Welcoming new users with trust level messages

The default on-boarding journey is set up using the Discourse narrative bot. It’s a great feature in general, but at times you might not want to welcome new users with a bot. This howto lists the steps involved to set up on-boarding with the trust level messages sent by the site contact user.

Set up the site contact user

All automated messages are sent by the site contact user. It’s the system user by default. You can change this by modifying site contact username in Settings:

Screenshot from 2021-06-09 10-01-30

Then set up this user or modify the system user, so it shows up the way you like (username, Full Name, avatar, groups and flairs, contact options,…). E.g:

Modify the default discobot settings

Filter Settings for narrative bot and disable the welcome post. Probably also disable public replies:

Customize system messages

Discourse sends out messages for each trust level promotion. The messages can be customized in admin/customize/site_texts. The variable names are:

  • 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

Customize the narrative bot messages

If you want users to still engage with the discobot tutorial, you should mention in the tl1 message that it can be triggered by replying @discobot start tutorial.

Then you should probably adjust the initial message of the bot. The variables for this message are:

  • Discobot hello message
    discourse_narrative_bot.new_user_narrative.hello.message
    discourse_narrative_bot.new_user_narrative.hello.title

Time the on-boarding

With this setup new users won’t receive an immediate notification after they signed up. Instead the first message is the tl1 welcome message (default title: Thanks for spending time with us). You can time this message by adjusting tl1 requires in settings:

Screenshot from 2021-06-09 10-43-45

Conclusion

:partying_face: And we’re good to go! Now users receive the first welcome message from the site contact user you defined:

Screenshot from 2021-06-09 11-27-06

And with whatever user setup and message text you modified:

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