Moderation Operations Guide

Moderation works best when members know the rules, know how to ask for help, and see fair follow-through. Build a small, repeatable process for membership review, reports, chat safety, and automation, then keep human judgment at the center.

Set up the basics

1. Write clear rules for promotion, direct messages, respectful conduct, and consequences.
2. Put the rules where members can find them without asking.
3. Publish a simple way to contact an admin.
4. Tell members how to report content or another user.
5. Tell members how to block someone or turn off Skool Chat.
6. Assign who reviews requests, reports, and difficult cases.
7. Decide when a second reviewer is needed.

Membership questions

Membership questions can help you understand fit and prepare a useful welcome. Ask only what you need, explain why you need it, and keep answers private.

When a Pro group sends answers to a CRM through Membership Questions To CRM, review every field and destination. The flow can include a date, first and last name, a transaction ID, and the written answers.

Automation and spam

Use AutoMod And Risk Score as an early signal, not a final verdict. Review Zapier workflows that invite members or unlock courses, because a mapping error can create unwanted access.

Keep engagement genuine. Do not use automated posts, shallow prompts, or points farming to influence Discovery. Review Discovery Delisting Risk before any tactic that could look manipulative.

A fair response process

• Check the rule and the available context.
• Protect the person reporting a problem.
• Use the least severe response that keeps the community safe.
• Record serious or repeated incidents privately.
• Explain the decision when doing so is safe and appropriate.
• Review patterns with another admin instead of acting from frustration.

Pitfalls

• Publicly sharing membership answers or report details.
• Treating a risk score as proof.
• Letting automated welcome messages become spam.
• Giving moderators unclear authority.
• Using unsupported API workarounds for moderation.