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Forum Settings and data

Details on forum dashboard, settings,configurations and how to set up your forum to reflect your community's discussions and conversations.

The Forum in your community can be customized to fit your community’s style, and provide access and engagement opportunities for all community members at all levels. Customize your community’s Forum from the forum settings pages, including Forum Home Configuration, and appoint community members as Forum Moderators from the dashboard.

Forum Visibility

Customize the visibility of the entire forum from the dashboard.

Turned On

The Forum will display in the main menu on the front end, and members who have access to the Boards (all members, or space-restricted Boards) will be able to access it.

Turned Off

The Forum will not display in the main menu on the front end, and no members will be able to access it.

If the Forum visibility is turned off, direct links to forum posts, etc. will not work and will send users to a ‘Forum is under construction’ page

The page visitors reach when the forum's visibility is turned off: Forum is under construction.

Preferences & Forum Settings

This card shows an overview of your community. You can customize its details on the community customization page.

Forum Home Configuration

You can manage how content appears on the Forum home page from Forum Home Configuration.


By default, the tabs appear in this order:

  • Hot

  • New

  • Following

You can drag and reorder these tabs to match how you want members to browse Forum discussions.


In the Featured Boards area, admins can choose which boards to feature on the Forum home page.


In the Post Feed Area, posts from all visible boards appear on the Forum home page by default. To narrow that feed, admins can exclude specific boards. Excluded boards are removed from the Hot and New tabs only. This does not change access to the board, the board page, post visibility, search results, or moderation tools.

The Forum Home Configuration page, with Featured Boards above the Post Feed Area and its tab order.

The Following tab is not affected by excluded boards. Members still see posts from boards they follow when they have access to those posts.

Allow users to edit their posts after receiving comments and votes

If a post or comment has not received any reactions or comments, it can be edited by the original poster. Or, you can enable posters to edit their work and comments even after it's received comments and reactions. Simply toggle 'on' the setting to 'Allow users to edit their posts after receiving comments and votes' from this page.

The preference that allows users to edit their posts after receiving comments and votes.

Enable official approval badge for accepted answers

Enable this setting to allow forum moderators to add an Official Approval Badge to accepted answers on Question posts.


By default, the badge name is Community Name Approved Answer, and you can customize the badge name to match your community’s branding.


If this setting is turned off, moderators can no longer assign the badge to additional accepted answers. Existing official badges remain visible.

Forum Settings, with the toggles for marking accepted answers and the official approval badge and its name.

Customize the name for "Forum" and for "Board" in your forum

You can change how "Forum" and "Board" are called in your community. Rename "Forum" the name of your choice that is up to 11 characters long, and "Board" the name that is up to 20 characters long. After modifying the menu name, all the associated text will be automatically updated on both the community and in the dashboard.

Post Templates

Post Templates allow you to provide members with a recommended format when creating Forum posts. They can be used to guide members through submitting support requests, sharing ideas, or starting discussions.

Dashboard admins can create multiple templates and assign them to one or more Post Types.

Templates are managed from Forum Settings > Post Type.

The Post Type table in Forum Settings, where each post type can be given templates and a product area.

Create a Post Template

To create a template:

  1. Navigate to Forum Settings > Post Type in your community dashboard.

  2. Select All Templates to open the template management window.

  3. Select Create Template.

  4. Enter a name for your template.

  5. Add the content you want members to see when they select the template.

  6. Save your changes.

The same Post Type table while a template is being added to one of the types.

Once created, templates can be assigned to one or more Post Types. You can also arrange the order in which templates appear for each Post Type.

For example, you can create a “Customer Problem” template for Question posts and a “Business Impact” template for Discussion posts.

Manage Existing Templates

From All Templates, you can review, edit, and delete your existing templates.

To update a template, select the edit icon next to the template, make your changes, and save.

To delete a template, select the delete option and confirm your choice.

Deleting a template removes it from the Post Types where it is available. Content already added to published posts using that template will remain unchanged.

Template Availability

Templates are configured by Post Type and apply across all Forum boards, including community and club boards.

Members can select an available template when creating a post, but templates cannot be switched or reapplied after a post has been published.

Product & Service Area

Product & Service Area allows you to organize Forum posts by the products, features, or services they relate to.

Dashboard admins can customize the available areas and organize them into categories and subcategories. Members can then select the appropriate area when creating or editing a Forum post.

Settings with the Product Area field, listing the areas and sub-areas members can choose from.

