Table of Contents
- Why Personalized Messages Matter
- 1. Humanizing the Online Experience
- 2. Building Trust & Rapport
- 3. Encouraging Deeper Participation
- 4. Spotting Potential Issues Early
- Types of DMs That Drive Engagement
- Strategic Timing: When to Send DMs
- Best Practices for One-on-One Engagement in Skool
- 1. Keep It Personal, But Professional
- 2. Aim for Clarity
- 3. Respect Boundaries
- 4. Use Skool’s Features to Your Advantage
- 5. Automate What You Can (But Don’t Sound Robotic)
- How Personalized Member Outreach Boosts Retention
- Common Pitfalls and How to Avoid Them
- Case Study: Increasing Retention Through DMs
- Scenario
- Approach
- Results
- 5 DM Templates and Examples
- Welcome Message
- Progress Check-In
- Event Invitation
- Feedback Request
- Re-Engagement
- FAQs on Using DMs for Community Engagement
- 1. How many DMs should I send per week?
- 2. Can I automate personalized outreach without sounding impersonal?
- 3. What if members don’t reply?
- 4. How do I avoid coming across as too salesy in my DMs?
- 5. Is it okay to ask for testimonials or case studies via DM?
- 6. What’s the best way to handle negative feedback?
- Next Steps

Want to see how personal touchpoints can boost community loyalty? Join Ryan’s FREE community and experience firsthand how a few well-placed DMs can skyrocket member satisfaction and engagement.
Why Personalized Messages Matter
1. Humanizing the Online Experience
2. Building Trust & Rapport
Quick Tip: Use a friendly, conversational tone in your DMs. For instance, try opening with, “Hey [Name], I noticed your recent post about [Topic]. How’s that project going?”
3. Encouraging Deeper Participation
4. Spotting Potential Issues Early
Types of DMs That Drive Engagement
- Welcome Messages
- Purpose: Set the tone and help newcomers feel at home.
- Key Elements: Personal greeting, brief community overview, links to essential resources.
- Progress Check-Ins
- Purpose: Ensure members stay on track with their goals.
- Key Elements: Encouragement, a quick question about how they’re doing, and an invitation to share wins or obstacles in the group.
- Event or Content Invitations
- Purpose: Directly invite members to an upcoming live call, Q&A, or new course module.
- Key Elements: Specific event details, a personalized reason they’d benefit, and a clear next step (link to registration or event info).
- Feedback Requests
- Purpose: Gather insights on what members enjoy or wish to improve.
- Key Elements: Simple questions about their experiences, a sincere request for suggestions, and a note of appreciation.
- Milestone Celebrations
- Purpose: Highlight achievements, whether it’s a new certification, a major sales milestone, or completing a community challenge.
- Key Elements: Congratulatory tone, acknowledgment of the accomplishment, and encouragement to share in the group.
Remember: Different DMs serve different purposes. Don’t spam your members with the same generic message. Tailor each note to the member’s journey and context.
Strategic Timing: When to Send DMs
- New Member Onboarding
- Time Frame: Within the first 24-48 hours of joining.
- Why It Works: It sets a welcoming tone and helps new members find their footing quickly.
- Post-Milestone Checkpoints
- Time Frame: After members complete a certain module or achieve a community goal (e.g., finishing a course unit).
- Why It Works: Reinforces positive behavior and keeps the momentum going.
- Inactivity Triggers
- Time Frame: 7-14 days of no activity.
- Why It Works: A quick check-in can remind members why they joined, often reigniting their engagement.
- Post-Event Follow-Up
- Time Frame: 24-48 hours after a live session or Q&A.
- Why It Works: Keeping the conversation going post-event helps solidify learnings and deepen connections.
- Seasonal or Thematic Check-Ins
- Time Frame: Around holidays or relevant industry events.
- Why It Works: Personal messages tied to events can feel timely and thoughtful, making them more memorable.
