Structuring an active support community migrating from Facebook

I run a support community for owners of diabetic cats, since 2018. We’re on Facebook (3 separate groups: a main one with close to 8k members, one for vets with 2.5k members, and another smaller one for “beginners” that get overwhelmed with the main group).

I’m getting to work preparing our future on Discourse. Decisions is made, Discourse installed, I have some migration/onboarding ideas, but before that, I’m having a long hard think at how to organise things here on Discourse.

Amongst various technical annoyances, a major issue for us with Facebook is that it’s “everything in one pot” (hence the creation of a beginners group at some point), and that the algorithm often works against us (for example, posts about deceased pets get huge engagement, and are often the first thing people see when joining the group).

The community is highly moderated and very engaged, with about 20-30 posts per day. I played around with a Discourse trial account this summer to make sure the platform would work for us, and came up with the following draft structure.

I’d really be interested in getting “outsider” feedback/challenge on my ideas for structuring categories and the community. I know of the trap of over-segmenting things, and I think my choices are justified but… who knows. It’s also useful for me to “share this out loud”. One major doubt I have is regarding using sub-categories, or leaving everything at the first level.

Here goes. (Don’t pay attention to the labelling too much, as the community is francophone and I’ve loosely translated category names – it’s really the structure I’m thinking about.)

Welcome

  • new members: a landing space where we can orient people, identify emergencies, welcome people and guide them through the next steps
  • discover the community: this is about helping people understand what the community is and is not, how we function, house rules, how to navigate it, and also, everything pertaining to discourse

Getting started

  • general questions on feline diabetes (is my cat going to die? do I have to give insulin? – this is the kind of stuff we would cover in the facebook “beginners” group)
  • getting the gear: people often need to order a glucose monitor, syringes, we have an “emergency kit” we recommend, so this will be for all the questions about the stuff people need; all the “second-hand” and “giving” equipment posts would come in here too. – wondering if it makes sense to further structure this by type of gear (each one has quite a lot of complexity: syringes; glucose monitors; continuous glucose monitors… maybe this category should go up a level?)
  • tracking spreadsheet: this is the main tool we use to track health and blood glucose over time, and a requirement for our members. it’s the most “technical” thing we ask of them and there is a lot of hand-holding here to get started, we often prepare the spreadsheet for them, there are questions “how do I add another year, help I broke my spreadsheet”…
  • cats: this is a new idea – on facebook, as there are no “signatures” or proper user profiles, we have expanded the spreadsheet to act as a medical file and ID for each cat. Here, the idea would be a category with a structured template in which each member has a post with a presentation of their cat, photo, bio, relevant info, link to the spreadsheet of course

Managing Feline Diabetes: this would be the main category, with all the questions people ask regarding their specific situation, support, etc. Diabetic cats fall ill and often have other illnesses that interfere with managing diabetes, people worry about being able to go on holiday, are stressed out, want to change insulins (or not), navigate the relationship with their veterinarian (and sometimes their loved ones). I don’t know if this should be further structured into sub-categories or not (examples: insulin change; managing stress/life; comorbidities…)

Medical Training and “nursing”: this category would be broken off from the rest because it is a really important one which tends to be “forgotten”. When you have to give your cat injections, apply glucose sensors to it, manage an anorexic cat etc, not every cat is cooperative and not every owner is competent in feline behavior. So this is all about “how to work with the cat” and might, in time, also include more behaviour-related issues (stress influences diabetes regulation, many cats live in environments which are not optimal and many owners are unaware of this).

Dosing advice: this is a huge part of our work. We have tried and tested dosing protocols and we help people learn to apply them, navigate tricky decisions. To post in this category, there would be a requirement that people have got a tracking spreadsheet and have a file for their cat in the “cats” category. (This is a major pain we have right now, people arriving with minimal information and wanting advice on “how much inject”; we spend a lot of energy explaining to people that we don’t have any cristal balls!)

Grief support: end of life care and decisions, dealing with death, supporting grieving members, remembering regretted pets… this allows us to have a place to properly take care of this important topic without it being “in the face” of people who have just arrived or don’t want to go there yet.

Veterinarians: this will be a forum invisible to all but vets and selected moderators/community members, pretty much duplicating the way the veterinarian facebook group functions. It’s not very busy, but important.

Off-topic: a social space where people can connect, talk about their cats in a non-diabetic way, other animals, whatever…

Helping out: for community members who are active helpers; we do a lot of “coaching” of people who help out (and supporting too, it’s not always easy); right now it’s done in a Messenger group, but clearly once on Discourse I think having a category for that will be good.

Admin team: private, admins and moderators, for everything regarding the management of the community.

Some topics I’m not too sure how to integrate in this structure, or open questions:

  • Food: there are a huge amount of (often misguided) questions regarding food. People think food can fix everything. They want to change food immediately (not a good idea, generally). They think this or that food is bad, or good, or better (generally based on lots of misinformation, which we are good at educating people about). I’m tempted to make it a category of its own, like Medical training, because it will allow us to manage it better, rather than leave it somewhere in between “Managing FD” and “Getting the gear”
  • High dose” cats/conditions: some conditions like acromegaly require some cats to be given very high doses of insulin. There is also specific management of some of these conditions. Many people are not comfortable advising around high doses. I’m torn about this one: on the one hand, people with high dose cats will feel less alone if we give them their space, on the other hand, it reinforces the idea that “high doses” need to be treated very differently from normal doses (it’s not fundamentally different, but most people can’t make that leap). The issue here is that “active helpers” tend to shy away from these situations and members are often left hanging. Keeping them with the “normal” topics implicitly communicates they are not that different.
  • Emergencies: we have those, some are life-threatening, they often require special management and there are specific, senior members who are good at dealing with them. Having a separate category could help alert the right people, but on the other hand, will members either abuse the category or feel shy about using it? Maybe there is a better way with Discourse functionalities to “flag” a topic as an emergency?
  • Tech support: currently we have a Messenger group for tech support regarding facebook, using Google Docs (that’s where our documentation is… another issue), the spreadsheet. Anything “computer/phone-related”. With the structure presented here, there might be tech support issues that fall in the cracks between the “speadsheet” and “discover the community” categories. Maybe this should be organised differently?
  • Other illnesses: diabetic cats often have comorbidities. We’re not there to replace veterinarians, but inevitably we get questions (and do have real expertise), particularly on issues that are common with diabetes. We’re often navigating the fine line between on- and off-topic. Maybe having a category for “medical stuff that’s not diabetes” would help us deal with these questions better. They do have their place, particularly when it’s about the diabetic cat, but it does tend to drift towards “general medical advice”.
  • Senvelgo, oral treatment: we’ve now had an oral treatment for a couple of years that can be an alternative to insulin in certain cases. I think it makes sense to break it off into a separate category. However (same as with high doses), there are benefits to keeping these topics mixed in with the general ones. People using the oral treatment are often afraid of having to do injections, and being able to see how “easy” it actually is because they are posting in the same category as people using insulin can help dedramatise. Also, the “insulin” people can be good advocates, but they’ll never go and hang out in a “Senvelgo” category. So, I’m really not sure what to do with this one.

Right, I think that’s more than enough for this post. I have issues regarding how to migrate our (extensive) documentation, and what to make public/private, but I’ll put those in other topics to keep this one focused on the category structure.

I’m wondering if I should take advantage of tags for certain things (I’m not 100% clear if anybody can create tags – are they “real” tags – or if they are predefined - aka “categories”).

Any thoughts or comments on my proposed structure are most welcome, and shared experiences regarding similar questions you may have grappled with in setting up your own communities. What did you do that worked, didn’t work? What are your observations?

Thanks so much!

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I think this is a great idea!

I see that you have some areas dedicated categories for documentation/educating users. A #how-to category or something similar with subcategories for each of the points (e.g. Food) might be helpful, especially when paired with the Discourse Doc Categories plugin.

From where I see it, there are 2 options (For docs/guides):

  1. Bigger categories with smaller sub-categories, some on education (docs?) and some not.
  2. A dedicated guides category with sub-categories on each of the different topics to educate users.

I’m not sure if that makes much sense.

You might want to look at slow mode, and/or perhaps reserve this category for TL1/TL2 users and above, so users who interact more have access to this.

IIRC staff can create tags. You can create tags manually or by bulk-uploading them, but you can modify the create tag allowed groups setting.

