this. What kinds of things can I post here?
New MoneTech (you!)

7. Okay, I think I’m getting the hang of this. What kinds of things can I post here?
New MoneTech (you!)
Great question! We have more specifics in our Community Guidelines, but in general:
Feature requests and
ideas for the Monetate
Platform
Strategies and ideas for
using Monetate to drive
your team’s business
Action and Experience
setup, including HTML,
CSS, & JavaScript
Product bugs and urgent requests
should always be reported to
support@monetate.com
Account-specific strategy
should be discussed with
your Account team
Steve

8. How can I keep track of topics and posts that I like or am interested in?
New MoneTech (you!)

9. jminshall
In a few different ways. First, you can bookmark a post by clicking the button at
the bottom of any post. You can access these bookmarks through the dropdown under
your profile picture in the top right.
Additionally, you can receive notifications and email updates from a topic based on
your settings, selectable under the first post in each topic:
The default setting: you will receive notifications if someone mentions you
by @name or replies to one of your posts.
A count of unread and new posts will appear next to the topic. You will
receive notifications just as above.
You will be notified every time a new post is made in this topic, and a count
of unread and new posts will appear next to the topic.
You will never be notified of anything within this topic.
How can I keep track of topics and posts that I like or am interested in?
New MoneTech (you!)

10. Sounds great! Where can I go if I have more questions?
New MoneTech (you!)

11. We’ve tried to cover most of our bases in the Community Guidelines, so check them
out on the top nav first. If you still don’t have an answer to your questions, or have
feedback for the Monetate Community team, send an email to discuss@monetate.com.
The team is really excited to participate in the community, so expect to hear a lot of
from us!
dsinger
Sounds great! Where can I go if I have more questions?
New MoneTech (you!)