How to set up Discord onboarding
How to set up Discord onboarding

How to set up Discord onboarding

Setting up Discord onboarding is an essential step to welcoming new members to your community. With the right tools and settings, you can provide an engaging and personalized experience for every new member who joins your server. In this article, we'll guide you through the process of setting up Discord onboarding, from establishing community rules to creating channels and engaging community members.


Member onboarding is a crucial aspect of building a thriving Discord community. By creating a welcoming and informative onboarding process, you can ensure that new members feel valued and empowered to participate in your server. Server settings and customization play an important role in this process, as you'll need to establish default channels and customize questions to help members choose additional channels and roles.

To ensure a successful onboarding experience, it's important to establish clear community rules and guidelines. This will help new members understand what is expected of them and how they can contribute to the community. By creating engaging channels and encouraging community members to participate, you can foster a sense of belonging and build a strong, supportive community.

Key Takeaways

  • Setting up Discord onboarding is essential for welcoming new members to your community.
  • Customization and clear community rules are crucial for a successful onboarding experience.
  • Engaging community members and fostering a sense of belonging is key to building a thriving Discord community.

Member Onboarding

When new members join your Discord server, it's important to make them feel welcome and help them get started. Member onboarding can help you achieve this goal by providing new members with the information they need to get started and assigning them to the appropriate roles.

Assigning Roles to New Members

One of the most important aspects of member onboarding is assigning roles to new members. Roles can help you manage your server by giving members different permissions and access to different channels. To assign roles to new members, you can use the "Auto-assign Roles" feature in the Discord server settings. This feature allows you to automatically assign specific roles to new members based on their activity on the server.

Setting Up a Welcome Screen

A welcome screen can help new members get started by providing them with information about your server and its rules. To set up a welcome screen, you can use the "Server Boost" feature in the Discord server settings. This feature allows you to create a custom welcome screen that will be displayed to new members when they join your server.

Creating a New Joiner Workflow

Creating a new joiner workflow can help you manage new members and ensure that they have a positive experience on your server. A new joiner workflow can include a series of steps that new members must complete before they can access all of the features on your server. For example, you can require new members to introduce themselves in a specific channel or read and agree to your server's rules before they can access the rest of the server.

In summary, member onboarding is an important part of managing your Discord server. By assigning roles to new members, setting up a welcome screen, and creating a new joiner workflow, you can help new members get started and ensure that they have a positive experience on your server.

Server Settings and Customization

Setting up your Discord server is an important step in creating a welcoming community. In this section, we'll cover how to customize your server settings, preferences, and channel categories.

Setting Up Server Insights

Discord's Server Insights feature allows you to track your server's activity and growth. To access Server Insights, click on your server's name and select Server Settings. From there, choose the Insights tab.

In the Server Insights section, you can view data on your server's member activity, message activity, and growth over time. You can also view data on your server's most active members and channels.

Customizing Server Preferences

Customizing your server preferences is an important step in creating a unique community experience. To access your server preferences, click on your server's name and select Server Settings. From there, choose the Overview tab.

In the Overview section, you can customize your server's name, icon, and region. You can also choose your server's verification level, which determines what actions new members can take when they first join your server.

Creating Channel Categories

Creating channel categories is a great way to organize your server's channels and make it easier for members to find what they're looking for. To create a channel category, click on your server's name and select Server Settings. From there, choose the Channels tab.

In the Channels section, click on the + button to create a new category. Give your category a name and choose which channels you want to include in it. You can also customize the category's permissions to control who can access it.

Overall, customizing your server settings, preferences, and channel categories is an important step in creating a welcoming and organized community on Discord. By using Server Insights, customizing your preferences, and creating channel categories, you can create a unique and enjoyable experience for your members.

Establishing Community Rules

When it comes to setting up your Discord onboarding, establishing community rules is an essential step. This helps to ensure that members understand what is expected of them and promotes a positive and safe community environment. In this section, we will cover how to create a rules channel and set up raid protection.

Creating a Rules Channel

First, you will need to create a rules channel. This channel should be easily accessible and clearly labeled, so members can quickly find and read the rules. Consider using a pinned message to highlight the most important rules and guidelines.

When creating your rules, make sure they are clear, concise, and easy to understand. Avoid using complex language or jargon that may confuse members. It's also important to regularly review and update your rules to ensure they remain relevant and effective.

Setting Up Raid Protection

Raid protection is a crucial aspect of community management, as it helps to prevent spam and harassment. Discord offers several features to help protect your community, including slow mode, verification levels, and server verification.

Slow mode can be enabled in individual channels to limit the number of messages members can send within a certain timeframe. Verification levels can be set to require members to have a verified email address or phone number before joining the server. Server verification allows you to set a minimum account age and require members to complete a captcha before joining.

By taking these steps to establish community rules and set up raid protection, you can help ensure a positive and safe environment for all members.

Creating Channels

To set up your Discord onboarding, you'll need to create channels for your community. Channels are where your members will communicate with each other, and they can be text or voice channels. Here's how to create channels for your Discord server.

Setting Up a Welcome Channel

A welcome channel is a great way to introduce new members to your community. When new members join your server, they will automatically be directed to the welcome channel. This is a great place to provide an overview of your community, introduce your rules, and answer any frequently asked questions.

To create a welcome channel, go to your server settings and click on "Channels." Click the plus sign to add a new channel, and select "Text Channel." Name the channel "Welcome" or something similar, and add a description if you'd like. Make sure to enable "Send a welcome message to introduce new members" so that new members will see your message when they join.

Creating Text Channels

Text channels are where your members will communicate with each other through text messages. You can create different channels for different topics, such as "General," "Gaming," or "Music." This will help keep your community organized and make it easy for members to find the conversations they're interested in.

To create a text channel, go to your server settings and click on "Channels." Click the plus sign to add a new channel, and select "Text Channel." Name the channel and add a description if you'd like. You can also customize the permissions for each channel, so that only certain members can access them.

Creating Member Channels

Member channels are a great way to give your members a space to communicate with each other privately. You can create channels for specific groups, such as moderators or VIP members. This will help build a sense of community and make your members feel valued.

To create a member channel, go to your server settings and click on "Channels." Click the plus sign to add a new channel, and select "Text Channel." Name the channel and add a description if you'd like. Then, customize the permissions so that only the members you want to access the channel can do so.

By creating channels for your Discord server, you can provide a space for your members to communicate and build a sense of community. Whether you're setting up a welcome channel, text channels, or member channels, make sure to customize the permissions and provide clear guidelines for your members to follow.

Engaging Community Members

Engaging your community members is an essential part of building a thriving Discord community. In this section, we will explore some effective ways to keep your members engaged and involved.

Organizing Polls and Giveaways

Polls and giveaways are great ways to engage your community members. Polls can help you get feedback on your community, while giveaways can incentivize members to participate in your community. When organizing polls, make sure to ask relevant questions that will help you improve your community. When giving away prizes, make sure they are relevant to your community and that the rules are clear and easy to follow.

Setting Up Reaction Roles

Reaction roles are a great way to give your members more control over their Discord experience. With reaction roles, members can select which channels they want to see, which notifications they want to receive, and more. To set up reaction roles, you will need to use a bot that supports this feature. Some popular bots that support reaction roles include Mee6, Dyno, and Carlbot.

Using Bots for Engagement

Bots can be a great way to engage your community members. There are many different types of bots that you can use, including music bots, game bots, and moderation bots. Music bots can play music for your members, while game bots can provide entertainment and competition. Moderation bots can help keep your community safe and friendly by enforcing rules and removing inappropriate content.

In conclusion, engaging your community members is crucial to building a thriving Discord community. By organizing polls and giveaways, setting up reaction roles, and using bots for engagement, you can keep your members involved and interested in your community.

Best Practices for Discord Onboarding

Setting up a successful onboarding process is crucial to welcoming new members to your Discord community. Here are some best practices to follow when setting up your onboarding process:

1. Keep it Simple and Clear

When setting up your onboarding process, it's important to keep it simple and clear. Make sure that your new members understand what they need to do to get started and what they can expect from your community. Use clear and concise language, and avoid using technical jargon that might confuse new members.

2. Create a Welcoming Environment

Creating a welcoming environment is key to retaining new members. Make sure that your community is friendly and inclusive, and that your new members feel welcomed and valued. Encourage your existing members to be welcoming and helpful to new members, and make sure that your community guidelines reflect your commitment to inclusivity and respect.

3. Use Default Channels

Setting up default channels is a great way to help new members get started. By default, new members will see these channels in their channel list when they join your community. Make sure that your default channels are relevant to your community and provide value to your new members.

4. Ask Questions to Assign Channels

Asking questions to assign channels is a great way to help new members find the right channels for them. Customize a set of questions that your new members can answer to be given channels and roles relevant to their answers. This helps new members find channels that are relevant to their interests and helps them feel more engaged in your community.

5. Provide Resources and Support

Providing resources and support is crucial to helping new members get started. Make sure that your new members have access to resources that will help them learn more about your community and how to get involved. Provide support through your community moderators or designated support staff, and make sure that your new members know how to reach out for help if they need it.

By following these best practices, you can create a successful onboarding process that welcomes new members to your Discord community and helps them get started on the right foot.

Frequently Asked Questions

How do I enable onboarding on Discord?

To enable onboarding on Discord, you need to have server admin permissions. Once you have the permissions, you can create a personalized onboarding experience by following the steps provided in the Community Onboarding FAQ.

How do I add a welcome screen to my Discord server?

To add a welcome screen to your Discord server, you need to create a Server Guide. A Server Guide is a customizable guide that helps new members familiarize themselves with your server's channels and rules. For more information on how to create a Server Guide, refer to the Server Guide FAQ.

How do you make a board on Discord?

To make a board on Discord, you can create a channel and name it "board" or any other name that suits your server. You can then customize the channel by adding roles, permissions, and other settings. For more information on how to create and customize channels, refer to the Community Onboarding Examples.

How to edit Onboarding Discord?

To edit Onboarding on Discord, you need to have server admin permissions. Once you have the permissions, you can edit the onboarding questions and customize the welcome screen by following the steps provided in the Community Onboarding FAQ.

Discord start Onboarding button not working?

If the Discord start Onboarding button is not working, you can try refreshing the page or clearing your browser cache. If the issue persists, you can contact Discord support for further assistance.

How to disable onboarding Discord?

To disable onboarding on Discord, you need to have server admin permissions. Once you have the permissions, you can disable onboarding by deleting the Server Guide or removing the Default Channels. For more information on how to disable onboarding, refer to the Community Onboarding FAQ.

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