In this tutorial, you'll learn how to create your first Co-creation Community. This tutorial is intended for Admins. It assumes you have basic knowledge of:
By the end of this tutorial, you'll be able to:
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Create a Co-creation Community from scratch
Before you start
Before you start the tutorial, there are a few things to check:
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You'll need permission to create a Co-creation Community by being a platform Admin.
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You have purchased a Co-creation Community and it’s been enabled. Please contact your Customer Success Manager for more information.
1. Open the Co-creation Community builder
You’ll need to open the Co-creation Community builder to start creating your Co-creation Community.
From the platform home page
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Go to your platform home page.
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In the navigation bar, click Create and then select Co-creation Community.
2. Configure the General settings
Now that you're on the Co-creation Community builder, you can start by configuring the basic settings for your Co-creation Community.
Add a card image
Personalize your Co-creation Community by adding a custom card image that will display on the Co-creation Community card on the home and Discover page.
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Click Card Image and upload or select an image.
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Click Close.
Enter the Co-creation Community details
Enter all the required details for your Co-creation Community.
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Under Co-creation Community Name, enter the name of your Co-creation Community.
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Under Personalised URL, enter a custom URL domain for your Co-creation Community.
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Under Co-creation Community Description, enter the description of your Co-creation Community.
Additional settings
Some additional settings you can set to your preference:
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Dashboard Blocks: Select the blocks to include in the community dashboard.
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Advanced Analytic Settings: Decide if Advanced Analytics is available on this Co-creation Community and any Challenge created inside of it.
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Gamification block role settings: Select which roles are excluded from the Gamification block.
3. Configure the Admin settings
With the basics done, let's configure the admin settings.
Assign a Co-creation Community Admin and Manager
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Under Co-creation Community Admins, enter a user's name and select them from the list.
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Under Co-creation Community Managers, enter a user's name and select them from the list.
Additional settings
Some additional settings you can set to your preference:
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Gamification Settings: Decide if Admins of Child Co-creation Community can override the Gamification settings of the parent Co-creation Community.
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Co-creation Community Admin Permissions: Select which permissions your Co-creation Community Admins have inside the Co-creation Community.
4. Configure the Membership settings
This is where you’ll set the rules for who can access the Co-creation Community and if they can register.
Set your registration preferences
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Under Registration Settings, select your preferred registration setting:
Open: Anyone can register.
Open by domain: Anyone with the domain you specify can register.
Closed: Only invited users can access the Co-creation Community.
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Under Registration Requirements, decide if registrants must be of a certain age to register.
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Under Auto-enrol Settings, choose your preferred enrolment setting:
Yes: Everyone on the platform is automatically added to the Co-creation Community.
No: Users need to register to contribute to the Co-creation Community. -
Under People Search Settings, choose your people search setting:
Everyone can search People
Only Co-creation Community Admins can search People
Note: Users are not notified when they’re added to an Idea Space via auto-enroll.
Additional settings
Some additional settings you can set to your preference:
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Gamification Settings: Decide if Gamification points are earned for actions completed in the Co-creation Community.
5. Configure the Recommendation settings
Lastly, you’ll want to configure the recommendation settings for the Co-creation Community.
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Select the default settings for all Challenges in this Co-creation Community and any child Co-creation Community.
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Under Relationship Threshold, select the minimum relationship level that’s required for an Idea to be included in the list of recommendations.
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Under Scope of Recommendations, select the default scope for recommendations for Challenges in the Co-creation Community.
6. Submit your Co-creation Community
Give your Co-creation Community settings one final review and then click Submit to make it live.
Summary
In this tutorial, you learned how to:
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Create a Co-creation Community from scratch
Next steps
Consider completing some other common tasks, such as: