为新用户自定义信任等级提升消息

[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

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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

我们可以预览消息吗？还是只能通过创建测试用户并授予用户信任级别来查看自定义消息？

[manuel (Manuel Kostka)]

@th21

我们可以预览消息吗？还是只能通过创建测试用户并授予用户信任级别来查看自定义消息？

是的，至少我只知道通过这种方式进行。您可以预览电子邮件模板，但似乎没有后端选项可以预览系统消息。

[Shirly_Nowak]

@manuel

Discourse 会为每一次信任等级晋升发送消息。消息可以在 admin/customize/site_texts 中自定义。变量名是：

• 信任等级 3 消息
  lounge_welcome.body
lounge_welcome.title

你好 @manuel，如果我禁用休息室会发生什么？我的社区成员无法使用该类别，因此这两个文本似乎无法自定义。这是否意味着在我的情况下，当成员达到 TL3 时，他不会收到欢迎消息？

[Moin]

这些真的存在吗？我找不到它们

@Discourse

Trust Level 3 message:

• lounge_welcome.body
• lounge_welcome.title

[JammyDodger]

我不确定他们是否这样做。

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我认为它们很可能在不久前与预先播种“休息室”类别一起被移除。我认为它们是“休息室”类别“关于”主题的内容。

[heo (Hannah Ouellette)]

标题与 subject_templates 有何区别？我现在将它们保留为默认设置，但我想知道它们何时会被使用或看到。