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Revolutionizing Connections: Introducing Communities for Engaging with Your Contacts

July 09, 20235 min read

Are you ready for a groundbreaking update that will transform how you connect and engage with your contacts? We're thrilled to introduce Communities, a powerful feature designed to create dedicated spaces where contacts from specific locations can come together, collaborate, and interact like never before.

Communities open up a world of possibilities for establishing vibrant online communities that foster meaningful discussions, content sharing, and collaboration among your contacts. This feature is a game-changer for building solid relationships and enhancing communication within your network.

Image showing Pinnacle Ai Connect Community

Tailored Communities for Targeted Interaction

One of the key benefits of Communities is the ability to set up domain-specific groups. This means you can create communities tailored to specific locations, allowing contacts within those areas to join and engage in discussions relevant to their local interests and needs. Whether it's connecting with like-minded professionals, sharing industry insights, or seeking advice, Communities provides a dedicated space for focused interaction.

Easy Steps to Create and Customize Your Community

Creating a community is a breeze with Communities. Let's walk through the simple steps to set up your community group:

  1. Group Name: Provide a unique name for your group, which will serve as the primary identifier for your community. Choose a name that relates to the group's purpose or topic. For example, if you're creating a group about digital marketing, you might name it "Digital Marketing Enthusiasts."

  2. Group URL (Group Slug): This is the unique web address where your group will be located. Make it easy to remember and share. Typically, it's a simplified or abbreviated version of your group name, such as "digital-marketing," if your group name is "Digital Marketing Enthusiasts."

  3. Group Description: Briefly outline what your group is about, the kind of discussions that will take place, and what members can expect from being a part of the group. Describe the Digital Marketing Enthusiasts group as "A community for digital marketing professionals and enthusiasts to share strategies, tools, and trends in the industry."

  4. Brand Color: Choose a color that represents your group or brand. This color will be used in various aspects of your group's design to provide a consistent look and feel.

  5. Favicon: Select a small icon that will appear in the browser tab when someone views your group. Ideally, it should be a small version of your logo or a symbol representing your group.

  6. Cover Image: Choose a visually appealing and relevant image that will appear at the top of your group's page. The recommended aspect ratio is 16:9, and the image should be clear at a resolution of 200x200 pixels.

  7. Logo: Upload the main logo for your group, which will appear in various places, such as the group switcher. It should ideally be square, with a 1:1 aspect ratio, and clear at a resolution of 200x200 pixels.

Communities Group Setup

Enhanced Collaboration and Integration

Communities brings enhanced collaboration to the forefront. Through the ability to leave comments and engage in conversations, your contacts can actively collaborate on projects, exchange ideas, and support each other's endeavors. It's a powerful platform for fostering connections, nurturing partnerships, and driving collective growth.

To make it even more exciting, the Communities feature seamlessly integrates with the client portal. Contacts within the designated location can access and participate in community groups directly through their client portal, providing a seamless and convenient experience.

Empowering Features for Dynamic Communities

Let's explore some key features that make Communities a dynamic and engaging platform for your contacts:

  1. Group Creation: Users can create multiple groups based on specific interests, topics, or industries. These groups serve as sub-communities where members can engage in focused discussions, share insights, and collaborate on projects.

  2. Domain Setup: The platform allows users to set up their custom domain or use a pre-configured subdomain, providing a personalized experience for community members.

  3. Community Customization: Users can customize their communities, including group name, description, URL, branding (colors, logos, cover images), and promotional links. This allows users to create a unique and branded experience for their community members.

  4. Group Management: The person who creates a group becomes the owner and assumes administrative responsibilities and privileges. This feature offers different roles for group management, including admins, moderators, and members, each with their own permissions and responsibilities.

  5. Membership Management: Potential members can join a group by creating a community profile and signing up via the group's unique URL. Once they sign up, they can participate in any available community groups.

  6. Learning and Networking Opportunities: Communities provide a platform for users to learn from various courses, participate in discussions and events, vote in polls, and connect with like-minded individuals.

Client Portal Domain Setup

Client Portal Branding Setup

Seamless Onboarding for Community Members

To allow members to join your group, they must sign up using the group's unique URL and create a community profile. Here's a step-by-step guide to the onboarding process:

  1. Send an email or SMS to potential members, providing them with the group's URL and inviting them to join.

  2. Members can click on the provided URL, leading them to a page where they can join the group.

  3. Upon clicking "Join Group," they will be prompted to sign up for the client portal.

  4. Once they sign up or log in, they gain access to the client portal and can choose to participate in any of the available groups within the community.

  5. Members can join multiple groups within the community based on their interests or preferences.

Embrace the Power of Communities

The possibilities are endless with Communities. Whether you want to build a thriving professional network, facilitate knowledge sharing, or create a space for customers to connect and provide feedback, this feature empowers you to take your engagement to new heights.

Key Notes & FAQs

Here are some essential points and frequently asked questions provided by the developers:

  1. All account users, including account users and admins, can create a community group.

  2. Users automatically become the group's owner when they create a group. Group ownership cannot be transferred to another user.

  3. Account admins gain admin privileges automatically when they log into the community from the platform.

  4. Account users become group moderators when they log in from the builder platform. This ensures effective management and moderation of the group.


Get Started and Unlock the Potential

Are you ready to embark on a journey of thriving Communities? Our comprehensive video tutorial will guide you through the setup process, demonstrate how to customize your community groups and share tips and best practices for maximizing engagement. It's time to unlock the full potential of collaboration, foster a sense of belonging, and create a vibrant community that propels your business forward.

Join us in embracing this exciting update, and let's build thriving Communities together!

communitiesconnect and engagecollaborationonline community
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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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