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Building an engaged Insight Community takes more than great software, it takes a clear path to success.
That’s why our onboarding journey is designed to guide you step by step from first setup to full launch. You’ll combine proven community methodology with hands-on guidance from our experts, ensuring your platform, processes, and people are all set for long-term success.
Whether you’re just starting out or already preparing to launch, you’ll know exactly what to expect, and how to make your community thrive.
Lay the groundwork for your community.
You’ll define your community structure, set up access, and align on planning and goals. We’ll ensure every technical foundation is solid, from domain settings to website layout, so you can build with confidence and focus on your research vision.
Pro tip: schedule a Discovery workshop. it’s where strategy turns into a clear community plan. You’ll define why the community matters, who should be involved, and how your research process will flow.
Organisations are often eager to start quickly, but without proper preparation a community can become a collection of disconnected projects. The Discovery phase prevents that. It creates clarity, alignment, and long-term focus, making your community both relevant and sustainable.
Week 1-2
Start building your community experience.
This is where your community takes shape. You’ll design your first survey and registration flow, finalise your recruitment approach, and bring your community website to life. We’ll also make sure your privacy and security settings are fully compliant and configured for smooth operation.
Deliverables:
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Week 3-6
Refine the experience before launch.
You’ll test the full participant journey from start to finish and join an advanced training session to fine-tune your member onboarding. Together, we’ll ensure every touchpoint feels seamless and engaging.
Pro tip: start recruitment after the technical implementation, it’s where creativity meets precision.
Reach out to potential members through email, socials, your website, or even in-store, with a look & feel that reflects your brand. Make sure onboarding welcomes rather than overwhelms, and clearly communicates what’s in it for each member.
Week 7-9
Go live and engage your members.
Your community is ready to launch. We’ll support your first activities and ensure a smooth handover to Customer Success, so you’re never on your own when new questions arise.
Fact: Communities with transparent feedback loops see up to 2x higher member engagement.
Week 10-12
After onboarding, your team will be ready to run an engaging, secure, and scalable Insight Community, fully aligned with your research goals and brand identity..
Our Customer Success team continues to support you beyond launch, helping you grow participation, explore new research methods, and maximise the value of your community.
If questions come up, check the FAQ or use the form below, we’re here to make sure your community keeps delivering insights that matter.
The onboarding journey typically ranges from several weeks to a couple months. It varies per project, depending on the setup, recruitment speed, and available resources on your side. The phases on this page outline a typical path, but we adjust to your timeline.
You’ll be able to launch after the testing phase, once the platform is fully configured and the first participants are ready to onboard. We’ll guide you every step of the way to make sure your launch is smooth.
No, you’re not alone. We provide support in designing the community platform and programming key components like the registration survey. You can also request extra design or tech support if needed.
Once onboarding is complete, your dedicated Customer Success contact will step in. They’ll help you grow your community, activate participants, and maximise long-term engagement.
