Brand Name and category
Your brand name would have been created during the onboarding flow. Validate that this is the correct name or edit it. Select a category or industry.
Accessibility
Ensure your portal is configured to the desired accessibility settings. Portals can be public (anybody can access), private (only approved members can access), or paid (only paying members can access). Learn more about paid.
If you wish to make your portal private, toggle private mode on.
Add a welcome message
Welcome messages appear on the homepage of your member dashboard.
Add a cover image
Cover images appear in the Learn more popup window in the members view. This window displays information about the brand as well as displays official links.
Customize button colors
Customize your portal to reflect your unique brand identity by adding custom button colors.
Add an FAQ section (Optional)
This FAQ section will appear on your membership landing page.
Populate your portal with activations (Recommended)
Adding activations is a great way to engage your early members, gather preliminary feedback and lay the foundation for a long-term relationship.
To help get you started, we've compiled a checklist with some of the most common welcome activations to add to your portal.
Welcome Activation Checklist:
☐ Welcome post (post)
☐ Benefit summary (post)
☐ Let's get to know you (survey)
☐ Evergreen activations (rewards)*
☐ Surprise reward (discount/event)
*Activations that deliver on evergreen membership benefits (ie. free shipping, member pricing)
Templates
A draft of each of these activation types has been added to your admin dashboard.
Login to your admin dashboard and click into your drafts to edit and publish your pre-populated templates.
See below for more information about each checklist item.
Welcome Post
Introduce your brand, express gratitude for their membership, and provide a brief overview of the portal's benefits and features. Encourage them to explore and participate in the community. Learn more about creating posts. Browse post ideas.
Benefit Summary
Create a comprehensive benefit summary that outlines all the exclusive perks and advantages of being a portal member. This summary serves as a quick reference guide for members to understand the value of their membership. Learn more about creating posts.
Feedback Survey
Gather valuable insights from your members about what they want to see from your brand. Ask about their preferences, expectations, and suggestions for new products, features, or services. Learn more about creating surveys.
User Survey
Gain a deeper understanding of your members as individuals. Inquire about their demographics, interests, hobbies, and lifestyle choices. Learn more about creating surveys.
Browse more survey ideas.
Surprise Rewards
Offer surprise discounts, special gifts, or exclusive access to premium content as a token of appreciation for their continued engagement and loyalty. Learn how to create rewards.
Browse more product offers.