WEBVTT

1
00:00:14.860 --> 00:00:24.090
Good morning folks. How's it going? Good morning. It's great to see some familiar names. I'll wait a

2
00:00:24.090 --> 00:00:32.890
minute. I think we have a few more people who are going to be joining. Hopefully everybody is ready.

3
00:00:34.310 --> 00:00:38.990
Before we get started, does anybody have any like preliminary questions or anything that

4
00:00:38.990 --> 00:00:49.120
I can kind of help answer ahead of time? I was in a concierge call yesterday with Paula

5
00:00:50.820 --> 00:00:55.380
and she was going to look into it. But I was wondering if you know on the community,

6
00:00:55.720 --> 00:00:58.280
like the membership pages, you know how you can build different

7
00:01:00.580 --> 00:01:05.660
forum categories? Yeah. Like there's the main forum and then you can do different categories.

8
00:01:06.480 --> 00:01:12.740
For some reason, all of our forums, I guess, were like overlapping in a sense where if I posted

9
00:01:12.740 --> 00:01:18.800
something in the questions forum, it would go to the main forum and everything on the main

10
00:01:18.800 --> 00:01:19.100
forum would go to the main forum and everything on the main forum would go to the main forum.

11
00:01:19.120 --> 00:01:24.160
Would go to the questions forum. Does that make sense? Like they weren't separate

12
00:01:26.040 --> 00:01:34.460
forum for some reason. Yeah. And I know she was going to, yeah, she was going to look into it,

13
00:01:34.520 --> 00:01:37.160
but I'm just curious if you knew off the top of your head.

14
00:01:37.920 --> 00:01:42.320
Yeah, I would have to look into it. I'm going to guess that part of what I plan

15
00:01:42.320 --> 00:01:48.940
on covering today is maybe going to fix what it is, but I'd have to actually dive into the setup.

16
00:01:48.940 --> 00:01:56.140
To like really see what's going on. Because typically if you have like a set forum,

17
00:01:56.840 --> 00:02:00.580
and I plan on kind of covering this in a little bit, but typically if you have a set forum,

18
00:02:00.720 --> 00:02:08.260
you would only post on that specific forum. I'd like to click each of them.

19
00:02:08.620 --> 00:02:12.120
Yeah. If you have a plan to cover it too, I can definitely hold off on any questions for sure.

20
00:02:14.580 --> 00:02:18.220
Yes. Perfect. Susan, yes. That is part of what I planned on covering today.

21
00:02:19.700 --> 00:02:25.080
So I'm going to try very hard to make sure that I slow down. So you guys can kind of like build

22
00:02:25.080 --> 00:02:35.180
with me if you would like. And I will try to check myself if I don't. But anyways, the goal is of

23
00:02:35.180 --> 00:02:40.480
like this workshop is just kind of giving you guys an idea of how, both like how to build things out

24
00:02:40.480 --> 00:02:46.520
and to also kind of set things up to grow off of. Because when you have a site, like it's easy to

25
00:02:46.520 --> 00:02:48.920
just like get building, just get the basics that you want. And then when you have a site, you can

26
00:02:48.920 --> 00:02:53.900
just like build it out. But when you think about how like you envision something to work or how you

27
00:02:53.900 --> 00:02:59.760
want something to work, it can be really, really important to have it all set up in, you know,

28
00:02:59.760 --> 00:03:05.260
a very seamless way from the beginning. So the things that I kind of encourage to kind of have

29
00:03:05.260 --> 00:03:12.840
ready if you can ahead of time is like, what is your plan? Like having those details of what do

30
00:03:12.840 --> 00:03:18.420
you want it to look like? What is the experience you want for your members when they come into,

31
00:03:18.920 --> 00:03:24.320
your membership community? Because honestly, answering that question and having an idea of what

32
00:03:24.320 --> 00:03:29.060
you want it to look like, what you want it to feel is going to impact how you kind of approach

33
00:03:29.060 --> 00:03:35.040
everything in the site. So the magic question, really, regardless of what you're building inside

34
00:03:35.040 --> 00:03:40.440
of Simplero is, I always encourage thinking of what exactly do you want it to look like? What

35
00:03:40.440 --> 00:03:46.160
do you want it to feel like? What do you want the experience to be for your user? And as long as

36
00:03:46.160 --> 00:03:48.900
you're able to kind of identify that, it's going to be a really, really important thing to do.

37
00:03:48.920 --> 00:03:53.920
And like have a path, then it's possible to build it out inside of Simplero.

38
00:03:54.680 --> 00:03:58.140
So as long as you have that side of it, then that can be super helpful.

39
00:03:58.500 --> 00:04:06.060
I will preface that I did do some pre-build ahead of time, just to be a little bit prepared,

40
00:04:06.180 --> 00:04:12.520
but that is primarily the like branding side, the personalization options, like the style guide

41
00:04:12.520 --> 00:04:18.580
and things like that, just so that you can work on that later. This is more so kind of like the

42
00:04:18.920 --> 00:04:23.320
things that I'm going to be doing in the next couple of weeks. So I do just kind of want to preface

43
00:04:23.320 --> 00:04:29.420
that. I did also try to make sure to get some text content kind of put together just so you

44
00:04:29.420 --> 00:04:37.020
don't have to watch me type a whole bunch. But to get started, I'm going to just go ahead and

45
00:04:37.020 --> 00:04:44.080
share my screen real quick. Hopefully you guys can all see it pretty okay. Let me just zoom in

46
00:04:44.080 --> 00:04:50.100
just a little bit. Can you see my screen? All right. Yeah. Okay.

47
00:04:50.360 --> 00:04:56.120
Perfect. So I'm going to start with using the product wizard as if you were going to build a

48
00:04:56.120 --> 00:05:01.460
brand new community from scratch. Now you don't have to use the product wizard to end up doing

49
00:05:01.460 --> 00:05:06.000
the community side of it. And I can touch on that later, but this is going to be in sense of like,

50
00:05:06.040 --> 00:05:13.060
if you were doing it completely from scratch and you don't have anything set up just yet. So when

51
00:05:13.060 --> 00:05:19.240
you go into the sales option and then down to products in that top right-hand corner, we have

52
00:05:21.320 --> 00:05:26.400
the options. And then it gives you the options of different types of products to pick. So I'm going

53
00:05:26.400 --> 00:05:31.820
to go ahead and select community. And then it's going to take me to the next page where it's

54
00:05:31.820 --> 00:05:37.960
going to give me the different options for what I want this community to look like. So I'm going

55
00:05:37.960 --> 00:05:44.200
to have one called the collective. And then underneath like your subtitle and your description,

56
00:05:45.360 --> 00:05:50.340
there is the options for like the right with AI, if you would like. I did like,

57
00:05:50.360 --> 00:05:56.320
I said, had a little bit of text content that I pre-created just so you guys don't have to see me

58
00:05:56.320 --> 00:06:02.400
like do all of that part yourself. But if you decide like you want to use that right with AI

59
00:06:02.400 --> 00:06:07.080
and you want help kind of, you know, getting a description or getting a better subtitle,

60
00:06:07.100 --> 00:06:13.360
you can always select that right with AI and it'll do some thinking and generate the content

61
00:06:13.360 --> 00:06:20.080
text content for you and then update it. I'm going to get rid of this.

62
00:06:21.280 --> 00:06:21.980
I'm going to get rid of this. I'm going to get rid of this. I'm going to get rid of this.

63
00:06:23.980 --> 00:06:30.380
But as you can see, then now you have this description. It's ready to go. You can edit

64
00:06:30.380 --> 00:06:34.320
it if you want, or you can put in something different if this is not what you would like.

65
00:06:35.000 --> 00:06:40.400
Then you have your card image, your favicon, your logo for light and dark mode,

66
00:06:40.520 --> 00:06:45.460
and then you can either upload those directly from like your computer if you have them,

67
00:06:45.580 --> 00:06:50.260
or you can use either a stock image or something that's in your media.

68
00:06:50.360 --> 00:06:53.800
Library. So I'm going to actually select upload.

69
00:06:55.560 --> 00:06:59.940
And I'm going to use some that I had created over here.

70
00:07:03.140 --> 00:07:11.690
We'll use that one. So now it's going to upload that. And as you can see on the site and also on

71
00:07:11.690 --> 00:07:16.790
that product, the two are going to end up being matching. It is processing it since it's a brand

72
00:07:16.790 --> 00:07:21.230
new image. So it does take a minute. And then you can also set that favicon.

73
00:07:22.350 --> 00:07:27.590
So we're just going to use this one that I created. And then also the logo for your light

74
00:07:27.590 --> 00:07:32.990
and dark mode. It is super helpful. Like when setting these things, you can always go back in

75
00:07:32.990 --> 00:07:38.070
and you can change them later, but I find that it can be helpful to kind of get an idea of like

76
00:07:38.070 --> 00:07:42.310
your style guide and things like that. So that when you're building these things out, you don't

77
00:07:42.310 --> 00:07:49.010
have to go back in later and do it again. So I'm just going to select these logos quick.

78
00:07:50.450 --> 00:07:51.990
Actually, I forgot I changed.

79
00:07:52.350 --> 00:07:56.110
The logo last night. So we're just going to upload a new one.

80
00:07:59.190 --> 00:08:14.150
Light mode. And then upload our dark mode. And these are just for if somebody decides to change

81
00:08:14.150 --> 00:08:19.270
like their view of your site, if it's light mode or dark mode for them so that your logo still

82
00:08:19.830 --> 00:08:25.750
can be readable and it's not having to, you know, hide between the colors of your navigation.

