SlapFive Docs
  • Getting Started
    • SlapFive Explained
    • SlapFive Terminology
    • SlapFive Data Model
    • SlapFive Best Practices
      • SlapFive Successful Launch Plan
        • Workshops Defined
      • Onboarding Timeline
        • Onboarding Structure
      • Building a Customer Program
        • Customer Program Invitations
        • What's in it for them
        • Who to invite
        • Customer Invite Form Examples
        • Nominations
      • Member and Company Creation
      • Remote Capture and Prompts
        • Prompt Group Explanation
      • Content Management
        • Creating File or Link type Boards
        • Template Catalog
      • Request Management
        • Managing new reference requests
          • Request Fulfillment Workflow
            • Tracking Completed Activities from Requests
      • SlapFive SFDC App
        • What is the SlapFive SFDC app?
        • Live in Salesforce
        • Sales Requesting a Reference
        • View and Share Content
        • View Companies and Permissions
        • Nominate an Advocate
        • Track Influenced Events
  • INTEGRATIONS
    • Salesforce
      • The Salesforce App
        • 1. Install the Package
        • 2. Create a Named Credential
        • 3. Configure Custom Settings
        • 4. Create a Remote Site
        • 5. Enable My Domain
        • 6. Assign Permissions
        • 7. Download Identity Provider files
        • 8. Create & Configure Connected App
        • 9. Configure Embedded Lists
        • 10. Assign Page Layouts to Record Types
        • 11. Customize Labels
        • 12. Salesforce Classic
        • 13. Delegate Authentication to Okta
        • Generate a New Security Certificate
        • Re-install or Upgrade
        • What version am I on?
        • Version History
      • Synchronize Data between Salesforce and SlapFive
        • Determine the Salesforce integration user
        • Establish your Salesforce Connection
        • Select Salesforce objects and fields to synch
        • Test the data synchronization
        • Salesforce Zaps (Deprecated)
          • SlapFive Request > Salesforce Customer Influence
          • SlapFive Request Fulfillment Member > Salesforce Customer Influence Activity
          • SlapFive Request Fulfillment Board > Salesforce Customer Influence Activity
          • SlapFive Content Share > Salesforce Customer Influence
          • SlapFive Content View > Salesforce Customer Influence Activity
          • SlapFive Activity > Salesforce Customer Activity
          • Salesforce Account > SlapFive Company
          • Salesforce Contact > SlapFive Member & Company
          • SlapFive Member > Salesforce Contact
          • SlapFive Company > Salesforce Account
          • SlapFive Activity > Salesforce Activity
      • Salesforce Automations & Recommendations
        • Enable Salesforce users to nominate Contacts for your program
        • Recommend the best reference customers for a Request
        • Launch Salesforce Objects from their Object IDs in SlapFive
      • Troubleshooting
    • Airtable
      • Connect to Airtable
    • ChurnZero
      • Connect to ChurnZero
    • Eloqua
      • Connect to Eloqua
      • Customer Referrals
    • Gainsight CC (Insided)
      • Connect to Gainsight CC (Insided)
    • Gainsight CS
      • Connect to Gainsight CS
      • Trigger an automated workflow from Gainsight
    • Gradual
      • Connect to Gradual
      • Configure Trigger Events in Gradual
    • Higher Logic Vanilla
      • Connect to Higher Logic Vanilla
      • Embed SlapFive video player in a Vanilla post
    • Highspot
    • HubSpot
      • Connect to HubSpot
      • HubSpot Triggers & Actions
    • Influitive
      • Connect to Influitive
    • Marketo
      • Connect to Marketo
    • Seismic
      • Overview of Seismic integration
      • Connect to Seismic
      • Set up the Seismic integration
    • Slack
      • Connect to Slack
      • Post a message to a Slack Channel or User
    • Typeform
      • 1. Create an application in Typeform
      • 2. Connect to Typeform
      • 3. Map your Typeform form fields to SlapFive
    • UserEvidence
      • Connect to UserEvidence
      • Bring UserEvidence Survey Responses and Assets into SlapFive
    • Wrike
      • Connect to Wrike
  • Customizations
    • SlapFive API
    • Use Okta for Single Sign-On
    • Use Microsoft Entra ID for Single Sign-On
    • Use Cloudflare SSO to assign Users to SlapFive Roles
    • Use Okta for SSO for Salesforce users
    • SlapFive Template Catalog
    • Configure a custom domain for your SlapFive Boards
    • Send emails from your own domain and email addresses
    • Embed customer voice on your website or landing page
    • Access Board and Story lists from within another app
    • Configure Role-Based Permissions
  • Standard Agreements
    • Master Service Agreement
    • Data Processing Agreement
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On this page
  • Activity Types
  • Activities
  • Admin Menu
  • Boards
  • Client Settings
  • Companies
  • Direct Prompts
  • Engagement Score
  • Members
  • Prompts
  • Open Prompts
  • Requests
  • Stories
  • Templates
  • Tracking
  1. Getting Started

SlapFive Terminology

Here are the terms used in SlapFive and their meaning.

PreviousSlapFive ExplainedNextSlapFive Data Model

Last updated 9 months ago

Activity Types

An Activity Type is a form of engagement that you would like to offer to your , have them decide which ones they like to do, and track when Members perform those . Activity Types are defined in Client Settings. For each Activity Type, you can assign an , and you can specify whether it should appear on the Request Reference entry form.

Activities

An Activity is a record of a Customer having performed a specific , on a particular date, and being awarded an .

Admin Menu

The Admin Menu is accessed by users with Admin rights by clicking your Avatar in the upper right corner of the SlapFive screen. On the Admin Menu, you can access your Profile, the Chrome Extension, , Tracking, and your .

Boards

A Board is a template-driven collection of for a particular use case. Boards can be either a full stand-alone page or a widget that can be embedded on any web or mobile page (corporate website, blog, community post, landing page, microsite, portal, social media property, etc.).

Client Settings

Client Settings are where you define system-wide preferences and customization settings for SlapFive. You access your Client Settings by going to the Admin Menu in the upper right and selecting [Your_Company] Settings.

Companies

A Company is the organization that your work for. Companies can have multiple Members. Companies can be tracked by Industry, Company Size, Location, Customer Since, Products Used, Competitors Replaced, etc.

Direct Prompts

Engagement Score

Members

Prompts

Open Prompts

Requests

Requests allow people in your company to ask for a customer or customer content for use as customer proof. It most frequently refers to Reference Requests coming from Sales, but can also be used by PR, Analyst Relations, Product Marketing, and Demand Generation folks to make asks of customers.

Stories

Templates

Tracking

A Direct Prompt is created when you send a to one or more named in SlapFive. The Member receives an email and/or text message with a link to respond, clicks the link, and can respond using the allowable media types.

For each , you assign an Engagement Score that you want to grant to each customer who performs that . The total Engagement Score for a customer is the sum of the scores from all the Activities that customer has performed.

Members are the people who belong to your program and to whom you want to offer opportunities to engage such as capturing their voice. Member records usually represent your clients, but can also be employees, partners, or thought leaders. Your members have a full profile including their name, title, image, and details.

A Prompt is a question or statement used to offer an opportunity to engage and/or elicit a specific response from a . Prompts can be defined to allow responses via video, audio, text, numeric, file or link.

An Open Prompt is created when you generate an Open Prompt link that you paste into an email, web page, community post, etc. to allow anyone to respond. Unlike a , the responder is asked to enter their Name, Company, and Email address. Open Prompts are used when you want to offer opportunities to respond whether or not the targets are Members in SlapFive.

A Story is created to capture a single response to a single in audio, video, text, numeric, file or link format.

A Template is the HTML and CSS that determines the design and layout of a .

The Tracking area allows you to see how many people have viewed or shared your and . You can track by Board, by Story, or by Member.

Members
Activities
Engagement Score
Activity Type
Engagement Score
Templates
Client Settings
Stories
Members
Prompt
Members
Activity Type
Activity
Company
Member
Direct Prompt
Member’s
Prompt
Board
Boards
Stories