Online Community Getting Started Toolkit



Online Community Getting Started Toolkit

This on-demand training is focused on learning how to create all the objects needed to get started using your community. The Toolkit Checklist below will provide you with a step-by-step solution to launching your community.

Toolkit Checklist:



4 Weeks Before Launch


3 Weeks Before Launch


2 Weeks Before Launch



1 Week Before Launch

  • Seed Content
    • Organize the seed content and establish a posting schedule on a spreadsheet  
    •  Turn off the Member Impersonation Notification message
  • Beta-Testing with Early Adopters
    • Review the feedback from the Early Adopters
    • Post a closing message
    • Archive the Early Adopter Community
  • Community Moderation
    • Set the Open Forum to Full Moderation 
  • Manage Emails
    • Schedule automation rule ribbons and badges
    • Schedule the automation rule emails and conversions 
  • Promote the Community Launch
    • Send another Newsletter/social media announcement (coming soon!)

The Day Before Launch

  • Manage the Community
    • Post the Leadership Welcome message 
    • Post the Community Manager Welcome message
  • Manage Emails
    • Schedule the Automation Rules and Conversions
  • Community Moderation
    • Manage the moderation queue (approve/reject)
  • Monitor Reports
    • Digest deliverability and open-rates
    • Community log-ins
    • # of new community members
    • # of discussion posts

2 Weeks After Launch

  • Manage the Community
    • Post 2 Seed Content items per day on days that there is no organic activity in the Open Forum
  • Community Moderation
    • Set the Open Forum to Self-Moderation
  • Manage the Community
    • Post the "Introduce yourself" discussion thread
    • Add the “Introduce yourself” discussion thread to the Welcome New Member email template 

4 Weeks After Launch