83
00:08:26.770 --> 00:08:30.710
So now we have your style guide. So like I said, I did end up creating

84
00:08:31.690 --> 00:08:38.070
a style guide last night. So I'm just going to add that one here and then you can select your price

85
00:08:38.650 --> 00:08:44.570
and we go ahead and scroll down. So we are going to go ahead and we're going to just set it up to

86
00:08:44.570 --> 00:08:49.130
be $50 a month. You can add your welcome email for when they purchased the product

87
00:08:49.130 --> 00:08:54.330
to get access to the community, or we can always add that in later. So now I'm going to click

88
00:08:54.330 --> 00:09:01.370
continue. So now it's created the product side of it. So this is going to be the product that ends

89
00:09:01.370 --> 00:09:07.710
up giving them access to that site and then now we also have that site is connected to the product

90
00:09:07.710 --> 00:09:13.390
so we can go in and customize things inside of it now inside of that configure tab here

91
00:09:14.570 --> 00:09:20.110
this is where a lot of those settings are that we just set so your your card image your fav icon

92
00:09:20.110 --> 00:09:25.610
your logos um all of those like kind of customizations we just saw they're all going

93
00:09:25.610 --> 00:09:30.990
to show here you can always add your site title if you want update your you know your description

94
00:09:30.990 --> 00:09:37.390
for your site all of those things and then also if you have like a custom domain you want to use

95
00:09:38.010 --> 00:09:43.770
um let me make sure i follow my notes so that i don't go too off track now

96
00:09:44.350 --> 00:09:49.250
with these sites now you have your options of either private join or open

97
00:09:49.810 --> 00:09:54.110
so private is obviously nobody can see your site unless you give them access

98
00:09:54.810 --> 00:09:55.490
join in

99
00:09:55.610 --> 00:10:01.350
kind of like the simplero community where people can um you know opt in they can sign up and they

100
00:10:01.350 --> 00:10:07.390
can get access to whatever is public on your site or you can do open so it's kind of like a public

101
00:10:07.950 --> 00:10:16.690
kind of like your main website um i'm just going to set this to join for now and then we also have

102
00:10:16.690 --> 00:10:24.650
our options for like your community features so justin um i have a question so if i were to add

103
00:10:24.650 --> 00:10:25.530
um my

104
00:10:25.610 --> 00:10:29.770
domain website what actually happens does this show up on my website

105
00:10:31.360 --> 00:10:37.290
what do you mean um you just went over an option where i could add my domain

106
00:10:38.150 --> 00:10:41.330
so my main website if i were to use that

107
00:10:42.020 --> 00:10:47.730
would it would this show up as a section on my main website or is it just hosting it

108
00:10:49.010 --> 00:10:54.730
so this would be like a separate website so this is and one thing that's kind of important is that

109
00:10:55.610 --> 00:10:56.270
whether you have a group link that allows you to use uh like cône稜 the content here

110
00:10:56.270 --> 00:11:01.370
and the sites here this is going to be different than your marketing website so the marketing

111
00:11:01.370 --> 00:11:05.910
website is public it does not have the form feature it does not have the groups feature

112
00:11:05.910 --> 00:11:12.350
so if you want that community esc feel then you're going to want to create something here

113
00:11:12.350 --> 00:11:18.830
underneath content sites and if you have a custom domain like your main website doing a subdomain

114
00:11:18.830 --> 00:11:19.690
likeíss

115
00:11:19.690 --> 00:11:26.850
members.yourdomain.com or join or my or courses or something, just something in place of that

116
00:11:26.850 --> 00:11:33.370
www so that it's still under your domain, but it's not like the full site, if that makes sense.

117
00:11:33.810 --> 00:11:42.330
Okay. Yeah. Okay. Perfect. Yeah. And so then inside of like your community features,

118
00:11:42.410 --> 00:11:47.130
you have the options to do like your member to member directory. If you want people to be able

119
00:11:47.130 --> 00:11:53.530
to see like, you know, who's in your site, you don't have to necessarily add the member directory

120
00:11:53.530 --> 00:11:59.170
to your site navigation, but you could turn it on if you want things like people being able to,

121
00:11:59.230 --> 00:12:04.990
you know, mention another person. There's also the member to member chat, which also has the

122
00:12:04.990 --> 00:12:10.690
option now where you can actually limit it to specific members. So if you want chat to be a

123
00:12:10.690 --> 00:12:16.370
paid option, you can go down here and you can actually restrict it by like they purchased a

124
00:12:16.370 --> 00:12:17.110
product or something like that. So if you want to do that, you can go down here and you can

125
00:12:17.110 --> 00:12:22.030
they have an active purchase. And I know that's something that some folks have asked previously.

126
00:12:23.150 --> 00:12:27.010
So if that's something you're looking for, you can absolutely do that. But if you don't want

127
00:12:27.010 --> 00:12:32.130
member to member chat at all, so that's that private DM kind of message, kind of like this

128
00:12:32.130 --> 00:12:37.290
little chat bubble up here, you can always turn that off. So your members can't be privately

129
00:12:37.290 --> 00:12:44.030
messaging. You can also do like engagement badges and engagement points, which can be helpful if

130
00:12:44.030 --> 00:12:46.490
you want to have like a leaderboard and you really want to encourage,

131
00:12:47.110 --> 00:12:51.970
um, people like interacting with each other, commenting and, and posting and things like

132
00:12:51.970 --> 00:12:59.970
that. And then the notification settings, um, I believe Susan, yes, Susan, you had mentioned

133
00:12:59.970 --> 00:13:04.410
something about the notification. So here in that configure tab, this is where those

134
00:13:04.410 --> 00:13:10.530
notifications for that site, the default is going to come into play. So the default would be,

135
00:13:10.530 --> 00:13:16.830
you know, for all posts inside of that forum would end up sending an email and an,

136
00:13:17.110 --> 00:13:21.090
an app notification for anyone who gets any new members that get added to your site.

137
00:13:21.350 --> 00:13:27.230
But you can always change that here to either be mentions or none. You don't necessarily have to

138
00:13:27.230 --> 00:13:31.370
have those. You can always override it later. If you decide to change your mind, maybe you decide

139
00:13:31.370 --> 00:13:37.210
you have posts, but later you want to cancel all notifications. You can control that. And I'll go

140
00:13:37.210 --> 00:13:43.430
into the groups feature in the forum features as well. Um, and then this is like our metadata

141
00:13:43.430 --> 00:13:46.970
information. And then if you want to have any specific,

142
00:13:47.110 --> 00:13:52.090
like member fields, like maybe you want a birthday or favorite color or something like that,

143
00:13:52.210 --> 00:13:58.670
which can be helpful, like to know more about your members. Um, and then I'm trying to see

144
00:13:58.670 --> 00:14:08.190
what other things are kind of important here. I think that is all good. Um, now we go into,

145
00:14:08.810 --> 00:14:14.370
I'll go to the features option actually. So inside the features tab now, um, if you've

146
00:14:14.370 --> 00:14:16.810
been with Simplero a while, this is a newer thing.

147
00:14:17.110 --> 00:14:20.690
Um, and even if you're getting started, it's helpful to kind of know too, is that the features

148
00:14:20.690 --> 00:14:25.770
is going to be all of the things you want to have on your site. So if you want to have landing

149
00:14:25.770 --> 00:14:31.790
pages, if you want to have a blog courses, any of these options that you want to have within that

150
00:14:31.790 --> 00:14:37.470
site, you want to turn it on here in that features option, and then it'll be added here to that

151
00:14:37.470 --> 00:14:43.790
navigation. So once we start adding things like our courses pages, um, if you're doing a member

152
00:14:43.790 --> 00:14:47.090
blog, um, or bots groups, all of these, um, you'll be able to see that. So if you're doing a member

153
00:14:47.110 --> 00:14:50.570
blog, you'll be able to see all of these options. You're seeing them add to the navigation header

154
00:14:50.570 --> 00:14:56.310
here, but you can also customize your different things inside of the site here on this admin view.

155
00:14:56.770 --> 00:15:03.170
Um, your pages. Now these are going to be any like homepage that you might want to create any

156
00:15:03.170 --> 00:15:08.530
customizations with like special information, a hero image, um, you know, all of those pretty

157
00:15:08.530 --> 00:15:14.070
pages, right? Those will all be here and it defaults to publish, but you can always do

158
00:15:14.070 --> 00:15:16.950
or drift as well. And then blogs,

159
00:15:17.110 --> 00:15:23.770
courses, forum, and groups. One thing that is really important to kind of note is that when we

160
00:15:23.770 --> 00:15:30.330
look here on the features view, since this is a community site that I created, the default

161
00:15:30.330 --> 00:15:37.590
homepage is the feed. And that feed is going to look very similar to like our Simplero community.

162
00:15:38.210 --> 00:15:46.530
Let me just go here, let it load real fast where it has like all of the events that are coming up

163
00:15:46.530 --> 00:15:47.970
for the community.

164
00:15:48.490 --> 00:15:53.590
So if you have any ideas, if you have those course content, where you picked up and then activity

165
00:15:53.590 --> 00:15:59.150
that's going on inside of that site forum. So if this is something that you would like to have,

166
00:15:59.330 --> 00:16:07.670
I definitely encourage it. Um, but this is going to be the site specific, uh, forum. So inside here,

167
00:16:07.810 --> 00:16:14.870
this forum right here, this is the site forum. So anyone who gets access to your site gets access

168
00:16:14.870 --> 00:16:18.130
to this forum. Uh, this can be super, super helpful.

169
00:16:18.130 --> 00:16:23.950
If you want kind of like a free space. Um, so I'm actually going to go ahead and do forum settings

170
00:16:23.950 --> 00:16:31.910
here. And I actually have some information here that I'm going to end up adding. So we're just

171
00:16:31.910 --> 00:16:40.360
going to do the member lounge and you can allow like what kind of forum posts do you want people

172
00:16:40.360 --> 00:16:44.440
to have? Like, do you want them to post without you needing to approve it? Do you want to approve

173
00:16:44.440 --> 00:16:48.980
it? Or do you not want anyone to really post except for, you know, yourself and the same with

174
00:16:48.980 --> 00:16:51.000
the comments if you want to have it moderated.

175
00:16:51.620 --> 00:16:56.038
So that you are making sure that comments are not showing up unless you've had a chance to review

176
00:16:56.038 --> 00:16:56.220
it.

177
00:16:56.360 --> 00:17:03.880
You can go ahead and turn that on, or you can just let it be. Um, so now I'm going to go into my

178
00:17:03.880 --> 00:17:09.660
description. Like I said, I didn't want to make you guys watch me type a whole bunch. And then you

179
00:17:09.660 --> 00:17:14.680
also have those categories. So you can add different categories, which are just going to be posts

180
00:17:14.680 --> 00:17:21.400
that are underneath like that topic. So if we go into the Simplero community, for example,

181
00:17:22.580 --> 00:17:28.240
on our right side, we have all of our different topics. So we have like general coaching and

182
00:17:28.240 --> 00:17:32.760
training. You guys probably see a lot of them from events, which is usually our reminders.

183
00:17:33.140 --> 00:17:37.380
And then if you are using Simplero, all these different ones that are just kind of allowing

184
00:17:37.380 --> 00:17:44.940
you to find different posts that are kind of similar or along the same topics. So you can

185
00:17:44.940 --> 00:17:50.800
always add that here on your, um, different form categories. So we're just going to click save.

186
00:17:53.820 --> 00:17:58.980
And now I'll show you what that looks like here on the site. So now we have, you know,

187
00:17:58.980 --> 00:18:06.220
the forum. If we wanted, we can go ahead and post in here. So I'm going to do just a welcome post.

188
00:18:07.700 --> 00:18:15.520
And this is just something that you can add in before people get, um, joined into your community.

189
00:18:16.260 --> 00:18:39.570
Um, we do not want that. Okay. I am not having a very good look right now.

190
00:18:40.530 --> 00:18:45.710
Um, so now we have this post, so we're just going to create that now it's going to be in that

191
00:18:45.710 --> 00:18:51.270
community. And then as an admin, you have the option to pin it to your feed, to the form,

192
00:18:51.350 --> 00:18:55.870
and then to the category as well. I'm just going to go ahead and pin it to both of these.

193
00:18:56.630 --> 00:19:02.650
So now when somebody joins into this community, this is going to be the default post that they

194
00:19:02.650 --> 00:19:06.170
see as soon as they get in. So they're going to be able to see the welcome post. They'll be

195
00:19:06.170 --> 00:19:10.390
able to comment, um, interact with it. And then they'll also see it.

196
00:19:10.530 --> 00:19:16.570
Here on the feed itself, you can always go in and change it. You can edit it. If you decide like,

197
00:19:16.630 --> 00:19:21.129
Oh, I don't actually like this, or I want to start over completely. You can still do all of that

198
00:19:21.129 --> 00:19:21.410
here.

199
00:19:23.670 --> 00:19:33.780
Um, and then I'm trying to make sure I'm not missing anything. The next one would be groups.

200
00:19:33.980 --> 00:19:38.500
So this is one thing that I really like to kind of highlight for folks, because it can make a

201
00:19:38.500 --> 00:19:44.680
huge difference if you want to have a paid community space. So if you want it connected,

202
00:19:44.820 --> 00:19:50.420
to a product, if you want it connected to certain products, if you don't want it to just be whoever

203
00:19:50.420 --> 00:19:55.420
gets access to your site, because that's what this is, anyone who gets access to your site for any

204
00:19:55.420 --> 00:20:01.900
reason, they would see this forum. Whereas groups, they have the option to be a little bit more

205
00:20:01.900 --> 00:20:07.520
restrictive. So you can have either open, so anyone can see it, they can see the option to join,

206
00:20:08.140 --> 00:20:13.580
private, they can see it, they can see it exists, but they can request to join and you need to

207
00:20:13.580 --> 00:20:19.040
approve it, or secret, where nobody can see it, they can't join, they can't do anything about it,

208
00:20:19.120 --> 00:20:25.820
they have to be added to it. So I'm going to go ahead and set up a couple different ones for us.

209
00:20:25.940 --> 00:20:33.360
So let me just go here. I'm going to do one called coffee chat, which will be our open one.

210
00:20:34.000 --> 00:20:39.640
So this would be one that like, if people want to be in it, they can, but they're not necessarily

211
00:20:39.640 --> 00:20:43.080
required to be like, they're not automatically going to get thrown into that forum.

212
00:20:43.660 --> 00:20:49.760
Unless they really would like to. And then I got to move zoom, it's always in the way.

213
00:20:54.010 --> 00:20:59.590
So here we go. And then we'll add a card image real quick. So I'm just going to use a stock photo.

214
00:21:01.430 --> 00:21:15.300
I could type. And then you have your options to, you know, send membership, membership request

215
00:21:15.300 --> 00:21:20.620
emails to yourself. Like if you want to know when somebody decides they want to join this public

216
00:21:22.820 --> 00:21:28.640
as well as you can turn off the option for them to mention people in that. One thing that's super,

217
00:21:28.740 --> 00:21:33.700
super important to know, though, is that even if you have this allow members to mention others

218
00:21:33.700 --> 00:21:38.860
on in like the group or the forum, you have to make sure that member directory is turned on

219
00:21:38.860 --> 00:21:44.880
on the site level. So that as a site, those settings still work inside of the group.

220
00:21:45.960 --> 00:21:52.000
So I'm going to go ahead and create that one. So now this is going to show up.

221
00:21:52.760 --> 00:22:00.640
Here real quick. I should have access. That's rude. So this is kind of what they would see

222
00:22:00.640 --> 00:22:05.800
where this is going to be a group form. It's not going to be inside of the feed, but this is more

223
00:22:05.800 --> 00:22:13.220
of a different group to have a conversation. It's kind of like a segmented side of it instead of

224
00:22:13.220 --> 00:22:21.460
just everybody gets added to it. The other one I was going to create was going to be inside of

225
00:22:21.460 --> 00:22:24.080
the groups here. We'll go ahead and add a group form. So I'm going to go ahead and add a group form.

226
00:22:24.080 --> 00:22:27.880
And I'm going to add a secret group. And that one is going to be more so relevant if you're

227
00:22:27.880 --> 00:22:36.040
going to tie it to like a product. I'm going to go in here. And where was it at? Maybe I didn't

228
00:22:36.040 --> 00:22:49.450
add it. We'll do inner circle. So this is going to be a secret group. And we'll do a stock photo

229
00:22:49.450 --> 00:23:04.950
and see what we can find. We're just going to go back to coffee. Coffee is always a great option.

230
00:23:08.170 --> 00:23:09.190
All right. So

231
00:23:09.410 --> 00:23:15.530
we have that card image. And then we're going to create that group. Now, inside of the group,

232
00:23:15.590 --> 00:23:19.962
you're going to be able to see your settings here. So you can customize all of those things with

233
00:23:19.962 --> 00:23:20.190
like

234
00:23:20.190 --> 00:23:24.750
your discussion, all of that. And I might have already said this. If I did, I'm sorry. If I

235
00:23:24.750 --> 00:23:30.990
didn't, awesome. But the groups, the posts that are inside the groups themselves, like I said,

236
00:23:31.030 --> 00:23:37.150
they're not going to be in the feed. Those are only for the site specific forum. But then inside

237
00:23:37.150 --> 00:23:39.070
the groups themselves, they do have

238
00:23:39.410 --> 00:23:44.243
a groups feed where they're able to see all of the different groups that they've joined. They can

239
00:23:44.243 --> 00:23:44.990
see the option

240
00:23:44.990 --> 00:23:52.085
to discover new groups, which is where those open or private groups would end up being listed here.

241
00:23:52.085 --> 00:23:52.730
And then

242
00:23:52.730 --> 00:24:00.804
the latest of what there's been for the different groups that they have been added to. There's also

243
00:24:00.804 --> 00:24:01.130
the

244
00:24:01.130 --> 00:24:08.280
option in the three dots right here, where you can see how they get access to the group. So for this

245
00:24:08.280 --> 00:24:09.210
one, you can

246
00:24:09.410 --> 00:24:14.940
see that this is actually is closed. It doesn't have anything that gives access to yet. But we're

247
00:24:14.940 --> 00:24:16.650
going to go ahead and add the

248
00:24:16.650 --> 00:24:22.556
collective product that we just created. So that once they get added to the product, they

249
00:24:22.556 --> 00:24:25.410
automatically get access to this group. It

250
00:24:25.410 --> 00:24:30.246
helps to make sure that you're not having to necessarily like go in and add additional triggers or

251
00:24:30.246 --> 00:24:32.170
automations or anything like that. The

252
00:24:32.170 --> 00:24:37.250
product itself underneath that content tab

253
00:24:38.590 --> 00:24:39.150
would

254
00:24:39.410 --> 00:24:43.995
have both the site and that group already connected. And like I said, you can add courses, you can

255
00:24:43.995 --> 00:24:46.990
add additional things as well. But this allows you to give them

256
00:24:46.990 --> 00:24:52.524
access based off of their purchase. And then they're also being removed when they don't have access

257
00:24:52.524 --> 00:24:53.530
to it any longer.

258
00:24:57.310 --> 00:25:10.860
Let me see. Okay. I see there's a couple chats. Try not to miss them. Yes. So Benny, absolutely.

259
00:25:10.860 --> 00:25:18.175
Absolutely. With the multiple groups. So what I would actually do is with your different groups

260
00:25:18.175 --> 00:25:21.640
here, instead of giving access inside of the

261
00:25:21.640 --> 00:25:33.012
product directly. So I go back to my product, I'm just going to pull this back in. And then we'll go

262
00:25:33.012 --> 00:25:37.220
to the content. Instead of attaching

263
00:25:37.220 --> 00:25:43.535
the group directly here to the group content tab, I would actually do it underneath the price. So

264
00:25:43.535 --> 00:25:46.400
you could create multiple different prices.

265
00:25:47.800 --> 00:25:58.434
Let's say we duplicate this one, and we are just going to do like tier two, you can decide, you

266
00:25:58.434 --> 00:26:01.680
know, how What is it usually

267
00:26:01.680 --> 00:26:07.693
that's going to be more expensive, right. So we'll go ahead and add that pricing there, click Save

268
00:26:07.693 --> 00:26:13.645
changes, and then one thing to kind of note because I'm sure I'm assuming I should say that folks

269
00:26:13.645 --> 00:26:14.320
typically

270
00:26:14.320 --> 00:26:14.900
have

271
00:26:15.580 --> 00:26:21.150
you know, like the monthly price, and then they also have an annual price, right? And if there's for

272
00:26:21.150 --> 00:26:22.320
the same level, then

273
00:26:22.320 --> 00:26:27.980
then I would encourage actually using our faucets option or the product variant option, sorry,

274
00:26:28.620 --> 00:26:34.400
where you can add additional variants here. So we could do tier two variant.

275
00:26:35.980 --> 00:26:41.740
And then you can add additional prices. So we could do your tier two variant there.

276
00:26:42.660 --> 00:26:51.820
And then if we added another price, so we'll do recurring and we're just going to do a thousand

277
00:26:51.820 --> 00:27:01.180
dollars for a year. And then we want to switch our variant to that tier two.

