Built for your members. Aligned to your goals.
Connect, Learn, Support & Collaborate
The member experience layer where your audience lives.
Relevant content and activities from day one
New members are guided through a personalized onboarding program based on their individual goals, interests, or specific area of focus. Our built-in recommendation engines automatically serve relevant content, prompt initial actions, and suggest peer connections.
The platform then maintains this relevance based on the member’s activities, engagement levels, connections, and profile settings to personalize email digests, updates, and notifications. This ensures members get immediate and ongoing value without having to dig for it.
Onboarding program
Profile customization
Suggested peer connections
Recommendation engines
Personalized email digests
Engagement updates and notifications
Always the right space for the right conversation
We understand not everyone likes to connect and share in the same way, but they always need a high-trust space to interact and collaborate. Members can join the community forum discussions, blog about their journey and experiences, create their own private Close Circle networks, or connect directly via chat and secure messaging. Every time, the platform offers the right space for the right conversation to sustain ongoing engagement.
Forum discussions
Interactive blogs
Private Close Circles
Inbox messaging and chat
Knowledge and support from trusted, reliable sources
For a community to truly succeed, peer connections need to be backed by trusted, credible resources for continuous learning and support. Set up your on-demand, centralized knowledge base for curated resources, host virtual events, and elevate the community’s value by inviting external experts into the platform to guide interactions, answer questions, and contribute their specialized knowledge. This “go to” ecosystem delivers real-time learning and trusted, peer-to-peer collaboration.
Knowledge Center
Hosted events
Subject Matter Expert roles
Dedicated partner forums
Manage & Grow
The administration and governance layer for streamlined day-to-day operations and data-driven decisions.
Your brand, voice, and strategy
Your community should look, feel, and sound like a natural extension of your organization. The platform launches with your visual identity and focuses on both your strategic priorities and member needs. You have the flexibility to define key member profile details, organize forum categories, and structure the Knowledge Center to align directly with your goals. This ensures that from the very first visit, members enter a cohesive environment they immediately recognize and trust.
Custom community name, domain, logo, color palette, and images
Define forum categories and descriptions
Customizable Knowledge Center categories
Align member types, goals, and interests
Straightforward administration and operational control
The platform is designed to make planning and daily operations straightforward and efficient. From the Admin Console, your team can update Call-to-Action (CTA) prompts on the fly, track overall activity levels and trending content, and spot rising peer leaders with built-in engagement tracking. To keep the environment safe, inclusive, and on track, all member-generated content is automatically screened, and the monitoring tools let you quickly review and act on any inappropriate behavior or member concerns. As your community grows, you can easily scale your team with additional user-based permissions based on their assigned role within the community.
Centralized Admin Console
Customizable Call-to-Action (CTA) prompts
Automated content moderation
Activity, content, and member engagement tracking
Monitoring tools for content and member flagging
Scalable, role-based user permissions
Flexible configuration and integrations
We’ve built flexibility directly into our platform, so it can adapt to your organization’s audience structure and technical setup. You can launch as a single community or multi-site setup to support diverse audiences with distinct needs. Connecting to your existing systems is straightforward: you can sync membership data with your CRM or AMS via APIs, set up Single Sign-On (SSO) for easy member access, use our existing Zoom integration to run virtual events, or quickly connect with tools like Google Analytics and Constant Contact. Flexible API options and tools like Zapier also allow for custom connections to other systems tailored to your workflow. While the platform is already fully mobile-responsive, you can also connect the community to your existing mobile app via API or deploy a dedicated app tailored to your own community.
Single sign-on (SSO) options
Two-factor authentication options
CRM, AMS, and LMS integration options
Integration with Zoom, Constant Contact, and Google Analytics
API options, including Zapier, for custom system and mobile app integrations
Single-site or multi-site configurations
Value creation, partnerships, and monetization
Beyond day-to-day management, your community should also support your organization’s long-term sustainability and revenue goals. Built-in features make it easy to open new value streams and deepen strategic relationships on your own terms. You can let members invite others to drive organic growth, set up partner or organization-based signups, or activate paid membership plans to access the community. Strategically introducing sponsors, program partners, or industry stakeholders to the community can help them share their expertise and deliver deep value to your members while unlocking new non-dues revenue streams for your organization.
Organic growth with member invitations
Partner or organization-based signups
Individual membership subscription plans
Dedicated partner forums
Targeted partner and sponsor visibility
Sponsor content and expert contributions
Partner-led discussions and events
Secure & Built to Scale
The enterprise infrastructure layer that ensures peace of mind.
Privacy, security, and trust
People only share openly when they know their conversations and data are safe, and protecting that privacy is vital to safeguarding your organization’s brand and reputation. Robust security and encryption standards are built into the platform’s foundation to protect members’ personal information and data, and adhere to personal data privacy protections and HIPAA compliance standards. Depending on your community goals, you can configure display names for anonymity across the site, easily manage who has access to specific areas using strict role-based permissions, and customize the terms of use and privacy policy templates to fit with your organization.
Display names and optional anonymity
Personal data and HIPAA-compliant privacy protections
Role-based access and strict permission controls
Secure messaging and encrypted chat
Encryption of data in transit and at rest
Privacy policy and terms of use templates
Scalability and performance
The platform is designed to adapt as your organization expands. You can count on our fully managed, monitored cloud infrastructure that’s built to scale easily as membership, discussions, and events grow in your community. By handling hosting, performance, and ongoing maintenance updates, we ensure your system remains fast, secure, and highly reliable, giving you complete peace of mind to focus on your goals and members.
