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Question

Is anyone including both clients and prospects in their community and providing tailored experiences?

  • May 6, 2026
  • 1 reply
  • 14 views

Gaby

Currently our community is just for clients - but we’d like to include select prospects to give them social proof. However they’s have a much more limited view and access in what they could do.

How do others manage this with system emails and the overall experience?

Thank you!

1 reply

mitchell.gordon

Hello ​@Gaby You could use custom roles for to better build an experience for existing customers vs prospects.

 

The existing spaces you have today could be gated behind permissions. Those permissions could be automated in via GS CS roles. You can build a custom role like “Customer” to help with this.

 

You could build a new location, for full public view or via Custom Roles / permissions if you dont want your community public in anyway, for that new group to see.
If you do build a new location, I would recommend making a few posts in that new spot and communicating with your existing members on whats going on. (Im sure you have this planned already just wanted to note it)

Happy to expand on this further if youd like. Ive done this a few times at a few orgs and do something similar to this today with our super user program.