Personalizando mensagens de promoção do nível de confiança para novos usuários

[Discourse]

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

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:

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:

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:

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

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

Check document

Perform check on document:

[tpetrov (Toni Petrov)]

@nolo

Filter Settings for narrative bot and disable the welcome post.

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?

[manuel (Manuel Kostka)]

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.

[tpetrov (Toni Petrov)]

@manuel

And yes, that’s sort of necessary if you don’t want to send out welcoming messages twice.

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.

[manuel (Manuel Kostka)]

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

[tpetrov (Toni Petrov)]

Got it - makes sense now

[JonathanShaw]

@nolo

disable the welcome post

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

[manuel (Manuel Kostka)]

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

[th21]

@nolo

system_messages.welcome_tl1_user.text_body_template

Podemos pré-visualizar a mensagem? Ou só podemos vê-la criando um usuário de teste e concedendo a ele um nível de confiança para ver a mensagem personalizada?

[manuel (Manuel Kostka)]

@th21

Podemos pré-visualizar a mensagem? Ou só podemos vê-la criando um usuário de teste e concedendo a ele um nível de confiança para ver a mensagem personalizada?

Sim, pelo menos eu também só sei fazer dessa forma. Você pode pré-visualizar modelos de e-mail, mas parece não haver uma opção de backend para pré-visualizar mensagens do sistema.

[Shirly_Nowak]

@manuel

O Discourse envia mensagens para cada promoção de nível de confiança. As mensagens podem ser personalizadas em admin/customize/site_texts. Os nomes das variáveis são:

• Mensagem do Nível de Confiança 3
  lounge_welcome.body
lounge_welcome.title

Olá @manuel, o que acontece se eu desativar o lounge? Essa categoria não está disponível para membros da minha comunidade, então esses 2 textos não parecem estar disponíveis para personalização. Isso significa que, no meu caso, quando um membro atinge o TL3, ele não receberá uma mensagem de boas-vindas?

[Moin]

Isso realmente existe? Não consigo encontrá-los

@Discourse

Mensagem de Nível de Confiança 3:

• lounge_welcome.body
• lounge_welcome.title

[JammyDodger]

Não tenho certeza se eles fazem.

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Acho que eles foram provavelmente removidos junto com a pré-seleção da categoria Lounge há um tempo. Acho que eles eram o conteúdo do tópico ‘Sobre’ da categoria Lounge.

[heo (Hannah Ouellette)]

Qual é a diferença entre títulos e modelos de assunto? Por enquanto, estou deixando-os como padrão, mas estou curioso para saber quando eles seriam usados ou vistos.