# Analytics
Source: https://docs.tryshimmer.com/analytics/analytics
Shimmer's Analytics dashboard provides insights into content performance, user engagement, and platform utilization. Available exclusively to organization Admins, these analytics help drive data-driven decisions about content strategy and team performance.
Note: The Analytics feature is only available to users with the organization Admin role.
## **Analytics Overview**
![68d1d72fb1eb47cc5a481730 Shimmer Analytics Web]()
### **Key Metrics Summary**
* Total Content. Shows the total number of posts in your content library and the percentage growth of content from the previous month.
* Weekly Shares:
* Active Sales Reps:
* Engagement Rate:
## **Top Performing Content**
This section shows the top performing content in your content library by the number of user shares (how many users or sales reps in your organization shared this content.
### **Content by Category**
This sections shows how many posts you have by categories you've created in your organization.
# LinkedIn Integration
Source: https://docs.tryshimmer.com/connections/linkedin-integration
Shimmer's LinkedIn integration enables seamless content sharing directly from the platform to your LinkedIn profile. This feature streamlines social sharing and maintains consistent brand messaging across your LinkedIn presence.
## **Setting Up LinkedIn Integration**
![68d1d1b0ee78c76abd8b2251 Shimmer Linkedin Profile Integration Web]()
### **Initial Connection**
1. **Navigate to Profile**: Located in the lefthand corner of the platform (below your name)
2. \*\*Click on the "LinkedIn" tab: \*\*Located on your Profile page
3. **Click "Connect to LinkedIn"**: This will redirect you to LinkedIn's OAuth authorization
4. **Authorize Shimmer**: Grant permission for content posting capabilities
5. **Automatic Redirect**: You'll be redirected back to Shimmer upon successful connection
6. **Confirmation**: Your dashboard will show "Connected" status
### **Required Permissions**
Shimmer requests the following LinkedIn permissions:
* **Profile Access**: To verify your identity and display connection status
* **Content Posting**: To publish posts directly to your LinkedIn feed
* **Media Upload**: To share images and videos with your posts
### **Disconnecting LinkedIn**
1. **Navigate to Profile Settings**
2. **Click the LinkedIn tab**
3. **Click "Disconnect"**
### **Security and Privacy**
**OAuth 2.0 Security**
* Industry-standard OAuth 2.0 authentication
* No storage of LinkedIn passwords
* Secure token management with automatic refresh
* Revocable access at any time
**Data Privacy**
* Shimmer only accesses necessary LinkedIn functions
* No reading of your existing LinkedIn content
* No access to your LinkedIn connections or messages
## **Sharing Content to LinkedIn**
![68d1d2b9cedcb855986ee9cc Shimmer Post To Linkedin From Content Card Web]()
### **Direct Posting**
**From Content Library**
1. Browse or search for content in the Content Library
2. Click on any content card to open the preview
3. Click "Post to LinkedIn" button
4. Content automatically formats and posts to LinkedIn
**From Content Preview**
1. Click "Share to LinkedIn" from the top right corner of the page
### **Copy to Clipboard**
**Quick Sharing Alternative**
1. Click "Copy Content" on any content item
2. Content text copied to your clipboard
3. Navigate to LinkedIn manually
4. Paste content into a new LinkedIn post
5. Add personal touches before publishing
# Slack & Teams Integration
Source: https://docs.tryshimmer.com/connections/slack-and-microsoft-teams-integration
Shimmer can post notifications to a Slack channel or a Microsoft Teams channel whenever a piece of content is recommended for sharing. Both integrations are org-level (one connection per organization) and are configured by admins only.
## Slack
### Connecting Slack
1. Go to **Settings β Integrations**
2. Click **Connect Slack**.
3. You'll be redirected to Slack's OAuth consent screen. Approve the requested permissions (`chat:write`, `incoming-webhook`, `channels:read`).
4. Slack redirects back to Shimmer and the connection is saved.
### What triggers a notification
A Slack message is sent whenever an admin **recommends** a piece of content (via the content action menu β Recommend for Sharing). The message includes:
* Content title and a truncated body preview
* Author and category
* Who recommended it
* A **"View in Shimmer"** button linking directly to the content
### Testing the connection
From the admin settings page, use the **Send Test Message** button. This sends a sample message to the configured channel.
### Disconnecting
Click **Disconnect** in admin settings. This removes the connection.
## Microsoft Teams
### Connecting Teams
1. Go to **Settings β Integrations** (Teams section).
2. Click **Connect Teams**.
3. You'll be redirected to Microsoft's OAuth consent screen. Approve the scopes: `ChannelMessage.Send`, `Channel.ReadBasic.All`, `Team.ReadBasic.All`, `offline_access`, `openid`.
4. On redirect back, Shimmer auto-selects the first available team and its **General** channel (or first channel). If a team/channel is found, the integration is marked **enabled** immediately.
### What gets posted to Teams
Notifications use **Adaptive Cards** (v1.4) and are triggered when content is recommended. Each card contains:
* Header: "π Content Recommended for Sharing"
* Content title and a 200-character body preview
* A fact set: Author, Category, Recommender
* A **"View Content"** action button
### Testing the connection
Click **Test Connection** in admin settings. This sends an Adaptive Card reading "β
Teams integration test successful!" to the configured channel.
### Disconnecting
Click **Disconnect** in admin settings. This removes the connection.
# Content Management
Source: https://docs.tryshimmer.com/content-library/content-management
Shimmer provides a centralized content library that serves as the single source of truth for all your marketing materials. This guide covers how to upload, organize, and manage content effectively.
## **Content Types**
### **Supported File Formats**
**Images**
* Formats: JPEG, PNG, WebP, AVIF
* Maximum size: 20MB
**Videos**
* Formats: MP4, MOV, AVI
* Maximum size: 50MB
**Documents**
* Formats: PDF
* Maximum size: 50MB
## **Uploading Content**
### **Basic Upload Process**
1. **Navigate to Upload Content** (Marketing users only)
2. **Fill in Content Details**:
* Title: Clear, descriptive name for the content
* Body: The main text content for sharing
* Category: Select from predefined categories
* Tags: Add multiple tags for better organization
3. **Upload Files**:
* Drag and drop files or click to browse
* Multiple file uploads supported
4. **Review and Submit**:
* Preview your content before publishing
* Edit details if needed
* Click "Upload Content" to add to library
### **Content Variations**
Create multiple versions of the same content for different contexts:
1. **Add Variations**: Include alternative text versions during upload
2. **Contextual Options**: Create versions for different audiences or platforms
3. **Easy Selection**: Users can choose the most appropriate variation when sharing
## **Content Organization**
### **Categories**
![68d1cf271ff6b304d0b3bad6 Shimmer Filter By Categories Web]()
**Overview**
* Admin-controlled category system
* Color-coded for visual organization
* Required field for all content
* Filterable in content library
**Managing Categories** (Admin only)
* Navigate to Settings > Categories
* Create, edit, or delete categories
* Assign colors for visual distinction
### **Tags**
![68d1cf39bc6c5eade9ec3b39 Shimmer Filter By Tags Web]()
**Flexible Tagging System**
* Multiple tags per content item
* Auto-complete suggestions during tagging
* Real-time tag creation
* Admin-controlled tag library
## **Content Library Features**
![68d1cea7a073e06608a54c6c Shimmer Content Library Web]()
### **Search and Discovery**
**Advanced Search**
* Search across titles, descriptions, categories, and tags
* Case-insensitive search functionality
* Real-time search results
**Filtering Options**
* Filter by categories (multiple selection)
* Filter by tags (multiple selection)
* Bookmarked content only
* Combine multiple filters for precise results
**Sorting Options**
* Newest first (default)
* Oldest first
* Name A-Z
* Name Z-A
### **View Modes**
**Grid View**
* Visual content cards with thumbnails
* Quick preview of content type
* Compact layout for browsing
**List View**
* Detailed content information
* Better for text-heavy content
## **Troubleshooting**
### **Common Issues**
**Upload Failures**
* Check file size limits (20MB for images, 50MB for videos/PDFs)
* Verify file format compatibility
* Ensure stable internet connection
**Search Issues**
* Clear browser cache and refresh
* Try different search terms or filters
* Check spelling and use broader terms
**Access Problems**
* Verify your user role and permissions
* Ensure you're properly logged in
* Contact administrator for role adjustments
# Searching & Filtering
Source: https://docs.tryshimmer.com/content-library/searching-filtering
Shimmer's advanced search and filtering system helps you quickly discover the right content for any situation. With multiple search parameters and intelligent filtering options, you can find exactly what you need from your organization's content library.
