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.

Depending on the Page Template used to render the page, blog post or idea, ratings will only be available if the developer has added the Rating control to the template.

Enable Page Ratings

  • Login to CRM
  • Navigate to Portals
  • Click Web Pages
  • Double-click on the desired Web Page listed in the grid.

Select Web Page

  • Set Enable Ratings to Yes
  • Click Save & Close

Enable Ratings

Enabling Ratings for blog posts works in much the same way.

Using Ratings

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.

Rating Type 

Rating Type

Vote Type

Vote Type

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

  Select Web Page

  • 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.