Tips and Tricks

Whether you are a brand-new Artery user or a seasoned Arterian, these tips will help you get the most from your online community.

Tip#1: Import your profile from Linkedin

Tip #2: Upload a profile picture

Tip #3: Adjust your profile’s privacy settings

Tip #4: Make yourself visible in the Member Directory

Tip #5: Find a colleague and network

Tip #6: Ask a question

Tip #7: Adjust your community email preferences

Tip #8: Learn the difference between real-time, daily and consolidated digests

Tip#9: Share a library document

Tip#10: Search for relevant discussions

Tip# 11: Edit your own post

Tip#12: Customize your signature

Tip#13: Add a contact

Tip#14: Become an Artery Ambassador

Tip #15: Send a private message

Tip #16: Writing an engaging post

Tip #17: Create a new thread via e-mail

Tip #18: Post a reply via daily digest

Tip #19: Ensure you are receiving a daily digest

Tip #20: Mention a person in your post

Tip #21: Tag your content

Tip #22: Mark a best answer

Tip #23: Find your favorites

Tip #24: Review your contributions

Tip #25: Follow content

Tip #26: View the content you are following

Tip #27: Filtered followed content

Tip #28: Save a draft of your post

Tip #29: Accessing your saved drafts

Tip #30: Schedule a post

Tip #31: Accessing your scheduled content

Tip #32: Modifying scheduled content


Tip#1: Import your profile from Linkedin

Artery enables users to import information from their LinkedIn profile into their Artery profile. This option will import some useful information and save you time.

  1. After you are logged into Artery, click on your profile photo in the upper right. A small profile box will appear. Click on the Profile button.
  2. You should now be on your profile page. Click the Import Your Info button just below your Bio section.
  3. You will be redirected to LinkedIn where you’ll be asked to allow Artery to access certain information from your LinkedIn profile. You may be asked to provide your LinkedIn username and password to authorize the connection. Click the Allow Access button
  4. You’ll return to your profile page and see that all of the information that you elected to import from LinkedIn has been added to your Artery profile.You’ll be returned to Artery and a screen containing three columns. On the left you’ll see the information that has been read from your LinkedIn profile. In the middle is your profile data as it currently appears in Artery. On the right, you’ll tell Artery which LinkedIn information you want to be imported into your Artery profile. We recommend leaving all check marks filled. Click the Save and Continue button
  5. You’ll return to your profile page and see that all of the information that you elected to import from LinkedIn has been added to your Artery profile.

Import from LinkedinLinkedin Step4.png

[ Return to Top ]


Tip #2: Upload a profile picture

Having a picture in your profile will help you make meaningful connections within the community, and even to get a reply if you ask a question. Uploading a picture is easy.

  1. Click on your profile photo in the upper right. A small profile box will appear. Click on the Profile button.
  2. You should now be on your profile page. Click the Actions button beneath your current profile picture, and a Change Picture link will appear. Click the Change Picture link
  3. A file picker box will appear. You can drag a picture file into the file picker or click Choose File to browse for a photo to upload.
  4. Once your picture has been loaded, you can rotate, sharpen, blur, or crop it. When you’re happy with your picture, click the Save button
  5. You’ll be returned to your profile page where you’ll see your new picture has been added to your profile.

ProfilePhotoStep2.pngProfile photo step 4.png

[ Return to Top ]


Tip #3: Adjust your profile’s privacy settings

Artery gives you the ability to decide the level of privacy you prefer to set for your own profile. Adjusting your profile’s privacy setting will allow you to choose which information you want to expose publicly, what you want to share with your all fellow members or only with your personal contacts.

  1. Click on the profile photo in the upper right. A small profile box will appear. Click on the Profile button.
  2. You should now be on your profile page. Click the My Account tab, then click on Privacy Settings.
  3. You’ll see a screen that allows you to hide or expose your profile information as you see fit. There are four privacy settings, described below, from most private to least private.
    • Only Me: No one can see this information on your profile except for you.
    • Members Only: You may want to expose more information to all AACC members, such as your job title, profile picture, employer.
    • Public: Although this is a separate privacy level in Artery, effectively, public means Members only, because only AACC members can access Artery.
    • My Contacts: You can choose to share with only members that you’ve added as contacts some information you may deem to be more private, such as your email address or phone number,.
Once you’ve set your privacy settings, click the Save Changes button at the bottom of the page.

