Community 🦄

Absolutely — here’s your cleaned-up, fully organized, and grammatically correct version of the Community OS System Setup. Everything’s structured for clarity, flow, and execution inside your OS dashboard:

âś… Community OS System: Micro-Step Setup

đź“Ś Objective:
Launch a fully branded, automated community that engages members, nurtures relationships, and drives retention—without manual effort.

🧱 SECTION 1: Create Your Community Group

1.1 Access the Community Builder

  • Navigate to Memberships > Communities in your OS dashboard.
  • Click “+ Create Group” to start a new community.

1.2 Configure Group Details

  • Enter a Group Name that reflects your community's purpose.
  • Write a compelling Group Description to inform potential members.
  • Set a custom Group URL for easy access.
  • Upload a Cover Image and Logo to brand your community.
  • Adjust Visibility Settings to control member access.

1.3 Manage Membership Settings

  • Define Member Roles (e.g., Admin, Moderator, Member).
  • Set up Approval Processes for new members if required.
  • Enable or disable Member Directory Visibility.

🎨 SECTION 2: Customize Your Community Theme

2.1 Access Theme Settings

  • Within your community group, click on Settings.
  • Navigate to the Themes tab.

2.2 Choose or Create a Theme

  • Select a Predefined Theme (Light or Dark Mode).
  • Or, create a Custom Theme by adjusting:
    • Sidebar background
    • Primary and secondary colors
    • Button styles
    • Font styles

2.3 Save and Preview

  • Click Save to apply your theme settings.
  • Preview your community to ensure branding consistency.

⚙️ SECTION 3: Set Up Community Automation

3.1 Access Automation Builder

  • Go to Automations in your OS dashboard.
  • Click on “2 | Launch Pack ⚡️”.
  • Select “Step 09 | Community” to begin setup.

3.2 Configure Triggers and Actions

  • Set the trigger to “Access Granted to Community”.
  • Add the following actions:
    • Tag contact as "Community Member"
    • Update engagement score
    • Add to community pipeline

3.3 Design Welcome and Nurture Messages

  • Create an immediate Welcome Message (Email or SMS).
  • Schedule Follow-Up Messages at key intervals (e.g., Day 3, Day 7).
  • Include Calls-to-Action to increase engagement.

đź’ł SECTION 4: Configure Community Subscriptions

4.1 Create Subscription Offers

  • Navigate to Communities > Offers.
  • Click “+ New Offer”.
  • Enter offer details:
    • Title
    • Description
    • Pricing Model (Free, One-Time, Recurring)
    • Billing cycle
    • Trial period (if applicable)

4.2 Customize the Checkout Experience

  • Upload an offer image.
  • Add Terms of Service and Refund Policy links.
  • Configure the Checkout Form Fields.
  • Preview and publish the offer.

4.3 Share Subscription Links

  • Copy the checkout link to share with potential members.
  • Embed the link on your website or funnel pages.

🧱 SECTION 5: Build a Community Funnel (Roadmap Funnel Template)

đź”— Roadmap Funnel Template
đź“Ś Goal: Build a community-focused funnel that attracts, qualifies, and converts leads into paid members using the high-converting Roadmap Funnel stack.

5.1 Clone the Roadmap Funnel

  • Go to Sites > Funnels.
  • Click “+ New Funnel”.
  • Choose “Roadmap Funnel” (includes Sales Page, Checkout Page, Thank You Page).

5.2 Customize the Sales Page for Your Community

  • Edit the following sections:
    • Headline (e.g., “Join the #1 Community for Digital Creators Building 6-Figure Systems”)
    • About the Community
    • What You Get (Group Calls, Templates, Chat Access)
    • Bonuses (e.g., onboarding call, bonus resources)
    • Testimonials (text or video)
    • CTA Button linking to your checkout

5.3 Link to Your Community Checkout Page

  • Connect the funnel to your published Community Offer.
  • Add clear pricing, trust elements (badges, refund terms, FAQ).

5.4 Build a Thank You Page

  • Confirm successful enrollment.
  • Include onboarding steps:
    • Link to join the community
    • Dashboard access
    • Welcome video
  • Optional: Add pixel/conversion tracking.

5.5 Test the Funnel Flow

  • Submit a test opt-in and payment.
  • Confirm:
    • Checkout triggers access
    • Confirmation page loads
    • Community automation fires
    • Welcome messages are received

🚀 Community OS System Outputs

Once completed, you’ll have:
  • A fully branded and live community group
  • Subscription + checkout system installed
  • Automation for onboarding and retention
  • A funnel that turns clicks into paying members
  • Analytics and messaging fully active
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