Managing Online Forums: Everything You Need to Know to Create and Run Successful Community Discussion Boards

Managing Online Forums: Everything You Need to Know to Create and Run Successful Community Discussion Boards

by Patrick O'Keefe
Managing Online Forums: Everything You Need to Know to Create and Run Successful Community Discussion Boards

Managing Online Forums: Everything You Need to Know to Create and Run Successful Community Discussion Boards

by Patrick O'Keefe

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Overview

Every day, millions of users log on to their favorite online forums and interact with others to get advice and discuss everything from the latest news and trends to their hobbies, professions, and whatever else strikes their fancy. Admin­istrators have to lead these communities, deal with difficult users, and choose moderators. Legal constraints, spammers, and technical issues can turn the excitement of running an online community into chaos. With the right guidance, however, running forums can be a pleasure. Patrick O’Keefe has spent years developing and managing online communities. Now, he shows readers how to make the right decisions about every aspect of their forums, including: • choosing a name and domain name • picking the right software • deciding on user options like avatars and private messaging • setting guidelines and dealing with violators • ensuring that posts stay on topic • settling online disputes among users • involving users and keeping the site interesting Managing Online Forums is the one book that shows site owners and administrators how to create a safe and entertaining community that users will return to again and again.


Product Details

ISBN-13: 9780814412930
Publisher: AMACOM
Publication date: 04/21/2008
Sold by: HarperCollins Publishing
Format: eBook
Pages: 320
File size: 782 KB

About the Author

Patrick O’Keefe (Harbinger, NC) is the owner of iFroggy Network, an Internet network of content, community, and e-commerce sites covering various interests. He currently manages seven separate online communities and has developed communities that have become some of the largest on their subject matter in the world.
Patrick O’Keefe is the owner of iFroggy Network, an Internet network of content, community, and e-commerce sites covering various interests. He currently manages seven separate online communities and has developed communities that have become some of the largest on their subject matter in the world.

Read an Excerpt

MANAGING ONLINE FORUMS

Everything You Need to Know to Create and Run Successful Community Discussion Boards
By Patrick O'Keefe

AMACOM

Copyright © 2008 Patrick O'Keefe
All right reserved.

ISBN: 978-0-8144-1293-0


Chapter One

Laying the Groundwork

"The dictionary is the only place that success comes before work. Hard work is the price we must pay for success. I think you can accomplish anything if you're willing to pay the price."

—Vince Lombardi

To start your community off right, you must have your mind in the right place. You should know what your community is, what you are trying to accomplish, what you'll need to do to accomplish it, and you need to ensure that you can provide the community with the stability that it needs to flourish long into the future. This chapter gives you an idea of what to expect and will help you to make some of those important, initial decisions.

Fundamental Decisions

Before launching your community, inevitably there are some decisions to make or, at least, some things that you should think about that will help determine your community's existence. Some of them will affect most everything that you do from this point forward, from decisions you make to any work that you do.

What Will Your Community Cover?

Although a general, discuss-basically-anything community is always an option, chances are that you want to focus on some specific subject or niche, even if it is fairly general.

Whether it's programming (or just a specific programming language), sports (or just football), writing (or just nonfiction), you'll need to determine what subject will be the focus of your community. You don't want to try to be everything to everyone. You want to do what you do—and do it well.

Whatever the subject, it is usually not important that you be an expert on it or even know it all that well—the most important thing is that you are committed to it and to your community.

For instance, I own KarateForums.com (an active martial arts discussion community) and PhotoshopForums.com (an active Photoshop help and discussion community). I've never done any martial arts, and when I started PhotoshopForums.com, I had never even used Photoshop (a kind user sent me a—yes, legal—copy of Photoshop Elements a bit later). Again, you don't need to know about the subject matter as long as you are committed to the idea. I started these communities for various reasons. Besides random revelations, I sensed a need, saw that a good domain name was available, and thought that I could do it better than anyone else—and not just talk about it but actually do it.

You can surround yourself with smart people (or people smarter than you) on your staff of whom you can ask questions relevant to the subject of your community, on those (perhaps rare) occasions where it will be needed. Don't get me wrong, being passionate about the subject of your community can be very helpful and may help ensure your passion for the community itself (and, as such, your long-term interest and enjoyment in your work, which is very important).

But, I'll say it again: Have passion for the community. If you have it, you can succeed. If you have passion for the subject, but no passion for the community or for running the community, you really don't have very much at all and you're in for a struggle.

Whom Do You Want to Attract?

Even a community that is for "everyone" really isn't for everyone because by nature, a community for everyone will turn certain people off. Make sense? What type of users are you after?