Configure Product & Service Areas

To configure Product & Service Areas:

  1. Navigate to Settings > Community in your community dashboard.

  2. Find the Product Area section and select Edit.

  3. Customize the field name to match your community’s terminology.

  4. Add the areas you want members to choose from.

  5. Organize the areas into categories and subcategories, with up to three levels.

  6. Save your changes.

The Product Area list in Settings, organised into categories and sub-categories.

For example, a community could organize its areas as:

Branding & Customization > Visual Themes > Light Theme

Members can select any available level, whether it’s a broad category or a specific subcategory.

Edit or Manage Product & Service Areas

You can update the names and organization of your Product & Service Areas at any time.

When you rename an area, the updated name automatically appears on all existing posts using that area.

Moving an area to a different category does not change which area members have selected on their posts. Filters using that area are automatically updated to reflect its new location.

Deleting and Archiving Areas

Areas that are not currently used can be permanently deleted after confirmation.

If an area is already used by existing posts or other records, it cannot be deleted. Instead, you can archive it.

Archived areas are hidden from new selections by default, while existing posts retain their assigned areas.

To review archived areas, enable Show archived in the Product Area settings.

Enable Product & Service Area for Post Types

Once you’ve created your Product & Service Areas, you can choose which Post Types should display this field when members create or edit posts.

To configure Product & Service Area for a Post Type:

  1. Navigate to Forum Settings > Post Type.

  2. Find the Post Type you want to configure.

  3. Turn on Product Area for that Post Type.

  4. Choose whether the field should be Required or Optional.

  5. Repeat for any additional Post Types.

The Post Type table, with the Product Area column set to Required or Optional per post type.

By default, Product Area is turned off and set to Optional for all Post Types.

You must create at least one available Product Area before enabling this field for a Post Type.

When the field is set to Required, members must select a Product & Service Area before publishing their post. When set to Optional, members can publish without selecting one.

Turning off Product Area for a Post Type does not remove or change the areas already assigned to existing posts.

If an existing post’s Post Type is changed, its selected Product & Service Area is retained.

These settings apply to all community and club Forum boards.

Post Style

Allows you to choose between a list view or feed view for forum posts in the community.
​
​List view (default): The classic, compact layout—great for scanning.

Feed view: A richer, more social stream—great for discovery and engagement.
​

The Post Style setting in Forum Settings, offering a List or a Feed layout for posts.

Forum sort options

Following is also available as a Forum sort option. This allows you to surface a personalized Forum view alongside other Forum sorting options.

Comment Sorting

By default, the comments on a forum post are sorted by most popular, with those comments that have received the most reaction and/or replies showing first.


If you'd like to change the default sorting of comments to latest, or most recent appearing first, you can opt for that setting from the Forum Settings page.

The forum Overview dashboard, with member statistics, new members and top channels.

Members can change the comment sorting on the front end by selecting their preferred method from the drop-down.

A forum post in the community, where the comment sort order can be changed from the drop-down.

How to display the member info for the non-logged-in visitors

If your forum is public for visitors to view content, you can hide members’ information to protect their privacy.

The choice of how much member information visitors see: first name only, or full information.

Display Post Date

From the dashboard, you can decide to show or hide the dates forum posts were made. This setting will apply to all posts in the forum.

The Display Post Date toggle, which shows the post date at the top of the post detail page.

If a post is edited or changed by the poster, that timestamp will also appear on the post detail page.

A post showing both its original date and an "Edited at" timestamp, both highlighted.

Enable Email Notification for Comments and Replies

As a dashboard admin, you can opt to disable email notifications for Forum engagement entirely. Turn off these emails from sending to all members in the dashboard in Forum Settings:

Forum Settings, with Enable Email Notification for Comments, Replies, and Mentions highlighted at the bottom.

Learn more about these emails and what they look like here.

Allow for Anonymous Posting

You can enable anonymous posting in the forum by toggling on the anonymous posting setting. When this setting is enabled, members can post, comment, and reply anonymously.

The same Forum Settings page, scrolled through Post Style and Display Post Date.

The Create a post form, with the Post Type drop-down above the title and body fields.


Reactions

Post Reaction Mode

You can decide if you'd prefer members to 'like' or 'vote' to show reactions to Forum posts. The settings change here will change the reaction across the entire Forum. The platform uses these reactions from members to populate the most popular Forum posts in your community and provide accurate metrics in your dashboard.

Like Mode

Provide a 'like' reaction by default for users to show support for posts. The reaction mode will display a 'like' or thumbs up 👍.

