Internet forums: how to take a safety first approach to connecting vulnerable people online

Author: Kat Quatermass; Reading Time: 8 minutes
We've made this resource open. You are free to copy and adapt it. Read the terms.

Mark Wilkin, from Mimecast Cyber Resilience, has 15 years’ experience of running forums. He’s succeeded and failed in the hobby, commercial and charity sectors. Recently, he volunteered advice to the charity Surviving Economic Abuse. We listened in on their conversation so we could share eight pieces of his advice with you.

1. Manage your community

Internet forums are one way of building online communities. If the aim of yours is to help people support each other, you have choices to make. You need to decide how involved your staff and volunteers should be in shaping the community. Internet forums are good if you want high involvement in shaping. They let you give members different powers and mark them out for easy recognition. These powers, and a high level of involvement, are a good way to take a safety first approach.

Key steps

Appoint an administrator who will:

Have full technical control.
Support the moderators and resolve disputes.
Be your ‘go to person’ for skills in online community management.

Choose a forum safeguarding lead who will:

Create safeguarding procedures
Be the decision maker when safeguarding issues arise

They might be the administrator or someone else in your organisation

Find moderators who:

Are often volunteers
Use the forum tools to make sure the community works well
Understand the issues that bring your community together

Extra steps

With a bit more time find greeters who welcome people when they first visit the forum. This is a great role for people who don’t have the skills, time or confidence to be moderators.

“You can get started with one administrator who can spend an hour a day. What they spend their time on will change as the forum grows” – Mark Wilkin

2. Help people stay anonymous

Forums aren’t connected to social media accounts. This helps members remain anonymous. But when signing up they should still use a user name they only use for that forum. They also use an email address to sign up, but this is never displayed to other participants.

“You can’t rely on people doing this the way you planned. You’ll find some people don’t think carefully about what they put as a user name” – Mark Wilkin

Key steps

Put a message in the sign up process reminding people to use a name they don’t use in other places
Use the forum software’s automatic validation feature. This will help prevent spam signups as well as help with some anonymity issues‍

Extra steps

Have a moderator approve each new member as they join. During approval, the moderator can email anyone who has not made their name anonymous.

“We tended to be OK with first names. But anyone using an email address or their full name, we emailed to explain why that might not be a good idea” – Mark Wilkin

3. Think about everyone’s privacy

Forums are a place for encouraging people to share experiences. People need to be able to share things that they don’t talk about anywhere else. When they do, they will very often include details that could identify them or other people. So you want to create a space that feels safe.

“I’ve seen a situation where two family members who didn’t get along were on the same forum. Over a series of posts one of them gave enough information for the other to realise it was about them. This then caused arguments offline in the family.” – Mark Wilkin

Mark says this is more common than you might expect, especially in public forums.

Key steps

Train your moderators in spotting and assessing this privacy risks
Give moderators power to delete details from posts. This will help them protect the community.

Extra steps

Consider running a private rather than a public forum (or both). In a private forum sharing extra details creates a lower risk.

4. Give members a choice of notifications

Choosing internet forums creates another privacy question to consider. They are usually designed to send notifications to people. This can be inside the forum itself (with or without notification counts) or by email.

“You may need to contact someone about something they said on your forum. It could be a safeguarding issue. Email may be quicker than waiting for someone to log in again. But you have to balance that with ‘will sending them an email put them more at risk?’” – Mark Wilkin

Key steps

Make sure community members:

Can choose what messages they want to receive
Understand the difference between email notifications and in-app notifications
Know how to turn notifications on or off in the app or forum website

5. Create safeguarding processes

You must think about safeguarding when you start your forum. Members will post about their crisis situation even when that is not the forum’s purpose. This is even more likely if your forum is for vulnerable people or deals with difficult issues.

“We had a system of identifying people in need. We would email them to ask if they wanted us to call local support for them. This was for a very busy forum, with a large team, not everyone will need, or be able to go this far” – Mark Wilkin

Key steps

Create strong community guidelines. These should help people understand how you will respond to issues.
Tell people that this forum is not a place to get help in a crisis and tell them where they can get that kind of help. Link to external support sources.
Plan in advance. Set out your procedures so your moderators know what action to take and when.
Include some standard wording for sensitive messages. This will make things easier for your moderators.

Extra steps

Think about how you will connect forum users experiencing a crisis to support organisations

6. Build your community

It takes a lot of effort to build an online community. Forums can take extra effort because they are not part of our daily social media interactions.

When you have to balance marketing the community with the need to keep people safe it can be even harder. Some traditional techniques – such as email reminders – might not be safe for all your community members.

There are always things you can do.

“Don’t ever let people feel like they’re shouting into the void” – Mark Wilkin

Key steps

Ask as many people as you can to help get the community started.
If it is safe to do so, make your forum public, so that people can find them via search engines.
Talk about joining as a way to help others, especially if they don’t need support themselves right now.
Aim for diversity in your early sign ups and especially in your moderators. This will help grow diversity.
Run regular Q&A sessions, so that helpful conversations fill the forums. This helps with SEO as well.
Ask your volunteers to share out the time they visit so that no-one has to wait long for a reply.
Plan promotional communications about the forums. Send these to members who can receive emails or notifications safely.
Reach out to administrators of other similar groups and create your administrator support links.

7. Influence the conversation

There is a risk that your community gets stuck and stops being as supportive.

“I didn’t like it, it was people stuck in a cycle of negativity.” Surviving Economic Abuse (SEA) Research Participant

Some of the challenges come from topics that are universally controversial. Religious or political discussions commonly cause problems. Forums often ban these topics or discourage them in their guidelines and moderation.

But other challenges happen through people giving each other advice. Some community members will focus on one type of solution and want to talk about that all the time. But people at different stages of their experience need different advice.

In the most successful communities, moderators help handle these problems.

Key steps

Create your forum as a collection of smaller forums (or boards) under one umbrella. Each of those smaller forums can focus on a different stage, or aspect, of your members’ experiences.
You must create strong community guidelines. Telling people up front what is and is not up for discussion makes it easier to challenge things later.
Encourage your moderators to redirect discussions when they spot a problem.

Extra steps

Teach moderators how to split threads. Then they can move comments that are valid, but not helpful where they are, to start new threads. This easy and gentle approach can avoid a lot of conflict.
Run regular support and planning sessions with your moderators. Let them share what works well for them.

8. Choose a platform

There are many different pieces of forum software (often called platforms) available. Discourse is a good one.

“I’ve used a lot of different forum systems. I would heartily recommend Discourse. It can pretty much do whatever you need it to do. It’s a good bit of kit.” Mark’s response to SEA suggesting they use Discourse.

Discourse: key advantages

Is easy for community members to read threads and posts
Good mobile capability (including an app)
Simple to use admin tools
Makes thread splitting simple
Has widgets that allow you to showcase recent forum posts on a website
Encourages you to set up separate forums for your moderators to talk to each other
Has its own online forums of experienced administrators who are willing to help

Quick start: 4 steps to getting a forum off the ground

Identify your forum team and make a plan
Get your community guidelines and safeguarding procedures ready
Reach out and prepare your wider community so they are ready to help you launch well
Join modbods. This Facebook group is full of charity community managers supporting each other.

Commissioned by Catalyst