(Bettermode) Community Setup

NOTE:

Please email support@base.ai if you believe any information provided is incorrect.

1. Setup a (Bettermode Tribe) Community

In order to obtain a (Bettermode) Community, we will need to speak with a member of the team at Bettermode. After your set up, you can modify a few settings to integrate Base.

Go to: https://app.bettermode.com/setup-hW3M2k
Once you provide your URL, Bettermode will upgrade it to “Advanced” and create the invoice based on your agreed pricing.
Within Bettermode > Settings > Domain, set up a custom domain or subdomain to be used later: https://bettermode.com/hub/branding/post/use-a-custom-domain-or-subdomain-qfTp9h6Y30WEX6F
Within Bettermode > Settings > Community Settings, configure your domain’s Permission settings. Your users should only be invited and registered through Base to avoid technical issues.
1. Enable the Private community setting. This ensures that only your customers have access.
2. Disable the Invite-only option. This will prevent technical issues.
3. Disable Anyone can invite. This will prevent technical issues.
Add Collections?????
Go to the Content tab, then click the Spaces option. Add Spaces as needed via the Add space button. You may associate each space with a Collection.
1. Remember, less is more! Make your community as simple and easy as possible: https://bettermode.com/hub/content-management
After creating your Posts, Collections and Spaces, adjust additional default settings in your community. Apply default Spaces for new members to join automatically.
Brand your community. Configure the theme, customize the navigation, and add custom blocks to enhance the Spaces: https://bettermode.com/hub/branding/post/brand-your-community-add-a-logo-community-name-colors-font-top-zaaoDgXn1PGYfqN
When you have finished setting up your community, verify that it looks as expected.

Continue to the next section for information on how to add posts, then integrate Bettermode communities with Base!

2. Add relevant posts to your community

We recommend that you add content to the community before continuing integration. Speak with your Marketing Team, Community Manager or other roles to find what should be shown in the community upon launch. This will likely include the Spaces mentioned in Step 7 of the guide above.

Your community content requires a title, body, author, and additional tags. Please refer to Bettermode's documentation on post types: https://bettermode.com/hub/content-management?tag_id=pJNROZzhAFTb4Zm7cfEgv

Once you finish collecting content to add to your community, have a user with an administrative role navigate to the Bettermode Community.
Select the plus icon in the upper right hand corner
Select Add post.
Select the post type.
Enter your post.

3. Embed Your Bettermode (Tribe) Community within Base

Login to Bettermode as an Admin user.
Click on the user icon and select Administration.

3. Click on the Settings icon on the left side menu

4. Select Authentication from the Settings menu.

5. Enable the section JWT SSO.

a. Alternatively, JWT SSO information can be found here: https://bettermode.com/hub/product-updates/post/jwt-sso-kNfbjPS2v9z6aFf

6. Copy the Private key. You will need it in the next step.

7. In the Base Admin Portal, go to Settings → Customize. Then click on the Integrations tab. Expand Tribe Community to see options. Enter the related fields.

a. Bettermode community URL – Enter the url of the community, e.g https://company-name.bettermode.io/

b. Bettermode private key – Enter the key we copy from Bettermode at the last step.

c. Embed community in portal – Check after you approved the community.

8. Go to your Customer Portal. A new menu option with the text "Community" should be added. Click this option to redirect to your community.

4. Customize Your Bettermode (Tribe) Community “User Menu”

To avoid confusing your Customer Portal members, we advise disabling your profile, sign out, account settings and divider from your community’s menu.

Within Bettermode, select your profile image in the top right corner.
Select Administration
Select Apps (four squares icon) from the left hand navigation
Install the ‘Custom Code Snippet’ app.

Add the following CSS to the Custom <head> code section:

<style>[data-id=sign-out],
[data-id=your-profile],
[data-id=account-settings],
.menu-divider {
   display: none;
}
</style>

6. Press Save.

5. Disable white label setting

Base is an official service provider of Bettermode communities. You may elect to white label the community within your Customer Portal, to keep your organization’s branding only.

Within Bettermode, select your profile image in the top right corner.
Select Administration.
Select Settings (gear icon) from the left hand navigation. Then select Community Settings.
Scroll down until you reach the White label section. Disable the Display Bettermode branding option. Click Update to save the change.

6. Remove Bettermode Leaderboard

Bettermode’s leaderboard is not currently integrated with Base. To avoid confusion, we recommend disabling the Bettermode leaderboard. To do this, follow these steps:

Within Bettermode, select your profile image in the top right corner.
Select Administration.
Select the layout icon in the left hand navigation.
Select the Home option.
Locate the Leaderboard block. This can be found in the right hand window.
Hover over the Bettermode Leaderboard, then click the Trash Icon when it appears.

7. Optional: Enable private messaging

If you elect to allow your community members to privately message each other, follow these steps:

Within Bettermode, select your profile image in the top right corner.
Select Administration.
Select Settings (gear icon).
Select Private messaging from the navigation.
Enable both the Enable private messaging option and Allow members to turn private messaging on or off option.

Community Onboarding Best Practices

Base recommends the following strategies to integrate your community succesfully.

Prepare for your launch.
1. Create an onboarding process for new community members
  1. https://bettermode.com/hub/tips-tricks/post/webinar-recording-creating-an-effective-member-onboarding-experience-bgEldmYCcVRNAoQ
2. Build out your content calendar for the next 30 days
3. Invite your users from the advocate portal to join the community!
  1. Email campaign?
  2. Ask?
Launch on schedule.
1. Use the first 30 days to create a baseline of your engagement and retention.
2. Create ASKs to obtain customer feedback.
3. Stay connected with your CSM to find more ways to improve your engagement!

Additional information to add to documentation - ***

Configure the community domain
Since bettermode is running in iframe it will not login the user if 3rd party cookies are not enabled (e.g the default of Safari, incognito mode in Chrome).
To solve it we need to configure the community to have the same domain as the customer portal
- Go to Settings → Domain
- Set the domain to be the same as the user portal but with -community to the hostname
  For example base.customershome.com → base-community.customershome.com
  and click the button Move your community
- As a results it will create CNAME dns record that we need to configure at Base (in Route53)
- Once the CNAME is configure, click the button Recheck settings, if the settings were done, the status will be changed to ready and the button Move your community will be shown again, click it to finish the process.
- Configure this new url in Base settings for Bettermode integration.
Configure the community login to redirect to Base
With these settings, user that get to the community url directly (e.g. by google search), will only be able to login via the customer portal
- Go to Settings → Authentication → JWT SSO and select settings
- Set the value of the parameter Sign-up URL to the portal “domain + /login” e.g.
  https://base.customershome.com/login
- Go to Settings → Authentication → Email
  Disable the option Login & register with email