Prerequisites
To edit Feed settings, you must be an Admin.
How do I interact with posts in the Feed?
To like a post, click the thumbs-up button.
To endorse the person in a post, click Endorse to send an endorsement to that user.
To pin a post (Admins only), click Pin on the post to keep it at the top of the Feed. Click Unpin to remove it.
To comment on a post, type your message in the comment box under the post and click the paper airplane button. You can later Edit or Delete your own comments.
To add a GIF, image, or emoji in a comment, click the corresponding icon in the comment area and choose what you want to add.
How do I filter what I see in the Feed?
At the top left of the Feed, click Filter.
Choose the types of posts you want to see (for example Achievement badges or New employees).
The Feed will now only show posts that match the filters you selected.
How do I create content in the Feed?
At the top of the Feed, type your message in the main compose box (for example: “Hello team”).
(Optional) Click a draft suggestion like Draft daily summary or Draft weekly summary and edit the suggested text.
At the bottom, click Post to… and choose where to post (for example Company Feed, a team feed, or All).
Click Post to publish your message.
To also show the post as a screen announcement:
In the same compose box, type your message.
Turn on Create screen announcement.
Choose which screens should show the message (if the option is available).
Pick at least one feed using Post to….
Click Post. The message will be posted in the selected feed(s) and pop up on the selected screens.
To pin your new post to the top of the Feed:
Type your message.
Turn on Pin to feed.
Choose where to post with Post to….
Click Post. The post will stay at the top of that Feed until an Admin unpins it.
How do I edit Feed settings as an Admin?
On the Feed page, click the three dots in the top-right corner.
Click Edit to open Feed settings.
Basic settings
At the top, update the Title and Description to explain what this Feed is for.
Sources – where Feed posts come from
Scroll to Sources to control which events create posts.
For each default source (for example Achievements, Endorsements, Birthdays, New employees, Work anniversaries), use the toggle:
Toggle on = the Feed will create posts for that event.
Toggle off = the Feed will not create posts for that event.
In SalesScreen Essentials there is only one team, so Teams filter settings do not apply.
Metric-based sources
For each metric source, choose:
Metric – which metric should create posts.
Notifications – turn this on if users should get alerts when these posts appear.
Threshold – the minimum value needed to trigger a post (for example, calls above a set number, or a sale over a set value).
Custom team filters do not apply in SalesScreen Essentials since all users are in one team.
To delete a metric source, click the trash can icon.
To add a metric source, click the plus (+) on the empty line at the bottom and configure the settings.
Click Save at the bottom to apply your changes.
Once you save, the Feed will start (or stop) creating posts based on the sources you selected, and your team will only see the events and metrics you chose.
What if this doesn’t work?
I can’t see the Feed or some options in it
Make sure you are logged in to SalesScreen Essentials. If options like Edit or Pin are missing, you may not be an Admin; contact an Admin in your organization to confirm your role.
My changes to Feed settings don’t seem to do anything
Check that you clicked Save after editing sources or metrics. Then trigger an event (for example, an Achievement or metric update) that should create a post and verify it appears in the Feed.
I’m getting too many or too few posts in the Feed
As an Admin, open Edit on the Feed and review which default sources are toggled on, and which metrics and thresholds are configured. Turn off sources you don’t need or adjust thresholds to control how often posts are created.