A forum post with its Like button circled at the foot of the post.

Vote Mode

Provide a voting reaction by default for users to upvote or downvote posts. The reaction mode will display an up or down arrow for voting.

Vote Mode

Additional Reactions

You can now add additional reactions (beyond claps and likes) to posts and comments. Choose from a library of reaction options and set the display order from the Forum dashboard.

Customizing which additional reactions are available and in what order is done by selecting the edit icon beside the reactions list. You can choose up to 9 additional reactions from our library.

Forum Settings showing Feature Name Customization, where Forum and Board can be renamed.

The additional reactions appear to users when clicking the like button and will be displayed on the post, comment and in the notification to the poster or commenter.

A forum post in the community, with reactions shown beneath the post and its comments.

Display members who have reacted

Allow for members to see who has reacted to the comments or hide that functionality. This setting is enabled by default in your Forum settings, but can be turned off at any time from the Forum Settings tab.

Here is what members who are logged in can see if this is enabled:

A forum post whose comments carry reaction counts that logged-in members can see.

Posts and Comments

All posts and comments made on the Forum (at the community or club level) whether they have been deleted by the poster or by Forum Moderators, can be seen in the dashboard, in the Posts Comments tab.

You can also review a member’s forum activity directly from their profile in the dashboard.

Posts

Sort, search, and see all Forum posts, when they were posted, by whom, and to what Board. See the comments, views, or votes they’ve received in detail from this list.

You can also filter Forum posts by Product & Service Area to find posts related to specific products or features.

If a post is locked, a small lock icon will also appear in line with the post details.

A post row in the dashboard, with the lock icon beside the title highlighted.

If they are being reviewed due to spam notification, you can see which Forum Moderator has reviewed the post, and when, and see its status.

The Review Report panel for a reported comment, showing who reported it, when, and its pending status.

Comments

Sort, search, and see all comments, when they were posted, edited, and by whom. Also, see if they’ve received any claps from other members.

You can filter comments by Product & Service Area to find conversations associated with specific products or features.

If they are being reviewed due to spam or other reasons, you can see which Forum Moderator has received the comment and when, and see its status.

Admins that have been added as Forum Moderators can see the most information, as they have access to posts and comments that have been deleted via the dashboard.

Member Profile: Posts

You can also review a member’s forum activity directly from their profile in the dashboard.

On the member profile page, there is a Posts tab located after Registrations. The full tab order is:

  • Overview / Registrations / Posts / Courses / Contributions / Certificates / Subscription

When you open the Posts tab, two sections load on the page at the same time:

  • Forum Posts

  • Forum Comments

A member's Posts tab in the dashboard, listing their forum posts above their forum comments.


Posts

The Posts section displays all forum posts created by that member and shows a header with the total number of posts.

From this table, admins can review:

  • Post title

  • Post date

  • Board

  • Number of comments

  • Number of views

  • Number of reactions

  • Status

  • Delete reason, if applicable

If a post is pinned, a lock icon will appear beside the title. Admins can also open the post in a new browser tab from this view.

Available actions match the main Posts and Comments dashboard page and can include deleting, marking as spam, changing boards, approving, or republishing posts.

The table displays 10 rows per page. If the member has not created any posts, the section will show no data.


Comments

The Comments section displays all forum comments created by that member and shows a header with the total number of comments.

From this table, admins can review:

  • Comment text

  • Comment date

  • Last edited date, if applicable

  • Board

  • Number of reactions

  • Status

  • Delete reason, if applicable

Available actions match the main Posts and Comments dashboard page and can include deleting, marking as spam, approving, or republishing comments.

The table displays 10 rows per page. If the member has not created any comments, the section will show no data.

Report Moderation

Dashboard admins can manage members’ reports of problematic posts and comments in your community’s dashboard, in the Forum menu, in Report Moderation.

Forum moderators do not have access to the reports in the dashboard, and can only pin and delete posts and comments on the front end.

Forum board moderators do not have access to the reports in the dashbarod, and can only pin and delete posts and comments on the front end in the board they are assigned.

Boards

Forum boards enhance engagement by organizing posts and the access to the posts in your Forum. Customize your Forum Boards and set their access levels and visibility from this tab in the dashboard.

Learn more about boards, how they are configured, adding board topics and board moderators and more in this resource.

Forum Moderators

Learn more about Forum Moderators, what capabilities they have, and how to add them here.

In-Club Forum Settings

Learn more about how to customize and set up your in-club Forum board here.

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