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New Member Guide

Set up a welcoming experience for new members.

1. Enable Onboarding​

  1. In the options list, select Onboarding.
  2. You’ll see an introduction screen for Onboarding. Click Enable Onboarding to activate the feature.

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  1. Once enabled, the Onboarding Settings window will appear, allowing you to configure the details.

2. Configure Onboarding Settings​

After activation, there are two main sections to configure the onboarding experience: Questions and Clan Guide.
You’ll see the message “Onboarding Is Enabled” in the settings window.

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2.1 Set Up Questions​

This section lets you create questions for new members to answer.

  • Click Set Up next to Questions.

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  • Here you can define questions and optional answers to guide new members, helping them choose channels or roles that fit their interests.

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  • Click Add a Question to start creating questions for new members. These are interactive guides, helping newcomers get familiar with the Clan. There are no right or wrong answers, only useful information.

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2.2 Set Up Clan Guide​

This section allows you to build a complete welcome guide for new members, including welcome messages, banners, tasks to complete, and helpful resources.

How to: Click the "Edit" button next to the Clan Guide entry.

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New Member To-Do’s​

This is a list of 3–5 tasks you want new members to complete to encourage interaction and participation.

tip

Avoid overly general tasks like “chat with the community.”

Step 1: Add a Task – Click Add a task

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Step 2: Configure the Task

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  • What should the member do? – Enter a description (e.g., “Introduce yourself in #introductions”).
  • Where should they do it? – Select the public channel for the task.
  • When is the task complete? – Choose one of three conditions: Member sends a message in the channel, Member accesses the channel, or Member reads the task.
  • Click Save to save the task.

Resource Pages​

Resource Pages let you turn read-only channels into professional resource pages within the Clan Guide, making it easier for new members to access important information.

Creating and Editing Resource Pages
Step 1: Create a Resource Page

  • In the Clan Guide section, scroll to Resource Pages.
  • Click Add a resource.
  • Select an existing read-only channel you want to convert into a resource page and click Create.

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Step 2: Edit Resource Page Information

After adding, click the resource to open Edit Resources.

  • Display Name: Give the page a title (e.g., “Clan Rules”).
  • Description: Enter the content you want to share with new members.
  • Rules Image: Upload an illustrative image by clicking Browse.
  • Click Save to save changes.

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Once completed, the New Member Guide will appear under the Guide page below the Clan name.

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Note

Maximum file size for Resource Page Rules Image: 10 MB

3. Disable Onboarding​

If you no longer want to use Onboarding:

  1. Go to Clan Settings > Guide.
  2. Click the red Disable Onboarding button at the top-right corner of the screen.

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