278
00:27:04.670 --> 00:27:10.430
So now this one here, I should have fixed the label. I apologize. So these two are the same

279
00:27:10.430 --> 00:27:14.870
variant, right? And they're intended to give the same level of access. You can then add that

280
00:27:14.870 --> 00:27:21.210
trigger here on the variant that once the participant is activated, you can grant access,

281
00:27:22.590 --> 00:27:23.970
um, give access,

282
00:27:24.250 --> 00:27:33.760
to a group. We'll select our site and then we'll go ahead and select that group. So now when either

283
00:27:33.760 --> 00:27:40.460
of these two prices are purchased, this trigger will automatically fire for either one of them

284
00:27:40.460 --> 00:27:44.720
rather than needing to go into each of these prices directly. It'll just automatically do

285
00:27:44.720 --> 00:27:49.240
it for anything underneath that variant, which is essentially just another way of like

286
00:27:49.240 --> 00:27:54.560
categorizing things. Um, so that's how I would encourage doing it, especially if you plan on

287
00:27:54.560 --> 00:27:56.020
doing one product,

288
00:27:56.400 --> 00:28:03.120
multiple different levels, um, in like anything that you want to be for any price, even if it is

289
00:28:03.120 --> 00:28:08.660
like a secret group, go ahead and throw it here in that content tab. But anything that is going

290
00:28:08.660 --> 00:28:14.280
to be more price specific, um, then you would do that here in that pricing tab and then add the

291
00:28:14.280 --> 00:28:22.440
triggers or on the variants. Um, hopefully that helps answer the question. And then how is this

292
00:28:22.440 --> 00:28:26.100
connected to the app function? So all of this works inside of the app. Exactly.

293
00:28:26.400 --> 00:28:31.240
Um, so I'll go back to the site because that's going to be kind of where it's going to be more

294
00:28:31.240 --> 00:28:37.320
important to kind of finish setting things up because then inside of the app, based off of

295
00:28:37.320 --> 00:28:42.920
what you have your site set up as like, whatever your site looks like here in the desktop view and

296
00:28:42.920 --> 00:28:48.920
the browser view, the mobile version of it is going to be mimicked on the app. So you want to

297
00:28:48.920 --> 00:28:53.100
make sure that all of your things are kind of connected, but they can always access the groups.

298
00:28:53.220 --> 00:28:56.380
They can access the forum. They can still chat on those things, but they can always access the

299
00:28:56.400 --> 00:29:01.780
directly on the app without needing to like, you know, leave and go to the desktop or anything

300
00:29:01.780 --> 00:29:06.740
like that. Like you can actually put comments on it. You can react to things. You can post

301
00:29:06.740 --> 00:29:14.200
all of that. Um, I actually do it off of my phone quite a bit, um, to be honest. Um, and then like

302
00:29:14.200 --> 00:29:20.160
with your pages, your pages are going to be things like if you want to have a welcome page, if you

303
00:29:20.160 --> 00:29:25.980
want to have like, you know, a members only page that has specific information,

304
00:29:26.540 --> 00:29:35.500
um, I'm just going to go ahead and create one real fast. It's going to use a template. We'll

305
00:29:35.500 --> 00:29:50.140
just go and do a blank one. Maybe. There we go. And we're going to do members. So now we have our

306
00:29:50.140 --> 00:29:56.000
new page. You have the option to add your different, um, pieces of the page to it. So

307
00:29:56.000 --> 00:30:00.440
you can add your hero. You can add your signup forms. You can customize all of those things.

308
00:30:00.880 --> 00:30:06.720
Also fun fact, fun little tip, um, with these little boxes here, if you haven't already found

309
00:30:06.720 --> 00:30:13.480
this in the three dots right here, there is that new page builder experience. So that allows you

310
00:30:13.480 --> 00:30:18.540
to kind of see them stacked on top of each other versus like kind of popping around all over. I

311
00:30:18.540 --> 00:30:24.280
personally love it, but it allows you to kind of customize things. Um, once you start adding

312
00:30:24.280 --> 00:30:31.370
things like your sections, um, I'm going to just do a quick content one real quick. This is where

313
00:30:31.370 --> 00:30:32.170
you can go ahead and add your sections. So you can add your sections. Um, I'm going to just do

314
00:30:32.170 --> 00:30:38.050
add and add restrictions. So if I want this section here to be conditionally shown to people,

315
00:30:38.830 --> 00:30:44.730
I've seen this happen. If you want to have like a root welcome page, but you want certain

316
00:30:44.730 --> 00:30:51.170
information for certain people, then you can go in and you can actually add conditions to only do

317
00:30:51.170 --> 00:30:57.670
it if they have a tag or if they bought a product or a list or things like that. Um, and I actually

318
00:30:57.670 --> 00:31:01.610
had just heard of someone who was looking to do something similar.

319
00:31:02.170 --> 00:31:08.490
With like events where one product is granting access to, um, the site and the forums and things

320
00:31:08.490 --> 00:31:13.450
like that. And then if you have events, then, you know, maybe not all of your prices, not all

321
00:31:13.450 --> 00:31:18.050
of those price variants are going to get access to those. Then this is where you can go ahead and

322
00:31:18.050 --> 00:31:24.090
do things like, you know, buy a tag, um, restrict it and show your events only based off of if they

323
00:31:24.090 --> 00:31:30.610
have that tag or if they're on a specific list. Um, and that, because with the,

324
00:31:32.170 --> 00:31:38.770
the site's event page, all events that are for that site are going to show. And the only way you

325
00:31:38.770 --> 00:31:43.970
can really restrict the events in terms of registration is based off of a product. Um,

326
00:31:44.950 --> 00:31:53.250
so you can control all of that. And then you can also go here in the, um, my thing is

327
00:31:53.250 --> 00:32:01.070
freaking out. You can go here into the three dots and we can go into, where am I looking?

328
00:32:03.580 --> 00:32:05.320
I have lost my place.

329
00:32:10.540 --> 00:32:18.000
I can't tell if I'm up. There it is. Settings. Um, inside of those settings, you're able to go

330
00:32:18.000 --> 00:32:23.360
ahead and drip it, or you can have it published. So if you drip it, that's where you can grant

331
00:32:23.360 --> 00:32:29.400
them access through the product again, um, underneath of the content tab. I didn't move

332
00:32:29.400 --> 00:32:35.940
zoom again. So content, and then you can add those pages there. Um, but you can honestly do

333
00:32:35.940 --> 00:32:37.040
so much with it. Um, and then you can add those pages there. Um, but you can honestly do so much

334
00:32:37.060 --> 00:32:43.660
with these pages. So you can add content. You can add, um, I don't know why it is not happy with

335
00:32:43.660 --> 00:32:55.420
me right now. Just refresh quick. But inside of your pages, like we could add things like,

336
00:32:55.500 --> 00:33:02.620
you know, your courses catalog, you could, uh, add, um, your events list, uh, just kind of

337
00:33:02.620 --> 00:33:07.500
depends on like what you're looking to add to it. And what, like I said, it depends on what

338
00:33:07.500 --> 00:33:10.920
your ideal flow is. Cause depending on what you want it to look like, you can add things to it.

339
00:33:10.940 --> 00:33:15.400
What you want it to feel like is kind of what you would do with your pages. So whether you want it

340
00:33:15.400 --> 00:33:21.520
to be like a welcome page, if you want it to be kind of like a, a home location to see everything

341
00:33:21.960 --> 00:33:27.540
courses, events, all of that without switching pages, the, the landing pages are going to be

342
00:33:27.540 --> 00:33:33.840
great for kind of adding all kinds of content to it. Um, hopefully that helps answer your question.

343
00:33:33.980 --> 00:33:40.160
I don't know if it, um, yes, they do actually have access to the app.

344
00:33:40.940 --> 00:33:46.020
Um, I promise I will get back to it. I, I don't want to get too off track. Um,

345
00:33:49.700 --> 00:33:54.560
Carolyn, yes, I will, um, promise to make sure that I give you guys kind of like a list of

346
00:33:54.560 --> 00:33:59.940
kind of things to keep in mind when setting things up. Um, the other thing I wanted to

347
00:33:59.940 --> 00:34:05.280
kind of touch on is the courses. So nine times out of 10 people have content, they have courses

348
00:34:05.280 --> 00:34:09.860
that they want to kind of offer. So you can create your course here. You can go through

349
00:34:09.860 --> 00:34:13.400
that product wizard. Like I said, if you want to do it on the course, you already have your

350
00:34:13.500 --> 00:34:18.720
site. Um, like I said, it's really great to have things kind of like auto-connected. Um, but then

351
00:34:18.720 --> 00:34:25.400
inside your course, you can add your information. So I'm just going to go ahead and add the

352
00:34:25.400 --> 00:34:35.560
information that I grabbed and then we'll just grab an image quick. I'm just going to throw that

353
00:34:35.560 --> 00:34:43.800
one in there. You can't tell. I kind of like the planty vibes. Um, then we'll go here.

354
00:34:45.500 --> 00:34:54.660
Um, where'd I have my subtitle? Nevermind. Okay. And then you can also have like the

355
00:34:54.660 --> 00:34:59.860
description for your course directory. So like if somebody is viewing the course as an overview of

356
00:34:59.860 --> 00:35:05.140
all courses that they have, either you can add that description, you can use the AI and then

357
00:35:05.140 --> 00:35:10.600
you have your published state. Oftentimes you're going to want it to be in DRIPT because anything

358
00:35:10.600 --> 00:35:15.360
that is published is going to grant access to anybody who sees your site. So DRIPT is typically

359
00:35:15.360 --> 00:35:18.280
how you're going to be able to restrict it to a product to,

360
00:35:18.420 --> 00:35:23.880
you know, whatever it is that, um, you want them to have in order to get access to it.

361
00:35:23.900 --> 00:35:28.740
If you use automations, et cetera, but you can also connect those groups. So if I want an inner

362
00:35:28.740 --> 00:35:33.940
circle to get access to this course, then I could add that. I can also go ahead and add event

363
00:35:33.940 --> 00:35:40.120
series if I would like same with bots, all of that. And then you can also add the product. So

364
00:35:40.120 --> 00:35:46.020
this is one thing that I actually truly love is that you can add a product. If you want,

365
00:35:46.100 --> 00:35:47.400
you can create a brand new ones.

