Communities

Effectively managing member approvals is essential for maintaining the integrity and engagement of your online community. By using customized approval questions, you can gather essential insights from potential members, helping you decide who gains access to your group. This guide outlines the steps for setting up and managing membership approval questions, from enabling the feature to reviewing and acting on responses. Accessing the Member Approval Questions Start by navigating to the Settings section of your Membership Group. From there, select Member Questions. Adding Your Questions Click on Add Questions to begin creating your approval questions. Selecting the Type of Questions Choose the question format that best suits your needs, whether it be a Text Box, Single Select, or Multi Select. This step is crucial for ensuring you collect the most relevant information. You can ask up to three questions, so make each one purposeful and aligned with your group's objectives. Saving Your Questions After finalizing your questions, click the Save button to add them to the Membership Questions section. Activating Membership Approval Questions Once you activate the Membership Approval Questions feature, any member requesting to join your group will be prompted to answer the questions you've set up. Make sure to save your changes. Managing and Reviewing Member Responses Accessing Responses To monitor the answers from potential members, go to the Members tab and select the Requested option. This area will show you all the members who have applied to join. Click the three dots next to a member's name to view their responses. Making Approval Decisions Based on the answers provided, you can either Approve or Decline the membership request. By implementing custom approval questions, you can ensure that new members align with your community's values and contribute to a vibrant, engaged group. Follow these steps to refine your member approval process and help your community flourish.

Building and maintaining a vibrant community is essential for engaging with your audience and fostering connections with individuals who share an interest in your business. A well-managed community not only nurtures potential customers who understand and value your offerings but also empowers them to become enthusiastic advocates who help spread the word to a broader audience. To keep your community active and engaged, it's crucial to focus on shared interests. Whether your audience is more inclined towards learning or prefers interaction, arranging the channels in your community allows you to spotlight the most relevant aspects for everyone involved. Steps to Reorganize Channels: Access Your Group: If you don't have the direct link to your group saved, navigate to the Community tab under the Memberships section and click on the Login button. Reorganize Channels: Within your group, locate the right sidebar where your channels are listed. To move a channel, hover over it, click and hold the left mouse button, and then drag it to the desired position before releasing the button. By arranging your channels thoughtfully, you can ensure that the most important topics are easily accessible to your members, helping to sustain their engagement and guiding their attention toward areas that ultimately drive sales.

Communities are a dynamic way to engage with your audience, turning casual interest into brand loyalty. Naturally, you'll want your community spaces to reflect your brand's unique identity. With this guide, you can easily customize every visual aspect of your community—from the sidebar and buttons to the overall background color. You can choose from pre-made themes or create your own from scratch to align with your brand's image. Getting Started Step 1: Access Your Group If you haven’t saved your group’s link, you can log in by navigating to the Community tab within the Memberships section and clicking the Login button. Step 2: Open Group Settings Once inside your group, go to Settings to access the Group Settings Menu. Step 3: Navigate to Themes In the Themes tab, you can choose between Community Themes and Custom Themes. You can also customize both Light and Dark modes. Customizing Your Community Community Themes These are pre-designed themes ready to be applied. Simply click on the theme you prefer and hit Save. Custom Themes For a more personalized touch, Custom Themes allow you to control the color of each element. To modify a color, click the pencil icon next to the element. You can choose a color from the picker or enter a specific hex code. You also have the option to enable Window Gradient to create a smooth transition effect on your side and top bars. Once satisfied with your selections, click Save to apply the changes. Elevate Your Community's Branding Now that you've customized your community, your space will reflect your brand's unique style, enhancing the experience for your audience. These visual tweaks make your community more appealing and provide members with the option to switch between Light and Dark modes, ensuring the environment is always aligned with their personal preferences.

