Understanding Cohort, Threads, and Contact Objects
A step-by-step guide to connect Cohortium to HubSpot, ensuring learners understand the technical setup.
1. Define Contact Associations 1:03
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Identify the two potential associations of a contact to a thread: follower or author.
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Determine the two potential associations of a contact to a cohort: moderator or member.
2. Understand Cohort Types 2:16
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Familiarize yourself with the four types of cohorts: default, members only, private, and public.
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Default cohorts are automatically visible to users, while members only cohorts restrict participation to members and followers.
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Private cohorts are only visible to invited contacts, and public cohorts are accessible to anyone, even without logging in.
3. Access Cohort Information 3:51
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Navigate to the specific cohort you wish to manage.
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Review the cohort's active status, thumbnail, description, and slug for SEO purposes.
4. Edit Cohort Associations 4:37
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Add or edit members and moderators for the cohort.
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Ensure that the threads associated with the cohort are correctly linked.
5. Review Contact Activities 5:02
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Check the activities page for user interactions, including page views and thread participation.
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Identify which cohorts the user is part of and their roles within those cohorts.
6. Manage User Roles and Badges 6:20
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Assign the appropriate Cohortium role to users, ensuring they have the correct permissions.
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Customize user badges to reflect their roles, such as moderator.
7. Update User Profiles 6:38
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Allow users to update their profile visibility, username, bio, and profile image.
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Ensure that the job title is accurately reflected in the user's profile.
8. Understand Data Structure 7:13
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Familiarize yourself with the data structure of the Cohortium community, including contacts, cohorts, and threads.
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Ensure that all properties are correctly set up for operational efficiency.