Questions and Answers Plugin + Experts Add-on (CMAE) - Use Case - Adding Expert Questions and Answers to Tourist Forum


Use Case - Adding Expert Questions and Answers to Tourist Forum

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Note: This use case requires these to be installed and activated:

Video Use-Case


Introduction

The Questions and Answers plugin in combination with the Experts add-on allow you to create a WordPress Discussion Forum with experts assigned to each question. 

The system can support multiple experts, which are assigned to one or multiple categories. Once a user posts a new question to a specific category, the first expert to accept the question will be the one to manage and to answer it.

Front-End Example

Example of the WordPress Discussion Forum with experts
Example of the WordPress Discussion Forum with experts

TIP: User Roles

The Experts Add-on involves three user roles (learn more about user roles):

  1. Administrator - Can view all questions, assign a question to a specific expert, make a question private or public and review system statistics. Can also make any regular user into an expert by defining him as such for a specific forum category. The user's role will be changed to expert.
  2. Expert - Experts are defined on per category basis. An expert can be assigned to more than one category. Once assigned to a forum category he/she is able to see the Expert dashboard and accept questions.
  3. User - Any registered Wordpress user is able to post a question and decide if it should be public or private. If private, he/she needs to select the forum category to which the question is posted. All experts assigned to this category will see this question and the first to accept it will be able to answer it.

Use Case Assumptions

In this example use case guide, we'll cover how to add a London expert to a tourism forum. Learn how to create the tourism forum with Questions and Answers plugin.

You can apply the same idea to any type of WordPress discussion forum.

We consider that you have already bought the add-on, but not installed it.

It follows:

Installing the Add-on

The process is the same for all CM plugins and add-ons.

CreativeMinds Customer Account Dashboard - Downloads tab
CreativeMinds Customer Account Dashboard
  • Download the add-on from your customer dashboard.
  • Log in to WordPress and navigate to the WordPress Admin  → Plugins settings.
  • Click on Add New.
  • Activate it and add the license.

Learn more: Getting Started - Installation And First Steps


Assigning Expert to Forum Category

We start off by promoting a user to an expert of a forum category. To do so is simple.

Making Rita the London Expert

Edit the London category. Then, under the new field "Select experts", we're setting the user Rita as the London expert.

Setting up a user as an expert in a certain forum category - WordPress Question and Answer Plugin
Setting up a user as an expert in a certain forum category

Learn more: Answers Experts (CMA) - What Are Experts And How To Add Them - CreativeMinds Products Documentation

It also means Rita can now:

  • Assign questions to other experts.
  • Remove questions from his/her questions list.
  • Change the question category in case it was mistakenly placed into a wrong category.
  • Turn questions to private (only she will see) or to public (so it will be viewable by all users).

Check Out the Expert Profile!

Rita also gets an expert profile, where she can add a profile image, description, contact information and attachment.

She can edit it in the Experts Dashboard.

Forum Expert Dashboard - WordPress Forum Plugin
Forum Expert Dashboard

Private Questions Shortcut

Finally, Rita can also receive private questions easily. The mail icon next to her name will create a question that only she will be able to see.

Expert ability to receive private questions from forum users - Questions and Answers Forum Plugin
Expert ability to receive private questions from forum users

Showing Categories and Their Experts Anywhere On Your Site

Use the short code [cmaexp-categories] to show a list of all categories in the system.

For each category, once clicked will show the list of experts assigned to it. Clicking on the expert will take you to the expert profile.

Displaying the list of experts assigned to categories - WordPress Questions and Answers
Displaying the list of experts assigned to categories

Exploring the Expert Dashboard

The Expert Dashboard is only accessible to users that have been assigned as an expert of a category. By default, the URL will be yoursite.com/cm-experts-dashboard/

URL of the Expert Dashboard - WordPress Discussion Forum
URL of the Expert Dashboard

It has three tabs:

Expert Dashboard tabs - Q and A Plugin
Expert Dashboard tabs
  1. Questions directed to the expert

    Forum questions directed to the expert - WordPress Q and A Plugin
    Forum questions directed to the expert
  2. Category and experts overview

    Overview of WordPress discussion forum categories and experts
    Overview of forum categories and experts
  3. Edit profile

Learn more: Answers Experts (CMA) - Expert Dashboard (As Seen By The Admin) - CreativeMinds Products Documentation

Editing the Dashboard Visual

Under Settings → Experts Addon tab → Dashboard section you can change the color scheme of the dashboard.

Editing the colors of the Expert Dashboard - Questions and Answers Plugin
Editing the colors of the Expert Dashboard

Showing Dashboard on Other Pages

You can change the dashboard page by either 

Asking a Private Question That Only The Expert Can See & Other Uses

You can find many interesting settings under Admin Panel → Questions and Answers → Settings → Experts Addon → Question Form.

Settings List

  • Default question visibility - The default visibility when creating questions.
  • Allow to change the question visibility -  If this is disabled, the above setting (default question visibility) will always be applied.
  • Hide categories without experts - If enabled the categories without any expert assigned won't be display in the categories drop-box list.
  • Show experts info for each category - Which information to display about the experts. Choose between:
    •  none - no information will be shown.
    •  yes/no info - displays if the forum category has or doesn't have experts assigned to it.
    •  number of experts - displays how many experts are assigned to this forum category.
    •  experts names - display the names of the experts assigned to it.
  • Allow user to assign a question to specific expert - If enabled, after selecting a category users will be able to select an expert the question will be assigned to.

Learn more: Answers Experts (CMA) - Posting Questions And Modifying The Question Form - CreativeMinds Products Documentation

Use Case 1: Private Question

Enable private questions to allow users to create questions that can only be seen by the experts of that forum category.

Asking a question and choosing who can see it - everyone or forum experts only - WordPress Forum Plugin
Asking a question and choosing who can see it - everyone or forum experts only

Use Case 2: Assigning Question to a Specific Expert

Asking a question and assigning it to a certain forum expert - Questions and Answers Forum Plugin
Asking a question and assigning it to a certain forum expert

Use Case 3: Allowing Questions Only On Categories With Experts

Asking a question that can be seen only by forum experts - WordPress Questions and Answers
Asking a question that can be seen only by forum experts

Notifying Experts About New Questions

You can notify forum experts when there is a new question on their category.

Navigate to the Admin Dashboard → CM Answers Pro → Settings → Notifications tab.

Just as in other cases, you can configure the email template.

Email template for notifying experts about new questions - WordPress Discussion Forum
Email template for notifying experts about new questions

Learn more: Questions and Answers Plugin (CMA) - Notifications - Admin Notifications and Email Templates - CreativeMinds Products Documentation


Translating Interface

The Experts add-on includes some specific labels. This way, you can adapt all messages related to them.

Head to Settings → Labels and edit all relevant text. There are labels related to experts under the following sections:

  • Categories
  • Expert Dashboard
  • Expert Thread
  • Expert Shortcodes
  • Expert Profile
  • Expert Question Form
  • Expert Statistics
Questions and Answers plugin labels related to the expert system
Questions and Answers plugin labels related to the expert system

Learn more: Settings - Labels


Charging Users For Unlocking Expert Answers

This requires you to be using the Questions and Answers Payment Support Add-on.

Head to Admin Dashboard → Answers Pro → Settings → Payments.

Questions and Answers plugin Payments settings
Questions and Answers plugin Payments settings

Set Yes and how much a user has to pay to unlock the answer.

Enabling the option to charge users for unlocking answers by experts - Q and A Plugin
Enabling the option to charge users for unlocking answers by experts

Result

A Front-End example of how the forum will look like.

Example

Example of the WordPress discussion forum with experts
Example of the WordPress discussion forum with experts

More information about the WordPress Question and Answer plugin

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