Building a Community: The educational component of your community adds significant value to the overall member experience. However, some courses may demand more resources than you wish to offer at no cost. In such situations, creating a Paid Course is a smart strategy. This method enables you to turn the existing interest in your offerings into a revenue stream for your business. This guide will walk you through the steps to set up a Paid Course quickly and effectively. Getting Started with Your Courses: Go to the Memberships section from the left-hand menu. Choose Groups from the Communities navigation menu at the top and log in to your group. Adding or Modifying a Course: Click on +Add Course in the Learning tab, or select an existing course if you want to make changes. Selecting Your Subscription Type: Decide between Recurring or One-Time payment options based on the nature of your course. Setting the Billing Cycle: Choose how often you will bill for the course, with options like Monthly, Weekly, or Annually. Choosing Currency: Enter the course fee and select the currency that best suits your audience’s location. Finalizing the Course Setup: After filling in all the details, click Add Course to complete the setup. Why Offer a Paid Course? As your community grows, so does engagement, making members more responsive and valuable. A Paid Course allows you to tap into this value and transform it into sales. With online courses, you have the advantage of creating content once and selling it multiple times, generating passive income. Moreover, offering courses can add extra value by teaching your customers how to use your products in more advanced or specialized ways. Managing and Organizing Your Courses Rearranging Courses: If you want to change the order of your courses, click the three dots next to the course and choose Move Card to rearrange it. Monitoring Course Progress: Keep track of how your courses are progressing to measure engagement and completion rates. Troubleshooting and Common Questions Q: What if my course doesn't appear in the desired order? A: Make sure you’ve used the Move Card feature correctly to reorder your courses. If the problem continues, check if there are any unsaved changes. Q: How do I adjust the subscription type after a course is added? A: You can change the subscription type by editing the course settings and selecting the appropriate option.

The Hamburger Menu Sidebar is a key update that enhances the CRM interface, making it more intuitive and user-friendly. This feature offers several significant benefits: Streamlined Navigation: Easily switch between channel groups and access essential features with a single click. Mobile Optimization: Enjoy a seamless mobile experience with a unified bottom navigation bar and an improved mobile-native comment editor. Enhanced Branding: Customize the drawer and notification screens to align with your brand, ensuring a consistent and professional look throughout your community. Step-by-Step Guide to Using the New Hamburger Menu Sidebar Follow these steps to get started with the Hamburger Menu Sidebar: Accessing Your Portal: On your mobile device, log in to your portal. Tap on the menu and select "Communities" located in the top right corner. Navigating to Communities: Tap on the menu bar at the top left corner within Communities. Here, you'll see all your channels listed, with the option to add new ones. Posting in a Channel: To make a post, click on the "Discussion" tab and tap on "What’s on your mind." Enhance your post by adding images, videos, attachments, or links using the icons provided. Accessing Learning Materials: Click on the "Learning" tab to view or add courses relevant to your community. Viewing Notifications: Stay updated by clicking on the "Notifications" tab to view your latest alerts. These updates are designed to streamline your user experience, making it more efficient and visually appealing. Troubleshooting and FAQs What if I can't see the Hamburger Menu Sidebar on my device? Ensure your CRM app is updated to the latest version. If the issue persists, try restarting the app or your device. Can I customize the appearance of the Hamburger Menu Sidebar? Yes, you can customize the drawer and notification screens to match your brand's look. This can be done within the settings section of your portal. How do I add new channels through the Hamburger Menu Sidebar? Navigate to the section where your channels are listed in the menu. There, you will find an option to add new channels. Follow the prompts to complete the process.