Privacy Settings

[ Return to Top ]


Tip #4: Make yourself visible in the Member Directory

Your profile is your central identity in AACC Artery and AACC in general. Your colleagues will go there to learn about you, understand your expertise, and read content you’ve written. Check if you are searchable in the Member Directory; if not, follow the steps below to make sure your peers can find you.

  1. Click on your profile photo in the upper right. A small profile box will appear. Click on the Profile button
  2. You should now be on your profile page. Click the pencil icon on the side of your Contact Details.
  3. You’ll see a screen that allows you to change your address. On top of the address there is a line of text that says “I would like my information listed in the membership directory.” Click on the check box to enable your profile to appear in the member directory. Then click Save Changes and Continue.
Searchable in the Directory

[ Return to Top ]


Tip #5: Find a colleague and network

Artery offers a sophisticated Member Directory that offers new ways to build your network. Learn how to use the advanced search to discover how much you have in common with other members.

  1. Click on Member Directory, and search by name, last name, company, or email address.
  2. You can click on the Advanced Search to search by interest areas, location, member type and several other criteria.
  3. Once you’ve entered your search criteria, click the Find Members button at the bottom of the page. (Note: The more criteria you define, the fewer results the Member Directory is likely to return. If after a search, a person you are looking for does not appear, he or she is either a non-member or has opted not be listed in the Member Directory)
  4. Once you have found someone, you can privately message him/her or add him/her as a contact to share information and build your network.

Member Search

[ Return to Top ]


Tip #6: Ask a question

What keeps you up at night? What are you currently working on or struggling with? Most likely, someone in the Artery is going through the same and can help. Share your thoughts by starting a new conversation with a question.

  1. Navigate to a community of which you are a member.
  2. Click the Add button next to Latest Discussion Posts.
  3. Give your post a subject, then compose your post in the WYSIWYG box.
  4. You will have the option of attaching a file to your post. When you are satisfied with your post, click the Send button.


New Post Step 1.png

[ Return to Top ]


Tip #7: Adjust your community email preferences

If you want to be on top of the trends, it is important for you to receive email communications to alert you of new discussions or new replies that might be relevant for you.

To learn the difference between Real-Time, Daily, and Consolidated digests, see tip #8. To change your preferences, follow the steps below.

  1. Click on the profile photo in the upper right. A small profile box will appear. Click on the Profile button.
  2. You should now be on your profile page. Click the My Account tab, then click on Community Notifications.
  3. On this screen, for each community that you belong to, you can choose whether to receive notifications in real time, once per day in a digest, or never, or in a consolidated digest.
Email Notifications

[ Return to Top ]


Tip #8: Learn the difference between real-time, daily and consolidated digests

Real Time Notifications are ideal for people who want to know immediately about new discussions in their communities, or who don’t want to log into Artery in order to participate in their communities.

  • Real time notifications enable you to receive the full content of each new message as soon as it is posted.
  • You do not need to visit Artery in order to post a reply to a discussion. Just click the reply button in your email client, compose your post, and click send in your email client.
  • Depending on the number of communities you belong to, and the number of posts added to those communities per day, you may find the volume of email to be difficult to manage.
  • You will receive notifications that files have been attached to posts, but you won't receive notifications of new events added to your community or files added directly to the community’s resource library.

Daily Digests are ideal for people who belong to fewer than five communities and who want the option to reply to discussions without having to log into Artery.

  • If you belong to five communities, and all of them receive posts in a single day, you’ll receive five digests for that day.
  • Depending on the number of communities you belong to and how active members are in posting content to those communities, you may find the number of digests to be too many.
  • You will receive notifications that files have been attached to posts, but you won't receive notifications of new events added to your community’s calendar or files added directly to the resource library.
  • Within a daily digest, you can reply to a given post by clicking a Reply To Group button within the digest. When you do so, a new email composition window will open in your email client. Compose your reply and click send right inside your email client.

