Setting up your Cohorts

Understanding different cohort types

• Default (Default visible and in list for users)
• Public Cohort (visible to all visitors)
• Members Only Cohort (visible to logged in users)
• Private Cohort (association-only visibility)

Setting up cohorts and tags

1. Jump into HubSpot CRM and navigate to CRM > Cohorts.
2. Click Create Cohort in the top right.
   1. Required Fields for publishing are:
      1. Name: Should be Unique
      2. Slug: must be unique and with no spaces or capitals
      3. Cohort Visibility: Choose the cohort type that fits best for your organization
      4. Active: allows cohort to show be published (enable this last)
   2. Optional (and reccommended) Fields
      1. Cohort Description: a short description for users to know what to expect
      2. Cohort Thumbnail: Ideally a jpg or png image that is no greater than 600px wide
      3. Disable Comments: Turns comments off for threads in the entire cohort
      4. Disable Likes: Turns "likes" off for threads in the entire cohort
      5. Disable Video Embeds: Disables the ability to embed videos into the cohortFill out the Create form. The required fields is limited to name, but you'll need to configure the other properties when you're ready for them to be fully operational and for the cohort to be live.

Setting up cohort-level moderation

Once you've created your cohort, now you can assign a moderator. While this is not necessary if you have users that will be responsible for moderation for this specific cohort you can determine that user's ability by associating them to the cohort.

1. Navigate to the cohort in HubSpot CRM (CRM > Cohorts > [Example Cohort Name])
2. Click "+ Add" In the Contact Object (top right of the Cohort Record in HubSpot)
3. Choose or create your Contact(s) and click next
4. Click "+Add association label" and choose "moderator" and "member"
5. Click Save

You should now see contacts association to the top right, and the one you added should have two labels under their name. "Member, Moderator"

Now that your moderator has been added, they can navigate to any thread within that cohort and be able to hit the three dots next to the thread and see the following options.