Humans are, by nature, social animals; we love interacting with others and feeling like we belong. Communities allow you to create an online space for you and your audience to create bonds, develop loyalty and brand awareness, and promote a sense of belonging.

How Communities Benefit You #

Communities have many benefits, including:

• They allow you to turn regular people into brand advocates who can expand your business to untapped markets.
• You can find constant feedback and requests directly from your clients, giving you the best way to improve your business.
• You gain real-time data on your customers’ priorities, needs, and wants, as well as a clearer view of who they are and their profiles.

Navigating the Communities Tab in the CRM #

Inside the Memberships section of your system, you can find your Communities. Clicking on it will take you to your Groups by default.

By hovering over it, you can see the three options: Groups, Settings, and Branded Mobile App.

Groups #

Here you have a comprehensive view of all your Communities.

You can use the filter to limit the view to only Active or Inactive groups to get your desired result faster.

With the Group card, you can at a glance check for the total number of members, the group’s owner, and the status of your Group.

By clicking on Create Group, you can build a new Community from zero.

Accessing Your Communities #

Click the Login button to enter your group. This will take you to another window with only the Community open.

Navigating Your Groups #

Inside your Community, things are organized into channels and tabs.

Channels #

These are subsections inside your Group for specific discussions. You can find them in the left sidebar. To create new channels, click the button at the bottom.

Discussion Tab #

Here you’ll find all the posts made inside the selected channel.

Learning Tab #

Here you can create, see, and manage courses you offer to your Community.

Members Tab #

Here you can see and manage the members of your Community, as well as accept or refuse Requests to join.

Events Tab #

Here you can find and create events for your community to participate in.

Leaderboard Tab #

The Leaderboard organizes the Group members depending on their level of interaction and contribution, creating leaderboards for different time frames and highlighting your best members. This allows you to gamify your Communities and offer rewards.

About #

This tab contains the details of your group, such as images used and the group’s description.

Group Settings #

You can access your group settings and make changes to your group by clicking Settings on the right-side menu. This contains all details of your group’s branding, subscriptions, themes, joining requisites, and more.

Switching Between Groups #

With the left sidebar, you can switch between groups created in your CRM.

Settings #

There, you can configure the domain for your Groups.

Branded Mobile App #

Use this section to customize your mobile app’s icon, colors, and onboarding experience for a fully branded user journey.

Now that you have the basics down, get started by creating your communities and leveraging the power of your audience to grow your business, generate more revenue, and reach goals. If you want to learn more about Communities, please check the rest of the articles in this section.

Frequently Asked Questions #

Where do I find Communities in the CRM? #

Communities live inside the Memberships section. Selecting Communities opens your Groups by default, and hovering reveals Groups, Settings, and Branded Mobile App.

How do I create a new Community? #

From the Groups view, click Create Group to build a new Community from scratch.

What are channels and tabs inside a Group? #

Channels are subsections for specific discussions found in the left sidebar, while tabs such as Discussion, Learning, Members, Events, and Leaderboard organize the different functions of your Community.

How can I gamify my Community? #

Use the Leaderboard tab, which ranks members by their level of interaction and contribution across different time frames, letting you highlight top members and offer rewards.

Can I brand a mobile app for my Community? #

Yes. The Branded Mobile App section lets you customize your app’s icon, colors, and onboarding experience for a fully branded user journey.

How do I switch between multiple Groups? #

Use the left sidebar inside your Community to switch between the different groups created in your CRM.