Overview

This article provides a guide on how to automatically group users within the PostBeyond platform using APIs, emphasizing the importance of user segmentation for content filtering, analytics, and gamification. It outlines the process for requesting API access through a Customer Success Manager (CSM) and highlights the necessity of sharing specific information for integration, including tool name, desired outcomes, third-party software contacts, and security contact details to ensure GDPR compliance.

 

Information

How to Automatically Group Users with APIs

Understanding where your users fit within your organization's PostBeyond platform is crucial. Groups serve multiple purposes: they help filter content to match the audience's needs and interests, segment data for enhanced reporting and analytics, and facilitate the creation of multiple leaderboards. Additionally, they enable the organization of group-specific contests to gamify employee advocacy.

By leveraging our APIs, you can automatically assign users to groups that align with your organization's unique structure and specific requirements.

 

How to Request APIs

Please reach out to your Customer Success Manager (CSM) and share the following information with them:

 

Tool

What is the name of the tool you are leveraging?

 

Desired Outcome

What exactly do you want to achieve with user grouping? For example, "I want all the users in group X to belong to group Y".

 

3rd Party Software Contact (if applicable)

This isn’t always necessary, but if you are working with a team from a software you’re trying to integrate with PostBeyond, please introduce us so we can communicate directly with them.

 

Information and Security Contact at Your Company

We require an email address when any customer is leveraging our APIs to ensure we stay GDPR compliant.

 

Your CSM will follow up with the relevant API documentation for your IT team to review and implement.

 

Integration Guides

Below are guides to help you set up integrations with various services:

• How to Set-up Your Microsoft Teams Integration
• How to Set-up Your Slack Integration
• How to Set-up Salesforce iFrame

 

FAQ

How do I start the process of automatically grouping users with APIs on PostBeyond?

You need to contact your Customer Success Manager (CSM) and provide them with the name of the tool you're using, the desired outcome for user grouping, any third-party software contact details, and an information and security contact at your company to ensure GDPR compliance.

Why is it important to group users on the PostBeyond platform?

Grouping users is important for filtering content to match audience needs, segmenting data for better reporting and analytics, creating multiple leaderboards, and organizing group-specific contests to enhance employee advocacy.

What information do I need to provide to my CSM to request API documentation?

You need to provide the name of the tool you're leveraging, the desired outcome you wish to achieve with user grouping, contact details of any third-party software team involved, and an information and security contact at your company for GDPR compliance.