366
00:35:47.400 --> 00:35:57.960
I think it was building consistent momentum and creating a new product. Go ahead. We're going to

367
00:35:57.960 --> 00:36:02.920
set our price. We're just going to do like 40 bucks. So this can be helpful if you want it to

368
00:36:02.920 --> 00:36:08.980
be like a one-time purchase versus like an entire membership, um, product, you know, sometimes folks

369
00:36:08.980 --> 00:36:14.180
include all courses inside of a membership product. Um, where like, once you are paying

370
00:36:14.180 --> 00:36:17.380
for that subscription price, you get access to all kinds of different courses. So you can

371
00:36:17.400 --> 00:36:22.260
create your own courses, but also want to have the option to kind of sell courses off as like a

372
00:36:22.260 --> 00:36:26.040
one-off. So maybe they want to have this, this course, but they don't want to have the whole

373
00:36:26.040 --> 00:36:31.160
membership commitment. Then this is where you can attach that product. It's still going to give

374
00:36:31.160 --> 00:36:36.260
them access to it once they purchase it as well as what the, um, membership product would do as

375
00:36:36.260 --> 00:36:43.980
well. So we're just going to create that course. So now we have our drip course, and then you'll

376
00:36:43.980 --> 00:36:46.700
be able to add all of your content inside of that course.

377
00:36:47.400 --> 00:36:54.060
One thing that's kind of cool, um, when setting these things up, and personally, I recommend

378
00:36:54.060 --> 00:36:59.960
having these options set as publish inside of the course. So having the course at the course

379
00:36:59.960 --> 00:37:04.700
level drift, everything inside of it kind of published unless you want to release access over

380
00:37:04.700 --> 00:37:12.300
time. Um, but when we view the course on the site now, because we added that, uh, group,

381
00:37:12.500 --> 00:37:16.040
we can now go to the community for that group.

382
00:37:16.040 --> 00:37:21.740
So now we're back into that inner circle group, but I can go back to that course as well. So it's

383
00:37:21.740 --> 00:37:27.200
a really cool way to kind of have things connected, especially if it, you know, you have

384
00:37:27.200 --> 00:37:33.080
a cohort of a certain course or, um, you know, you're running a mastermind. I think that's

385
00:37:33.080 --> 00:37:38.180
something that often happens is folks are having a mastermind inside of their site and they have

386
00:37:38.180 --> 00:37:45.160
a certain course and they also want like a, a niched down, um, kind of group community.

387
00:37:45.300 --> 00:37:46.020
The group is going to be a group that's going to be a group that's going to be a group that's

388
00:37:46.040 --> 00:37:51.940
are going to be a godsend. Truly. They are the best way to kind of make the most out of what a

389
00:37:51.940 --> 00:37:57.100
site can do and having multiple different forms, multiple different, um, kind of like community

390
00:37:57.100 --> 00:38:06.960
spaces. I'm trying to make sure I'm not missing anything. The next thing I kind of wanted to

391
00:38:06.960 --> 00:38:13.500
touch on was being able to add events. Um, so those of you who are probably familiar with me

392
00:38:13.500 --> 00:38:15.800
have probably heard me nerd out on the events.

393
00:38:17.020 --> 00:38:23.560
I'm going to go ahead and click create a new event. We're going to be able to have all of our event

394
00:38:23.560 --> 00:38:28.640
information. So I'm going to go back to my document here. So I'm just going to do community

395
00:38:28.640 --> 00:38:35.940
connection call. We want to make sure we always list it on the site that we want it to be present

396
00:38:35.940 --> 00:38:41.960
on. So if you want it to be able to be listed on either the landing page as an events element or

397
00:38:41.960 --> 00:38:47.160
the events page within the site, you have to make sure that you're adding that site for it to be

398
00:38:47.420 --> 00:38:55.030
listed on. And then we'll go ahead and just set this up really quick. And then we're going to do

399
00:38:55.030 --> 00:39:02.030
a weekly call every week on Wednesday, Wednesday, and then we're just going to end after 40 times.

400
00:39:03.750 --> 00:39:11.550
Select your location. And then I'm just going to go ahead and add these real quick.

401
00:39:14.590 --> 00:39:20.410
Use that right with AI just to kind of help us get things a little smoother. And then the

402
00:39:20.410 --> 00:39:21.370
automatic approvals.

403
00:39:21.390 --> 00:39:25.650
So you can have people automatic approval is going to be necessary if you want reminders,

404
00:39:25.730 --> 00:39:30.150
especially, but this is where that restrict to a specific product can be helpful,

405
00:39:30.350 --> 00:39:36.030
especially when listing multiple different event series inside of the site. So we could just do

406
00:39:36.030 --> 00:39:42.010
the collective product. This would mean that even if somebody has access to our site, maybe through

407
00:39:42.010 --> 00:39:46.470
this building consistent momentum product, they're not going to be able to register for this event

408
00:39:46.470 --> 00:39:51.230
because they need to have at least this purchase. So a great way to kind of like,

409
00:39:51.390 --> 00:39:57.730
entice people to join your membership and like, want to be part of that community space and be

410
00:39:57.730 --> 00:40:03.370
like, Hey, look what you're missing out on. And then like, you can import your recordings. If you

411
00:40:03.370 --> 00:40:08.390
would like, you can even do it inside of that same product or same course, or you could do

412
00:40:08.390 --> 00:40:15.940
something different. So I'm just going to go ahead and create that really quick. So now we have our

413
00:40:15.940 --> 00:40:22.520
event series. And once I go back to my site, which fun little tip, whenever you see like a little

414
00:40:22.520 --> 00:40:22.880
arrow,

415
00:40:23.820 --> 00:40:29.800
here, this allows you to kind of open up a new window of where everything is. So now we can see

416
00:40:29.800 --> 00:40:36.640
on our community fee or community calendar underneath that event slug. This is all of those

417
00:40:36.640 --> 00:40:42.100
events that we just created. Now, if somebody doesn't have access, it would say you don't have

418
00:40:42.100 --> 00:40:46.700
access. They can't see the option to register. They can't see the option for, you know, the

419
00:40:46.700 --> 00:40:52.180
location information or anything like that. But they can at least see that it's there. And you

420
00:40:52.180 --> 00:40:53.120
can also, like I said,

421
00:40:53.600 --> 00:41:06.080
the event to say a page or what have you. Now, when I go back into my site, say that I do have

422
00:41:06.080 --> 00:41:16.220
underneath my courses, I want to have a inner circle course per se. Maybe I could, I'm just

423
00:41:16.220 --> 00:41:21.640
going to create this really quick. But that's where we can add the event series and we can do

424
00:41:21.640 --> 00:41:22.700
our community.

425
00:41:23.980 --> 00:41:31.660
Connection call. And then we can also connect that site group. So you can add those different items

426
00:41:31.660 --> 00:41:39.680
inside of the group so that then they also get the option to see not only the community, but also

427
00:41:39.680 --> 00:41:44.780
that event series. So let me just create this real quick so I can show you what that looks like.

428
00:41:48.740 --> 00:41:54.240
So now, like we had on that other course, we have that go to community, but we also have that

429
00:41:54.240 --> 00:41:56.020
events option showing up here.

430
00:41:59.250 --> 00:42:07.770
Let's see, the next thing I kind of want to touch on is your navigation. So if I go back to the site

431
00:42:07.770 --> 00:42:14.150
here, now when we edit our layout and navigation, you're going to have all of your like

432
00:42:14.150 --> 00:42:20.410
customization options, like your colors for your light mode, dark mode, all of that. Again, that's

433
00:42:20.410 --> 00:42:25.010
where having your style guide set up ahead of time can be super helpful. You can always apply it

434
00:42:25.010 --> 00:42:27.670
later, but it can help you pull in all of those things. So that's where you can have all of your

435
00:42:27.690 --> 00:42:33.470
colors from your style guide and then be able to like edit things, you know, very minute, but it

436
00:42:33.470 --> 00:42:38.750
allows you to customize kind of what the look, what the navigation looks like. And then you have

437
00:42:38.750 --> 00:42:44.890
the different options, your link options here on the left side. So we have groups, we have our

438
00:42:44.890 --> 00:42:51.418
courses, we have members, calendars, leaderboards, all of that. And we can add additional items

439
00:42:51.418 --> 00:42:51.830
here.

440
00:42:51.930 --> 00:42:57.170
If we wanted to add a page, if we wanted to add the course directory, meaning any, any page, any

441
00:42:57.690 --> 00:43:03.570
courses that are visible for preview, you know, any courses that they have access to as well, like

442
00:43:03.570 --> 00:43:08.670
they could see, you know, things that they could potentially purchase, courses they have access to,

443
00:43:09.230 --> 00:43:14.030
that leaderboard, like I mentioned, if you're using engagement points, if you want to encourage

444
00:43:14.030 --> 00:43:18.647
people, you can have that leaderboard, which can help with, you know, a little bit of

445
00:43:18.647 --> 00:43:19.570
competitiveness.

446
00:43:20.250 --> 00:43:27.010
You can also see that here in our communities. Just let it load real quick.

447
00:43:27.690 --> 00:43:32.730
So you can see the seven days, 30 days in all time of kind of, you know, who's the most engaged

448
00:43:32.730 --> 00:43:39.670
inside of your, your community. And you can use those points in order to be able to kind of track

449
00:43:39.670 --> 00:43:47.470
that. But wrong tab, sorry. But you're able to kind of decide what you want to show inside of

450
00:43:47.470 --> 00:43:52.550
that navigation here. Now, like I said, it is super important that when you are setting these

451
00:43:52.550 --> 00:43:57.670
navigation items up to make sure that you're also considering like, regardless of where you're

452
00:43:57.690 --> 00:44:01.990
going to view it, like you want them to access things. So if you want them to easily see their

453
00:44:01.990 --> 00:44:06.710
groups, if you want them to easily see their courses, having those options here can be super

454
00:44:06.710 --> 00:44:14.190
helpful to have in the navigation. So you can see it in desktop and on the app. Now, when you want

455
00:44:14.190 --> 00:44:20.450
to change your order, so maybe you don't want your feed to be, you know, the homepage. All you have

456
00:44:20.450 --> 00:44:26.570
to do, honestly, is just click and drag things. So whatever's going to be at the top here is going

457
00:44:26.570 --> 00:44:27.670
to be the default. So if you're going to change your order, you're going to have to change your

458
00:44:27.690 --> 00:44:33.830
default homepage when somebody joins your site. But then you can also change these labels. So we

459
00:44:33.830 --> 00:44:44.860
could do, let's see, the, what was it? Members lounge. We can have that show there as like the

460
00:44:44.860 --> 00:44:50.780
members lounge. You don't have to keep the forum label. You can change all of these different items,

461
00:44:50.880 --> 00:44:57.031
both the icon and what the label is, but it allows you to kind of control what your members are

462
00:44:57.031 --> 00:44:57.420
going

463
00:44:57.420 --> 00:44:58.680
to see inside of that site.