Consolidated Digests are ideal for people who want to scan activity across more than five communities and keep the number of emails to a minimum, and who are comfortable visiting Artery in order to read full posts or reply to posts.

  • A consolidated digest compiles in a single daily email a truncated (approximately 250 character) summary of each and every post within all communities that you belong to.
  • If you belong to nine communities, and all of them receive posts in a single day, you’ll receive just one digest for that day.
  • The consolidated digest includes links to calendar events and links to documents that have been added to your communities.
  • You cannot reply to discussions directly from your email client; you must visit Artery in order to reply to posts.
  • To read any post longer than approximately 250 characters, you must visit Artery.

[ Return to Top ]


Tip #9: Share a library document

Do you have an interesting article or resource you would like to share? Adding resources to the Artery library allows your peers to view and downloads documents, videos, and other files,

  1. Click on the Open Forum or any other community button in the navigation bar.
  2. Select Library within that community home page top menu and click on Create New Library Entry.
  3. Follow the prompts to add the resource.
  4. Choose your document or resource and upload.
  5. Click Finish to complete the process of uploading your library resource

[ Return to Top ]


Tip #10: Search for relevant discussions

Looking for a certain discussion topic? Use the search feature.

  1. Type the name or a keyword of the discussion you’re looking for in the search box on the upper right-hand side of your screen.
  2. Your results will show relevant discussions, library entries and more.
  3. You can filter search results on the left-hand side

[ Return to Top ]


Tip #11: Edit your own post

Editing your post is a quick way to clarify or correct something.

  1. Go to your recent post and click on the arrow next to Reply to Discussion.
  2. Then click on Edit.
  3. Your post will open, and you can change or edit the body of your message. *NOTE: You cannot edit your subject line.*
Edit Post

[ Return to Top ]


Tip #12 Customize your signature

Customize how you would like your name and information to appear when you submit your post.

  1. Visit your Profile.
  2. Click on My Account and choose the option Discussion Signature.
  3. By default, your email is shown as it appears in your member account. If you would like to change your default signature, you can type in the information you want to include in the signature.
Signature

[ Return to Top ]


Tip #13 Add a contact

Add contacts so you can send messages to stay in touch, ask questions or build a referral network. When you view another member’s profile, you’ll be able to see any contacts you have in common.

  1. Navigate to the profile of the member you would like to connect with by searching the Member Directory.
  2. Click on Add as Contact.
  3. You can also hover over any name in a discussion and add that person as a contact.
  4. Check the Connections tab in your profile to keep track of your contacts and networks.

[ Return to Top ]


Tip #14: Become an Artery Ambassador

Artery Ambassadors are the most active Artery users and have committed some of their free time to help other users get the most out of the online community.

If you think this might interest you, please visit our Ambassador Page for more information.

[ Return to Top ]
______________________________________________________

Tip 15: Send a private message

You can use private messaging to make a connection and share information directly with an individual. Using the Member Directory, locate the individual you wish to message.

  1. Click on “Send Message.”
  2. Type your note and click “Send.”
  3. Your email will arrive in the individual’s inbox.

SendMessage.png
[ Return to Top ]
_____________________________________________________________________

Tip 16: Writing an engaging post

All posts are good, but there are few tricks to make them more engaging:

  1. Ask open-ended questions. Broad questions that seek feedback or opinions will get the best responses.
  2. Keep your subject lines brief. A concise subject line allows members to respond appropriately to your posting or search the archives by topic. You can link to additional information in the body of your post if needed.
  3. Describe your question in the body. In contrast to the subject line, use the body of the post to explain your question in detail, providing sufficient information for other members to understand how to respond.
  4. Personalize your question. Share context or background.
  5. Add resources or attachments.
[ Return to Top ]
________________________________________________________________

Tip 17: Create a new thread via email

Do you have an urgent question but no time to login to the Artery? You can create a new thread through your email.

