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


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
Need help changing the color of a specific element within the community group, that the built-in branding settings do not touch? Email us at [email protected].
For CSS codes, check out our help doc CSS For The Pages The Customizer Doesn't Touch
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.
Check out the 2nd video in the lesson titled How To Connect A Subdomain To the Legacy Membership Area in FG Funnels knowledgebase for a walkthrough on connecting a domain there.
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;
}Please follow the steps here to build your funnel: Phase Three: PLM Funnel Build
Then follow the steps here to customize your funnel settings: Phase Four: PLM Funnel Settings
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!

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Step #15
Set Up Automation To Add New Members To Your Community Group
Part #1 :: Welcome Email Template
Here is our tutorial showing how to create a custom value for your "From"/Sender" email address: How to Set Up a From Email Custom Value
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
Here is our tutorial showing how to create a custom value for your "From"/Sender" email address: How to Set Up a From Email Custom Value
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
Here is our tutorial showing how to create a custom value for your "From"/Sender" email address: How to Set Up a From Email Custom Value

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 # 16
Testing Your New Member Automation
To hide the phone number field when you are testing you can follow the steps in this tutorial here: How to Disable/Hide the Phone Number Field on an Order Form/Checkout Page

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 :: 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]