## **Search Functionality**
### **Basic Search**
**How to Search**
1. Navigate to the Content Library
2. Use the search bar at the top of the page
3. Type your search terms
4. Results update automatically as you type
**Search Scope**
* Content titles
* Content descriptions/body text
* Author names
**Search Features**
* **Case-insensitive**: Search works regardless of capitalization
* **Real-time results**: See results as you type
## **Filtering System**
### **Category Filters**
![68d1cf271ff6b304d0b3bad6 Shimmer Filter By Categories Web]()
**How Categories Work**
* Admin-controlled category system
* Color-coded for visual organization
* Multiple categories can be selected simultaneously
**Using Category Filters**
1. Click the "Categories" filter dropdown
2. Select one or more categories
3. Results automatically update
4. Clear filters by deselecting categories
**Category Benefits**
* Organize content by type (case studies, product sheets, etc.)
* Quick access to specific content categories
* Visual organization with color coding
* Consistent categorization across the platform
### **Tag Filters**
![68d1cf39bc6c5eade9ec3b39 Shimmer Filter By Tags Web]()
**Using Tag Filters**
1. Click in the "Tags" filter dropdown
2. Select one or more tags
3. Results automatically update
4. Clear filters by deselecting categories
### **Bookmark Filter**
**Personal Content Curation**
* Toggle to show only your bookmarked content
* Quick access to frequently used materials
**Using Bookmark Filter**
1. Click the "Show Bookmarked Only" toggle
2. View only content you've bookmarked
3. Toggle off to see all content again
4. Combine with other filters for precise results
## **Troubleshooting Search and Filters**
### **Common Issues**
**No Results Found**
1. Check spelling of search terms
2. Try broader search terms
3. Clear some filters to expand results
4. Verify content exists in the selected filters
**Slow Search Performance**
1. Clear browser cache and refresh page
2. Try more specific search terms
3. Use filters before searching to narrow scope
4. Report persistent issues to administrators
**Filter Not Working**
1. Refresh the page and try again
2. Clear all filters and reapply
3. Check if content exists in the selected filter criteria
4. Verify your permissions for accessing certain content
# Introduction
Source: https://docs.tryshimmer.com/index
Welcome to the Shimmer documentation. This documentation provides the knowledge to successfully use the Shimmer app.
## Connections
Connect LinkedIn to your Shimmer account.
Learn how to connect your personal LinkedIn profile to Shimmer for instant posting.
## Content Library
Everything you need to manage your organization's content.
This guide covers how to upload, organize, and manage content effectively.
Shimmerβs advanced search and filtering help you discover content for any situation.
# Admin Features & Management
Source: https://docs.tryshimmer.com/organization-settings/admin
Shimmer provides comprehensive administrative capabilities for organization admins to manage users, content organization, platform settings, and analytics. This guide covers all admin features and best practices for platform management.
# **Admin Features & Management**
Shimmer provides comprehensive administrative capabilities for organization admins to manage users, content organization, platform settings, and analytics. This guide covers all admin features and best practices for platform management.