In-app notifications are a great way to keep community members connected and up-to-date. With real-time alerts for interactions like mentions and comments, this feature ensures you're always informed. The easy-to-spot bell icon at the top of your screen helps you differentiate between new and read notifications, keeping your feed organized and user-friendly. To maximize the benefits of this feature, just follow these simple steps: Accessing Your Communities Navigate to the "Memberships" tab in the left-hand menu. Choose "Communities," then select "Groups."  Entering a Group You can either create a new group or enter an existing one.  Finding the Notification Bell Once you're in the group, locate the bell icon at the top right corner of the page.  Viewing Notifications Click on the bell icon to open a dropdown menu that lists all your notifications. You can switch between viewing all notifications or just the unread ones.  By following these steps, you can effectively manage your in-app notifications, staying informed and actively engaged with your community. This feature ensures you won't miss any important updates or interactions, enhancing your overall experience. Troubleshooting and FAQs Can't see the bell icon? Make sure you're logged into a group within the community. The bell icon only appears in this environment. How do I mark a notification as read? Click on the notification, which will automatically mark it as read and take you to the relevant post or comment. Can I customize which notifications I receive? Currently, customization options are limited, but future updates will offer more personalized settings.

Group Admins and Owners who invite members to join their groups via email, simplifying the invitation process and enhancing group collaboration. Steps to Invite Members via Email Step 1: Navigate to the 'People' Section Log into your account as an Admin or Owner. Head to the 'People' section under your Group's settings. Step 2: Start the Invitation Within the 'People' section, find and click on 'Invite Member.' Step 3: Fill in the Invitation Details Click the 'Invite' option to begin. Enter the invitee's name and their email address. Step 4: Optionally Grant Admin Rights Admins have the option to give the invited user admin privileges, allowing them broader access and control within the group. Step 5: Send the Email Invitation Once all details are entered, click 'Invite' to send out the invitation. What Happens After an Invitation is Sent Scenario 1: New User or Not Part of the Client Portal The recipient will receive an email with an "Accept Invite" button. Clicking this button will direct them to a page where they can set up their password and create their account. Scenario 2: Existing User with Credentials If the invitee already has an account, clicking "Accept Invite" will take them directly to the Group through a magic link. Note: The invitation link expires after 30 days. Ensure the invitee accepts the invitation within this timeframe to maintain security. Overview for Group Admins and Owners This guide simplifies the process of inviting members through email, whether they are new or existing users. It’s important to act within the given time frame to ensure the link's validity. Frequently Asked Questions (FAQs) Who can use this email invitation feature? Group Admins and Owners can utilize this feature. Is it possible to invite multiple people at once? Yes, you can send multiple invitations by entering each email address individually. Can I revoke an invitation after sending it? Currently, there’s no option to revoke an invitation. You may need to communicate directly with the recipient to disregard the invite. What if the invitation isn’t accepted within 30 days? The link will expire, and you’ll need to resend the invitation if not accepted in time. Can I personalize the email invitation? At the moment, the email message is standard and cannot be personalized. Can admin rights be granted later if not initially provided? Yes, admin rights can be assigned at any time after the invitation has been accepted.

Tagging is designed to boost interaction and keep conversations organized by allowing users to mention specific members in posts and comments. This feature enhances community engagement by directly involving relevant participants in discussions. Tagging in Posts Start Tagging: While writing a post, type "@" followed by the first few letters of the member's name. Select a Member: As you type, a list of matching members will appear. Navigate through the list and click on the member's name to select it. The selected name will be highlighted in blue. Insert the Tag: The chosen member’s name will appear in your post as a highlighted tag. Publish the Post: After completing your post, hit the publish button. The tagged members will be notified that they’ve been mentioned. Tagging in Comments Initiate Tagging: In a comment, type "@" and start entering the member's name. Choose a Member: A dropdown menu will appear, showing matching members. Click on the desired name to tag that member. Add the Tag: The selected member’s name will be included in your comment as a highlighted tag. Publish the Comment: Once your comment is ready, publish it. The tagged members will receive notifications. Tagging in Comment Replies You can also tag members in replies to existing comments, ensuring all relevant participants are included in the conversation. Email Notifications for Tags When you're tagged in a post or comment, an email notification is sent to you, including a direct link to the content where you were mentioned, allowing for easy engagement. Tagging Multiple Members in One Comment Multiple members can be tagged within a single comment, allowing you to bring several people into the conversation at once. Using these steps, you can effectively utilize the tagging feature to foster better communication and organization in your community. Frequently Asked Questions What does the tagging feature do in Communities? It allows users to mention specific members in posts and comments, which helps to boost engagement and keep conversations organized. How will I be notified if someone tags me? You'll receive an email notification whenever you’re tagged in a post or comment, with a direct link to the mentioned content. Can I tag several members in one comment or post? Yes, you can tag multiple members in a single comment or post, making it easy to involve several participants in a discussion. How does tagging improve community engagement? Tagging facilitates direct interactions, ensuring that members see relevant content and participate in ongoing discussions. Does the tagged member's name appear differently? Yes, the tagged name is highlighted, making it stand out from the rest of the text. 4o