  1. Find an email digest from the forum that you want to post to.
  2. Scroll to the top and click on the blue button “+ Start a Discussion.”
  3. Type up your subject line and your post as if it’s an email.
  4. Hit Send.

Your thread will show up promptly in the community.

CreateViaEmail.png
[ Return to Top ]
_____________________________________________________________________

Tip 18: Post a reply via Daily Digest

In a hurry and can’t login to the Artery right now? You can still respond to Artery discussions directly via Daily Digest.

  1. Open the Daily Digest email in your inbox.
  2. Scroll down to the thread you want to reply to.
  3. Select “Reply to Group” under that thread title. You can reply online by selecting “Reply to Group Online.”
  4. A new email box will open with the email address and subject line pre-populated. Type your response into the message area and click send.

Your reply will show up promptly in the community.

ReplyViaEmail.png
[ Return to Top ]
__________________________________________________________________________________

Tip 19: Ensure you are receiving a daily digest

Want to make sure you don’t miss any of the great conversations on Artery? Add the community notification email address to your address book (safe sender list).

  1. First, check your settings in your Community Notifications.
  2. If your email provider is blocking Artery email, you’ll need to whitelist Artery. For example, if using an email provider like Gmail or Yahoo, you’ll want to add the appropriate email domain or the “from” email address 'donotreply@connectedcommunity.org' to your “safe” list or address book. If you’re using a business email, you’ll want to contact your employer’s IT department or vendor.

SafeList.png
[ Return to Top ]
_____________________________________________________________________________

Tip 20: Mention a person in your post

Mentioning other users in a discussion likely will catch the attention of that member and make sure he or she sees your reply. In fact, mentioned members will receive a brief email notification that they were mentioned in a conversation.

Adding a @mention to your content is simple:

  1. Initiate a mention by typing the "@" symbol, and then start typing the name of the user who you want to mention
  2. As you are typing, the system will show a list of suggestions to choose from. (Please note, users who opted out of the directory will not appear in the suggestions, and profile privacy settings will be respected.)
  3. You should select the user to @mention in the list of suggestions. After you submit your reply, that user will automatically receive an email so he or she can continue the conversation. mentions.png[ Return to Top ]

___________________________________________________________________________

Tip 21: Tag your content

If you’re posting on a frequent topic in Artery, you can use the hashtag feature to tag your content with that topic. The hashtag will convert to a hyperlink that will take readers to search results for other posts with the same tag. It’s a great way to link related content and help other members find past conversations on the same topic.

  1. Type the “#” symbol and scroll through the list of topics or start typing to narrow your search.
  2. Select the topic (if available) to hashtag your content.Tagging.png
[ Return to Top ]
________________________________________________________________________

Tip 22: Mark a Best Answer

Help someone facing your same challenges by marking the best answer to your question.

If you have asked a question and others have replied to it, you can indicate which of the responses is the best. Note, only the person who started the discussion can decide which answer to that discussion is the best.

  1. Decide which reply is the Best Answer
  2. Click on the arrow beside the “Reply to Discussion” button on that reply
  3. Click on “Make Best Answer” (You will see this option only if you are the initiator of the thread)
  4. Everyone will now see a red flag “Best Answer” on top of that reply.BestAnswer.png
[ Return to Top ]
________________________________________________________________________

Tip 23: Find your favorites

As you read discussions on the Artery, you will most likely come across posts that you would like to bookmark so that you can find them again later. You can do this using the “Like” button on discussion posts. When you click on the “Like” button, it creates a bookmark on your profile page.


Do you remember something you liked but don’t know how to find it? You can locate all of your "liked" posts on your profile page.

  1. Visit your Profile page, click on the "My Contributions" tab, and then click “Summary” in the drop-down list.
  2. Click on the “Recommend” slice of the engagement pie that appears in your summary
  3. A list of your favorites will appear below the pie for you to review
Recommends.png[ Return to Top ]
________________________________________________________________________

Tip 24: Review your contributions

Remember What, not Where? Have you created or replied to a conversation but can’t find it? With Artery, you can easily get to all the content you have worked on by visiting your profile.

