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Community Group Wizard

How to start building your community group and adding members to it in FG Funnels®.

from A-Z

Set Up Your Community Group

Step #1

Creating A Community Group

Update July 2024: Since we recorded the full walkthrough below, the email builder no longer offers a membership password custom value. You now will select the LoginURL custom value to send members a magic link and they will create a new password when they click it the first time. Existing members will click the link and be automatically logged in to the client portal.

Step #2

Your Community Settings

This video focuses on the most important settings when creating a brand new community group, so we did our best to keep is short.

Want to see a tutorial for a specific tab within the community settings? Click on the name of that tab below, and you'll see a video for that particular tab within the community settings.

Step #3

Customizing the Branding and Design of Your Community

Step #4

How to Create New Channels in a Community

Step #5

How to Create Posts and Comments in the Community

Step #6

Adding Courses to Your Community

  • This video shows how to add courses to your community group.

Step #7

Customize Your App Permissions

Step #8

Set the Default Page People Will See When They Login to Your Client Portal

Step #9

Customize the Login Page of Your Client Portal

For CSS codes, check out our help doc CSS For The Pages The Customizer Doesn't Touch

/*Hides Portal Name and Description*/
div.w-3\/4 > .text-5xl,
div.w-3\/4 > .my-4,
div.w-3\/4 > .mb-10 {
  display: none !important;
}

Step #10

Connect a Subdomain to Your Client Portal

  • If you purchased a domain outside of FG Funnels, please refer to our support tutorial here, so you can customize the link for your client portal: Client Portal | How to Connect Your Custom Domain / Subdomain > Domains Purchased Outside of FG Funnels

  • For some DNS mangers ( NameCheap, HostGator, BlueHost, SiteGround, ect. ) you will need to enter your DNS records manually. If you see a pop up that is showing a list of DNS records, and asking you to manually enter them, please follow the steps here: How to Manually Enter the DNS Record for Your Client Portal

  • If you have not signed up for an onboarding appointment yet, you can fill out the form here: https://www.fgfunnels.com/dfy-onboarding. After you submit the form, you'll be directed to a calendar to schedule your appointment. During your appointment, a member of our team can connect your client portal subdomain to your FG Funnels account for you.

  • Note: If your FG Funnels account was created before June 21st, 2023, you are most likely using the older legacy membership area. Your domain can be connected under Memberships > Courses > Settings > Custom Domain.

Step #11

How to Add a Team Member to The Community Group

  • Other users on your FG Funnels account are not automatically added as members within your community group. This video shows how to add your team members to your community group and make them admins within the group.

Step #12

Make Your Community a Paid Group (How to Create a Community Group Product)

Step #13

How To Create a Sales Funnel to Sell Your Community Group Membership

  • This tutorial video shows how to set up the checkout page of your community group sales funnel.

  • We recommend hiding the PayPal option at checkout by using the CSS code below. If you keep the PayPal option visible on your checkout page, this will complicate the subscription management workflow automation.

/* Hide PayPal button */
.order-form-v2 .paypal-content {
display: none !important;
}

Step #14

Connect Your Payment Processor For Accepting Payments

  • You'll need to connect a payment processor in order to accept payments. We have tutorial video showing how to connect Stripe to your FG Funnels account here: Stripe - Integration

Course Completion

Completely automate gamification for your Course and Membership Products.

More Info Coming Soon!

Evergreen Webinar

Completely automate your email workflows for Evergreen Webinar Funnels.

More Info Coming Soon!

Summit

Completely automate your email workflows for Summit Funnels.

More Info Coming Soon!

Flash Sale

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Step #15

Set Up Automation To Add New Members To Your Community Group

Part #1 :: Welcome Email Template

Step #1 :: Welcome Email Template:

Hi [[ Insert contact.first_name Custom Value ]],

Thank you for signing up for [[ Type In Your Community Name Here ]]. I'm excited to have you on board!

In a few minutes, you will receive another email from me with the link to login and access the community group.

Cheers to your success!

[[ Insert user.first_name Custom Value ]]

If you no longer want to receive my emails, you can unsubscribe here - > [[ Link the Unsubscribe Custom Value ]].

Important Note: Unsubscribing will remove you from all future communications, including important updates about your purchased products, such as this community group membership.

Course Completion

Completely automate gamification for your Course and Membership Products.

More Info Coming Soon!

Evergreen Webinar

Completely automate your email workflows for Evergreen Webinar Funnels.

More Info Coming Soon!

Summit

Completely automate your email workflows for Summit Funnels.

More Info Coming Soon!

Flash Sale

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Part #1 :: Email Template for Sending Login Details to New Members

Step #2 :: New Member Login Details Email Template:

Hi [[ Insert contact.first_name Custom Value ]],

Congratulations and welcome to [[ Type In Your Community Group Name Here ]]! We're thrilled to have you join our community. You can access this community, and any future purchases, anytime by using the link below:

>> Click Here to Log In Now << [[ Insert the Membership Login Magic Link Custom Value ]]

(((The new member's unique login magic link will automatically be linked to the text above when this email is sent.)))

On your first visit, you’ll be prompted to set up a password for your account. Please choose a secure password and store it safely in your password manager, as you’ll use it to access all of your purchased content in the future.

Please bookmark the membership login page link above for quick and easy access.

Once you're logged in, you’ll be able to access the community group and can begin right away!

Need Help?

If you have any questions or need help, reply to this email or contact us at [[[ Insert Your Support Email Address Here ]]]]. We’re here for you!

If you ever forget your password, simply click the “Forgot Password” link on the login page and follow the instructions to reset it.

Stay Connected:

We’ll be sending you helpful tips, updates, and exclusive resources, so make sure to whitelist our email so you don’t miss out!

Copyright © [[ Insert Right_now.year Custom Value ]] [[ Insert location.name Custom Value ]]. All rights reserved.

You are receiving this email because you signed up or made a purchase from [[ Insert location.name Custom Value ]].

If you wish to stop receiving emails from us, you can [unsubscribe here] - > [[ Link the Unsubscribe Custom Value ]].

Important Note: Unsubscribing will remove you from all future communications, including important updates about your purchased products, such as this community group membership.

Course Completion

Completely automate gamification for your Course and Membership Products.

More Info Coming Soon!

Evergreen Webinar

Completely automate your email workflows for Evergreen Webinar Funnels.

More Info Coming Soon!

Summit

Completely automate your email workflows for Summit Funnels.

More Info Coming Soon!

Flash Sale

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Part #2 :: Disable the System Generate Login Details Email

Course Completion

Completely automate gamification for your Course and Membership Products.

More Info Coming Soon!

Evergreen Webinar

Completely automate your email workflows for Evergreen Webinar Funnels.

More Info Coming Soon!

Summit

Completely automate your email workflows for Summit Funnels.

More Info Coming Soon!

Flash Sale

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Part #3 :: Purchase Fulfillment + New Member Login Details Email Workflow

Course Completion

Completely automate gamification for your Course and Membership Products.

More Info Coming Soon!

Evergreen Webinar

Completely automate your email workflows for Evergreen Webinar Funnels.

More Info Coming Soon!

Summit

Completely automate your email workflows for Summit Funnels.

More Info Coming Soon!

Flash Sale

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Lorem ipsum dolor sit amet, consectetu adipiscing elit, sed diam nonummy nibh euismod tincidunt laoreet dolor amet sit.

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Lorem ipsum dolor sit amet, consectetu adipiscing elit, sed diam nonummy nibh euismod tincidunt laoreet dolor amet sit.

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Step # 16

Testing Your New Member Automation

Part #1 :: How to Complete a Test Payment + What to Check After the Purchase

Course Completion

Completely automate gamification for your Course and Membership Products.

More Info Coming Soon!

Evergreen Webinar

Completely automate your email workflows for Evergreen Webinar Funnels.

More Info Coming Soon!

Summit

Completely automate your email workflows for Summit Funnels.

More Info Coming Soon!

Flash Sale

Lorem ipsum dolor sit amet, consectetu adipiscing elit, sed diam nonummy nibh euismod tincidunt laoreet dolor amet sit.

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Lorem ipsum dolor sit amet, consectetu adipiscing elit, sed diam nonummy nibh euismod tincidunt laoreet dolor amet sit.

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Part #2 :: What the Customer Will See

Step #17

Set Up Workflows to Automatically Update Membership Access Based on Subscription Status

Part #1 :: Overview of the Billing & Subscriptions Section Within the Client Portal

  • Members within your community group can use the billing and subscriptions section of your client portal to update their payment method and cancel the membership.

Part #2 :: How to Create a Cancelation Form

Part #3 :: How to Create a Cancelation Workflow

Part #4 :: How to Create a Failed Payment Workflow

Part #5 :: How to Create a Workflow to Automatically

Re-Grant a Member Access to the Community After a Successful Payment

  • If a member subscription payment failed multiple times, and your "Failed Payment" workflow removed them from the community group; This workflow will automatically re-grant the member access to your community group when they make a successful payment.

  • If the member's subscription is in a canceled status, then they will need to sign up for a new subscription the same way they signed up for their original membership subscription.

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Funnel Gorgeous, LLC.

For Support Issues or Questions, Please Email Us at [email protected]