Settings
Branding
Settings > Branding
Choosing your LogoSettings > Branding > Update Logo
If you already have a logo for your business, great! This is the place to put that. If not, we recommend using a clear icon, acronym, or simple image of choice. Since the logo is only a small circle, avoid putting anything too detailed or text-heavy in your logo. For more information see our Graphics Guidelines.
Choosing your Cover PhotoSettings > Branding > Update
Your cover photo will be the main visual that members see when they land on the homepage of your community. Since the cover photo is much larger than the logo, this is a good space to introduce a more detailed visual. However, you should make sure whatever image you use is 1) large enough to avoid pixelation 2) horizontally oriented so it doesn't get cropped, and 3) ideally text-free, as the page title is displayed over the cover photo. For more detailed information on how our cover photos scale across different screen size, see our Graphics Guidelines.
Choosing your Accent ColorSettings > Branding > Accent Color
Your accent color is a great opportunity to further showcase your brand. It will show up in all spaces and cards you've opted to go without cover photos, as well as in some icons and buttons. Make sure the color is dark enough that white text can easily be read on top of it! We automatically generate a lighter secondary accent color, which you'll see generated for any courses, events, and groups that you haven't designated custom icons for.
Choosing Menu and Page ColorSettings > Branding > Menu / Page Color
We default the background of our Spaces to a light grey and the left side menu to white, as we've found that to be the winning combo, but you're welcome to flip this if you'd like!
Community Bot
Your Community Bot is a way for you to automate interaction with your community's cohorts. After creating a bot, you can have that bot partake in any cohort discussion by creating message triggers within a course—ie. trigger X message Y days after course start. This will allow you as an admin to help shape the group experience as small groups go through courses together.
Setting up your botSettings > Communication
To set up your bot, you can go to Settings > Communication to define your community bot's name and profile photo.
Creating automated group messagesChallenges > Challenge > Lesson > Group Settings > Placement on Start > +Add Message
Once your bot has been set up, you can go to Automated Messages > Edit Messages > + Add Message to create automated messages for your group.
Onboarding
Onboarding Emails
Writing your Invite Email
Onboarding > Invite Email
This will be the default email you send out to prospective community members to invite them to your community. Anyone who clicks an invitation link pasted in that email will be directed to your community sign up page. If they are on mobile, they will first be directed to the App Store to download the Framework app.
Your invite email is a great place to sell prospective members on the value of your community, give a brief overview of what happens there, and make a case for why someone would want to be a part of your community.
Writing your Welcome Email
Onboarding > Welcome Email
Anyone who signs up for your community will immediately be sent your Welcome Email. Your welcome email is a great place to express your excitement that they have joined your community and suggest some first steps to get started on the new platform. Feel free to encourage them to start a course, join a group, sign up for an event, or whatever else you think would be best to get them feeling comfortable in their new community.
Community Terms of Use
Your community Terms of Use will serve as a rule handbook and articulation of community culture. Each new member who signs up will first have to read through your community guidelines before they can enter the community. If you have any rules, values, or goals you want to make sure all members are on the same page about, this is where you should share those. The community terms of use are also a great place to put any waivers or paperwork that should be reviewed in advance of joining the community. If you need to confirm your members' acknowledgement of your terms of use, you can click the box that says "Require member to check box."
User Sign In Troubleshooting
We now offer a handy magic sign in link for pre-existing users!
If a user attempts to sign up using an email that already exists on Framework, that user will be prompted to sign in with a magic link instead. The user will be emailed the magic link, which, when clicked will successfully add them to their new community.
Integrations
Our API
Framework provides a simple API which allows you to assign products to members within your community, without them purchasing the product through Framework.
- Contact Framework directly to be issued an API key for your community. Keep this key secret!
- To assign a product to a user, send a POST request to https://us-central1-upliftnowapp.cloudfunctions.net/apiConnector/v1/grantProduct with the following JSON payload:
The product ID can be obtained by looking at the main Admin >> Products page
For authorization, provide your API key as a Bearer token (set an Authentication header on the request to Bearer <YOUR_API_KEY>)
Remember, this works for both existing and non-existing members. If you call this endpoint for an existing member, they will immediately be granted the requested product. If you call the endpoint with an email that does not currently exist in Framework, the user will be automatically issued the product upon account creation for the specified email only.