The "Featured Posts" feature is a powerful tool for Admins and Owners to emphasize crucial content within their communities. By spotlighting key posts, this feature enhances content management and communication, ensuring that essential updates, announcements, or discussions are easily accessible and prioritized for all users. How to Highlight a Post as Featured Locate the Post: Find the post you want to highlight. Access the Menu: Click on the three-dot menu in the upper right-hand corner of the post. Choose "Pin": Select the "Pin" option to mark the post as "Featured." Following these steps ensures that your selected post is prominently displayed as a featured item. Where Featured Posts Are Displayed Featured posts gain visibility at both the channel level and on the home timeline, making them stand out in key areas. At the Channel Level When a post is featured within a specific channel, it appears at the very top of that channel's content feed. This ensures that all members who visit the channel see the post first. On the Home Timeline Featuring a post on the Home Timeline similarly elevates it to the top of your home feed, ensuring it captures attention immediately when users access the main dashboard. How to Remove a Featured Post If you need to unfeature a post, you can easily remove it from the featured position: Identify the Post: Find the featured post you want to unpin. Access the Menu: Click on the three-dot menu in the upper right-hand corner of the post. Select "Unpin": Choose the "Unpin" option to remove the featured status. The post will revert to its original position, remaining accessible to all users. Strategic Use of Featured Posts By effectively using the "Featured Posts" feature, you can significantly enhance the visibility of important content, streamline communication, and ensure that critical information consistently reaches your audience. This approach allows you to keep your community informed and engaged by focusing their attention on the most important messages.

The "Paid Groups" feature enables community administrators and owners to generate revenue by offering exclusive content and features through Public and Private groups. This tool allows for equitable access to all members while providing a new income stream for content creators. Understanding Public vs. Private Groups Administrators can decide whether their groups are Public, allowing open access to all, or Private, restricting membership to selected individuals. These settings can be customized within the group's management options. Implementing One-Time Payments To grant unlimited access to a group's content through a one-time fee, follow these steps: Access the Group Settings and navigate to the Subscriptions section.  Click on "Add New Price" to set the desired payment amount.  Select "One-Time Payment" from the available subscription options.  Note that "Trial Days" and "Billing Period" fields will be deactivated for one-time payment setups. Activate Test Mode to run a mock payment process without actual financial transactions.  The group’s description will be updated to reflect the one-time fee requirement for new members. Finalize the setup by clicking "Add Price" and saving your changes. Setting Up Recurring Subscriptions For ongoing access with a recurring fee, you can configure a subscription model as follows: Navigate to the Subscriptions settings within your Group.  Add a new price for the subscription.  Choose "Recurring Subscription" from the subscription type dropdown menu.  Set the trial period (if offered) and decide on the billing cycle—either Monthly or Annually.  Enable Test Mode to validate the payment workflow without real charges.  The group’s description will now include details of the subscription model. Save your setup by clicking "Add Price" and confirm by saving. Managing Access for Paid Groups Control member access to paid groups as follows: For Private Groups: Use the Members tab to review and approve or reject requests to join under the "Requested" section.  For Public Groups: Membership is granted instantly upon payment. Notification System Both administrators and users will receive automatic email notifications concerning payments, membership requests, and approvals, ensuring that everyone stays informed throughout the process. Handling Cancellations and Refunds Members can cancel their subscriptions and request refunds via CRM Payments or Stripe. Upon cancellation: A confirmation email is sent to the user. Administrators and owners are notified. The member is automatically removed from the group. Restoring Access After Contact Deletion If a user’s contact information is deleted but later restored, they will regain access to the group without needing to pay again. Payment Limits The minimum and maximum payment amounts are subject to currency-specific limits as detailed in the Stripe documentation. By leveraging the Paid Groups feature, community administrators can effectively manage access and monetize their communities, providing a seamless and rewarding experience for both content creators and users.

