تخصيص رسائل ترقية مستوى الثقة للمستخدمين الجدد

:bookmark: This guide explains how to set up customized trust level promotion messages for new users, replacing the default Discourse narrative bot welcome process.

:person_raising_hand: Required user level: Administrator

Summary

This guide will show you how to customize the onboarding journey for new users by replacing the default Discourse narrative bot welcome process with personalized trust level promotion messages. You’ll learn how to:

  1. Set up the site contact user
  2. Modify the default discobot settings
  3. Customize system messages for different trust levels
  4. Adjust the timing of the onboarding process

Setting up the site contact user

  1. Navigate to your site settings
  2. Find the “site contact username” setting
  3. Change it from the default “system” to your preferred username

For example:

Screenshot showing site contact username setting

After setting the username, customize the user profile with:

  • A suitable avatar
  • Full name
  • Group memberships and flairs
  • Contact options

Here’s an example of a customized site contact user:

Modifying default discobot settings

  1. In your site settings, search for “narrative bot”
  2. Disable the welcome post
  3. Consider disabling public replies

Here are the recommended settings:

Customizing system messages

Discourse sends out messages for each trust level promotion. To customize these:

  1. Go to admin/customize/site_texts
  2. Locate and modify the following variables:
  • Trust Level 1 message:
    • system_messages.welcome_tl1_user.text_body_template
    • system_messages.welcome_tl1_user.subject_template
  • Trust Level 2 message:
    • system_messages.tl2_promotion_message.text_body_template
    • system_messages.tl2_promotion_message.subject_template
  • Trust Level 3 message:
    • lounge_welcome.body
    • lounge_welcome.title

Adjusting the discobot tutorial (optional)

If you want users to still have access to the discobot tutorial:

  1. Mention in the TL1 message that users can trigger the tutorial by replying @discobot start tutorial
  2. Adjust the initial bot message by modifying:
    • discourse_narrative_bot.new_user_narrative.hello.message
    • discourse_narrative_bot.new_user_narrative.hello.title

Timing the onboarding process

To control when new users receive their first message:

  1. In your site settings, find “tl1 requires”
  2. Adjust the settings to your preferred timing

For example:

Screenshot of TL1 requirements settings

Result

After implementing these changes:

  1. New users won’t receive an immediate notification after signing up
  2. The first message they receive will be the TL1 welcome message from your site contact user
  3. The message will have your customized content and come from your configured site contact user

Here’s an example of how it might look:

Screenshot of a custom welcome message notification

Last edited by @hugh 2024-07-09T10:26:48Z

Last checked by @hugh 2024-07-09T10:26:57Z

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14 إعجابًا

Why do we need to disable the welcome bot? Just so that users will not receive a message from discobot or is it really required in order for the custom contact to work?

إعجاب واحد (1)

You don’t disable the narrative bot with that specific setting. You disable the welcome post being sent by the bot. And yes, that’s sort of necessary if you don’t want to send out welcoming messages twice.

Disabling other bot features is not. If you want the bot to spell out what else it can do, you can always type @discobot display help in a message or post.

إعجاب واحد (1)

Hmm, do you mean the other welcoming message is the one for TL1? But usually users start from TL0, so they will not receive this message immediately.

إعجابَين (2)

Yes, that’s actually one of the two motivations for this set-up:

  • not having a bot welcoming new users
  • not sending out an immediate message that directs users away from your main forum content on signup

I should probably state that in the first post… @team, could this be a wiki post?

I think ideally these considerations wouldn’t be bundled and you could just pick a user that sends all welcoming/onboarding messages (tl0, tl1, tl2).

Another more ideal solution to welcome tl0 - but not direct them away from the main content - could actually be a “tl0 welcoming banner”. That’s a bit fiddly to setup as such… but could be a good use case for a simple component :bulb:

3 إعجابات

Got it - makes sense now :slight_smile:

3 إعجابات

How? By setting discourse narrative bot welcome post delay to 0?

إعجابَين (2)

When you filter settings for narrative bot then there’s a dedicated setting: disable discourse narrative bot welcome post.

3 إعجابات

هل يمكننا معاينة الرسالة؟ أم يمكننا رؤيتها فقط عن طريق إنشاء مستخدم تجريبي ومنح المستخدم مستوى الثقة لرؤية الرسالة المخصصة؟

3 إعجابات

نعم، على الأقل أنا على علم بذلك فقط. يمكنك معاينة قوالب البريد الإلكتروني، ولكن يبدو أنه لا يوجد خيار في الواجهة الخلفية لمعاينة الرسائل النظام.

3 إعجابات

مرحباً @manuel، ماذا يحدث إذا قمت بتعطيل الصالة؟ هذه الفئة غير متاحة للأعضاء في مجتمعي، لذلك لا يبدو أن هذين النصين متاحين للتخصيص. هل هذا يعني أنه في حالتي عندما يحقق العضو مستوى الثقة 3 فلن يتلقى رسالة ترحيب؟

إعجاب واحد (1)

هل هذه موجودة بالفعل؟ لا يمكنني العثور عليها

4 إعجابات

لست متأكدًا من أنهم يفعلون ذلك. :baymax_no:


أعتقد أنه تم إزالتها على الأرجح مع البذر المسبق لفئة الصالة (Lounge) منذ فترة. أعتقد أنها كانت محتوى موضوع “حول” فئة الصالة (Lounge).

4 إعجابات

ما هو الفرق بين العناوين (titles) والقوالب المواضيع (subject_templates)؟ أتركها افتراضية في الوقت الحالي ولكنني أتساءل متى سيتم استخدامها أو رؤيتها.

إعجاب واحد (1)