464
00:45:00.200 --> 00:45:06.368
Now, the best way to kind of see what it would look like, whether it is like you just kind of want

465
00:45:06.368 --> 00:45:07.060
to see how

466
00:45:07.060 --> 00:45:13.890
things look as a whole. If you want to be able to see what the user's journey is, you can look at it

467
00:45:13.890 --> 00:45:14.300
as an

468
00:45:14.300 --> 00:45:19.100
admin. You're going to see access to everything. You're going to see all of it, right? Even if it's

469
00:45:19.100 --> 00:45:24.913
stripped, it doesn't matter. You're going to still see it. But you can also copy the link and we'll

470
00:45:24.913 --> 00:45:25.500
just do a

471
00:45:25.500 --> 00:45:31.060
new incognito window. And now you're going to be able to see,

472
00:45:31.560 --> 00:45:37.386
what it looks like when somebody tries to join. Obviously, my ratio for my image is not very great.

473
00:45:37.386 --> 00:45:38.740
But I could just click

474
00:45:38.740 --> 00:45:45.972
join now for free, add my information, and then log in as if I'm an end user. So if you have a

475
00:45:45.972 --> 00:45:48.280
non-admin email, I think that

476
00:45:48.280 --> 00:45:59.028
can be super helpful. I'm going to just use this test user quick. But now this test user can see the

477
00:45:59.028 --> 00:46:01.500
site, they can see the

478
00:46:01.500 --> 00:46:05.121
forum, but I don't have access to this course. If I want, I can get access. I can print it out. I

479
00:46:05.121 --> 00:46:06.540
can print it out. I can print it out.

480
00:46:06.560 --> 00:46:12.309
I can purchase it right here. I can see who the members are. I can see the calendar. All of these

481
00:46:12.309 --> 00:46:17.820
things. But this is a great way to kind of get an idea of how it feels for the user as well.

482
00:46:20.540 --> 00:46:28.542
Let me see. Is there anything that I have kind of covered that doesn't feel clear or that you would

483
00:46:28.542 --> 00:46:36.140
kind of like to see more about? Let me stop sharing. I see there's a whole bunch of comments.

484
00:46:36.160 --> 00:46:36.463
Let me stop sharing. I see there's a whole bunch of comments. Let me stop sharing. I see there's a

485
00:46:36.463 --> 00:46:36.540
whole bunch of comments.

486
00:46:37.080 --> 00:46:48.075
Let me stop sharing. I see there's a whole bunch of comments. Let me stop sharing. I see there's a

487
00:46:48.075 --> 00:46:50.880
whole bunch of comments.

488
00:46:50.960 --> 00:46:54.195
Let me stop sharing. I see there's a whole bunch of comments. Let me stop sharing. I see there's a

489
00:46:54.195 --> 00:46:55.020
whole bunch of comments.

490
00:46:55.020 --> 00:46:58.701
Let me stop sharing. I see there's a whole bunch of comments. Let me stop sharing. I see there's a

491
00:46:58.701 --> 00:46:59.640
whole bunch of comments.

492
00:46:59.640 --> 00:47:01.122
Let me stop sharing. I see there's a whole bunch of comments. Let me stop sharing. I see there's a

493
00:47:01.122 --> 00:47:01.500
whole bunch of comments.

494
00:47:01.500 --> 00:47:04.719
Let me stop sharing. I see there's a whole bunch of comments. Let me stop sharing. I see there's a

495
00:47:04.719 --> 00:47:05.540
whole bunch of comments.

496
00:47:05.680 --> 00:47:08.261
Let me stop sharing. I see there's a whole bunch of comments. Let me stop sharing. I see there's a

497
00:47:08.261 --> 00:47:08.920
whole bunch of comments.

498
00:47:08.920 --> 00:47:16.580
script by using those groups as either secret or private. Um, and then, you know, just using

499
00:47:16.580 --> 00:47:21.660
those different features to kind of like give access to different things. Um, one thing I was

500
00:47:21.660 --> 00:47:30.120
going to show, I think I forgot to share, but when we go into our site, for example, um, so you have

501
00:47:30.120 --> 00:47:33.320
all of the things that we've already been looking at, right? Like we can customize all of those

502
00:47:33.320 --> 00:47:40.660
things again. Um, but in the dot menu here, you have your access. So this is going to show you

503
00:47:40.660 --> 00:47:47.520
what products, what ways are people getting access to this site? So whether it is a product

504
00:47:47.520 --> 00:47:53.600
automation list, whatever, whatever you have set up to grant access to the site will end up being

505
00:47:53.600 --> 00:48:00.488
listed here. And then the same with these courses. So if you go into your course and we go to

506
00:48:00.488 --> 00:48:01.080
access,

507
00:48:01.240 --> 00:48:02.960
you're able to see it here.

508
00:48:03.320 --> 00:48:07.960
Like, how do people get access to this? Are they getting access through triggers, automations,

509
00:48:08.000 --> 00:48:17.400
you know, what have you? Um, and then there's also, or is it ads? You might be in the wrong one.

510
00:48:22.110 --> 00:48:28.110
Maybe it's not here. Um, let me go back. I think it's in the groups that I'm thinking of.

511
00:48:30.070 --> 00:48:35.670
So inside your groups here, and we go here into the inner circle. Like I said, we also have that

512
00:48:35.670 --> 00:48:36.430
access here.

513
00:48:36.930 --> 00:48:41.330
And that's going to show you the courses that give access as well as if there was any products

514
00:48:41.330 --> 00:48:45.930
that are also giving access. So there's lots of different ways for you to be able to see on the

515
00:48:45.930 --> 00:48:51.330
groups, on the, um, courses, and then on the site on like how people are getting access to

516
00:48:51.330 --> 00:48:57.570
the content and making sure that things are kind of like set up properly. So if in doubt, I honestly

517
00:48:57.570 --> 00:49:03.130
truly recommend checking those settings. Um, if you're unsure, if somebody is going to get proper

518
00:49:03.130 --> 00:49:05.630
access or not. Um,

519
00:49:08.290 --> 00:49:17.690
Carolyn, I don't remember if I answered you, but yes, I will make sure that, um, I I'll give you

520
00:49:17.690 --> 00:49:21.250
guys a checklist of kind of things to keep in mind when you're building out a membership community.

521
00:49:21.970 --> 00:49:28.490
And then images, we do actually have a health guide. I just added it to my favorites because

522
00:49:28.490 --> 00:49:36.790
I look for it all the time and I can share that in the comments, but this is the image sizes across

523
00:49:37.310 --> 00:49:37.710
Simplero.

524
00:49:39.010 --> 00:49:42.270
So I'll add that to the comments there. So that's super helpful to kind of look at.

525
00:49:42.690 --> 00:49:55.010
Um, okay. Yes. Okay. So yes, you do have access to an app. So, um, I think I have it on my desktop.

526
00:49:55.750 --> 00:50:01.050
It's not as friendly because it uses like with MacBooks, they have you download like the iPad,

527
00:50:02.690 --> 00:50:08.690
iPhone version of certain apps versus like actual desktop specific, um,

528
00:50:10.770 --> 00:50:11.210
multi.

529
00:50:11.410 --> 00:50:16.730
Does it have a multi-page site? I'm not sure I understand your second question though, Cheryl,

530
00:50:16.850 --> 00:50:32.090
of like, does it have a multi-page site feel? All right. So I'm going to just resume share real

531
00:50:32.090 --> 00:50:39.530
quick. Um, what I meant by that is, um, when you're building out a page, like on a main website,

532
00:50:39.670 --> 00:50:46.090
how it has, you can have the option to have, um, different sections, um, different pages,

533
00:50:46.150 --> 00:50:51.530
and then the navigation tabs you'll have on top, like different sections. So I don't know if this

534
00:50:51.530 --> 00:50:51.890
has the same thing. I don't know if it has the same thing. I don't know if it has the same thing.

535
00:50:51.910 --> 00:50:59.110
Yeah. It would have, um, it would have all those same options. It has, it has the exact

536
00:50:59.110 --> 00:51:05.470
same features, what a main website has, but it has more because it has the groups and it also

537
00:51:05.470 --> 00:51:10.430
has the forum, which the main site doesn't have. So it allows you to have more of that

538
00:51:10.430 --> 00:51:18.370
community space versus like just a public site that's out there. Um, yeah. And Bridget,

539
00:51:18.390 --> 00:51:23.030
I don't know if I answered the question, but you can make it free, but that's where that join now,

540
00:51:23.190 --> 00:51:30.570
option inside that site is. So, um, let me just resume back here. So here inside the site,

541
00:51:32.650 --> 00:51:39.210
inside the configure tab here, that's where you can have like a join page and you can have it

542
00:51:39.210 --> 00:51:42.870
so that they can request to join. I would encourage it, especially if you want to have

543
00:51:42.870 --> 00:51:48.010
something free, just so that you can make sure, you know, who's coming to your site and who's

544
00:51:48.010 --> 00:51:53.090
actually like interacting with things. It also encourages them to log in and then you can kind

545
00:51:53.090 --> 00:51:54.110
of track, um,

546
00:51:54.470 --> 00:52:00.070
you know, what they're doing in terms of like the course content. It allows them to comment all of

547
00:52:00.070 --> 00:52:05.010
that. Um, otherwise you can always do open and that would just mean whoever logs in, um, and

548
00:52:05.010 --> 00:52:10.139
then views your site would then be able to comment on your forum. And then the same with like, if

549
00:52:10.139 --> 00:52:10.350
you

550
00:52:10.350 --> 00:52:15.730
have a free course, you can make it published. So make it published instead of drip or what have

551
00:52:15.730 --> 00:52:21.770
you. But, um, yeah, there's lots of different ways that you can set it up to give free content.

552
00:52:22.270 --> 00:52:24.170
Again, it just kind of goes down to like what,

553
00:52:24.470 --> 00:52:28.170
what is the like ideal flow for you? Like, what do you want it to look like? What do you want it

554
00:52:28.170 --> 00:52:35.250
to feel like? Um, and then I was going to pull up the app real quick. Um, I apologize for the

555
00:52:35.250 --> 00:52:40.550
clutter on my background, but this is similar to what the app is going to look like on your phone.

556
00:52:40.650 --> 00:52:47.990
Obviously it's not going to be as wide. It'd be much smaller. Um, but it has all the options. So

557
00:52:47.990 --> 00:52:51.590
this is your homepage. It's going to show you, you know, all of the things that you've kind of

558
00:52:51.590 --> 00:52:54.150
been working on. You have your option for your sites.

