Welcome new members to your Slack or Discord
Time to complete: 5 minutes
Welcoming new members to your Slack or Discord community is critical to help them start out on the right foot. In this playbook, you’ll learn how to:
1) Find members who joined your Slack/Discord community for the first time
2) Send them a welcome message
Step 1) Create a list of new members
- Go to the Lists tab in your workspace. Click Create new list. Add a name and a description. In this case, we’ll use the following:
Name: Welcome Members to Discord
Description: Send a welcome message to members that recently joined your Discord community.
Step 2) Auto-add members to your list
We will use a workflow to automatically add members who are new and notable to your list. To set it up,
- Go to the Workflows Tab. Select Add Member to List
- Set up filters for your workflow. We’ll use the following filters:
- For workflow step 2, choose your list from the dropdown. Then click Run Workflow. All currently matching members will be added to your list. Moving forward, only members that have not matched before will be added to your list each day.
Step 3) Send a welcome message
- Scan your list of new members and figure out which ones you want to send a welcome message to.
- If you’d like to connect the member, update their status to In Progress. Look at their Linked Profiles column to determine where you want to send your check-in message. Click on the icon you want. This will either take you to that site or copy their username so you can send your message.
- Our message will say something like this:
- After you send your message, update the member’s status in your list to Complete.
Hey! I’m Tony, the community manager at Orbit. I’m so glad you’re here and are taking this thing for a spin. What are you hoping to get out of being here? That will help me figure out what resources to point you to next :)
There are many ways you can further enhance your welcome process (and give new members more touchpoints in their first week). Check out the resources below: