Unlocking New Levels: How to Automate Your Community’s Growth

Today, I want to introduce you to an exciting way to enhance your community engagement. Have you ever wondered about adding points or automatically granting course access when your community members level up? Today, I'm going to walk you through exactly how to set this up!

Setting Up Automation to Boost Engagement

We're going to establish an automation system that triggers when a community member reaches level two. This system will grant them access to an additional course offer and add points to their profile. We can even send SMS messages or execute other actions based on this trigger. Let’s dive into our HighLevel account and create this automation.

Create Your Automation

Starting from scratch, let's name our automation "Group Level Two" so that everything stays organized. By scrolling down, you'll spot the "Community Group Member Leaderboard Level Changed" option. We’re focusing on the group of entry-level visionaries and specifying the level as level two to ensure the trigger happens precisely when we want it.

Grant Courses and Add Points

The first step in our automation is granting access to a course. Choosing the "Grant Course Offer" allows members reaching level two to access new content. When building offers in the HighLevel membership area, remember that the offer defines which courses they access. For our purpose, I’ll select the entry-level offer, and we’ll add 10 points to their leaderboard score for achieving level two.

Scrolling further, we'll replicate the process for awarding points – this time 20 points for our entry-level visionaries. It’s easy to adjust these settings, so feel free to customize as needed.

Sending Congratulations

Let's make our members feel special by sending them a congratulatory text for reaching level two. By searching SMS, you can draft a personalized message: “Congratulations [Contact First Name] on reaching level two. You now have access to additional courses.” Make sure your message feels exciting and sincere!

Issuing Certificates

What's also fantastic is the ability to issue certificates. You can create certificate templates within the membership area, which automatically fill in member-specific details. It’s a wonderful way to recognize and celebrate their achievements.

Wrapping It Up

So, in summary, when someone in our membership area progresses from level one to level two, this transition triggers a host of rewarding actions: granting access to courses, adding leaderboard points, sending a text message, and issuing a certificate.

I’m thrilled to answer this community member’s question through today’s training. If you have further inquiries, please feel free to join me during open office hours. If you're part of our reseller community, you can navigate to the community tab in the dashboard and click on today’s date to join our Zoom meeting. Members of our free community are also welcome to join open office hours from Monday through Thursday.

For those who haven't joined our reseller program or free community yet, there are various options available at MyVisionAgency.com to meet your needs. Whether you’re signing up as a HighLevel customer or interested in our software bundle, you’ll find plenty of opportunities to grow.

Thank you so much for tuning in today. Go out there and make your vision a reality! See you inside open office hours.