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Community Onboarding.

Set up onboarding process for the community.

Anna Grigoryan
Anna Grigoryan
3 min read

This issue of the Community Weekly newsletter is sponsored by Echo.

Echo is an instant voice messenger with built in speech recognition designed for teams working remotely to replace unnecessary texting and foster human connections.


Featured community

Today we have a featured community, which I love to have in my directory.

Essteem - Essteem organizes social impact-driven hackathons for women and people of color in tech to advance their careers and build solutions for real-world challenges. Esteem also organized equalithons a unique Community and Impact-based approach to Diversity, Equality, Inclusion.

You can join their slack community here.


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Community onboarding

Onboarding is quite a underestimated process. Usually it's an email with invite link to discord server or to circle. I'm not here to say that it's a wrong way of doing onboarding.

1) Gather information that helps you and them

Onboarding is this unique process where you can actually gather some information from your upcoming members. And use that information to help the members to integrate better in your community. What actually you can ask during onboarding is highly tied to your community niche and there's no one size fits all solution. However, you should ask questions that are tied to the mission of your community. So if your community is about finding a job, it makes sense to ask about skills, companies they worked for, deal breakers in company culture and etc.

2) Make them familiar with your guidelines

Onboarding is a great time to talk about your community guidelines. You can have excerpts from your guidelines  or a link to them so members can read them before coming in.

3) Find the collaboration point in your niche

When you're crafting the onboarding form I highly suggest for you to find a question that can help you create collaboration points in your community. For example in podcasting it's the genre so podcasts can collaborate with each other. For job search community it can be again skills, so maybe members can gather into agencies.

Creating collaboration points between your members is one of the ways you can make your community stand out and be actually helpful.

4) Ask what they need

At the end, of course, ask what they need and what they are looking inside your community. The support your community members need is an important data point that you as the manager need to hold on to. It can help you to draft your roadmap and create a pipeline of events or content geared towards your members needs.

Tools for onboarding

The simple answer to this question is: forms. Anything to do with forms is great for onboarding. Of course each platform can have it's own way, for example in Discord and Slack you can manage onboarding using bots, Circle has it's own workflow for onboarding, etc.

But the short answer is forms. I personally use Airtable, because my workflows are set up in Airtable. However if you are charging entrance fee you can consider using Typeform and Involve.me.


Memberships... memberships everywhere

This week we saw two major launches for content creators Squarespace

and Gumroad both launched membership portals on their platforms.

It's an interesting move for both of them, while in case of Gumroad I can see why this was in their roadmap.

With Squarespace it's more of a power move to establish themselves as the cool brand for content creators. It's obvious that memberships are becoming more and more popular, so the website builders will be forced to catch up.

Interesting fact Wix actually had member-areas long before membership was meta.

I'm curious to know what's your opinion on memberships? Are they glorified subscriptions?


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Anna Grigoryan

Writer, engineer and recovering over-achiever. I bring context into creator economy with Community Weekly newsletter, and help people discover best podcasts out there with Kradl.