Public channel onboarding

Are you looking for an effective way to onboard new users with style? Look no further than our Public Onboarding template, which is trusted by the NBA Discord server to welcome and assign roles to their new members. With this tutorial, you can create a seamless onboarding experience for your own server and ensure that new members feel welcome and informed right from the start.

In this example, we will demonstrate how to use the "User joins Discord" entry point to automatically welcome new members and assign them specific roles based on their interests.

1. Go to the bots page

2. Pick the "Public Channel Onboarding" template

3. A generic bot flow will be created, now let's customize it!

   
4. Edit the green block to customize the initial message that new users see when they join the server. This message sets the tone for their first impression, so take the time to create a friendly and welcoming experience. Here you can also edit the text of the button that will trigger the bot, as you can see this button is accompanied by an emoji. Don't forget to select the channel where the initial message will be sent.

   

   For this specific scenario, this is what the message would look like in Discord:

   
5. The rest of this template consists of simple chat messages and survey questions. To edit the content you can refer to the Send Message and Send Survey section.

6. Remember, this is a template, so you can add more blocks and make any necessary modifications. In this case, we will show you how to edit roles based on user selection. For this example, we will show how to add a role based on a user's geographic location. Users will select their location in the first survey of the template, and this will allow them to access specific channels in Discord. Zoom in to the section of the flow where you want to place the "Edit Roles" block, then hover your mouse over the desired branch:

   

   Select the "Edit Roles" block, then refer to the Edit Roles section to properly configure this block. Here, you can add or remove the desired roles.

   

Now that you have completed all the necessary steps, you are ready to create a customized onboarding experience! Feel free to experiment by editing the message copies and adding new blocks to make the process even more engaging for your users.

If you don't find the role you want to add/remove or any channel, follow the steps below:

1. Click on the editor "Settings" button
2. Click the refresh button