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Communities give your members a dedicated space to connect, discuss, share wins, ask questions, and build relationships with each other — all within your branded member portal, alongside your courses and membership content.

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What is a community?

A community is a social feed-style space attached to your member portal. Members can:
  • Post text updates, images, and videos
  • Comment on and react to other members’ posts
  • Create and join topic-based Groups within the community
  • Direct message other members (if enabled)
  • Receive notifications for new posts, comments, and mentions
As an admin, you can moderate posts, pin important announcements, create groups, and manage member roles.

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Creating a community

1

Navigate to Memberships and Communities > Communities

Click Memberships and Communities in the left sidebar, then select Communities. Click + New Community.
2

Name and configure the community

Enter a community name, description, and upload a cover image and logo. These appear in the member portal and on the community landing page.
3

Set access rules

Choose who can join the community:
  • Open — any member who logs into the portal can join
  • Restricted — only members with a specific membership or tag can access the community
4

Create groups

Groups are topic or interest-based sub-spaces within the community. Click + Add Group to create groups such as “Introductions”, “Questions & Answers”, “Wins & Celebrations”, or “Resources”.
5

Configure notifications

Set up email digest notifications to keep members engaged. Options include:
  • Immediate notifications for new posts or comments
  • Daily or weekly digest emails summarizing activity
6

Publish and invite members

Publish the community and send invitations to your existing members via email automation. New members who purchase access can be automatically added via an automation action.

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Community moderation

As an admin or moderator you can:
  • Pin posts — keep important announcements at the top of the feed
  • Delete posts or comments — remove inappropriate content
  • Mute or ban members — restrict posting rights for specific members
  • Approve posts — enable a moderation queue so posts require approval before appearing publicly
  • Create polls — post a multiple-choice poll to gather member opinions

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Member roles

RoleCapabilities
AdminFull access — manage settings, groups, members, and moderate all content
ModeratorModerate posts and comments, pin content, manage members
MemberPost, comment, react, and direct message
Assign roles from the Members tab inside the community settings.

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Community and courses

Pairing a community with a course creates a cohort experience:
  • Members work through the course and discuss lessons in the community
  • Create a group for each course module as a dedicated discussion space
  • Post weekly challenge prompts to drive engagement and accountability

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Automations for communities

Use the Community Member Joined trigger in Automations to:
  • Send a welcome email with community guidelines and tips to get started
  • Add a tag to the contact record for community members
  • Notify a team member or moderator
Post a welcome prompt (“Introduce yourself — where are you from and what are you working on?”) as a pinned post on day one. This single action dramatically increases new member participation rates.
Last modified on March 4, 2026