Community Engagement Checklist

Quick reference to help you build a more active, connected, and engaging community in Simplero.

Start simple: You do not need to implement everything at once. Even adding 1–2 consistent engagement habits can make a huge difference over time.

Before You Start

• Decide what kind of community experience you want to create
• Examples: support-focused, accountability-based, networking, coaching, peer learning, etc.
• Think about what would make members want to return regularly
• Decide how involved you want to be personally in the community
• Review your current community setup and identify any missing basics

Set the Foundation for Connection

Set Up Your Forum

Site → Forum

• Enable and actively use the Forum as the main community hub
• Create clear categories so members know where to post

Examples:

• Introductions
• Wins
• Questions
• Accountability
• Tech Help
• Feedback Requests

Site → Forum → Forum Settings → Categories

Pin important or recurring posts to the top of categories if needed

Create a Strong Welcome Experience

Site → Forum Posts

Create a welcome post that explains:

• What members should do first
• How to participate
• Where to introduce themselves
• What kind of engagement is encouraged

Pin the welcome post to the top of the forum

Decide how you want members to introduce themselves:

• Individual welcome posts for smaller/high-touch communities
• Batch welcome posts for larger communities

Enable Community Features

Site → Configure → Community Features / Advanced Settings

• Turn on the Members Directory if appropriate
• Enable member profiles and optional member-to-member chat
• Remind members to review profile settings such as:

These will show up when someone clicks on their name in the directory.

Build Consistent Engagement Rituals

Create Recurring Community Posts

Site → Forum Posts

Schedule weekly prompts or accountability threads

• Examples:

Schedule reminder posts before live calls or events

• Example:

Pin recurring engagement threads if helpful

Forum Post → Pin Post

Send Community Emails

Marketing → Broadcasts

• Send regular digest or recap emails to:

Gamify & Reward Participation

Enable Engagement Features

Site → Three Dots → Engagement Badges

• Turn on engagement badges
• Create badges for milestones such as:

Use the Leaderboard

Site → Layout & Navigation

Site → Configure

Enable the leaderboard if you want light community competition

Review engagement point settings

Ensure the Members Directory is enabled for leaderboard functionality

Celebrate Active Members

Regularly recognize contributors through:

• Community shoutouts
• Email spotlights
• Bonus resources
• Discounts or small gifts
• Member features

Re-Engage Quiet Members

Set Up Inactivity Follow-Ups

Site → Configure → Triggers

Create inactivity triggers for members who stop engaging using the “Member Absent” trigger to send an email or automation, etc.

Example timing:

• 30 days inactive
• 60 days inactive
• 90 days inactive

Use warm, human check-in emails instead of sales-focused messaging.

Monitor Member Activity

Site → Members → Filter Last Login

Periodically review inactive members. Reach out personally when appropriate.

Encourage Member-to-Member Connection

• Encourage members to tag and support each other in posts
• Celebrate member wins publicly
• Create opportunities for peer conversations and collaboration
• Feature member spotlights regularly
• Ideas include:
• Wins
• Stories
• Progress
• Businesses
• Helpful contributions

Most Important Reminder

• Focus on consistency over perfection
• Small, repeatable engagement habits work better than occasional big efforts
• Ask your members what would help them feel more supported and connected (bonus tip: you could send them a Survey via Contacts → Surveys)
• Communities grow strongest when members feel welcomed, seen, and valued.

You got this! ❤️