Content Management in Communities is a powerful feature that allows group administrators and members to create, organize, and engage with posts and channels within a community. This feature enables dynamic interactions by offering a variety of capabilities, from sharing videos to handling comments and likes. This article explores the key components and practical uses of Content Management in Communities and provides guidance on effectively managing content. Key Components of Content Management Content Management in Communities includes several elements that enhance engagement and interaction: Group Channels: These serve as categories within a community group to help organize discussions. Group admins have the privilege of creating these channels. Posts: The primary content pieces within a group, where members can share text, images, videos, and other attachments. Posts are often associated with specific channels. Home Timeline: A central hub displaying posts from all members and channels within the group, keeping everyone updated on ongoing conversations. Embedding Videos: Posts can include videos from platforms like YouTube, Vimeo, Wistia, and Loom, making content more engaging. Attachments: Posts support various file formats, such as images, GIFs, and other media, enhancing the richness of the content. Comments and Likes: Essential for engagement, allowing members to comment on posts and show appreciation through likes. Post Deletion: Admins and moderators can delete posts that violate community guidelines, and members can delete their posts and comments. Practical Uses of Content Management Here are some real-world scenarios where Content Management in Communities can be valuable: Brand Awareness Campaign: Companies can promote new products by creating dedicated channels for campaigns, sharing posts with images, GIFs, and embedded videos, and inviting customers to join the discussion. Customer Support Forum: Software companies can use Communities to provide customer support by setting up different channels for software modules and allowing customers to post questions. Education/Training Program: Instructors can create posts for lessons, embed videos, attach materials, and facilitate discussions. The Home Timeline keeps students updated. Internal Business Communication: Companies can use Communities for internal communication between departments or teams, with posts sharing updates, asking questions, and distributing materials. Community Engagement for NGOs: Non-profits can engage supporters by creating channels for different programs, sharing updates, and starting discussions to foster engagement. Managing Content in Communities Here’s how to effectively manage content within Communities: Creating Group Channels Locate and Click "Add Channel": Navigate to the group interface's left bar and click the "Add Channel" button. Channel Name and Description: Provide a concise name and description for the channel. You have a limit of 15 characters for the Name field and 60 characters for the Description field. Channel Icon: Choose a distinct icon that will be displayed next to your channel name for easy identification. Click "Add Channel" to create it. Creating Posts Navigate to the Desired Channel: Enter a title and description for your post. Attach images, videos (MP4), files (PDFs, CSVs, XLSX), emojis, or links as needed. Choose the Appropriate Channel: Select the channel where you want your post to appear. Click "Publish Post" to share it with the group. Using Home Timeline The Home Timeline is where you can view posts from all members across all channels in one convenient location. Regularly checking the Home Timeline keeps you informed and engaged with ongoing conversations and updates. Comments and Likes Comments and likes are crucial for driving engagement within the group. Comment on Posts: Engage in discussions by adding comments, which can include images, videos, and links. Like Posts or Comments: Show appreciation by liking posts or comments. Deleting a Post Admins and moderators can delete posts that violate terms and conditions by selecting "Delete Post" from the post's menu. Members can only delete their posts and comments. FAQs How many images can I attach to a single post? You can attach multiple images to a post, but it’s recommended to limit the number to ensure optimal loading times and readability. Can I change the title of my post after it has been published? Yes, you can edit the post title after publication by clicking the three dots icon at the top of the post and selecting "Edit Post." What is the maximum size for video files that I can upload? The file size restrictions will be defined later, but it’s recommended to keep video files below 100MB for optimal performance. What happens when I add a hyperlink to my post? When a hyperlink is added, users can click on it to be directed to the linked URL, which is useful for providing additional resources without cluttering the post. Can I use emojis in my post title? Yes, emojis can be used in post titles, but they should enhance readability and understanding rather than detract from them. This content management guide provides a comprehensive overview of how to effectively utilize the tools available in Communities to enhance engagement and interaction within your group.

