#Rule Recipes

Six ready-made setups you can copy. Each lists the exact settings to change. Anything not listed stays at its default. Every setting is explained in the Settings Reference.

Before switching any group to auto-approve, run it in Lead saving only for a day or two, then open the Test rules tab to see who would be approved, declined or left for review.

#1. Lead-gen coaching group

Goal: grow an email list from people who join, and only let in people who share their contact details.

Membership questions to add on Facebook:

1. What is your best email address? (We'll send you the free training)
2. What is your biggest challenge with [your topic] right now?

Welcome template example:

Hi [first_name], welcome to [group_name]! Your free training is pinned at the top of the group. Say hi in the intro post when you get a chance. - [admin_name]

#2. Local community anti-spam

Goal: keep a neighbourhood or city group free of spam and out-of-area accounts, without messaging anyone.

Blocked keywords and repeat applicants are declined. Everyone who meets the criteria is approved. Anyone else (for example a real neighbour whose city Facebook doesn't show as yours) waits in Pending Requests for you. Location is skipped when Facebook doesn't show a city, so this filter only catches people who show a different one.

#3. Course students only

Goal: a private group for paying students. Approve people who name your course, and review everyone else.

Membership questions to add on Facebook:

1. What email did you use to buy the course?
2. Which program are you enrolled in?

"Gave specific answers" checks that the answer contains your text, not that the person actually bought the course. If you need a hard check, keep the decline toggle off and compare the captured email with your student list before approving the rest.

#4. B2B network

Goal: a professional community where every member becomes a CRM contact, and low-effort applications wait for review.

Membership questions to add on Facebook:

1. What is your work email?
2. What company do you work for and what is your role?
3. What do you hope to get from this group?

A member with an email (+30), all questions answered (+10) and an average answer length over 50 characters (+10) already reaches 50. See the lead score table.

#5. High-volume capture-only

Goal: a large group where you want every lead in a spreadsheet and your email tool, but you keep approving on Facebook yourself.

In Lead saving mode every request is written to the sheet when captured, and GroupCRM never approves, declines or messages anyone, so the action and message limits don't come into play. Approve in bulk on Facebook as usual. Requests you handle on Facebook show as Handled on Facebook in GroupCRM.

#6. Cautious first week

Goal: start slowly on a new setup or a Facebook account that recently had a security check.

Days 1 to 3: Lead saving only.

Day 4 onwards: after checking the Test rules tab, switch to auto-approve with a small set of criteria.

Global safety limits (Settings → Automation safety) for the first week:

Raise the limits gradually once everything runs smoothly for a week. If Facebook shows a security check, automation pauses for 12 hours on its own. See Troubleshooting.

#Related

• Settings Reference: every setting and default
• Auto-Approve Members: how approval works
• Welcome Messages: templates and variables