Step 1: Build a live list of community members

There are 4 ways to centralize your contact data on folk:

  1. Go to your Settings and click Connect a Google account to sync your Gmail addresses and automatically import all the new community members you meet with or have an event with.

  2. Download the folkX extension to add potential community members from LinkedIn and Twitter.

  3. If you already have a list of members in existing tools, like XLS, ATS tools, or Notion, import them in one click.

  4. Connect any custom integration using Zapier.

Step 2: Engage with your community with ultra-personalized emails

  • Communicate with your community members using ultra-personalized messages to invite VIPs to events and follow up with your members.

  • Create and use templates to speed it all up.

Step 3: Track & follow up on your community processes

  • Create pipeline views to track every step of your process.

  • Track your team’s latest interactions with your community members to know who needs to follow up and when.

  • Add shared notes about your meetings & calls.

  • Create reminders to follow up when needed.


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