Best Practices for One-on-One Engagement in Skool
1. Keep It Personal, But Professional
2. Aim for Clarity
3. Respect Boundaries
4. Use Skool’s Features to Your Advantage
- Customize Notification Settings: Encourage members to enable DM notifications.
- Tag or Link to Relevant Resources: E.g., “Here’s a link to the Q&A thread you might find helpful.”
5. Automate What You Can (But Don’t Sound Robotic)
Pro Tip: Keep a simple spreadsheet or notes on each member’s interests, goals, and last interaction. It makes personalizing your outreach a breeze.
How Personalized Member Outreach Boosts Retention
- Sense of Belonging
- A direct message breaks down barriers and makes a large community feel more intimate. Members who feel like they’re “on the inside” are less likely to leave.
- Accountability
- Personalized messages often encourage members to follow through on goals. When someone knows they’ll be asked about their progress, they’re more motivated to engage.
- Conflict Resolution
- Misunderstandings or personal issues can be quickly diffused in private conversations. You can keep negativity from spilling into public threads, preserving a positive communal atmosphere.
- Upsell Opportunities
- Building trust via DMs paves the way for introducing higher-tier offers, courses, or membership upgrades. When you approach members privately with solutions that fit their needs, they’re more receptive.
Common Pitfalls and How to Avoid Them
Pitfall | How to Avoid |
Over-Automation | Balance efficiency with a personal touch. Always edit automated messages to include a unique detail or reference. |
Generic or Irrelevant Conversations | Tailor your outreach to each member’s interests. Reference specific posts, comments, or milestones. |
Excessive Frequency | Don’t overwhelm members with daily pings. Spread out your DMs, aiming for genuine value each time you send one. |
Salesy Tone | Pitching your paid offers in every private chat can feel spammy. Prioritize relationship-building first. |
Ignoring Feedback | If members share concerns in DMs, address them promptly. Failing to do so undermines trust and engagement. |
Remember: Effective DM outreach is a balance of empathy, strategy, and authenticity.
Case Study: Increasing Retention Through DMs
Scenario
- Community Type: A Skool group dedicated to freelance graphic designers.
- Challenge: Many members joined but quickly lost interest. The churn rate was rising, and engagement was dropping.
Approach
- Implementation of New Member Outreach
- Automated welcome DMs were customized with personal touches (“I saw your intro—exciting that you specialize in brand identity!”).
- These messages included a link to a pinned resource post on “10 Tips for Building a Solid Client Portfolio.”
- Mid-Milestone Check-Ins
- After two weeks, admins sent personal DMs to members who had completed at least one community module. The messages asked how they were applying the lessons and invited them to share a quick win in the main forum.
- Re-Engagement Strategy
- Members who went inactive for over two weeks received a friendly nudge: “Hey, we haven’t seen you around lately—how’s everything going?”
- They were also invited to a live monthly Q&A session.
Results
- 30% Drop in Churn within three months: Fewer members left after receiving one-on-one check-ins.
- Spike in Forum Posts: Members who received personalized DMs were 2x more likely to create new threads or comment on existing ones.
- Increased Trust: Feedback revealed members felt “supported,” which made them more comfortable asking questions and contributing their expertise.
5 DM Templates and Examples
Welcome Message
Progress Check-In
Event Invitation
Feedback Request
Re-Engagement
Pro Tip: Always include a question or call-to-action. Open loops encourage replies and start meaningful conversations.
FAQs on Using DMs for Community Engagement
1. How many DMs should I send per week?
2. Can I automate personalized outreach without sounding impersonal?
3. What if members don’t reply?
4. How do I avoid coming across as too salesy in my DMs?
5. Is it okay to ask for testimonials or case studies via DM?
6. What’s the best way to handle negative feedback?
Next Steps
Ready to supercharge your Skool group with genuine connections?Join Ryan’s FREE community to learn more about effective DMs, share your own successes, and watch member satisfaction soar.