Onboarding process for new member

I’m considering migrating from Facebook Groups to a semi-private Discourse instance for an event series I help run. I have read the previous blog posts and Discourse posts about migrating from Facebook groups. However, I have some questions about the on-boarding process of new users, which might be mostly due to my unfamiliarity with the API.

Filtering incoming users

Probably the biggest advantage to Facebook is it’s ability to use a Facebook profile as a proxy of trust. Basically, you can gague how likely a person is to be a spammy jerk by:

  • How many friends they have
  • The other groups they’re a part of
  • Their geographical location
  • (hardcore mode) Getting them to fill out a form with basic questions

Is filling out a form as part of new user joining possible to implement in Discourse to accomplish the same thing? I think this might be possible by customizing the profile creation form?

Making users set up their email settings once accepted

Given I want people to get email notifications based off their geographical location, is it possible to make this part of their account creation process? For example, so that a person who lives in Waterloo isn’t subscribed to the event notifications from Tokyo and Taipei. I’m afraid of users being unable to figure out the category-specific email settings on their own. Also, I’d rather not have to make a how-to and make them read it.

「いいね!」 1

This does not really address all of your issues, but if you are concerned about filtering incoming users, then one of the many options is to disable local registration and only use Facebook / Twitter login.

This way you can still use Facebook as a proxy of trust.

Extreme? yes, but still possible, so I wanted to point it out.

With that being said, Discourse has some awesome anti-spam features built in, so you might end up being pleasantly surprised.

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All valid points.

I guess I also want to filter for people who I don’t want at the events, but that hasn’t been a problem before, so maybe it’s an unfounded concern.

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One thing you could do is make the candidate write a little bit about themselves and what they hope to get out of your community.

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Discourse does a bunch of stuff to keep you from having to worry about spammy jerks. It does this by giving them limited access to start and requiring them to do stuff like read and interact with the site before gaining more privileges. Rather than guessing whether someone is a jerk based on some incomplete information, it bases the decision on their actual behavior.

You can manage people’s access to particular categories by having them join groups (which control access to categories). You can manage groups manually or by allowing people to request membership. You can assign anyone (not just admins and moderators) as a group owner to distribute the work of vetting people’s right to join a group.

There are some example plugins that will assign people to watch certain categories (and get event notifications) depending on their group, though these require modifying the plugin.

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It looks like it hasn’t been mentioned yet: Discourse supports custom user fields, and they can be added to the registration page and required if wanted. Users can also require admin approval after registering before being given access, so that admins can review the form responses.

That said, I know very few sites that add mandatory fields to the registration page, and even fewer that use them to approve users joining. As Jay said Discourse does lots of stuff to protect you from spam. Registration flow changes should not be required.

「いいね!」 5

Probably the easiest way to do this is to require a user field that has users select their geographic region. Then you can sort them into groups based on this response.

当インスタンスでもこれを実施していますが、少しイライラする(とはいえ比較的小さな)問題が残っています。@eviltrout による素晴らしい取り組み(https://meta.discourse.org/t/custom-user-field-enhancements/31572)により、/review ページのユーザーフィールドが適切に順序付けられていないのです。そのため、モデレーターや管理者が :+1: または :-1: を決定するために必要な情報が埋もれてしまっています。

当インスタンス(主な管理者は @pacharanero)ではこれをハックで解決できるかもしれませんが、これは参加時にデータ入力を義務付けて入会者を決定・制御しているすべての Discourse インスタンスにおける実際の問題である可能性が高いと考えています。

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念のため確認ですが、ここで問題となっているのは、フィールドが表示されるものの、確認時に順序が正しくないということでしょうか?

「いいね!」 4

はい、順序は比較的ランダムで、フィールドタイトルが最後に編集された時点によって決まります。

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@markvanlan さん、これはレビューキューのフロントエンドに少し慣れるのに役立つ小さなタスクかもしれません。リストに追加していただけませんか?ありがとうございます。

「いいね!」 7

@nathank この問題は修正しました。最新のビルドに更新すると、ユーザーフィールドが正しく並べ替えられます。

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素晴らしいですね!小さくても重要な機能の大幅な改善です。

@eviltrout - チームの対応速度には驚かされます。私のような人間が意見を聞いてもらえるというのは、とても力強いことです。あなたがたが私のような小さな利用者たちをどれほど大切に思っているかが伝わってきます!!!

「いいね!」 10