Getting Started with Community

ClickFunnels Community feature allows you to create an interactive space where your audience can connect, share content, and engage in meaningful discussions. By setting up a well-organized community, you can foster stronger relationships with your customers, promote user-generated content, and provide a collaborative environment for your audience to thrive.

This article will walk you through the initial steps of creating and managing your community, including organizing groups and topics, creating posts, and managing member access.

Table of Contents

• Requirements
• What is the Community Feature?
• Adding Community App
• Setting Up Your Community
• Creating Posts
• Granting Community Access
• Adding Quick Actions to Your Community
• Moderating the Community
• Best Practices for Community Management
• Frequently Asked Questions (FAQ)
• Related Articles

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Requirements

• An active ClickFunnels account

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What is the Community Feature?

The Community feature in ClickFunnels is designed to help you create an online space for your audience to interact. With Groups and Topics, you can organize your community around specific interests or goals, making it easier for members to engage in relevant conversations.

Key Benefits of Using the Community Feature:

• Organized Discussions: Group discussions by specific topics or interests to keep conversations focused.
• Member Engagement: Encourage members to participate in discussions, share content, and interact with each other.
• Collaboration: Offer a space for members to exchange ideas, share experiences, or provide feedback.
• Content Sharing: Use your community to share exclusive content, announcements, and updates with your audience.

Examples of How to Use ClickFunnels Community:

• Business Coaching: Create a group for each coaching program, with topics for accountability, progress updates, and member achievements.
• Event Communities: Host a group for event attendees to network before, during, and after the event, with topics for specific sessions or speakers.
• Product Development: Use your community to gather feedback and insights from your most loyal customers through targeted discussions in specific groups.

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Adding Community App

1. From the main menu on the left, click on + Add an App to navigate to the Apps page.
2. Scroll down until you find the Community app, then click on it.
3. Confirm your selection by clicking the Add App button.

Check out our Adding Apps to Your ClickFunnels Workspace article for detailed information on how to add apps to your navigation menu.

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Setting Up Your Community

Start building your community by creating Groups (broad categories) and Topics (specific discussion threads). Here’s a brief overview of how to set them up:

Creating a Group:

1. Open the Community app from your ClickFunnels dashboard.
2. Click Add New Group and fill in the name, description, and group image.
3. Set the Access level (Open, Private, or Secret).
4. Click Create Group.

Creating a Topic:

1. Go to the Group where you want to add a Topic.
2. Click Add New Topic, enter the topic details, and set access permissions.
3. Click Create Topic.

For full instructions on setting up groups and topics, see Creating and Managing Community Groups and Topics.

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Creating Posts

Once your groups and topics are set up, you’ll want to manage content and keep discussions organized. Here’s a quick overview of how to create and manage posts:

Creating a Post:

1. Navigate to the Group or Topic where you want to create a post.
2. Click Create a Post, enter your content, and add multimedia if necessary.
3. Click Post to publish.

For more details, check out Creating and Managing Community Posts.

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Granting Community Access

You can control who has access to your community through different methods, including product purchases, manual permissions, or automated workflows.

1. Access via Product Purchase:

   1. Go to Products, choose the product linked to community access.
   2. Scroll to Purchase Actions and add the Community access.
   3. Select the relevant Groups or Topics, then click Save.
2. Access via Contact Profile:
   1. Go to Contacts and select the member you want to grant access to.
   2. In Community Permissions, update the desired access to groups or topics.
3. Automating Access with Workflows:
   1. Open Workflows under Automations.
   2. Add a new step and select Grant Community Access.
   3. Choose which Groups or Topics to grant access to.
   4. Click Create Step to finalize.
4. Granting Access via Community Manager Role:
   1. Go to Workspace Settings, then select Collaborators.
   2. Click Add New Collaborator and enter the person’s details.
   3. Under Roles, choose Community Manager.
   4. Click Create Collaborator to finalize.

For more details, refer to Granting Community Access article.

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Adding Quick Actions to Your Community

Quick Actions in ClickFunnels allow you to automate various tasks in your community, such as sending notifications or triggering certain events when members join Community or create posts.

1. From the Community app, click the lightning bolt ⚡icon.
2. Click Add Quick Action to start creating your automation.
3. Select Add Trigger to define the event that activates the action, like a member joining the community or creating a post.
4. Click Add Effect to specify the action to follow, such as sending a welcome message or a notifying a team member.
5. Turn on the Quick Action toggle to activate the workflow.

You can add Quick Actions to both Groups and Topics. Just click the lightning bolt icon ⚡ next to the group or topic name and follow the same steps to set up your automation.

For more information about Quick Actions, see our How to Manage Quick Actions article.

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Moderating the Community

Keeping your community safe and engaging requires effective moderation. With ClickFunnels’ admin tools, you can easily manage posts, comments, and reports.

1. Click the Admin Shield icon at the top right of the Community dashboard.
2. From the moderation panel, you can manage:
   • Unmoderated: Review posts or comments that need approval before they appear in the community.
   • Declined Posts: Revisit posts that were previously declined. You can edit, approve, or permanently delete these posts.
   • Reported Posts: Handle posts that community members have flagged for inappropriate content.
   • Reported Comments: Review flagged comments within posts or courses.
   • Reported Comments in Courses: Address flagged comments made in course discussions.

For more details, see our Community Admin and Moderation Tools article.

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Best Practices for Community Management

Creating a successful community requires more than just setting it up—it’s about fostering engagement and building a sense of belonging for your members. Here are some best practices to help you effectively manage and grow your ClickFunnels community:

1. Set Clear Guidelines

   Establish clear rules for community behavior and participation. This helps set expectations for member interactions and ensures a positive environment. You can create a pinned post or a specific group topic outlining your community rules.

2. Engage Regularly

   Regular engagement from admins and moderators is key to keeping your community active. Make time to respond to member questions, react to posts, and encourage discussions. Hosting live Q&A sessions, challenges, or events can also boost participation.

3. Encourage User-Generated Content

   Motivate your members to share their experiences, stories, and content. You can do this by starting topics that ask for input or hosting contests and challenges. The more your members feel heard, the more likely they are to participate.

4. Pin Important Topics and Posts

   Pin important announcements or discussions to keep them visible at the top of your group or topic feeds. This ensures new members can easily access key information, like community guidelines or upcoming events.

5. Keep Content Fresh

   Regularly update your community with fresh content, such as articles, videos, or event announcements. This helps keep members engaged and coming back for more. You can also encourage members to share resources or their own creations.

6. Use Automation to Save Time

   Take advantage of Quick Actions and Workflows to automate repetitive tasks, such as granting access or sending notifications. This allows you to focus on engagement and strategy, rather than administrative tasks.

7. Monitor and Moderate Effectively

   Actively monitor discussions and use your moderation tools to ensure that the community stays positive and focused. Address inappropriate content swiftly, and encourage a respectful and supportive environment.

8. Celebrate Member Achievements

   Recognizing and celebrating member achievements—whether it’s a milestone, success story, or valuable contribution—encourages further participation. You can use badges, featured posts, or even a dedicated “Member Spotlight” section.

9. Gather Feedback Regularly

   Regularly check in with your community to see what’s working and what can be improved. You can create surveys or start discussions to gather feedback from your members. This helps you continuously improve the experience and address any concerns.

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Frequently Asked Questions (FAQ)

How do I create a new Group in my community?

• To create a new Group, go to the Community app and click Add new Group at the top right of the page. Follow the prompts to name your Group, add a description, set access permissions, and upload a cover image.

Can I restrict access to certain groups or topics in my community?

• Yes, you can set Groups and Topics to Open, Private, or Secret. Private and Secret Groups require specific access permissions.

What are Quick Actions, and how can I use them in my community?

• Quick Actions allow you to automate tasks such as sending notifications or granting access when specific actions occur (e.g., when someone joins a group). You can add Quick Actions to your community to save time and streamline engagement.

How do I manage inappropriate posts or comments?

• You can use the moderation tools in the Community app to manage unmoderated, reported, or declined posts and comments. Simply access the moderation panel from the Admin Shield icon and take appropriate action on flagged content.

How do I assign a Community Manager?

• You can assign the Community Manager role to collaborators through the Workspace Settings. This role allows collaborators to manage posts, topics, and members in your community.

How do I revoke a member’s access to the community?

• To revoke access, go to the Customers > Contacts tab, select the contact, and click Edit Contact. In the Community Permissions section, click the X next to the Community, Group, or Topic you want to remove. Finally, click Update Contact to save the changes.

Can I automate the process of granting community access?

• Yes, you can automate community access using the Grant Community Access step in workflows or based on product purchases. This allows you to automatically grant access based on certain triggers, such as purchases or sign-ups.

How can I engage my members and keep the community active?

• Regular engagement, such as responding to posts, hosting live events, and encouraging user-generated content, helps keep your community active. You can also use Quick Actions and automations to streamline engagement.

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Related Articles

• Creating and Managing Community Groups and Topics
• Community Settings
• Creating and Managing Community Posts
• Granting Community Access

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