Private groups are specialized, restricted-access communities designed for confidential discussions and collaboration. They are integral to community management, offering a range of functionalities that ensure secure and organized interaction. Owners and admins can create and manage these groups, even converting regular groups into private ones when needed. Each role within a group—Owner, Admin, and Contributor—comes with specific responsibilities, ensuring a well-structured environment. Setting Group Privacy in Communities Members must request access to join a private group, with approval granted by admins or owners. Private groups can transition between public and private statuses, making them versatile for various purposes like internal business communications, exclusive community engagement, or focused project collaboration. The user-friendly interface allows owners and admins to toggle between group types, customize branding, and control visibility to non-group members easily. Usage Cases Usage Case Description Confidential Discussions Private groups allow members to have confidential and secure discussions, ensuring only authorized individuals can access the shared content. Focused Collaboration Ideal for focused collaboration among team members on specific projects, topics, or tasks where external distractions need to be minimized. Membership Request & Approval Private groups allow for controlled entry, where interested members must request to join, and only admins or owners can review and accept these requests. Public to Private Group Transition Groups can be converted from public to private, restricting future content to current members. Likewise, private groups can become public, automatically accepting all requests. Customized Role Management With roles like Owner, Admin, and Contributor, private groups enable structured community management, allowing customization of permissions and responsibilities for members. How to Use the Private Groups Feature Using private groups involves several steps and functionalities. Here's a step-by-step guide on how to create and manage a private group: Creating and Managing a Group Create a New Group: Click on the site and select "Create Group." Name the group, customize its appearance, and click on "Create Group." Convert to Private: Administrators and owners can adjust the group settings to make the group private. This is perfect for confidential discussions. Go to your Group area > Click on the Gear icon > Group Type > Switch to Private > Save. Customize Appearance: Edit colors, images, and branding to suit your needs. Membership Management Request to Join: Interested members click on the group URL and request to join. The request button will change to “Requested.” Review and Approve Requests: Admins and owners can review and accept or reject requests from the "People" section using the filter “Requested.” Adjusting Roles: Owners and admins can assign members roles (admin/contributor). An owner's role cannot be reassigned. Group Visibility Access Control: Adjust roles and control who can see and participate in the group. Access for Non-Group Members: You can choose to make the group visible to non-members. This setting controls whether non-members of this group, who have access to other groups in the sub-account, can see your group in the group switcher on the top left or not. By following these steps, you can create a well-structured and secure private group, providing a focused and collaborative environment for your members. This ensures that sensitive discussions remain confidential while still allowing for efficient management and engagement within the community.