Zoom Integration
Connect Framework to your Zoom account and automatically generate Zoom links for any relevant meetings.
Click Connect ****to connect your Zoom account to Framework. You will be redirected to the Zoom sign in page, on which you should enter your Zoom account credentials to sign in. If you don’t have a Zoom account, you will first need to create one before proceeding with the aforementioned steps.
After signing into your Zoom account, you will be redirected to Framework and the integration will be complete.
Usage
To use the Zoom integration, navigate to the Events tab in your community’s Administrator View. Click + Create to create a new event, fill out the form, and click Create Zoom Meeting to generate a unique Zoom link for your meeting. After clicking + Create, your new event with a unique Zoom link will be visible to you and your members in the Events page in the Member View.
Uninstallation
To uninstall Zoom in your community, navigate to the Integrations page in your community’s Administrator View. Click Disconnect to disconnect your Zoom account. To fully revoke Framework's access to Zoom, log into your Zoom account and navigate to the Zoom App Marketplace. Click Manage > Installed Apps or search for the Framework ****app. Click the Framework app and click Uninstall.
Add-Ons > Connect
If you have a CRM you would like to connect to Framework, you can set that up through our new Zapier integration! Send inputs like member email addresses, names, and joining dates to the likes of Active Campaign, Airtable, or any other CRM tool you use.
Zapier Integration
Installation
To the right of the Zapier logo, click Connect to connect your Zapier account to Framework. You will be redirected to the Zapier sign in page, on which you should enter your Zapier account credentials to sign in. If you don’t have a Zapier account, you will first need to create one before proceeding with the aforementioned steps.
After signing into your Zapier account, you will be redirected to Framework and the integration will be complete. You will see in the Integrations table, under Details, an API key.
Usage
To use the Zapier integration, navigate to your Zapier account and go to your Zaps. Then, Make a Zap, and choose Framework 1.0.7 as your app. Follow the Zapier prompts to create the Zap.
When prompted to enter your API key, copy and past the key in the Details column on Framework.
Uninstallation
To uninstall Zapier in your community, navigate to the Integrations page in your community’s Administrator View. Click Disconnect to disconnect your Zapier account. To fully revoke Framework's access to Zapier, log into your Zapier account and navigate to the Zapier App Marketplace. Click Manage > Installed Apps, or search for the Framework app. Click the Framework app and click Uninstall.
Shopify Integration
Enable the Integration
In the integrations table, click the Enable button to the right of the Shopify logo. Once enabled, there will be a box with a URL to copy as shown here:
Click the Copy button. Then, open the admin side of your Shopify storefront. Click Settings in the bottom left corner. In the left menu, click Notifications. Scroll to the bottom until you see the Webhooks section. Click Create webhook. You should see a dialog that looks like this:
In the Event dropdown, select Order payment. Then, paste the URL you copied from Framework into the URL field. Finally, select 2022-07 in the Webhook API version dropdown. Once all is configured, the dialog should look similar to this:
Click Save.
Configuring a Product
With the Shopify integration enabled and configured, you can now associate Framework products with Shopify products. You can grant users access to 1 or more Framework products when a product is purchased through Shopify.
To connect Shopify and Framework products, navigate to Payments in the Framework admin. All products you have are listed in the Products table at the bottom of the page. If you do not yet have products configured in Framework, refer to the Products documentation.
Click into the product that you wish to connect to Shopify. Scroll down until you see Shopify Configuration. Enable it. In the Shopify Product ID field, enter your Shopify product ID. You can find the Shopify product ID by navigating to the Products table in the Shopify admin, clicking into the desired product, and copying the product ID from the URL. The product ID will be the last segment of the URL.
In this example, the product ID is 7775433523365. Your product ID will differ.
Copy the product ID, and paste that into the Shopify Product ID field of the Framework product. Example shown below:
That's it!
User Experience
Your users will be sent an email containing a code to redeem their product(s) on Framework upon payment of a Shopify product. In order to make this experience as smooth as possible, we recommend disabling the ability of users to checkout with a phone number. We cannot yet deliver product redemption codes via text message. To turn off checkout with phone numbers, click Settings in the lower left corner of the Shopify admin. In the left menu that appears, click Checkout and accounts. Scroll to the section Customer contact method and choose Email:
With this configured, your users will provide an email address during Shopify checkout. This is the email address will be used to send a link that users can click to redeem their Framework products.