559
00:52:54.550 --> 00:53:00.450
So any sites that you have access to your DMs, I love this feature. I love the fact that the

560
00:53:00.450 --> 00:53:06.670
DMs are now available inside of the app and then your notifications and then your profile settings.

561
00:53:07.910 --> 00:53:12.390
So all of these options, like you can go into your sites again. So if I pull back

562
00:53:12.390 --> 00:53:17.370
this site here that we just created, now I'm able to view it. I'm able to interact with it

563
00:53:17.370 --> 00:53:22.910
and do all of the things, even if I'm on my phone or if I want to use the app directly

564
00:53:23.910 --> 00:53:24.310
versus,

565
00:53:24.470 --> 00:53:31.630
going here into a browser and you can do it on your phone. Um, we also have the option for the

566
00:53:31.630 --> 00:53:37.830
white label app, um, which you can always look into. I think it's in your settings here. Um,

567
00:53:37.910 --> 00:53:42.650
that is an increased cost. If you do want it to be, you know, only your brand, only your logo,

568
00:53:42.710 --> 00:53:48.130
things like that. Um, but there's a form that you can submit and I can, I can add that into

569
00:53:48.130 --> 00:53:54.230
our follow-up information as well. But the Simplero app here, I think it works just as well.

570
00:53:54.470 --> 00:53:58.590
It allows them to access everything and then you can actually access across multiple different

571
00:53:58.590 --> 00:54:09.460
vendors. Let's see where I want to make sure I get all of the questions. Can I have a member

572
00:54:09.460 --> 00:54:13.600
from another course and grant them access to a course here? Like the one you just created. And

573
00:54:13.600 --> 00:54:21.600
if so, how do I give them access to the new course? Yes. Um, so with the, um, with the course

574
00:54:21.600 --> 00:54:26.820
set up, you can always do it either in the product or you can do it manually. It just

575
00:54:26.960 --> 00:54:32.200
kind of depends on what you're thinking. Um, I personally think that going to the product itself,

576
00:54:33.180 --> 00:54:39.040
whatever is granting access to begin with, it's probably the simplest to just go here to that

577
00:54:39.040 --> 00:54:45.020
content, um, inside of the settings and then adding the additional course here. So you can

578
00:54:45.020 --> 00:54:48.940
just go ahead and click add, and it's going to give them access to another course. There's no

579
00:54:48.940 --> 00:54:54.980
limit. You can add lots of sites, lots of courses. Um, you can grant them access to everything if

580
00:54:54.980 --> 00:55:00.000
you truly want to. But I personally think that connecting it through the content tab in the

581
00:55:00.000 --> 00:55:05.760
product is the simplest and most straightforward way because it also is tied to their purchase.

582
00:55:05.980 --> 00:55:11.120
So if they cancel, if they, um, you know, expire, if they don't renew or anything like that,

583
00:55:11.160 --> 00:55:17.780
it automatically revokes that access as well. Hopefully that helped answer your question,

584
00:55:17.960 --> 00:55:24.900
Isabel. Um, all right, Diana, I have a quick question about the membership.

585
00:55:24.980 --> 00:55:31.360
Event site set up using one membership site with three separate products for the site events.

586
00:55:32.360 --> 00:55:36.780
Um, she suggested restricting the event to specific products and using the no registration

587
00:55:36.780 --> 00:55:42.000
option. My question is if registration is turned off, how do eligible members actually get

588
00:55:42.000 --> 00:55:46.180
registered for the site event? If tier two or tier three have access to the event, do they

589
00:55:46.180 --> 00:55:50.700
automatically become attendees when they click into it? Or is there another process that registered

590
00:55:50.700 --> 00:55:54.840
them? Um, in that case, I, I would actually,

591
00:55:54.980 --> 00:56:00.440
I would say I would require registration. Um, and the reason I say to require it, um,

592
00:56:01.800 --> 00:56:07.300
is because then you can send reminders, you can start automations, um, you can do all of the

593
00:56:07.300 --> 00:56:14.940
things, but you can do it the, the easiest way in terms of restricting an event. If you don't want

594
00:56:14.940 --> 00:56:18.680
it to be for tier one, but you want it for tier two and tier three, and this could change, um,

595
00:56:19.300 --> 00:56:22.280
it could end up changing where they allow additional ways to restrict,

596
00:56:22.440 --> 00:56:24.900
but the simplest way would end up,

597
00:56:24.980 --> 00:56:29.820
even if you triggered like a free purchase of a product, um, as like a dummy product or

598
00:56:29.820 --> 00:56:35.760
something like that. Um, but that way, if they don't have access, kind of like I showed on my

599
00:56:35.760 --> 00:56:43.220
site here, let me just go back. So inside of this here, it says like, you don't have access. So

600
00:56:43.940 --> 00:56:47.860
they see that the site or the event is there, but they don't have access to it. They can't

601
00:56:47.860 --> 00:56:53.720
register. They can't see the location information. Um, so that would probably be the best way in

602
00:56:53.720 --> 00:56:54.440
terms of,

603
00:56:54.980 --> 00:57:00.980
like having the products separated. Um, and then in terms of getting them registered,

604
00:57:02.060 --> 00:57:09.640
then inside of your product, this is where you can use like triggers, um,

605
00:57:10.760 --> 00:57:16.120
all of the things, right. But you can go ahead and we'll just do an automation quick,

606
00:57:16.200 --> 00:57:22.820
and we're going to do custom and you're going to do other so that you register them

607
00:57:23.460 --> 00:57:25.720
for next upcoming occurrence of an event.

608
00:57:26.360 --> 00:57:33.020
And then you would end up seeing your event. So now you're getting them registered for this

609
00:57:33.020 --> 00:57:40.200
event inside of the event itself. And the reason why I say to do registration inside of that

610
00:57:40.200 --> 00:57:45.240
automation, whether it's going to be this one, or maybe you have a certain one for just your

611
00:57:45.240 --> 00:57:52.340
members, you can add an additional step at the end and say, um, register for next upcoming

612
00:57:52.340 --> 00:57:56.340
occurrence. And then they don't really have to register for the event itself. So you can just

613
00:57:56.360 --> 00:58:00.880
do anything in terms of like being registered for the next one. They're automatically registered.

614
00:58:01.380 --> 00:58:06.520
They'll automatically start your reminder series. If you have it. Um, the one thing to kind of keep

615
00:58:06.520 --> 00:58:11.680
in mind is that when they cancel, you obviously want to do the opposite of, um, so purchase

616
00:58:13.700 --> 00:58:22.740
to do, to, to, to, to deactivated. And then we're going to cancel registration for the next

617
00:58:22.740 --> 00:58:30.300
upcoming occurrence and then create your trigger. So even if they,

618
00:58:30.680 --> 00:58:37.520
if they downgraded or something like that, um, and they go to a different product where it's like,

619
00:58:37.620 --> 00:58:41.200
you know, your tier one, they would still see those events again. It's just, they wouldn't

620
00:58:41.200 --> 00:58:48.300
be able to register. They wouldn't get the information about that. Hopefully that was

621
00:58:48.300 --> 00:58:56.040
helpful. Otherwise I would say using those conditions on the sections and just showing

622
00:58:56.040 --> 00:59:00.940
your events calendar, um, based off of like, you know, the tags and things like that. But

623
00:59:02.500 --> 00:59:06.780
it would probably be easiest in your case, if you want to show the events as well to have different

624
00:59:06.780 --> 00:59:13.620
products. But like I said, it could change down the road. Um, let's see, I want to make sure I

625
00:59:13.620 --> 00:59:19.100
don't miss any other questions. I want to share something helpful. That can be helpful. Yes. Um,

626
00:59:19.240 --> 00:59:25.160
Benny, you were right. Claude can help you create pages. There is also the Simplero coach

627
00:59:27.660 --> 00:59:32.040
here. So if you go to Simplero coach right here and that top right hand navigation,

628
00:59:32.740 --> 00:59:41.820
then it's able to create a new chat. You can ask it to create a page for you as well. So I've

629
00:59:41.820 --> 00:59:45.220
actually had, um, I played around with coach a couple of different times for it to create

630
00:59:45.220 --> 00:59:53.840
different pages. Um, and it can do really great. Uh, let me find an example really quick so that

631
00:59:53.840 --> 01:00:00.220
I can show you what is possible. It does use those AI credits for the account when you're

632
01:00:00.220 --> 01:00:02.780
building things out typically. Um,

633
01:00:04.420 --> 01:00:12.500
let's see, here is one that was created through coach. Um, it's just one that was thrown together

634
01:00:12.500 --> 01:00:18.280
really, really quickly, but it just has, you, you tell it what you want and then it ends up

635
01:00:18.920 --> 01:00:24.840
pulling it together. It can add animation, do all of the things it does use HTML, but oftentimes it

636
01:00:24.840 --> 01:00:29.660
will ask you if you want to use HTML or the native builder elements. So it can convert those things

637
01:00:29.660 --> 01:00:32.540
over as well. Um, but that's another option.

638
01:00:34.200 --> 01:00:37.620
And especially like when creating your communities, like if you really want

639
01:00:37.620 --> 01:00:43.380
to make sure that you are just doing this as low effort as possible, the AIs in having it help

640
01:00:43.380 --> 01:00:51.400
build the pages can be helpful. Um, and then also if you haven't seen it, um, there is the

641
01:00:51.400 --> 01:00:57.440
option in your settings, in the top right-hand corner, and then down to integrations,

642
01:00:57.980 --> 01:01:01.600
there is the build with Simplero where it does show Simplero Coach,

643
01:01:01.820 --> 01:01:04.180
um, AI assistant or APS.

644
01:01:04.180 --> 01:01:11.000
So AI Assistant would be connecting Clod or ChatGPT, Grok, any of those other AI options.

645
01:01:11.140 --> 01:01:14.080
So you can always find that here in that integrations option too.

646
01:01:16.380 --> 01:01:17.180
Let's see.

647
01:01:18.180 --> 01:01:21.520
Can I copy a course over or just move a course from a site?

648
01:01:21.620 --> 01:01:23.200
Yes, absolutely.

649
01:01:23.420 --> 01:01:29.320
So when you have your courses, so this is going to be all of your site level courses,

650
01:01:29.420 --> 01:01:29.640
right?

651
01:01:29.880 --> 01:01:32.340
It's going to show your account level courses.

652
01:01:32.340 --> 01:01:34.720
And they're going to show your site that it's on here.

