Configuration
How to configure your Account in Simply Stakeholders
Project Groups and Project ManagementAccount Administrators can manage Projects and Add or edit Project Groups.
Message TemplatesCreate and use message templates to ensure your brand and image is consistent for your outgoing communications
Communication MethodsBeing able to analyse stakeholder engagement gives us important data which can be used for reporting and strategic planning.
Custom FieldsCreate your own Custom Fields in Simply Stakeholders
File ManagementFiles can be uploaded & linked to Stakeholder records/Interactions.
Once uploaded it can be managed by your Administrator via the Admin menu
Stakeholder RelationshipsHow to create a predefined list of stakeholder relationships
Uploading KLM/KMZ FileHow to upload a KLM/KMZ file
Setting Geographic Map CentreUnderstand how to set the geographic map location in your Simply Stakeholders account
Adding reCAPTCHA to FormsYou can use your reCAPTCHA account to verify your Forms
Customizing Priority namesCreate Custom Priority names for your Account.
Contact Groups
How to configure your Contact Groups
Contact Group vs Tag - How to Segment your StakeholdersThe difference between contact groups and tags stakeholders and when to use which segmentation.
Contact GroupsClassify your Stakeholders by assigning them to contact groups, create Parent > Child classifications to add greater context.