## **User Management**
![68d1ca404832c9d1e5ef4875 Shimmer Settings User Management Pn]()
### **Invitation System**
**Creating User Invitations**
1. Navigate to Settings > User Management
2. Click "Add User" button
3. Invitation link automatically generated and copied to clipboard
4. Share the copied link with new users
5. Track pending invitations in the management interface
## **Category Management**
![68d1c8e2d854a554c50efb1a Shimmer Settings Categroy Management Pn]()
### **Category System Overview**
* Organize content by category with color-coding
* Required field for all content uploads
* Filterable in content library
### **Creating and Managing Categories**
**Adding New Categories**
1. Navigate to Settings > Categories
2. Click "Add Category" button
3. Enter category name and description
4. Select color for visual identification
5. Save category for immediate availability
**Category Best Practices**
* Use clear, descriptive category names
* Maintain consistent color coding system
* Limit number of categories for simplicity
* Regular review and cleanup of unused categories
## **Tag Management**
![68d1ca5ce2891053677997d1 Shimmer Settings Tag Management Pn]()
### **Creating and Managing Tags**
**Tag Creation**
1. Navigate to Settings > Tags
2. Add new tags with clear descriptions
3. Optionally: You can add new tags while uploading content
**Tag Best Practices**
* Use specific, descriptive tags
* Maintain tag consistency across content
* Regular tag audit and cleanup
### **Slack Integration Management**
![68d1ca8225203de869150521 Shimmer Settings Slack Integration Pn]()
**Connecting Your Slack**
1. Click the "Add to Slack" button
2. Select the Slack channel where you'd like Shimmer to post to
3. Click "Allow"
4. Click "Test" to test the Slack channel connect (a test message will be posted to the Slack channel you connected)
# User Roles & Permissions
Source: https://docs.tryshimmer.com/organization-settings/user-roles
Shimmer uses a comprehensive role-based access control system to ensure the right people have the right access to platform features. This system maintains security while enabling effective collaboration between sales and marketing teams.
## **Role Hierarchy**
### **Sales Role**
**Primary Purpose**: Content consumption and sharing for sales activities
**Core Capabilities**
* Browse and search the Content Library
* Copy content to clipboard for manual sharing
* Post content directly to LinkedIn
* Bookmark favorite content for quick access
* Participate in leaderboard activities
**Navigation Access**
* Dashboard
* Content Library (full access)
* Leaderboard (participation and viewing)
* Profile settings (personal information management)
**Restrictions**
* Cannot upload new content
* Cannot edit existing content
* Cannot access Analytics dashboard
* Cannot manage users or organizational settings
* Cannot set recommended content
### **Marketing Role**
**Primary Purpose**: Content creation, management, and sales team enablement
**Core Capabilities**
* All Sales role permissions and features
* Complete content consumption and sharing capabilities
* Upload new content to the platform
* Create and manage content variations
* Edit existing content (titles, descriptions, categories, tags)
* Delete content
* Set recommended content
**Navigation Access**
* Dashboard
* Upload Content page (exclusive access)
* Content Library (full access)
* Leaderboard (participation and viewing)
* Profile settings (personal information management)
### **Organization Admin**
**Primary Purpose**: Platform administration and organizational oversight
**Complete Access**
* All Marketing role permissions and features
* Full platform administrative capabilities
* Organizational management and oversight
**User Management**
* Invite new users to the organization
* Manage user roles and permissions
* Remove users from the organization
* View all user activity and engagement
**Administrative Features**
* Access to Analytics dashboard with comprehensive insights
* Category management (create, edit, delete, assign colors)
* Tag library management and organization
* Feature settings and platform configuration
# Post On Behalf Of Team Members
Source: https://docs.tryshimmer.com/solutions/posting-on-behalf-of-team-members
Admins can post and schedule LinkedIn content using a team member's account, so content goes out under the individual's name and network rather than a company page. This is entirely opt-in. Each member controls whether admins can do this.
## How the opt-in works
Every team member with a connected LinkedIn account sees an **Admin Posting Permission** card on their **Settings β LinkedIn** tab. The toggle is **off by default**.
| Toggle state | What it means |
| ------------- | ------------------------------------------------------ |
| Off (default) | Admins cannot post or schedule on this member's behalf |
| On | Admins can select this member in the "Post As" picker |
Members can flip the toggle at any time. Turning it off immediately removes them from the admin picker. No new posts can be created for them. Already-queued scheduled posts are not retroactively cancelled (they will still fire).
