Prospects in your community

To those of you who have an open community and allow for your prospects to join your community, what rank are you giving them in your community? I was thinking about creating one called Prospect but wanted to see if there are any other good ideas. Thanks!


Best answer by Chris Hackett 3 July 2024, 19:46

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Userlevel 2

Hi @baraica - Our main discussion forums are completely open. Prospects would register on our portal as a “registered guest” and then have the ability to participate in the open forums. If/when they become customers or partners, their role is changed to reflect that and they can participate in gated customer/partner only areas. We do have a couple partner prospect roles but as it doesn’t get them additional access, they aren’t used much.

Userlevel 6
Badge +7

For us, they get the same base rank (Creator) as everyone else. 

On the backend, they get a a custom user role of Prospect (and don’t have the custom user role of Customer/Partner/Employee). This allows both tracking and segmented analytics as well as adjusting permissions for a few places they can’t visit in the community.