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Playbooks

The guides earlier in this site explain features one by one; this section flips it around and starts from the problem: what member experience you want, which features combine to deliver it, and where each is configured. Every playbook follows the same structure:

  • Goal — the problem this circle needs to solve;
  • What members experience — the full journey from a member’s point of view;
  • What the owner does — each step with its console entry point and key parameters, linking to the matching guide page for details;
  • Variations — a cheaper cut, or one step further.

The circles and numbers in the playbooks are fictional demo data. Each playbook matches a typical community:

Want a single feature first? Back to the creator guide.