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Community

Launch
Checklist
Preface

This document will help you launch your community


successfully via a checklist of action items that covers
everything from configuration to content seeding and testing.
If you want to learn strategies for a successful community
launch, check out our free e-book that offers many tips and
tricks.

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Contents
| Configuration

| General settings
| Portal Policies
| Set the Stage
| Define Access
| Set the Sign-up Process
| Create Messages and Announcements
| Prepare for Engagement
| Enable Notification

| Gamification
| Incentivization
| Customize Theme
| Configure Custom Domain
| Explore Apps
| Install Widgets
| Seed Community
| Choose Content Types
| Create Groups
| Add Topics within Groups
| Invite Your Team
| Use Bot Profiles
| Run Tests

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Configuration
First and foremost is to set up and configure your community hub. This is where
you would customize the community based on your pre-defined policies,
requirements, and branding guidelines.

General Settings
Add portal logo, change the name and
description of the community website to keep it
in sync with your solution.

Portal Policies
This is where you’d initiate of the most basic
configurations for your community.

Set the Stage


Based on the stage of the community, Tribe improves the user experience. Make sure
you select the right option based on your current stage, which can be any of the
following: Inception, Establishment, Maturity, and Mitosis.

Define Access
Communities can be either private or public — private community gives access to
only the logged in users, while public communities are accessible to non-members
as well. Here, you can choose either public or private mode for you community.

However, note that it is a good idea to keep public community in private mode until
it is ready to go live.

Set the Sign-up Process


Select whether you want any user to be able to join the community or they could
only register through an invitation link . If you want users to be able to register or log
in using social accounts, install social login app. If you want the users to use their
existing accounts on your website to use the community, you would need to use the
Single Sign-on feature.

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Create Messages and Announcements
Inform users and influence their actions by adding policy, guidelines, and messages to
be displayed before they take any action. You can also promote a message with a call
to action using the announcement feature.

Prepare for Engagement


Engagement is the lifeline of your community. This is the stage where you set up various
engagement tools to keep community members hooked. Given below are some of the key
tools:

Enable Notification
Make sure to activate email notifications once you
are ready to launch. To maximize the success of
email delivery, install SendGrid app if you already
have an account. You can also use the messenger
notifications (Facebook or Telegram) to push the
notifications to their messaging app.

Gamification
Leverage the reputation scoring to ensure that the users know about the value of their
contribution and keep them involved. You can also use configurable user badges to
showcase unique user attributes.

Incentivization
Use the virtual currency app to reward community members based on the intended
actions set by you. Allow them to redeem the same for your product or services.

Customize Theme
Tribe is highly customizable — you have a lot of control over the theme — can easily
change the color and font, add a navigation bar, add tags in your portal and even
manage CSS.

Configure Custom Domain


Deliver a unified branding experience across all the touchpoints by moving your Tribe
to your own subdomain or root domain.

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Explore Apps
Check out the apps section and install those apps that are relevant to your use case.

Install Widgets
Use API and widgets to showcase specific community feeds in your website or product
and deliver social experience to your users without always redirecting to the
community.

Seed Community
Now that you have configured the community hub, it’s time to seed the initial content
so when users come to your community, they could get the right sense.

Choose Content Types


There are different types of content you can enable in your
community based on your use case. Choose whether you
want the community members to post Q&A, discussions,
articles or just a simple post similar to Facebook status.

Create Groups
Every content should be part of a group. The groups can be based on categories,
location or shared attributes between members. You can even customize what groups
are called in your community. For example, can call them Rooms or Boards, Channels,
etc.

Add Topics within Groups


Topics can help users filter the content within a group. Don’t get hung up on setting
up the initial topics but make sure you have at least a few topics to guide the
members. Learn how to add topic within a group.

Invite Your Team


Go to the member section and use the invitation tab to invite your team. Make sure
to assign the right role when inviting them. These roles include admin, moderator,
and member and each has a different access level.

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Use Bot Profiles
Tribe has made it easy to seed content from a diverse set of profiles. This would help
to create a better sense of community. All you need to do it to create bot profiles and
easily publish the content using these accounts. Try to add at least 30-50 content
before inviting community members.

Run Tests
Once you are done with all of the previous action items, it is time for rigorous testing. It
goes without saying that testing the community before beta or public launch is of
paramount importance.

Some of the basic scenarios to test:

• Try to register and make sure it works based on your


portal access and registration settings.
• Post different types of content and make sure they work
properly.
• Make sure the theme is working well on both desktops
and mobiles.
• Test the email notification and make sure it’s working well.
• Check if any of your restrictions work or not.
• See if the third party app integrations are working correctly or not.

The test cases will hugely differ from community to community, since they are all
unique. Our goal here is to start with a viable community that won’t disappoint users
and establish trust in your brand.

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All the leading online communities have one thing in
common – they start with a robust plan.

www.tribe.so | hi@tribe.so

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