This doesn't have to be that specific. But visualizing it can help you to make decisions and plot a course. For instance, you can simply target anyone interested in having a baby—or you can target pregnant mothers under the age of twenty-five. You can target baseball fans—or fans of the New York Yankees. You can target computer users—or you can target users of a certain operating system. Does your community target a specific age group or gender? Are you looking for users who are experts in your subject matter? Or beginners? Attempting to bring them both together? Whomever you target, you'll want to develop your community with them in mind.

You will probably (and naturally) attract people outside of your targeted audience, and chances are that'll be perfectly OK with you. But having your primary audience or audiences in mind will help you to make appropriate decisions about your community.

What Will the Benefits of Your Community Be?

How will you attract people to your community? What will make them come? And stay? These can be few or many—tangible or intangible. You can help people or provide them with useful information, you can provide a friendly atmosphere or an exclusive atmosphere, you can give them direct access to your company—you can do a lot of things. The things that make you interesting, unique, different, and special—those will be your key benefits.

Assuming it exists, you can learn from your "competition." What are they doing well? What are they doing poorly that you can improve on? What are they missing that you can provide? How are they different from you? The limitations of your competition can be inspirational.

How Will You Support the Community Financially?

Before you jump headfirst into anything, you should think about the money it will take to support your community and keep it online. Sit down and figure out how much it will cost you to keep the community running at an optimal level for the foreseeable future, and plan for that figure to increase. Simply put: Will you be able to support it?

If you would like the community to pay for itself or even turn a profit (or a great profit), how are you going to do that? Advertising? Affiliate programs? Donations? Will you eventually embrace some sort of subscription model where people pay for enhanced options in your community? Chapter 9 will assist you in your efforts.

The bottom line is that you do not want to start your community only to realize in a few months that you are not comfortable with the amount of money that it takes to maintain it.

What Is Your Situation?

There are generally four different ways to assume charge of a community:

1. Create a brand-new stand-alone community.

2. Launch a brand-new community and content site at the same time.

3. Launch a brand-new community as an addition to an existing content site.

4. Purchase or take over an existing community.

You can approach all four situations similarly, of course, but there are some additional considerations that will require your attention in order to get the most out of your situation.

Create a Brand-New Stand-Alone Community

This is a community that stands on its own. You will not have the advantage of directly linking with an existing, established website (not your own, at least) that will be able to send you traffic. The primary (possibly only) draws are the forums themselves. This is, perhaps, the most challenging scenario of the four as far as getting going is concerned. But that shouldn't scare you—this is the way that many, many forums started off, including mine.

If you do have a high-quality product, it may be possible for you to partner with an active and established content site where you will become the site's community. For more details on this, check out chapter 4.

Launch a Brand-New Community and Content Site at the Same Time

Having an active content site to go right along with your community can definitely help to get your community going. Mainly, it will give you more to discuss, bring more people to the community, and keep them on your entire website (content and community) longer. This is if it is active. And it's important that it be. You'll want to have writers (or one active writer, at least) lined up before you launch to ensure that you will have a steady flow of content. In general, the more active it is, the better off that you will be.

You should integrate the content site and the community as much as you tastefully can. For example, let's say that you have some sort of articles site. One simple way to integrate it with your community would be to display the five most recently published articles from your content site somewhere in your community. Give your authors special distinction in your community so that they will stand out from the crowd. Get as many of your authors as possible to participate in and (if applicable) answer questions in your community. On your content site, be sure to include a visible link to your community. On your index page (or every page, if it's reasonable), you could display the five or ten most recently active threads from your community. On all of your articles, be sure to include a "Discuss" link of sorts where users can access your forums in order to discuss the articles that they are viewing. Here are some ways that this link can be set up:

If your system allows users from your content site to go right to your community (logged in or anonymous—logged in is probably the way to go and would make junk far less frequent) and reply to a special thread that was automatically created for an article, great. The first post in such a thread should be a link to the article. This helps people find out what others are talking about, allowing them to more easily contribute. This brings more attention to both sections of your site. Some content-management systems and/or community software may be able to make this happen. If not, this feature will likely require custom programming. If you can swing it, it's the ideal solution because the seamless integration encourages users to participate. SitePoint (http://www.sitepoint.com) has a setup like this.

Start a thread (manually) in your community for each article that you publish and then hard-code a link to the thread in the article. Obviously, it's better to automate this process (as outlined above), otherwise it adds to the time required to maintain your site (and may create problems down the road if, for example, you change software and the URLs change). Regardless, it will definitely encourage people to participate.