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I’m not sure that’s quite right, or I misunderstood. Education is pretty much all over the community. And there is documentation for pretty much anything you can think of. So each category/subcategory would have some relevant documentation that could be linked to in a pinned post, for example.

The way it is now, of course, is that documentation is “separate” (Google docs) from the community (Facebook). But I’d like to bring the two closer together, mainly because I have noticed that helpers never think to link to existing documentation or videos. I realised that this is in part because (being “normal” people), copying a URL and pasting it is not something that comes naturally.

Which is why I’m considering integrating the documentation more closely with Discourse. If instead of having separate docs, we just put the content in pinned topics, it would be easier for members to link to them, because when you click “add link” in discourse, you can start typing some keywords and topics show up.

The issue with this is that I want to keep the documentation public, but a large part of the community will be private. I know that when I played around with my trial Discourse there was a plugin that allowed to create public static pages. This is an interesting option, because another alternative I have at this stage is moving the content of the Google Docs to the WordPress site we have. But maybe I could move this content to Discourse directly. Which also makes me wonder if it makes sense to keep WordPress for a part of the site or try and do everything with Discourse (can I have something close enough to a blog with Discourse??)

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Yes, that is another topic: who gets access to what when. This is definitely not the category we want to push into peoples faces as they arrive.

As I see it, new members will have access to the Welcome category, and the Getting Started one. Maybe read-only access to “Managing”. Once they have cleared a prerequisite or two, like introducing themselves and creating a topic for their cat and filling in their profile, they can participate in Managing/Medical training (in addition to Welcome) and have view access on Dosing advice and maybe a few others. Once their spreadsheet is set then that unlocks access to “dosing advice”, etc.

My conclusion at this stage is that to manage this kind of category access, the easiest way is through groups, am I right? (I’ll also do that for vets, there will be a group for veterinarians, and only those group members see that category.)

I’ve been pondering the public/private nature of the community, too. It makes sense to keep certain parts private, definitely, as people will simply not be comfortable discussing sometimes sensitive or personal topics publicly. But I’m wondering if the Welcome categories, and maybe even Getting started, shouldn’t be public, if only because it is a kind of “calling card” for the community.

The anglophone community that inspired me to start this one is actually largely public. But it’s a “grew up in a forum” community, where people have screen names, whereas the one I manage has been growing up on Facebook for nearly 8 years now, where people use their “real identity” most of the time. I think that migrating such a community to a public space would be too much of a culture shock. But maybe some if it could work “in public”?

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Very interesting! We have already implemented a community in discourse. We are a German self-help organization for ADHD and autism.

We use the forum not only for exchange, but also for the organization of groups. Unfortunately, there are hardly any other examples and I am very interested in an exchange!

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oh, how cool! a francophone ADHD support group is also on my radar (but first, the cats :rofl: )
Is your forum all public?

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No, most of it is not public.

:rofl: :rofl: :rofl:

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Mind if I join to have a look? I really like the theme I see. I think the main problem for me in fitting my community into Discourse so far is the model of “categories” versus “boards”… Discourse is really designed like one big flow of topics that are sorted into categories, whereas I think that given the nature of my community, I need to find a way to display things in a more “category by category” way.

We combine written exchange and video conference rooms - and use chat channels to meet for exchange via video conference, body doubling (co-working) and mutual support.

"Videokonferenz Alfaview"Is like a virtual building with spaces.



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You are welcome! :slightly_smiling_face:

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How do members navigate the private versus public spaces in the community? Does that create any problems (ie, people thinking they’re in a private space when it is public, and sharing stuff they wouldn’t have)?

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You can recognize it by the lock symbol. The entire “exchange area” is private and then there are many categories that are only visible to certain groups.

We have a main category called “groups”. There is, for example, a parent group or a local self-help group from Berlin - as well as many others.

The categories are then only visible to the respective groups and we communicate this.

I don’t know if that’s understandable.

For example, “Lübeck” (this is a German city) is only visible to the group.

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At the moment, this is our structure with the most important main categories:

And here’s an example - I can see these categories of the groups since I’m a member of the groups - so the subcategories:

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I suggest tinkering with these settings:

  • desktop_category_page_style
  • mobile_category_page_style
  • top_menu

If you set the style for the first two to “boxes with subcategories” and if you move “categories” into the first position for the latter, you’ll end up with a home page that emphasizes your hierarchy more.

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ooh thanks Dave – been a long time, still got lots of hats? :sweat_smile:
I’ll definitely try that.

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Ah I am so happy to see that your community is making the decision to move to Discourse. If I can provide a few loose suggestions based on your well-written post above…

Category decision fatigue

I personally think you could have a few too many categories. One problem with having that is there is room for confusion for a new member, and posting becomes slightly difficult, like a barrier of entry even before writing because they feel they have to choose the correct category.

What I would suggest is a few basic categories

  • Welcome
  • Care
  • Grief
  • Off-topic

… then a heavy use of tags. Tags are simpler, as they can be added after a topic is created by moderators or other privileged users.

When the number of posts start to grow, they naturally start to show better ideas around organisation, then you can create new sub-categories, use bulk-select and move them all into a new category if needed.

Attachments

Don’t forget attachments! There is an authorized extensions site setting that you may want to modify based on what your users share, e.g. pdfs for bloods / reports.

Migration

Does Facebook provide you a list of emails / join dates? New member signups tend to be severely limited in posting, so you may want to include some form of base TL (trust level) for people who have been posting in the old community and are ‘veterans’.

You can check settings in

  • /admin/site_settings/category/posting and
  • /admin/site_settings/category/trust

to see if they are too limiting.

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Wow, well done on building such a healthy community and thanks for choosing Discourse for its new home.

I think you’re heading in the right direction, thinking about the needs of the different personas that make up your membership. It’s hard for me to comment specifically on your architecture because I don’t really know your community so I’ll give you some general advice, which may or may not be useful.

Start small, with the minimum number of categories possible because the paradox of choice is particularly present for people that are used to the social media model of consuming content. You can always add new categories as friction starts to appear, but if people are confronted with too many decisions they’ll become frustrated.

I think your documentation pinned in each area is a good approach for this community.

Tags are a powerful tool – see my more detailed thoughts at It’s Time We Talked About Tags. But… I would be wary of introducing them to an audience that is used to Facebook.

I see where you’re going with this but I’d be careful about restricting people from being able to share in a grief category. It may be more upsetting than helpful, esp for a community of non-technical users.

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There’s multiplied options for this: the WP Discourse plugin, Embed Discourse comments on another website via Javascript, or even making a category where only you have topic creation permissions. It’s definitely possible.

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Sure can! See Blog Post Styling

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Hi Stephanie! Like Nate, I thought about how I’d look at the Doc Categories plugin for much of the sort of standard, validated information you might have.

Using pinned topics might work out just fine for you – but just a few thoughts to add to the mix…

Docs

If I suddenly had a diabetic cat diagnosis, I’d probably find a curated Documentation (or “References” or “FAQ”) section useful. It could answer lots of questions I didn’t even know I should have, or bring up new ones.

You could choose to allow questions & replies directly on Docs topics, like any other – or limit posting so these topics are just solid references, to be linked to from elsewhere.

The Documentation category here on Meta allows replies (example) where details can be clarified, while the topics themselves serve as answers to many questions posted under Support.

If instead of having separate docs, we just put the content in pinned topics, it would be easier for members to link to them, because when you click “add link” in discourse, you can start typing some keywords and topics show up.

…also note that Docs topics, like others, are available with the “add link” function. As long as they’re titled properly, they can be easy for helpers to find.

One challenge for support forums is keeping the current, best reference information consolidated and easy to find, rather than scattered in topics & answers across the forum. It seems helpful to have a master set of Docs that are kept current by the moderator/helper team, while a smaller number of other categories (as Nat suggested) field more individual topics and questions.

Tags

I’m wondering if I should take advantage of tags for certain things (I’m not 100% clear if anybody can create tags – are they “real” tags – or if they are predefined - aka “categories”).

I think you’d find tags useful in keeping track of things while minimizing your number of categories. For example a topic under “Care” might be tagged both #insulin and #selvengo.

With the setting Create tag allowed groups you could indeed choose to let anyone create new tags, but I’d suggest limiting that to moderators and advanced users. Otherwise you can end up doing a lot of tag cleanup (people will spell it slevengo or selvego…)

You have an interesting challenge, and I look forward to seeing how you proceed. :grinning_cat:

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