> Admins are never subject to this toggle. They can always post as themselves.
## Admin workflow
### Posting now
1. Open any content card or the Content Preview page.
2. Click **Post to LinkedIn**.
3. If the org has opted-in members, a **Post As** selector appears. Choose yourself or any opted-in member.
4. Click **Post**.
### Scheduling for later
1. Click **Schedule for Later** on a content card or preview.
2. Select a date and time.
3. If applicable, choose who to post as from the **Post As** picker.
4. Confirm: The post appears in the Calendar for the selected member.
### Editing or rescheduling
Admins can edit or reschedule any `pending` or `failed` post across the whole organization from the **Calendar** page. The opt-in is not re-checked at reschedule time. It was verified when the post was originally created.
# Scheduling Posts (& Calendar)
Source: https://docs.tryshimmer.com/solutions/scheduling-posts
The Calendar page is the central hub for managing all scheduled LinkedIn posts across the organization. Posts can be created from the Content Library, viewed and filtered on the calendar, and edited or cancelled directly from the calendar view.
## Calendar page overview
Navigate to **Calendar** from the main sidebar.
### Views
| View | Description |
| ----------------- | ------------------------------------------------------------------------------------------------------------------------ |
| **Calendar Grid** | Monthly grid of days with scheduled posts showing colored dots. Click a day to see a popup with all posts for that date. |
| **List View** | Chronological list of all posts, useful for scanning across months or reviewing failed/cancelled posts. |
Switch between views using the toggle in the top-right of the calendar header.
### Filters
Use the status filter bar to narrow the list:
| Filter | Shows |
| --------- | ------------------------------- |
| All | Every post regardless of status |
| Scheduled | Posts waiting to publish |
| Posted | Successfully published posts |
| Failed | Posts that errored on send |
| Cancelled | Posts manually cancelled |
If there are any failed posts, a red alert banner appears at the top of the page with a **Show failures** button that switches directly to list view filtered to failed posts.
## Creating a scheduled post
Scheduled posts are created from the **Content Library**, not from the Calendar itself.
1. Open any content card or the Content Preview page.
2. Click **Schedule for Later**.
3. A dialog opens. Select a date and time (must be in the future).
4. If you are an admin and there are opted-in team members, you can also choose **Post As** to schedule on their behalf.
5. Click **Schedule**.
The post appears immediately in the Calendar.
## Editing and rescheduling a post
`Pending` and `failed` posts can be edited directly from the Calendar.
1. On the Calendar, click the day containing the post (grid view) or find it in list view.
2. Click the **pencil icon** on the post card.
3. An **Edit & Reschedule** dialog opens with two columns:
* **Left**: editable post text (full textarea)
* **Right**: date/time picker
4. Adjust text, date, or both, then click **Save & Reschedule**.
Saving a `failed` post resets its status to `pending` so the scheduler will retry it at the new time.
## Cancelling a post
1. Find the post in the Calendar.
2. Click the **Γ Cancel** button on the post card.
3. Confirm β the post moves to `cancelled` status and will not publish.
Canceled posts remain in the database and are visible under the Canceled filter for audit purposes.
## Who can see and manage what
| Action | Members | Admins |
| -------------------- | ---------------------------- | -------------------------------------- |
| View scheduled posts | Own posts only | All posts in the organisation |
| Create posts | For themselves | For themselves or opted-in members |
| Edit / reschedule | Own `pending`/`failed` posts | Any post in the organisation |
| Cancel | Own `pending` posts | Any `pending` post in the organisation |
## Failure handling
When a post fails:
* The post card on the Calendar shows a red **Failed** badge and the error message.
* The banner at the top of the Calendar page highlights that failures exist.
* An admin or the post owner can **Edit & Reschedule** the post to retry it.
***