  1. Navigate to your profile and go to the My Contributions tab.
  2. Inside that tab, select “List of Contributions”, and you will be able to see all your replies, conversations, and uploaded documents.
MyContributions.png
[ Return to Top ]
________________________________________________________________________

Tip 25: Follow content

For Arterians who are subscribed to receive Daily Digest email updates from your community, you may find that there are times when you would like to know when someone replies to a particular post on the Artery. Now you have the option to keep your Daily Digest subscription and also follow a particular post with real-time email updates. You can do this by using the Follow feature. This feature enables you to receive real-time email updates when your peers engage with Artery content such as specific discussion posts, blog articles, and library uploads.

  1. To Follow a piece of content, simply navigate to it and click the Follow (star) icon. 
  2. Tip: Click the star icon again to unfollow the content and stop receiving real-time participation emails about it. 


Tip25
[ Return to Top ]
________________________________________________________________________

Tip 26: View the content you are following

To view the content that you are following on your Artery profile, just navigate to Profile > My Connections > Following.

Tip26


For each entry of followed content, you can click its link to:

  1. View its content page
  2. View the content contributor's profile
  3. Access the content landing page where the content item is located
  4. Review the date and time you started following the particular content item

[ Return to Top ]
________________________________________________________________________

Tip 27: Filter followed content

By default, ALL followed content will display in your Artery profile, but if you want to filter to a specific type of content, simply select it from the available menu.


Tip27


TIP: If you are subscribed to Daily -Digest updates for the community and you start a new discussion post, you will automatically be added to Follow the discussion thread, so that you will also receive email updates for any replies that your post receives. You can turn this off by clicking the Follow icon to unfollow your post.


[ Return to Top ]
/>________________________________________________________________________

Tip 28: Save a draft of your post

When writing discussion posts and blog articles, your work is auto-saved at a frequent interval so you never have to worry about losing it in the event of a browser crash or other unfortunate incident. For even more peace of mind, you can also manually save your messages and articles as a draft at any time if you need to stop and come back to it later. To do so, click the Save As Draft button at the bottom of the blog or message editor.


[ Return to Top ]
________________________________________________________________________

Tip 29: Accessing your saved drafts?

From your profile, select List of Contributions from the My Contributions menu. Here, you'll see your published content, auto-saved drafts, and manually saved drafts.

To view only your drafts, select View draft items from the filter menu.


TIP: If you are subscribed to Daily -Digest updates for the community and you start a new discussion post, you will automatically be added to Follow the discussion thread, so that you will also receive email updates for any replies that your post receives. You can turn this off by clicking the Follow icon to unfollow your post.


[ Return to Top ]
________________________________________________________________________

Tip 30: Schedule a post

In addition to saving content as a draft, you can also schedule discussion posts for posting at a future date. To schedule a post, click the Schedule button at the bottom of the message editor. Then, choose the desired date, and click the clock icon at the bottom of the calendar to choose a specific time.


[ Return to Top ]
________________________________________________________________________

Tip 31: Accessing your scheduled content

From your profile, select List of Contributions from the My Contributions menu. Here, you'll see your published content, auto-saved drafts, and manually saved drafts.

How do I access my scheduled content


To edit schedule content, click its title to continue writing.

[ Return to Top ]
________________________________________________________________________

Tip 32: Modifying scheduled content

You can modify scheduled discussion posts in the following ways:

Edit
Scheduled content can be modified up until its scheduled publish date and time. Simply edit the content and click Save.

Reschedule
At any time prior to its release, you can edit scheduled posts and click Reschedule to choose a new scheduled publish date and time.

Convert to draft
You can edit scheduled posts and click Convert to Draft to unschedule the posts and convert it to a draft.

Delete
If you edit a scheduled post and click Delete, the scheduled post (once confirmed) is deleted (no copy of the post is saved).

Scheduled post view
[ Return to Top ]
________________________________________________________________________