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Contributor ⭐️⭐️
November 29, 2022
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Taking a community from private to public

  • November 29, 2022
  • 13 replies
  • 375 views

We are planning on taking our community from private (customers only) to having the public be able to view content (that isn’t part of a private group or category) and only having customers be able to login and engage.

Has anyone done this and do you have any tips/pitfalls to watch out for?

Best answer by DannyPancratz

Sure thing. 

The problem: Our main issue was that we had renamed username to “Full Name” and so there were thousands of users from our previous community (and first 6 months) that were using their full name as their user name. When you switch from Public to Private (or Hybrid), profile pages are exposed and there’s no way to restrict access to those. 

We wanted to do right by our users and not expose their full name as community members without their permissions. 

The solution: 

  1. Proactive communication
  2. Time - we allowed a month to pass with the above before we made the change
  3. Anonymizing legacy users who had been inactive for x+ days (sorry, i don’t recall)
    • We did this via the API
    • We changed names like Jane Doe to Jane D
    • We removed profile avatars if they previously had one
    • We added a custom role, so we could track which users we had done this to (some have re-engaged since and are active again. None have noticed their username changed.)

#3 is the key one. If someone is active, your posts and emails are enough of an effort. They can’t say they weren't told. But if they’re inactive, you don’t know that their message reached them. So we went ahead and anonymized. Better safe than sorry. 

We chose not to erase those inactive users, because we wanted to keep their posts, points, etc in case they came back (some did). And we had 2+ years of answered questions from our previous community and first 6 months on insided, we didn’t want thousands of answered questions to be from “Anonymous User.” That sends the message that the community isn’t active or vibrant or filled with actual people. 

Note: Username was really the only publicly visible profile field other than avatar, so that was our focus. However, the public nature of profile fields has held us back from making more fields visible. There’s no way to make them visible for only logged-in community members while blocking those logged-out. I’ve given Insided the feedback that I’d like this to be improved so we can have fields like company, title, expertise, etc visible to other community members, but not the whole world. 

(Since this is marked as an answer, adding the recording of the webinar I did with Insided)
 

 

13 replies

DannyPancratz
VIP ⭐️⭐️⭐️⭐️⭐️
November 29, 2022

I did a webinar on that very topic recently with Insided:

 

FYI: I am no longer active in this community
Alistair FIeld
Expert ⭐️
November 30, 2022

@DannyPancratz beat me to it!

 

 

The needs of the many, outweigh the needs of the few. 🖖
bethAuthor
Contributor ⭐️⭐️
November 30, 2022

@DannyPancratz Thanks for this!

bethAuthor
Contributor ⭐️⭐️
November 30, 2022

@DannyPancratz Can you add more details to what you did to prepare and/or help clean up member profiles who might not visit the community any more or read the announcement email?

DannyPancratz
VIP ⭐️⭐️⭐️⭐️⭐️
November 30, 2022

Sure thing. 

The problem: Our main issue was that we had renamed username to “Full Name” and so there were thousands of users from our previous community (and first 6 months) that were using their full name as their user name. When you switch from Public to Private (or Hybrid), profile pages are exposed and there’s no way to restrict access to those. 

We wanted to do right by our users and not expose their full name as community members without their permissions. 

The solution: 

  1. Proactive communication
  2. Time - we allowed a month to pass with the above before we made the change
  3. Anonymizing legacy users who had been inactive for x+ days (sorry, i don’t recall)
    • We did this via the API
    • We changed names like Jane Doe to Jane D
    • We removed profile avatars if they previously had one
    • We added a custom role, so we could track which users we had done this to (some have re-engaged since and are active again. None have noticed their username changed.)

#3 is the key one. If someone is active, your posts and emails are enough of an effort. They can’t say they weren't told. But if they’re inactive, you don’t know that their message reached them. So we went ahead and anonymized. Better safe than sorry. 

We chose not to erase those inactive users, because we wanted to keep their posts, points, etc in case they came back (some did). And we had 2+ years of answered questions from our previous community and first 6 months on insided, we didn’t want thousands of answered questions to be from “Anonymous User.” That sends the message that the community isn’t active or vibrant or filled with actual people. 

Note: Username was really the only publicly visible profile field other than avatar, so that was our focus. However, the public nature of profile fields has held us back from making more fields visible. There’s no way to make them visible for only logged-in community members while blocking those logged-out. I’ve given Insided the feedback that I’d like this to be improved so we can have fields like company, title, expertise, etc visible to other community members, but not the whole world. 

(Since this is marked as an answer, adding the recording of the webinar I did with Insided)
 

 

FYI: I am no longer active in this community
bethAuthor
Contributor ⭐️⭐️
November 30, 2022

@DannyPancratz Thank you very much for this detailed explanation!

I agree that not being able to hide member profiles from non-logged in people is not good and needs to be addressed. 

Were any of your users concerned about their profile pages being visible to non-members?

DannyPancratz
VIP ⭐️⭐️⭐️⭐️⭐️
December 1, 2022

@beth surprisingly, we had 5 or fewer people request to change their username when we said the pages would be public. (It helped that there wasn’t any other information on them and that their posts were private)

My hypothesis: in a world where social posts and other community posts like this are public and searchable, most are used to it. 

And we’ve actually had a bit of the reverse. Opening up profile pages and other ungated elements like the the leaderboard has created more interest in earning points and badges (so as to establish themselves as top users of our platform for their peers and employers). 

FYI: I am no longer active in this community
bethAuthor
Contributor ⭐️⭐️
December 1, 2022

@DannyPancratz Thank you very much for this additional context!

Eva
Helper ⭐️
April 16, 2024

Hello!

I have been gathering general ideas, concepts, information, and examples about going public/hybrid. There are several topics about this here in the Gainsight community (A general or basic guideline on this topic - all relevant info in one article - would be nice, too 😉).
 

@DannyPancratz, you have already provided a lot of insights and valuable information on this topic.

  • Before going public with your community, did you test ev-ry-thing 😅 in your staging community? If yes, how many people were involved and for how long?
  • Was there a detailed written concept in place?
  • How long did it take from the initial idea of opening the community to implementing all the steps/changes?
  • Was there anything after going public where you thought, Oh, I totally missed this/didn't think about it?

Also, could you kindly share the link to your webinar recording again, as it shows as “media not available”.

Thanks a lot!

revathimenon
Gainsight Community Manager
April 16, 2024

We ran into some trouble with the video.

It’s hosted here now 🙌🏼

 

Where focus goes, energy flows.