Getting Started

A step-by-step guide to setting up your Stoked community. Follow these phases in order, and you’ll be ready to go live.

Phase 1: Branding & Site

Set up your community’s look and feel so it matches your brand.

  1. Upload your logo and set brand colors in Community Settings — configure your community name, logo, and color scheme.
  2. Customize your landing page headings — set the headline and subheading that visitors see when they arrive.
  3. Set up your embed code — add the floating button widget or iframe to your website so visitors can find your community.
  4. Configure your storefront (optional) — if you want a branded landing page, set up your storefront.

Phase 2: Advocates

Add your advocates and configure how they appear on the map.

  1. Import or add advocates — use the CSV importer for bulk imports, or add advocates individually from the admin portal.
  2. Set up tags — create tags with colors to categorize advocates by expertise, location, or other criteria.
  3. Configure pin colors — set a default pin color for the map, and optionally override colors per tag.
  4. Set a default avatar — upload a default avatar photo for advocates who haven’t added their own.
  5. Customize the message prompt — set the default placeholder text prospects see when starting a conversation in Community Settings.

Phase 3: Messaging

Configure how messages and notifications work in your community.

  1. Customize message templates — review and edit your SMS and email templates to match your brand voice.
  2. Set up FAQs — add community FAQs that prospects and advocates can reference.
  3. Configure introduction links — set up emailable introduction links to connect prospects with advocates outside the community site.
  4. Load library items (optional) — add resources to your library for advocates to reference.

Phase 4: Optional Features

Enable additional features based on your community’s needs.

Some features require a Pro or Enterprise plan. Custom application questions, cash rewards (USD/CAD), and dedicated SMS numbers are available on Pro and above. Custom rewards and custom reporting require an Enterprise plan. See below for details on each feature.

  1. Wallets & rewards — set up wallet configurations to track points or currency for advocates. Cash rewards in USD or CAD require a Pro plan. Custom rewards require an Enterprise plan.
  2. Advocate applications — enable applications so prospective advocates can apply to join. Custom application questions require a Pro plan.
  3. Testimonials — enable testimonials to collect and display advocate stories.
  4. Conversation prompts — configure prefill messages that help prospects start conversations.

Phase 5: Go Live

Before launching, run through this checklist and then contact the Stoked team.

  1. Review your configuration — walk through each phase above and confirm everything looks right.
  2. Test the full flow — start a test conversation as a prospect, verify SMS delivery, and check that the embed works on your website. See Going Live for details on test mode vs. live mode.
  3. Add your admins — invite anyone else who needs access in Managing Admins.
  4. Contact the Stoked team — email stoked-help@stokedhq.com with your community name and confirm you’ve completed this checklist. The team will review your setup and switch your community to live mode.

What’s Next?

Once you’re live, use the Dashboard to track community health and the Activity Inbox to stay on top of conversations and applications. If you run into issues, check the Troubleshooting guide.

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