653
01:01:35.160 --> 01:01:40.240
Say that you want to duplicate it or you want to copy it and you want to put it on like

654
01:01:40.240 --> 01:01:45.060
a membership community, you can actually do the duplicate to other site.

655
01:01:45.620 --> 01:01:49.820
Or if you just want to move the whole thing over, you can do the move to other site.

656
01:01:50.560 --> 01:01:54.820
If you move it and you already have people getting access to it, I would just encourage

657
01:01:54.820 --> 01:01:59.600
double checking your setup to make sure that it gives access to the correct site once you

658
01:01:59.600 --> 01:02:02.100
have moved it and it's not stuck on that old site.

659
01:02:02.340 --> 01:02:07.980
So hopefully that helped answer your question, Isabel.

660
01:02:10.940 --> 01:02:12.900
Is there any other questions?

661
01:02:13.840 --> 01:02:21.120
Anybody have anything that feels maybe not quite clear in terms of how to set up a membership

662
01:02:21.120 --> 01:02:21.560
site?

663
01:02:27.200 --> 01:02:28.560
Jenny, I'm not sure I understand.

664
01:02:29.900 --> 01:02:31.280
Yes, I'm sorry, Cheryl.

665
01:02:31.320 --> 01:02:34.140
If it was like information overload, I did not want to miss anything.

666
01:02:34.280 --> 01:02:38.780
But I also kind of wanted to be able to like walk through this setup on like how you can

667
01:02:39.460 --> 01:02:40.680
like build things out.

668
01:02:40.780 --> 01:02:46.020
And I know this is kind of like a very light but informative overview of it.

669
01:02:46.140 --> 01:02:50.660
But hopefully when you go to build out that community site, it's able to like, you're

670
01:02:50.660 --> 01:02:52.300
like, oh, wait, I watched Justine do this.

671
01:02:52.340 --> 01:02:53.160
This is easy peasy.

672
01:02:56.180 --> 01:03:04.680
Jenny, so if you have, if Inspiro has a white label app or an external app, it would not

673
01:03:04.680 --> 01:03:09.220
necessarily go right with the Simplero app per se.

674
01:03:09.380 --> 01:03:14.640
But the Simplero app does pull in content that you have access to, regardless if it's

675
01:03:14.640 --> 01:03:16.120
from yourself or from another vendor.

676
01:03:16.860 --> 01:03:21.480
It's anybody who has their business on Simplero that you would end up seeing inside of that

677
01:03:21.480 --> 01:03:22.260
Simplero app.

678
01:03:22.700 --> 01:03:31.700
So I have like inside of my app, for example, I can show you really quick.

679
01:03:32.880 --> 01:03:34.580
Like each of these are different.

680
01:03:34.700 --> 01:03:36.380
So this is like our main Simplero account.

681
01:03:36.700 --> 01:03:38.280
This is that demo account.

682
01:03:38.280 --> 01:03:41.140
This is our tier two account, our support account.

683
01:03:41.240 --> 01:03:46.700
Like these are all different, completely different admin accounts, but they're all in one app.

684
01:03:46.860 --> 01:03:50.920
So I can easily access them all in one app versus having to go to different ones.

685
01:03:53.420 --> 01:03:56.040
And then, okay.

686
01:03:57.040 --> 01:03:59.200
How do you check if they have access?

687
01:03:59.340 --> 01:04:05.220
So the way to check how access is set up, that is where we go back into that course.

688
01:04:07.140 --> 01:04:08.120
And then you just.

689
01:04:08.280 --> 01:04:10.880
Double check what your access, like what's giving access to it.

690
01:04:11.000 --> 01:04:13.240
If you already have your product set up.

691
01:04:13.320 --> 01:04:19.060
So this product, for example, you would go to that content tab and then you would go

692
01:04:19.060 --> 01:04:22.240
here to the access and just making sure that it has the correct site.

693
01:04:22.400 --> 01:04:31.920
So if I moved this course, for example, and I want to move to another site, we're going

694
01:04:31.920 --> 01:04:33.200
to move it over to the collective.

695
01:04:35.260 --> 01:04:38.740
It's going to do some thinking, refresh it real fast.

696
01:04:41.100 --> 01:04:48.420
Go to my site and it should be pulling over.

697
01:04:50.790 --> 01:04:54.530
Maybe not, maybe it won't do it, but you would end up once you have it here.

698
01:04:54.650 --> 01:04:57.850
This site acts up funky sometimes because it gets cleared out every week.

699
01:04:57.990 --> 01:05:02.610
Um, so it gets completely reset, but you would see the course here.

700
01:05:02.730 --> 01:05:05.390
And then when you go into it, you would just double check.

701
01:05:05.450 --> 01:05:10.110
Like I said, the access tab, and then also checking that product or however else you're

702
01:05:10.110 --> 01:05:14.490
granting access, making sure that the two kind of line up and they're not, um, you

703
01:05:14.490 --> 01:05:15.770
know, giving access to different things.

704
01:05:17.090 --> 01:05:21.730
So the pop-up, I don't know if you guys have noticed that, but this pop-up option of seeing

705
01:05:21.730 --> 01:05:26.450
the window without having to open a whole new tab or leave where you're at is really,

706
01:05:26.510 --> 01:05:30.830
really handy because then you can go right back to where you were without having to click

707
01:05:30.830 --> 01:05:32.170
back and forward and all the things.

708
01:05:34.610 --> 01:05:39.770
Um, Cheryl, what does the client app look like?

709
01:05:39.830 --> 01:05:41.410
Can you clarify what you mean?

710
01:05:46.200 --> 01:05:50.120
Are you meaning like for when they go to their phone or their view, it's going to be exactly

711
01:05:50.120 --> 01:05:50.660
the same.

712
01:05:50.760 --> 01:05:51.160
So.

713
01:05:52.000 --> 01:05:54.260
This is exactly the same as what theirs is.

714
01:05:54.620 --> 01:05:59.180
It's just that their access is going to be dependent on what you give them access to.

715
01:05:59.540 --> 01:06:05.500
So if I logged in as, you know, my cookie test user, I wouldn't have access to everything

716
01:06:05.500 --> 01:06:06.300
on here.

717
01:06:06.360 --> 01:06:10.500
Like I do as an admin, I would only see the things that I do have access to.

718
01:06:10.600 --> 01:06:13.720
So I would only see the courses, um, that I have access to.

719
01:06:13.800 --> 01:06:16.240
I would only see the groups that I have access to things like that.

720
01:06:16.280 --> 01:06:18.020
So it's exactly the same.

721
01:06:18.380 --> 01:06:21.420
The difference is, is just more so as an admin.

722
01:06:21.420 --> 01:06:26.800
You always see more than what like a user would get depending on what your access level

723
01:06:26.800 --> 01:06:35.040
is set up as AI chat bot at the community site.

724
01:06:35.080 --> 01:06:35.860
Yes, you can.

725
01:06:36.140 --> 01:06:38.680
Um, you can add the chat bot.

726
01:06:38.820 --> 01:06:47.600
So if we go back, say we go to the, I got to turn on the chat bot option and go here.

727
01:06:48.680 --> 01:06:50.180
So now we're going to pull in that bot.

728
01:06:50.320 --> 01:06:52.560
So if I want to create my new bond,

729
01:06:58.970 --> 01:06:59.730
we'll go here.

730
01:06:59.730 --> 01:07:02.270
We can add a description, all of that.

731
01:07:02.330 --> 01:07:06.810
We can do, you know, private, um, public multi-tier, however you want it to be.

732
01:07:07.330 --> 01:07:08.950
Add all of this information.

733
01:07:09.190 --> 01:07:11.270
I just try to throw one in real fast.

734
01:07:12.930 --> 01:07:15.590
And this, you can add all kinds of different sources.

735
01:07:15.690 --> 01:07:22.490
You can add your site, you can add your different pages, media files, courses, lots of things.

736
01:07:22.610 --> 01:07:24.090
You can add MCP servers.

737
01:07:24.350 --> 01:07:27.930
Um, so if you have external tools, you can add those to the bot as well.

738
01:07:28.330 --> 01:07:29.690
And then inside of.

739
01:07:29.730 --> 01:07:39.490
Our site, that is where inside that layout and navigation, I had added the bots option here.

740
01:07:39.870 --> 01:07:43.050
So if I just have the, I got to turn it.

741
01:07:43.130 --> 01:07:43.910
What did I miss?

742
01:07:44.230 --> 01:07:53.900
I forgot to list it on the site, but back to our site or back to our, um, AI bot settings.

743
01:07:54.220 --> 01:07:55.740
I always forget something.

744
01:08:02.420 --> 01:08:03.560
I'm probably missing it.

745
01:08:03.600 --> 01:08:03.920
There we are.

746
01:08:06.340 --> 01:08:07.500
Click save changes.

747
01:08:08.660 --> 01:08:12.480
And we're going to refresh back to our layout and navigation.

748
01:08:14.460 --> 01:08:17.660
And, and then now that bot option is going to show here.

749
01:08:17.800 --> 01:08:23.902
So if we viewed our site again, now we have the bots here and they would be able to see whatever

750
01:08:23.902 --> 01:08:25.300
chat bot you created.

751
01:08:25.420 --> 01:08:30.720
And then they would be able to go in and create a conversation with the bot inside of your site.

752
01:08:36.770 --> 01:08:38.210
Any other questions?

753
01:08:42.720 --> 01:08:43.140
No.

754
01:08:43.280 --> 01:08:43.840
All right.

755
01:08:43.920 --> 01:08:45.700
I know we went over on time.

756
01:08:45.780 --> 01:08:47.360
I know I covered a ton.

757
01:08:47.420 --> 01:08:52.775
Um, but hopefully this is super, you know, helpful when you guys go to build that membership site

758
01:08:52.775 --> 01:08:55.260
and kind of seeing how things are connected.

759
01:08:55.720 --> 01:09:01.323
I will send you guys an email with the link for the recording, um, as well as a checklist of kind of

760
01:09:01.323 --> 01:09:04.460
things to keep in mind when you're building things out.

761
01:09:04.660 --> 01:09:08.961
And then if you guys can also kind of fill out the survey we send with it, I would super, super

762
01:09:08.961 --> 01:09:09.640
appreciate it.

763
01:09:09.680 --> 01:09:14.682
Otherwise, if we have no other questions, I hope you guys have a fantastic rest of your day and I

764
01:09:14.682 --> 01:09:15.920
will see you all later.

765
01:09:17.420 --> 01:09:17.680
Bye guys.