Our team at Guild, have been busily finding ways to ensure that your on-boarding experience with us is as straightforward as possible. Our new step-by-step guide ensures you have all the pieces in place to launch your professional community on Guild with confidence! Have a flick through our guide.

2. 1
Account Owner
& Admin(s) set up
2
First group(s)
set up
3
Custom branding
set up
4
Who’s Hosting?
5
Welcome message(s) posted
6
Invite your members
7
Analytics & data

3. 1. Account Owner
and Admin(s) set up
with access
Decide who needs Admin access and
invite them in. Admins have the ability to:
• Access web admin suite, including
analytics/data
• Invite/remove other admins
• Set up/close groups
• Edit/customise group info.
• Invite/remove members
• Delete inappropriate content (if they
are part of a group)
TIP: only the Account Owner cannot
be removed. Contact us to change
the Account Owner.

4. 2. First group(s) set
up
Create your first group(s) by heading over
to “Groups” in the admin section.
Click “Create new group”
and decide who’s hosting. Usually this is
you to start with and you re-assign host
status later.
Click ‘Continue’ and fill in the * starred
fields.
TIP: Hosts can invite/remove members in
their group, and delete content, but not
access the admin back end.

5. 3. Custom branding
set up
Brand and customise your groups by
visiting the groups page and clicking on
the group name.
Click ‘Edit’ to update group information
in the relevant cells. Scroll down to the
‘Logo’ and ‘Web/mobile header’ sections
to choose your own header image or
select from our gallery.
TIP: you can customise the info and
branding at each individual group level,
not just across your whole account.

6. 4. Check who’s
hosting
You typically want the welcome message
to come from the Host of the group.
You can reassign Host status to any other
member of the group via the group page
as shown.
If you need to, invite the Host-to-be into
the group (see Section 6), and then make
them Host.
TIP: you can customise the info and
branding at each individual group level,
not just across your whole account.

7. 5. Post a welcome
message
Make your members feel at home by
posting a welcome message in the group.
We find that this increases engagement
and helps the group get ‘warmed up’.
TIP: it is a good idea to ‘Pin’ the welcome
message to the top of the feed for a while
in a new group.
Message subject line: Welcome to [your group name]
Welcome to our group. You can find out more about the group and its members by tapping the group name above or
via the three dots icon top right.
If you click the nav icon top left, or swipe right, you’ll see the navigation with the Groups you belong to, Direct
Messages, your Profile (which you are encouraged to add to/update) and Settings.
You can use a web version of Guild on your desktop/laptop too – can be easier to type etc. That is at
https://guild.co/app/ (only viewable on desktop/laptop).
Feel free to post a message to the group – which anyone in the group can see – or direct message individuals which is
entirely 1-to-1 and private.
We look forward to your contributions.
Suggested copy for your welcome message (we can email you this to save you retyping!)

8. 6.1 Invite process
(Invite link)
You can send invitations to a group(s) two
ways:
1. Invite link (shown here)
2. Email invite via Guild
(see next screen)
Let us know if you need help with email
invite copy and we will send you some
examples.
TIP: anyone who has the invite link can then
join that group. You can regenerate links at any
to invalidate the existing link.

9. 6.2 Invite process
(Email invite -
desktop)
Invite members by email, generated via
Guild. All you need is first name, last
name, email.
You can send via the Admin or via the
mobile app if you are in the group.
Hosts can also invite members into the
group via the app.
You can edit the default invitation
message in the email in the group info
admin.
TIP: we can batch process large numbers of
invites for you. Email invites are more secure as
only the recipient can accept the invite.

10. 6.3 Invite process
(Email invite -
mobile)
Send invitations on the go via mobile.
Click on the header of the group you
want to invite a member into and locate
the “Invite Members” button.

11. 6.4 Invite process
(Email invite -
mobile)
Edit invitations on mobile too!

12. 7. Analytics &
Data
Analyse trends and find out how engaged
your members are by downloading a CSV
file of:
Conversation data: A full download of
group-level conversation data to analyse
for trends/topics or store for
regulatory/compliance reasons.
User & engagement data: List of all users
(name + email) with individual level
activity and engagement data.

13. Features

14. Email Digest
An email digest goes out to all
members Mon-Fri @ 12 with any
new/unread messages
Pin & Feature
content
Pin important posts to the top of
message threads. Star featured
content.
Swipe threads left to pin or feature
Post
Pictures and videos
Link
Link out to:
With a URL
Attach
Documents of all types:

15. Best Practice Tips & Community Expertise
Inside Guild is a
community of Guild
account owners.
We share app updates,
community building tips
and best practice.
Read
Get off to a great start with
your Guild group(s)
Read
22 ways to create
engagement in your Guild
group(s)

16. Pricing &
upgrading
You can have as many groups as you
want. Members only count once even
if in multiple groups. They don’t
count if they leave or you remove
them.
Find out how many members via
Admin > Groups.
You can upgrade at any time if want
more users. Contact us to agree price
(£6/user/yr but often fixed price for
unlimited).

17. We’re here to help… ☺
DM your Customer
Success Manager via Guild
Ask in the “Inside Guild”
group
Contact support@guild.co
Live chat – click the
message icon bottom right
in Admin suite