Ratings provides users with the ability to rate or vote on a Web page or Blog Post. Ratings can also be enalbed for comments on pages or blog posts. By Default this feature is disabled and can be enabled on a page by page basis within the CRM.
Ratings are custom CRM activities and thus can be used in the same way as any other activity such as emails, phone calls, and so on. Because Ratings are activities, it is possible, with customization, to have ratings appear for any entity you choose that appears and is rendered on the portal, including custom entities.
Enable Page Ratings
- Login to CRM
- Navigate to Portals
- Click Web Pages
- Double-click on the desired Web Page listed in the grid.
- Set Enable Ratings to Yes
- Click Save & Close
Enabling Ratings for blog posts works in much the same way.
Web Pages that have page ratings enabled and the developer has applied the control to the template, users can rate using the either a rating scale or voting depending on the type chosen when added to the page template.
Managing Ratings in CRM
The ratings for web pages can be viewed, modified, or deleted within CRM.
- Login to CRM
- Navigate to the Web page, Blog Post, Page Comment, or Blog Post Comment that you are interested in seeing the ratings for
- Navigate to Activities
The associated view lists the ratings for the selected web page, blog post, or idea. Within this view, users can modify or delete existing ratings.