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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.

  • 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.

  • Default cohorts are automatically visible to users, while members only cohorts restrict participation to members and followers.

  • 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.

  • Review the cohort's active status, thumbnail, description, and slug for SEO purposes.


4. Edit Cohort Associations 4:37

  • Add or edit members and moderators for the cohort.

  • 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.

  • Identify which cohorts the user is part of and their roles within those cohorts.


6. Manage User Roles and Badges 6:20

  • Assign the appropriate Cohortium role to users, ensuring they have the correct permissions.

  • Customize user badges to reflect their roles, such as moderator.


7. Update User Profiles 6:38

  • Allow users to update their profile visibility, username, bio, and profile image.

  • 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.

  • Ensure that all properties are correctly set up for operational efficiency.