Begin by setting up your space before inviting Members to join your Community.

 

Table of Contents

Add a Community Logo

Add Community Branding

Add Groups

Setup Group Registration Forms

Setup Group Membership Emails

Setup Community Moderation

 

ADD A COMMUNITY LOGO

Make it easy for your Members to recognize the space they enter by adding a familiar logo that represents your Community.

• Click the Community Menu icon.
• Select Community Settings

• Navigate to the General page.
• Drag and drop image to the Community Logo space.
  • Note the minimum image size is 280 x 280 px. 

• Click the Save changes button. 

 

ADD COMMUNITY BRANDING

Setup your Favicon, cover photo, Community colors, and even customize the footer for emails. 

• Click the Community Menu icon.
• Select Community Settings

• Navigate to the Branding page.

• Drag and drop image to the Favicon space.
• Drag and drop image to the Cover Photo space.
  • Note that the minimum image size is 690 x 136 px. 

• Select Primary Color. This will display on buttons, dropdown menus, hovered blocks, linked text, and the Community Admin badge icon. 
• Select Secondary Color. This will display in the left navigation bar. 

Note that color can be selected using the eyedropper icon, or entered using RGB, HSL, or Hex code.

• Enter the Custom Email Footer if desired.

A Preview will be displayed below. 

• Click the Save Changes button. 

 

ADD GROUPS 

Add new Groups to your Community from the left Navigation bar. 

• Click the + icon next to Your Groups. 

• Enter the Group Name.
  • This will autofill the Group Email Address section. 
• Enter the Group Description.
• Select a Parent Group if desired. 
• Set Group Visibility. 
  • This determines where/if the Group will be seen as a Suggested Group. 
• Toggle Approve new members button on if desired.
  • This determines if the Group will require Admins to approve all new Members. 

• Click the Create button. 

SETUP GROUP REGISTRATION FORMS

While each Group can have a unique Registration Form, it is recommended to setup the Parent Group Registration Forms first. Parent Registration Form fields will automatically populate to their Child Group forms. Registration Forms include demographic questions that Members are prompted to answer when joining a Group. This data can be exported for reporting purposes. 

• Navigate to the desired Group.
• Click the Group gear icon. 
• Navigate to the Registration Form page. 

• Drag and drop an image for the Form.
• Edit or Remove any default fields if desired by clicking on the field name.
  • Note that default fields of First Name, Last Name, and Email cannot be Removed or adjusted for privacy. 

• Edit fields for privacy by clicking the Privacy Settings tab. 

• Click the Add Field button to add a new field. 

• Select from existing Community Fields if desired.

• Click Create New tab to create a new Field. 

 

SETUP GROUP MEMBERSHIP EMAILS

Membership emails are automatic emails that can be sent to  Members at each step of their onboarding process into the Community. Make sure each of your Members is welcomed to your Community in the best way. 

• Navigate to the desired Group.
• Click the Group gear icon. 
• Navigate to the Membership Emails page.  

• Toggle each email on as desired.
• Use the text editor to adjust the message as desired. 

INVITATION TO JOIN GROUP

When adding Members from a spreadsheet or a list of emails, an invitation email can be sent to introduce them to the Community. This will display a button to take them to the Registration Form and see the Community. Invite members to fill out their profile and log into the community. You can send this upon adding members, or anytime thereafter.

AFTER REGISTRATION COMPLETED

After potential Members apply and are pending manager approval, they receive this automatic email from the Primary Group Manager to confirm the application was processed and pending approval.

APPLICATION APPROVED 

If a new member or an existing member fills out the registration form, they receive this automatic approval email from the Primary Group Manager. This is sent based on different registration scenarios:

1. If you have set your Group Visibility to Require a manager to approve new members, then this email will be sent automatically to the Members you approve into the Group. 

2. If you did NOT set your Group Visibility to Require a manager to approve new members and all applicants can join freely, those new Members will get this email. 

3. If you imported a Member yourself and the Member successfully fills out the form and registers, then the Member will get this email.

APPLICATION DECLINED

If a potential member applies and you decline their application, they receive this automatic email from the Primary Group Manager. This is for users who are not approved as Members into a Group, an Application Declined email will be sent. 

WELCOME TO GROUP

When a new Member visits a Group for the first time, they will receive a welcome email. It can be designed as a welcome message or Best Practices guide email to get new Members familiar with using the platform and becoming a successful Member of the Community.

 

SETUP COMMUNITY MODERATION

The platform can be set to detect toxic or inappropriate language using our AI Moderation feature. Watch words and phrases can also be added if there are specific topics of conversation that you wish to moderate or block. 

• Click the Community Menu icon.
• Select Community Settings.

• Navigate to the Moderation page.

• Toggle on the Flagging features you wish to use.

• Enter New watch phrases in the text box. 
• Click the Add button.

Click here for more information about Moderation.