Site Groups

If you are using one Site to hold multiple courses and products and you'd like each community to be able to exclusively connect with each other, Groups is all you need!

Groups are exclusive Forums that you can grant access to for specific groups of people within your Site (ie. purchasers of a product, list subscribers, etc).

You can organise your members based on the Group they belong to, have multiple forums under the same Site with wider access permissions and broadcast configuration.

How to Create a Group Under a Site?

Head over to the Content >> Sites >> Choose the site >> Groups tab:

1. Press the Create a group button:

2. Give it a public and internal name and customise the URL as well as the system default language:

3. Choose one of three ways your members can receive access to the group:

   • Open - Anyone inside the Site can join this group.

   • Private - Anyone inside the Site can ask to join, and must be approved.

   • Secret - Members can only be added by admins via a product, list, trigger, automation, or manually.
     
     We’ll talk more about these options under How to Give Access to a Group.
     
     
     

4. Add a Description and Card Image (NOTE! We recommend 800 x 450 pixels in size):

5. Enable/disable the Settings applying to the group forum, like adding a prefix to the subject line when sending emails related to this group:

6. Press the Create group button to save your Group!

You'll be able to revisit/edit all these settings from the Group >> Settings icon:

How to Give Access to a Group?

If Access is Set to Open:

All you need to do is link the Group to your site somewhere (in the Navigation menu, on a page, etc) and all members of the site will be able to access it.

If Access is Set to Private:

You’ll need to add the “Group Index” page to your Top Navigation menu via the Layouts and Navigation editor:

Here’s our guide on how to use Layouts.

Now when members visit the Group Index page, they can request to join the group via the Discover New Groups tab by pressing Request to join:

After that, you (as the Admin) will need to approve their request by heading to Site >> Groups >> Choose the Group >> Requests and pressing the “Approve” icon next to their name:

If Access is Set to Secret:

There are multiple ways to give access in this case.

The most common are listed below:

• Product Content tab: You'll need to grant access to the Site before you can give your product purchasers access to the group inside it.

• List Content tab: Navigate to the list content and give access to the Site and group to your subscribers.

NOTE! If your purchasers/subscribers do not have a Simplero ID yet, an orange button will show up for you to set them all up in one click!

• Manually from the Site >> Members tab:

  • Select the member, press Select action… and choose Give access to a group:
    
    

How to View Access to a Group?

1. Click on the Groups tab within the Site where you created it.

2. Press the title of the Group.

3. Select the three dots in the top right-hand corner and choose Access to group from the dropdown menu:
   
   
   

   • This will display all of the Products, Lists and Individual Contacts that have been granted access to the Group.
     

4. You can also grant access to a product and/or list from this page: