Think about how you want to use your blog. This will help you choose the right settings in the setup process. Some questions you want to ask yourself are:

• Do you want to allow anonymous/private comments?
• Do you want to use the Pay It Forward widget?
• Do you want this to be used for users to ask questions only, or ask questions and provide answers?
• Do you want to allow people to comment on questions and answers?
• Do you want to use a contact form?
• Do you want to use live chat?
• Do you want to send daily and/or weekly updates via the digest?
• Do you want to create a podcast from the Q&As?

Prior to tool activation, when you go to your tool from the "Tools" menu (or other link), you will see the activate screen. All you need to do is click the "Activate!" button. The activate procedure reads your Relationship Manager configurations and uses those to set the header image, theme, colors, fonts, etc., so be sure your Relationship Manager is setup first, otherwise you will be duplicating your efforts.

In the "Configure" section of the tool, go through each section and complete the information. Each section is described in detail in this manual. This tool has three custom configuration sections which you want to save for the next step: Tool Setup, Live Chat Setup, E-mail Digest, and User Scores and Badges.

This is where you customize your tool based on your brainstorming in step 1. Each value is explained in the section. Enter in the values and click the "Configure" button at the bottom of the page. At this point, you can always come back to this section and tweak anything that needs tweaking.