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The creation of a membership website allows the creation of a community, share useful resources, and also generate regular revenue. As your website grows, so does the complexity of managing it and you have to keep track of whom, what and when.
Without a robust document system it is possible to be entangled or inefficiency and the displeasure of members. In that mind, let's consider how to build a documentation system that is not just supportive of the operations of your company but also improves the experience of your members.
What is the importance of documentation for member websites?
A well-structured documentation system serves as the foundation of your membership website. This ensures that all involved -- from the members of your team to you can access accurate information quickly and easily.
for you and your staff documents streamline internal processes, reducing time spent doing repetitive work. For members, it provides an easy experience, offering simple instructions, FAQs as well as resources available.
Consider it self-service knowledge base that helps users, while removing your from the burden of being the one to answer for every query. An easy way to earn money for your community online You can think of it as a way to monetize your online community.
Members don't want to wait long or for days to get answers to basic questions And you certainly don't want to spend your precious time and energy responding to similar issues time and time again. Every minute lost is money lost, right?
Because of this, in the end, having a solid documentation improves your reputation increases your credibility, decreases turnover, and fosters a sense of confidence within your group. This becomes a bridge which brings your team's work together with the needs of your customers to ensure that everyone is on the same page.
Key elements of a strong documented system
Contrary to popular belief the process of creating a document system requires more than simply organizing all the available useful information, and making it available. The system should contain:
- Resources for onboarding members: Clear and detailed guidelines to assist new members navigate the site and get the most value from their subscriptions. Everything must be outlined in detail, using pictures and GIFs best of all, so that you can show members exactly how each element works.
- frequently asked questions (FAQs): A central repository for answers to frequently asked questions. The support staff should have a list of questions they face regularly, so there shouldn't be any problem to just deconstruct them and give answers.
- Troubleshooting guide: Step-by-step solutions for problems with accounts or technical issues. These should be written in the manner that is easy to follow, even for non-tech-savvy members. Likewise, every page should contain a link to contact an agent of human assistance in the event that an explanation isn't adequate.
- Content index or directory A searchable index that helps members locate specific sources or sections swiftly. This is particularly useful when you have a huge library of content.
- Internal documentation: Procedures, workflows as well as policies that will allow your team members to ensure consistency and efficiency. It could include template templates to respond to member queries or guidelines for changing the content on your site.
Each of these components each one of them addresses an aspect specific to your membership site's operations and users' experience. They form an efficient system for all those involved. If you don't have these fundamental elements you're more likely to run into unnecessary difficulties and frustrations for both the team as well as your employees.
A step-by-step process for creating your document method
When I inquired of my coworkers or associates the reason they are selling on marketplaces for online sales The main reason I got were documentation and customer support. It wasn't even close.
The most important reason, according to them, is the fact that they would rather rely on a third-party platform, despite the straightforward nature of starting your own website for members. It is an array of stages, each having its own purpose in the process of creating your website. They go as follows:
1. Assess your needs
The first step is to identify the exact issues you are facing. Do you receive a lot of emails from your team members asking the same question? Are your team members struggling to locate information regarding internal procedures? Conduct a quick audit to gather feedback from members and your team. Be aware of the most frequent issues and topics--these will form the foundation of your documentation.
If, for instance, your website offers classes, users may require assistance in navigating the modules or accessing certificates. If you're running subscription services, queries regarding cancellations or billing are likely frequent. In essence, knowing these issues means that you're almost there to create a successful website.
Also, keep track of any bottlenecks that you may encounter in your internal operations. Perhaps team members are unsure of the best way to deal with specific request from members or any updates. If that is the scenario, it is possible to:
2. Make sure you choose the appropriate tools
Your selection of software can make or break the system you use to document your work. Choose tools that are easy to use flexible, adaptable, and flexible. Below are a few alternatives to think about:
- Software for knowledge bases: Tools such as Zendesk or HelpScout allow you to create an online knowledge base that can be searched by your customers. They usually have templates pre-built which make it simpler to arrange and display the content.
- Wiki platforms: Notion or Confluence are great to create internal documents, offering an easy way of organizing the content. The collaborative capabilities of these platforms make it easy for the team members to modify and manage the system. Access controls are available, as well.
- CMS features: If your membership site is built on WordPress and you have plugins, such as BetterDocs or Documentor will be able to integrate with it directly. The plugins were designed to create and manage documentation efficiently within your existing site.
The tool you choose will depend on your technical expertise along with your budget as well as the level of complexity of your site. The simpler configurations may require a well-organized Google Drive or Dropbox folder and larger projects could benefit from dedicated software. Remember, the best option is one the members of your team be using.
3. Structure your documentation
Your documentation's structure is essential for its accessibility. Team members and staff members too will be able find what they need without unnecessary mouse clicks. This is how you organize your information efficiently:
First things first, break your document into clear sections like onboarding, troubleshooting and billing. This will make it simpler for customers to find their way around. You must then follow an orderly flow that starts at the general level and then focusing down to specifics. When you've completed your onboarding, it's possible to move on to
Creating an account and Navigating the Dashboard. Lastly, a robust search function is non-negotiable. The members should be able search for keywords and locate relevant content immediately. You can tag articles with several keywords in order to improve the likelihood of them being found.
It is your goal to ensure that the document is easy to understand. Think of yourself in your team members' shoes: if they encounter a problem and need to figure out the answer? An unclear structure can only add to their frustration, so take the time to make this clear.
4. Produce quality media
Documentation is only effective only if it's simple, succinct, and user-friendly. Utilize these top practices for creating content
- Use simple language: Beware of jargon and overly technical terms unless absolutely necessary. If you must use certain terms, you should add the glossary. It is important to make sure that even the newest member can understand the content without feeling at a loss.
- Be visual: Include diagrams, screenshots, or even short videos to explain complex processes. Visual aids are a great way to improve comprehension and make your document more appealing.
- Stay consistent: Use the same style, layout, and structure for all of your articles. The consistency gives your site an appearance that is professional and aids users navigate more easily.
- Check your website's Before publishing, ask your team members or users to read through the document. Their feedback will help you identify gaps or unclear instructions. A fresh set of eyes is often able to spot something you've ignored.
5. Make it accessible
Accessibility is about more than simply having the ability to search. Make sure your documentation is simple to find and navigate. It's important to include hyperlinks to your documents in important areas like your website's footer, dashboard, or help section. It's also possible to add the "Help" button to be accessible on every page.
Not to mention, many users will visit your website through mobile devices, which means the documentation you provide must be responsive to mobile devices. Test how your pages look and work on smaller screens.
If you have a global audience You should consider translating your document with a translation API into different languages. It should be completed after reviewing the stats and calculating the viability of this project. Make sure you at least use a human translator to examine any errors.
Accessibility can also mean accommodating those with disabilities. Utilize tools such as contrast checkers or screen readers tests for compatibility to make your documents inclusive. The inclusion of all users expands the reach of your site but also makes it easier to monetize particular elements of your site.
The final thoughts are: how to build documentation system
A robust system for documentation may seem daunting initially and costly, but it's an investment that will pay dividends. With easy, accessible and updated resources, you create a frictionless experience for your members while streamlining your internal processes.
Start small, focus on the key areas to expand your membership site as you need. Keep in mind that your documentation is an ongoing resource. Keep it in good condition to ensure it continues to support your membership site's development and growth.