Common Room Academy | Common Room
Common Room Academy
Find the courses that help you get the most out of Common Room, from your first login to your daily workflow, so you're always working your best accounts first.
26 courses 3 learning paths 52 min, start to finish
4 courses · 7 min total
Log in, get oriented, and set up your workspace basics, so you're ready to start finding your best buyers from day one.
- How to Log In 1 min
A quick walkthrough of logging into Common Room, so you're ready to start exploring your workspace right away.
Get started - Getting Oriented 1 min
Use this guide to get oriented in Common Room: where to log in, how to find the main navigation menu, where to access support...
Get started - Navigating Settings 2 min
Learn where to find and how to use each section of your Common Room settings from connecting integrations and configuring signals...
Get started - How To Create Team Alerts 3 min
Learn how to configure real-time notifications for specific community activities and user behaviors. This guide walks...
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15 courses · 31 min total
Connect your data, configure scoring, and automate your workflows, so your workspace runs exactly the way your team needs it to.
- Getting Started with Signals & Integrations 3 min
Signals & Integrations are where you connect the data sources that power your Common Room...
Get started - Common Room Fields 1 min
Fields allow you to define custom properties to track on member or organization profiles. Fields can be configured from the settings...
Get started - Create a Count-Based Calculated Field 2 min
Learn how to create a count-based calculated field in Common Room. This guide walks through how to...
Get started - How to Configure Contact and Organization Tags 3 min
Learn how to configure contact and organization tags by adding filter criteria. Tags help...
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View all 15 courses
7 courses · 14 min total
Find the right accounts, understand them fast, and take action without missing a signal.
- Navigating Segments 3 min
This guide shows you how to work from the Website Visitors segment in Common Room. You’ll learn how to find the segment, understand...
Get started - Navigating an Organization Page 1 min
Learn how to use organization pages to understand account context, research intent, and identify the right people...
Get started - Navigating a Contact Page 3 min
Learn how to leverage Common Room's AI tools to generate and refine outreach messages for your community members....
Get started - RoomieAI™ Summaries and Notifications 2 min
Common Room's built-in AI tool, RoomieAI, can be used to automatically generate intelligence on your...
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View all 7 courses