Add a Discourse Account

Updated 

Discourse is an open-source Internet forum and mailing list management software application. By adding your Discourse account directly into the Sprinklr platform, you can extend your brand's audience and engage with even more users from a single, unified platform. Once Discourse has been enabled in your environment, you can add your Discourse on Sprinklr just like other accounts. 


To learn more about getting this capability enabled in your environment, please work with your Success Manager.

To Add a Discourse Account

  1. Click the New Tab icon Space Add New Tab Icon. Under the Sprinklr Social tab, click Owned Social Accounts within Listen.

  2. In the Accounts (Settings) window, click Add Account in the top right corner. 

  3. In the Add Account window, search and select Discourse from the list of channels.ModernEngagement_OwnedSocialAccount_AddAccount_Discourse.png

  4. In the Add Discourse Account window, enter the required details for your new account. For more information, see Discourse Account Addition — Field Descriptions.ModernEngagement_OwnedSocialAccount_AddAccount_DiscourseAccountAddition.png

  5. Click Save in the bottom right corner to add the account details. Next, you'll be able to edit your account details and permission the account.

  6. On the Update Account window,

    • Edit basic details of your account in Account Details, including changing the name of the account as it appears in Sprinklr, changing the Sprinklr User who is the owner of the account, creating a custom character count (which will apply to replies sent in Sprinklr), a default URL shortener, and an auto-populated signature to appear in replies sent from Sprinklr.ModernEngagement_OwnedSocialAccount_AddAccount_UpdateDiscourse.png

    • Under Groups to include Account in, select if you'd like to add the Discourse account to any Account Groups.

    • Under Permissions, permission channel actions to Users and User Groups who should have access to the account. Learn more in Account Permissions.

    • Under Share this Account Across Spaces, choose the Workspaces that you would like the account to be visible in or share across all Workspaces to make the account visible globally within your Customer environment.

    • Under Subscribers, select Users or User Groups to subscribe them to receive account notifications.

    • Under Timezone, select a country and time zone to associate with the account if desired.

    • Under Properties, set any account properties as needed.

  7. Click Save in the bottom right corner.

Note: Once added in Sprinklr, you would need to set up a webhook to allow Sprinklr to receive instant updates about different events such as post creations. Unless this is set up, new messages from the day of your account additon will not be available. You can read more about setting it up here

Discourse Account Addition — Field Descriptions

Term
Description
Forum Name

Enter the desired name for your discourse forum. It is a reference field for identification of Discourse account in Sprinklr. 

Forum URL

Enter the complete URL of the desired discourse forum. 

API Username

Enter the API Username of the discourse forum. You will get the information related API Username from Discourse. 

API Key

Enter the API Key of the discourse forum. You will get the information related API Key from Discourse.