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Assign Themes to Members

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We are currently updating the functionality of this feature to use Targets instead of Divisions. Until this migration is complete some communities will remain using Divisions for a limited period of time. Information regarding the use of Divisions can be found here. If you are unsure if your community is using Divisions or Targets for this feature then please contact your Customer Success Manager for guidance.

 

Themes

When you create a Theme, you can assign that Theme to specific sets of employees using Custom Targets. That way, each group can view their own branding theme. With the AND/OR logic of Custom Targets, you can create personalized experiences by locations, departments, or subsidiaries.  

If a member meets the criteria for multiple themes, the Community Manager can rank the order of the Themes that will be visible to members. 

 

Single Target Example 

If a theme has been assigned target values from a single Custom Target, then any members who are in any of the assigned values will see the theme.  

Ex: A theme is created with a Custom Target: Location, and assigned the San Francisco, Los Angeles, and Monterey values. Any member in SF or LA or Monterey will see the theme.   

 

Multiple Target Example 

If a theme has been assigned target values from multiple Custom Targets, then only members who meet criteria in all the Custom Targets used will see the theme.  

Ex: A theme is created Custom Targets Department and Location. Under “Department” the following values are selected: Engineering, Product. Under “Location”, the following values are selected: San Francisco, Los Angeles. Any members that are assigned the Product or Engineering values AND assigned San Francisco or Los Angeles, will see the theme.  

 

Screenshot_2021-01-08_at_12.53.32.png

 

Create a Theme 

Themes are a Premium Feature, so you will need to consult your CSM to activate it for your Community. To create a theme, complete the following steps

tip
In order for Themes to be accessible to your Community, you must have Content Targeting enabled with one or more custom targets enabled for your Community. For more information on targets, see Content Targets Overview.
  1. Ask your CSM to enable Themes for your Community in the Premium Features settings. Once enabled, go to Admin > Community Settings > Themes.

     

    nav.png

     

  1. In the Themes page, click Add Theme .

     

    Screenshot_2021-01-08_at_13.25.33.png

     

  1. In the Create a Theme page, enter the Name of your Theme.

     

    Screenshot_2021-01-08_at_13.28.55.png

     

  1. In the Targets dropdown menu, select the target values for which the Theme will be assigned.
  1. In the Primary Color for Web and Mobile Apps fields, choose the color for your Theme.
  1. In the Square Logo region, click Upload an Image to retrieve the file for your logo image.

 

note
The recommended image dimensions are at least 180 x 180 pixels in a .png, .gif, or .jpg file format.
  1. In the Cover Image region, click Upload an Image to retrieve the cover image for your logo.
  1. Click Save. Your new Theme has now been activated!

 

 

Themes (Divisions)

When you create a Theme, you can assign that Theme to a specific Division of employees. That way, each Division can view their own branding theme. While each Division can have its own Theme assigned, only one Theme can be assigned to a specific Division. But multiple Divisions can share the same Theme. A default theme is assigned to members who are not part of a division or if a division does not have a theme assigned to it.

 

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If a member is assigned multiple Divisions, the Community Manager can rank the order of Themes that will be visible to members.

 

Single Division Example

Anthony Castelli is assigned to the Engineering Division. The Engineering Dvision is assigned the Theme ENG. Therefore, the ENG Theme will be visible to Anthony and the other members of his Division.

 

Multiple Divisions Example

Anthony Castelli is assigned to both the Engineering and Traeger Divisions. The Engineering Division is assigned the Theme ENG, and the Traeger division is assigned the Theme TRGR. Since TRGR is ranked above ENG, the TRGR Theme will be visible to Anthony and other members of his Division.

 

ThemeList.jpg

 

Create a Theme

Themes are a Premium Feature, so you will need to consult your CSM to activate it for your Community. To create a theme, complete the following steps.

tip
In order for Themes to be accessible to your Community, you must have divisions enabled and one or more divisions created for your Community. For more information on divisions, see Divisions Overview.
  1. Ask your CSM to enable Themes for your Community in the Premium Features settings. Once enabled, go to Admin > Community Settings > Themes.

     

    nav.png

     

  1. In the Themes page, click Add Theme .

 

t.png

 

  1. In the Create a Theme page, enter the Name of your Theme.

 

create_a_theme.png

 

  1. In the Division dropdown menu, select the Division for which the Theme will be assigned.
  1. In the Primary Color for Web and Mobile Apps fields, choose the color for your Theme.
  1. In the Square Logo region, click Upload an Image to retrieve the file for your logo image.

 

note
The recommended image dimensions are at least 180 x 180 pixels in a .png, .gif, or .jpg file format.
  1. In the Cover Image region, click Upload an Image to retrieve the cover image for your logo.
  1. Click Save. Your new Theme has now been activated!
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