Create some sort of static link to your community's index page or a specific forum that relates to the article. For example, if your content management system (CMS) allows a specific discussion URL to be associated with all articles in a given category of your CMS, you could make it so that your individual discussion forums match your content categories (in one way or another). Further, you could make it so that all "Discuss" links for all articles in a given content category link to the forum most closely related to that category. For instance, you could have a baseball section on your content site and all of your baseball articles would then include a link to your community's baseball forum. Failing that, simply include a direct link to your community's index page. What can I say? It's better than nothing!

If your content section has a really simple syndication (RSS) feed (or something of that nature), you could achieve half of the effect described in the first method by setting up what is commonly referred to as a "news-posting bot" to automatically post threads in your community from your feed(s). You could have a feed for each content category (if necessary) and have the bot post items from that feed into the most appropriate forum. Taking from the earlier example, you'd have an RSS feed that is just articles in your baseball section, and the bot would post those items in your baseball forum in your community. You can set it so that an excerpt of the article posts with a link to the full article—or you could just post a link to the full article.

The point is that if you have an articles section and you have a community, you should integrate them in every way that makes sense. They can help each other. Obviously, some methods are more effective than others, but even if you go with the simplest form of integration, it's that much more exposure for your community—and your content site—and is definitely worth it.

Launch a Brand-New Community as an Addition to an Existing Content Site

This is where you have an already established (and hopefully reasonably successful, at least) content site and want to expand it by adding a community. If all goes as it should, it will enhance your content, keep your users at your site longer, give your site the opportunity to gather more of a following, and allow you to make more money.

The same ideas about content site and community integration apply here as well. Having an established content site gives you a leg up in that you will already have some loyal users and some traffic coming in. Once you integrate your community and your content site, users will find your community and potentially want to become members.

Regardless of your situation, it's definitely important that you maintain some sort of constant activity in your community so that you can keep the users that you will have at the beginning. It may just be you and these users talking things out for quite a while, but it is important that it stays active. Even if it is just you, your brother, and his friend talking, pretty much any activity is good activity.

Purchase or Take Over an Existing Community

This is where you've bought (or taken over) an existing community. This situation has its own challenges that require your attention.

Before buying a community, you should consider where it is, what your goals for it are and/or would be, and how far the community is from those goals. In doing so, you are trying to figure out how much work it will take to get it running properly, and this will help you to determine whether it is worth it, all things considered.

For example, my communities are based on a very firm foundation of respect and are family friendly where the subject matter allows them to be. If a community allows its users to get away with being disrespectful, vulgar, or otherwise inappropriate, it is probably not worth it for me to buy it because of the effort that it will take for me to turn it around. It will end up being a waste of my time and my money. I would never just let a community run as it has, if I know of a better way or I'm not comfortable with how it's running, simply so that I can make a buck.

You should care (and make it clear to your members that you care) about people more than numbers. When people learn that you bought the site, they will probably have doubts about your intentions, as they should, perhaps. They may think that you are in it just to take a profit and that you don't really care about the community itself. After all, you did just spend the money to buy it, so you need to make that money back and then some, probably. There is nothing wrong with money being a motivator, but it cannot be the only one. You must want to manage the community, want to work hard, and want to be successful.

So you need to put these thoughts to bed and reassure people that you are there to make the community as great as it can be. Introduce yourself, explain your background and your aim, speak openly, answer questions in a kind and respectful way, and make yourself available. Be upfront and honest. People will get behind you, get away from you, or be indifferent, but at least they will know you and have a better idea of what to expect. They may not like what you want to do, but the truth is better than uncertainty.

Make sure that you make a great effort to work with the current staff members. Remember that they may have a great deal of respect for the previous owner/administrator and be sure that you respect that. Get to know one another and work to get everyone on the same page. Explain your beliefs and hopes for the site. Try to ask them for their thoughts if you feel they would be valuable. And when you do, be sure to listen and respond appropriately. I was once a staff member at a site that was bought by a person who annoyed me. Why did he annoy me? Because he asked us for feedback and then appeared to not give it a second thought. Or that was the perception that I got. He didn't make me feel like he considered what I said at all. It's not that he needed to do what I said, but conveying to your staff members that you appreciate their perspective is an important part of leading a team.

(Continues...)



Excerpted from MANAGING ONLINE FORUMS by Patrick O'Keefe Copyright © 2008 by Patrick O'Keefe. Excerpted by permission of AMACOM. All rights reserved. No part of this excerpt may be reproduced or reprinted without permission in writing from the publisher.
Excerpts are provided by Dial-A-Book Inc. solely for the personal use of visitors to this web site.