Community groups function like teams in an online space, where each member has specific roles to keep the group organized and functional. Here's a breakdown of the key roles: Owner: The leader of the group with the highest level of control. They can modify group settings, manage members, and even delete the group if necessary. Admin: Assistants to the owner, admins help manage the group by adding or removing members and assigning roles. Moderator: These members ensure the group runs smoothly by enforcing rules and maintaining a positive environment. Contributor: Active participants who engage in discussions and share content but don’t have administrative powers. Permissions for Each Role Each role comes with specific permissions: Role Create Posts Moderate Posts Manage Members Delete Group Owner ✔️ ✔️ ✔️ ✔️ Admin ✔️ ✔️ ✔️ ❌ Moderator ✔️ ✔️ ❌ ❌ Contributor ✔️ ❌ ❌ ❌ Inviting Members to Join the Group To bring new people into your group, you can share a special invite link. Here's how: Navigate to the 'People' Tab: Log in as an admin or owner and go to the 'People' section to manage group members. Click on 'Invite': Find the 'Invite' option and click on it to start creating your unique invite link. Choose 'Invitation Link': Select the 'Invitation Link' option to generate a unique link for your group. Modifying Member Roles and Access Control Admins and owners can change member roles and manage access control to ensure everyone has the correct responsibilities. Here's how to modify roles: Go to the 'People' Section: Find the member whose role you want to change. Select the Three Dots Next to Their Name: Click on the three dots next to the member's name to open the role options. Choose the New Role: Select the new role you want to assign to the member. Managing Member Visibility and Privacy Users can choose to hide or display their email and phone number: Access Profile Settings: Users can click on their initials in the top right to access the 'View or Edit Profile' area. Social Media Tab: In the 'Social Media' tab, they can choose whether or not their email and phone number are visible. Removing Members from a Group Admins and owners can remove members from a group if necessary: Go to the 'People' Section: Find the member you want to remove. Click on the Three Dots Next to Their Name: Select the 'Remove from Group' option. FAQs Q: Can I set up automated invitations for new clients added to my CRM? A: Currently, Communities does not support automated invitations, but this feature is planned for future updates. You can manually invite new clients by sharing the group URL. Q: Can members invite others to the group? A: Members can share the group URL to invite others, but admins and owners have the power to remove any unwanted members. Q: Can I track who has accepted the invitation and joined the group? A: Yes, the "People" tab allows you to see all members, including those who have recently joined. By understanding and utilizing these roles, permissions, and management tools, you can effectively lead and organize your community group, ensuring a positive and productive environment for all members.

Here's a step-by-step guide on how to create and share unique invite links for groups or communities online. This method is a convenient way to invite new members to join your group. Creating the Invite Link Access the 'People' Tab Log in to your group's admin or owner account. Navigate to the 'People' tab, where you manage group members. Click on 'Invite' Within the 'People' tab, find the 'Invite' option and click on it to start the process of creating an invite link. Select 'Invitation Link' From the invitation options presented, choose 'Invitation link.' This action will generate a unique link specifically for your group. Sharing the Invite Link Once you have created the invite link, you can share it with potential members through various channels: Copy the Link After generating the invite link, use the 'Copy' option to save the link to your clipboard. Share the Link You can now distribute the link using multiple communication methods: Email: Send the link directly to potential members via email. Messaging Apps: Share it on messaging platforms like WhatsApp, Telegram, or Slack. Social Media: Post the link on your social media profiles or within relevant groups. Direct Messages: Use private messages to send the link to individuals or groups. What Invited Members Can Expect Click the Invite Link Recipients of the invite link should click on it to begin the joining process. Personalized Pop-up Modal Upon clicking the link, a personalized pop-up window will appear. Here, invited members will typically see two options: Option 1: Sign Up for a New Account: If not already a member of the platform or community, they can create a new account by providing the necessary details. Option 2: Log In with Existing Credentials: Existing members can log in using their current username and password. Approval Process (for Private Groups): For private groups, there might be an additional approval step. This ensures that only authorized members gain access, with administrators reviewing and approving membership requests to maintain group security and integrity. By following this guide, you can efficiently create and share invite links to grow your group or community, making it easy for new members to join and engage.

