Skip to main content

Managing Members in Stack Community Groups

Creating and managing a vibrant community within your CRM platform is essential for fostering engagement and collaboration. Stack offers a structured approach to managing members within your community groups, detailing roles, responsibilities, and how to invite and manage members effectively.

Understanding Member Roles​

In Stack community groups, each role has unique responsibilities:

  1. Owner: The Owner has full control over the group, including the ability to mark the group as inactive.
  2. Admin: Admins manage members, add or remove participants, and assign roles.
  3. Moderators: Moderators ensure content adheres to guidelines, maintaining a respectful environment.
  4. Contributors: Contributors drive discussions and engage with content through posts and comments.

Role Capabilities​

RoleCreate PostsModerate PostsManage MembersDelete Group
Owner✔️✔️✔️✔️
Admin✔️✔️✔️❌
Moderator✔️✔️❌❌
Contributor✔️❌❌❌

Inviting Members to the Group​

Although in-app invitations are coming soon, you can currently invite members by sharing the group URL via email or SMS campaigns. This allows easy access for members to join your community group.

  • Tip: Use custom values for group URLs in your campaigns. This way, if the URL changes, you only need to update it in one place.

Modifying Member Roles and Access​

To change a member's role:

  1. Go to the "People" tab in your group.
  2. Find the member using search or filters.
  3. Click the three dots next to their profile.
  4. Select the new role from the options.

This process allows you to manage access levels effectively.

Changing Member Email/Phone Visibility​

Members can control their email and phone visibility by:

  1. Clicking on their initials in the top right corner.
  2. Accessing the "View or Edit Profile" area.
  3. Navigating to the "Social Media" tab to adjust visibility settings.

Removing Members from a Group​

To remove a member:

  1. Navigate to the "People" tab.
  2. Locate the member using search or filters.
  3. Click the three dots next to their profile.
  4. Select "Remove from Group."

This action revokes their access and privileges.

Migrating Members from Existing Communities​

Transitioning to Stack from another platform involves:

  1. Creating a new group in Stack with a matching name.
  2. Configuring branding for consistency.
  3. Sending welcome emails to inform members of the transition.
  4. Pinning an introductory post to set expectations.

FAQs​

Q: Can I set up an automated invitation for new clients added to my CRM?
A: Automated invitations are not yet available, but you can manually share the group URL with new clients.

Q: How can I invite a large list of potential members?
A: Use mass email or SMS campaigns with the group URL to invite multiple members at once.

Q: Can members invite others to the group?
A: Members can share the group URL, but Admins and Owners can manage group membership to maintain control.

Q: Can I resend an invitation if a member hasn't joined yet?
A: Yes, simply resend the group URL to give them another opportunity to join.

Q: Can I personalize the invitation sent to potential members?
A: While Stack doesn't support personalized invitations directly, you can customize messages in your CRM, email, or SMS platform.

Q: What happens when an invited member tries to join the group?
A: They are directed to the group and can request to join, gaining access upon signing up.

Q: Can I track who has accepted the invitation and joined the group?
A: Yes, the "People" tab shows all group members, including recent joiners, allowing you to monitor engagement.