Table of Contents

CONTENTS

Acknowledgments xvii

Foreword xxi

Introduction: Is This Book for You? 1

How This Book Is Organized 2

Communities, Forums, and Boards 4

Book Website 4

After You’ve Read the Book 5

Chapter 1. Laying the Groundwork 7

Fundamental Decisions 7

What Will Your Community Cover? 7

Whom Do You Want to Attract? 8

What Will the Benefits of Your Community Be? 9

How Will You Support the Community Financially? 9

What Is Your Situation? 10

Create a Brand-New Stand-Alone Community 10

Launch a Brand-New Community and Content Site at the Same Time 10

Launch a Brand-New Community as an Addition to an Existing Content Site 12

Purchase or Take Over an Existing Community 13

What Skills and Characteristics Do You Need to Have? 14

Conclusion 16

Chapter 2. Developing Your Community 17

Choosing a Name and a Domain Name 17

Communities for New or Existing Content Sites 18

Naming a Stand-Alone Community 18

Extensions
• Dashes and Numbers
• Spell It Correctly!
• Length
• Prefixes

Don’t Curse!

Domain Name Registrars 21

Web Hosting 22

Choosing Your Community Software 23

vBulletin 23

phpBB 24

Basic Options 24

Software Options 25

Requiring Registration to Participate
• Smilies
• Flood Controls
• Word Censors
• Post Counts

Old Posts
• Purging Accounts

User Options 29

Signatures and Avatars
• Username Changing
• User Titles and Ranks
• Ignore

List
• Private Messaging
• Allowing Users to Be ‘‘Invisible’’

Setup Options 33

What Guests See
• How Many Forums Should I Have?
• Advertising Forums

Private Forums
• Other Forums
• Why You Don’t Want a Feedback-and-Suggestions Forum

Starting with Staff 48

Design, Layout, and Customization 48

Don’t Just Install a Ready-Made Template 49

Designing for a Community 49

Stick to One Look 50

Customizing Your Community 50

Improve the Usability
• Add an Important Feature
• Add a Requested Feature

Make Your Job Easier

Be Smart, Be Safe 53

Follow the Instructions and Recommendations 53

Check Your File and Folder Permissions 53

Protect Your Admin Areas with .htaccess 54

Have Separate Passwords for Everything 54

Create a Separate Database Account for Each Database 55

Backup Your Database—Constantly! 55

Keep Your Community Software Updated 57

Conclusion 57

Chapter 3. Developing Guidelines 59

Guideline Ideas 60

What Do They Apply To? 61

Cross-Posting, Duplicate Threads, Etc. 61

Post-Count Boosting and Bumping 62

Styles of Communication (No CAPS!) 62

Advertising 63

Affiliate Links 65

Copyright 65

Illegal Activities 67

Hotlinking and Bandwidth Theft 67

Legal Advice, Medical Advice, Suicide Threats, Etc. 68

Personal, Real-Life Information and Privacy 69

English Only, Please 69

Respect 69

Obstructing the Flow of Discussion 70

Vulgar Language and Offensive Material 70

Freedom of Speech 71

Multiple Accounts 71

Automated Account Creation, Participation, and Scraping 72

Signatures 73

Avatars 73

Privilege Restrictions 73

Deleting Accounts and/or Posts in the Future (Leaving Your Community) 73

Who’s the Boss? 74

If You Break the Guidelines, There Are Consequences 75

The Guidelines Are Not All-Inclusive 75

We Can’t Watch It All! 75

Have Fun! And, If You Need Help, Let Us Know! 76

Real-Life Examples 76

The Children’s Online Privacy Protection Act of 1998 (C.O.P.P.A.) 87

Privacy Policy 88

Get Them Out There! 88

Conclusion 89

Chapter 4. Promoting Your Community 91

You 91

What Is Not Considered Promotional Can Be Promotional 92

Preparing Your Community for Search Engines 93

Make Your Community Spiderable 94

Descriptive Page Titles 95

Welcome Messages 96

Before You Launch 97

Directories 98

Partnerships 98

What Can You Offer a Partner? 99

What Can a Partner Offer You? 100

Buying Advertising 100

Link Exchanges 107

Contests and Giveaways 108

Post Exchanges and Paying People to Post 110

Offline Promotion 111

Let Your Users Promote You! 113

What Not to Do 114

Conclusion 115

Chapter 5. Managing Your Staff 117

How Should You Lead? 117

Communicating with Your Staff 120

Staff Forums 121

Talking Things to Death 121

Staff Leaks 122

The Chain of Command 122

Regular Users Who Think They Are Staff 123

Moderators Policing Moderators 124

Only One True Admin, Please 124

Moderation: The Process 125

Step #1: Recognizing Violations 125

Step #2: Removing Violations 125

Step #3: Documenting Violations and the Action Taken 126

Step #4: Contacting Users 129

Responses to Guideline Violation Warnings 139

Process Summary 142

Old Violations 142

Staff Guidelines 142

Staff Guideline Ideas 143

Job Duties
• Behavior
• Use of ‘‘Powers’’
• Documenting Violations and Related

Issues and Notifying Members
• Discussing Site-Related Issues with Members
• Avoiding Controversial Discussions
• Staff Forums
• Interacting with Other