This update brings several exciting new features and improvements designed to enhance your community experience, making it more engaging, responsive, and reliable. Key Updates and Features Badges for Owners and Admins A new visual feature introduces badges that prominently display the roles of group owners and admins. These badges help members quickly identify key figures with administrative rights, enhancing the overall group dynamic and clarity within communities. Like Feature By clicking on the “Like” icon, users can now view the list of individuals who have liked a post. This addition provides valuable insight into post engagement, allowing for deeper connections with your audience. Getting Started After signing up, you’ll be instantly redirected to a community preview, enabling you to dive into engagement right away. Mobile-Optimized Client Portal Access The client portal login has been optimized for mobile devices, ensuring a seamless and user-friendly experience across all platforms. Technical Improvements Bug Fixes and Backend Enhancements We've resolved issues related to the reactions APIs and Mongo database, resulting in smoother interactions when expressing reactions and a more reliable backend system. API Refinements: Refined numerous endpoints and introduced a common interface for validating pagination parameters, leading to a more robust and standardized backend experience. Frontend Service and Composition Improvements: Enhanced service patterns for reactions, groups, and comments modules, ensuring a more efficient and enjoyable user interface. Group Visibility Bug Fix A specific bug where groups became invisible when the owner’s contact was deleted has been fixed. Now, groups will remain consistently visible, preserving important content and connections. These updates not only introduce new features but also significantly enhance the reliability and user experience across the platform. Whether you’re managing groups, interacting with posts, or accessing the client portal, these improvements ensure a smoother and more engaging experience.

Communities offer a modern approach to online group interactions, enabling engagement, collaboration, and focused discussions through both public and private groups. These groups provide flexible management tools, advanced user filters, and privacy settings to create an organized and secure environment. Whether fostering broad discussions in public groups or ensuring confidentiality in private groups, communities are designed to enhance user interaction and collaboration. Key Benefits of Groups Group Management Flexibility: Soft delete and restore groups to manage community spaces without permanent deletion. Enhanced Member Search: Effortlessly search and access member profiles from the View Members page. Privacy Settings: Control the visibility of phone numbers and email addresses to maintain user privacy. Advanced User Filters: Filter users by status and roles for streamlined group management. Security Update: Email addresses are now hidden on the View Members page to enhance privacy. Private Groups: An Exclusive Space Private groups offer a controlled environment where only authorized members can participate in discussions and view content. Admins and group owners can convert regular groups into private ones, making them ideal for focused or confidential collaborations. Roles within Private Groups: Owner: The group creator with supreme authority, responsible for assigning admins and contributors. Admin: Assigned by the owner, admins can also manage users by assigning them as admins or contributors. Contributor: A member who actively participates in the group without administrative privileges. Public Groups Public groups are open to all members and are centered around specific interests, topics, or industries. These groups allow for broad, focused discussions and collaboration. Admins have the flexibility to soft delete and restore groups as needed. How to Join a Group Set up a Custom Domain: Navigate to the “Community Settings” under the Membership category to configure your custom domain. Create a Group: Go to the Group section in the Membership Category and click “Create Group” to begin. Customize the group by adding: Group name Description URL Branding elements (colors, favicon, logos, cover images) Promotional links Visibility settings for phone numbers and email addresses Save: Click the Save button to finalize the group creation. How Members Join and Get Approved Joining a Group: Members navigate to the group URL and click 'Request' to join. Once requested, the button changes to 'Requested'. Upon approval, they receive an email confirmation with magic links for easy access. Approval Process: Admins and owners manage requests, sending approval emails with magic links for group access. Public vs. Private Groups Public to Private: Convert public groups to private at any time, restricting content to current members. Private to Public: Convert private groups to public, automatically accepting pending members and notifying them of the change. Toggling Group Types Admins and owners can toggle between public and private group types by navigating to the group settings: Path: Specific Group > Settings > Group Settings > Group Type Action: Select the desired group type and decide on the group's visibility to non-members. By leveraging these features, you can create a vibrant and secure community that supports both broad engagement and private, focused discussions.