Levels of Staff
• Choosing New Staff Members
• Saying Thanks and Being

Available

Example Staff Guidelines 147

Situations Guide 160

Make Your Staff Stand Out 168

Staff Member Benefits 169

Choosing Your Staff 171

When Is It Time for a Staff Member to Move On? 173

Inactive Staff Members 174

Resignation in Good Standing 175

Resignation After Disagreement 175

Wow, I Let This Person onto My Staff? 176

Conclusion 179

Chapter 6. Banning Users and Dealing with Chaos 181

Real People, Real Cases 182

The Bad 182

Forum Spam Bots
• That Doesn’t Look Like Spam . . .
• Introtisements and

Adverquestions
• Violations in Private Messages
• I’m Locked out of My

Account!
• Why Use of ‘‘Micro$oft/M$’’ Is Bad
• Content Thieves and Scrapers
• The Reply-to-Every-Post Guy
• ‘‘Freedom of Speech’’
• Me vs. You
• ‘‘You Are

So Biased’’
• ‘‘I’m Creating My Own YourSite.com !’’
• When Users Say

Good-Bye
• Threats ( . . . or I’mLeaving!)

. . . And the Worst 198

‘‘Remove All of My Posts and Delete My Account!’’
• ‘‘Hate Him, My Minions!

Hate Him!’’
• Admin to Users: ‘‘Attack!’’
• The Grand Delusion
• Personal

Crusades: What It All Comes Down To

Persistent Idiots 203

Solutions 204

Post Reporting System 204

Turning Negatives into Positives 205

Helpful Notices 205

Innovative Tools 205

Banning 207

Give Every User a Chance 208

Public Humiliation 208

When Should You Ban? 208

Responding to Banned Users
• Lifting a Ban

Banning Methods 211

Banning Usernames
• Temporary Bans
• Banning IPs
• Users Who Use the

Same IP
• Doesn’t That Look Like . . . ?
• Get Creative
• The System Is Down

Make It So That Only They Can See Their Posts (Global Ignore)
• Simulated

Downtime
• Automated Banning and Point-Based Systems

Banning URLs 216

Contacting a User’s ISP 217

Conclusion 218

Chapter 7. Creating a Good Environment 219

Respect Is Everything 219

Welcoming New Users 220

Be Human, Be Fun, Be Involved 220

Answering Questions 221

Don’t Have an Attitude of Expected Knowledge 221

Don’t Link Users to General, Unhelpful Sites 221

Don’t Tell Users to Search 221

If a Question Has Been Asked Before 222

Make Your Users Feel Involved 222

Ask Users for Input 222

Announce Changes 223

Share Your Successes 223

Customer Service 224

When a Problem Occurs, Apologize and Explain 224

Responding to Bad or Rude Suggestions 224

How to Handle Private Contact with Users 225

Don’t Take It Personally 225

Allow All Wrath to Be Directed at You, Not Your Staff 226

Politics, Religion, and Other Very Controversial Discussions 227

Conclusion 228

Chapter 8. Keeping It Interesting 229

New Features 229

Newsletters and Mailing Lists 230

RSS Feeds and Syndication 235

Bots 236

Posting Games 237

Arcade Games 239

Contests and Giveaways 240

Member of the Month 240

Articles and Content 241

Chat Rooms 241

Awards Programs 242

Conclusion 244

Chapter 9. Making Money 245

Advertising 245

Displaying (Some) Ads to Guests Only 247

Start with Ads 247

Advertising Networks 248

CPM and CPC Networks
• CPA Networks and Affiliate Programs

Selling Advertising 251

Other Ads 252

Ad Threads
• Classifieds
• Sponsorships
• What Else . . . ?

Merchandise 253

Paid Memberships 259

Donations 260

Conclusion 260

End Note 261

Appendix A. Online Resources 263

Appendix B. Blank General Templates 265

User Guidelines 265

Staff Member Guidelines 270

Contact Templates 274

Appendix C. Glossary 283

Index 289

About the Author 297

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