Discord Onboarding Setup Guide — Step-by-Step Guide & Transcript

[00:02] members on your Discord server to see certain channels, or not. You definitely won't need something like that anymore in 2026, because the Discord feature introduction makes it much nicer and easier. New

[00:16] select what they want to see based on a series of questions, and Discord step how to activate the Introduction feature and then, of course,

[00:28] and then, of course, configure it correctly. you even set it up? We'll start directly on our server that I created together with you in the last video. The link

[00:44] to the video is again below in the video description. On the Discord server itself, you only need to then find the [music] Introduction section on the left side under Community Overview

[00:57] . If it's not displayed, then your server is probably not yet set up as a community server. As mentioned, more information can be found in the linked video below this video . We've already converted the whole thing

[01:09] into a community server there . Relatively simple. To activate the introduction, go to Introduction and then simply click Try it out. And here you will be guided through the process step by step

[01:22] step, explain what it does and how to best configure it. The the security check is really just about double- checking that all security-relevant options on

[01:35] your server are set correctly . For example, we have automatically activated raid protection and capture here. We have DM and spam protection, and one out of five Automod options are activated.

[01:48] The first important point here is to switch to Automode [music], then to Edit, and here you can adjust all sorts of things. Among other things, you can block certain words in member profile names

[02:00] . That would be one possibility. But what I would definitely recommend is blocking any suspicious spin content. Go to the settings here and then you can adjust everything a bit.

[02:13] It's already done automatically by Discord . That means if there is any suspicious content there, it will be fed into the system. And all you really need to do is send a warning here so that you

[02:26] can see it too. In the last video, we created a separate channel for things like this. If you do n't already have one, imagine one that only you can see. For example, in my case here on the example server, that's the

[02:40] Logging channel. It's in the admin area. I just want to turn it off and it's already set up. However, in order to continue and continue and

[02:53] save first, otherwise the changes will not be applied correctly. not be applied correctly. proceed in the same way. You go to Settings, everything is automatically

[03:07] pre-configured and here you have the option to have strong swear words, insults and slander or even depictions of sexual content automatically detected and blocked by this auto-mod . I'll just include

[03:21] insults , slander, and depictions of sexual content, because strong language is a big deal. [laughter] Sometimes people talk a little more expansively, and that's perhaps

[03:35] meant as an insult. I'll include that . And of course, I would like to issue warnings here as well. Repeat the same procedure: check the box, then in my case, for example, select the logging channel here and save. Then simply click "

[03:49] will be applied here as well. And then we really only have one more point, namely that this is really only have one more point, namely that this is a Discord filter that

[04:04] here you can see that be the case, otherwise this whole thing wo n't work properly. After that, go back once here and you'll be back on this security facility

[04:17] overview page and can then proceed to the next step. Those would be the standard channels. With the standard channels, you essentially choose which are the main channels that everyone who comes to the server

[04:30] can see immediately, without having to do anything. If we take the example of our created, yes, tutorial server , then we definitely have the category "Greeting" or "Welcome", which I'll check, and also the

[04:45] category where, for example, my links or my going live messages go, the community area, which everyone should be able to use. It is completely freely accessible. Then I have voice channels on my server that

[05:00] and that's basically it . What I see here is three available for chatting, 11 in total. Must include a channel where Adverone can read and send messages. Complete . So we've

[05:16] already unlocked the standard channels, and we can also see the categories that wo n't be unlocked, namely our Twitch streamer category, the YouTuber category in my case – categories where I

[05:29] want to have people who really should be there. I'm also including my moderator area . If I click " and we'll move on to the next step. And the next step is the issue of

[05:42] adaptation. Adaptation questions are automatic questions that pop up when someone joins the server for the first time, and based on the answers to these questions, certain roles or rights are then granted. So basically exactly what

[05:55] I mentioned in the intro . But how does the whole system work? And that's relatively simple. You can create questions here, up to four in total. There are questions before joining and also questions after

[06:10] in the video. I'll show you exactly what else they can do. Let's start with the questions before joining. [music] Here I can, for example, ask a question. For my server, it would be interesting to know

[06:23] on which platform the respective content creator is active. Which platform are you active on? Below that I can now add answers [music], up to 50 of them. And I can check the box to allow, for example, multiple answers,

[06:38] i.e., a multiple choice. And I can also say that all of this is necessary. I don't have to, I can, but if it's necessary, answering the questions. In my case, that would be, for example, "Add an answer"

[06:54] . Twitch, I do n't think I need to give a description here. Optionally, you can also provide a description for this answer. And that's where things get interesting. Assign channels and/or roles. I could

[07:07] now, for example, enable individual channels under my Twitch category or the entire Twitch category. I'll just pick these ones out. Twitch streamer, or even simpler, if I have created a role and

[07:21] only this role, this category, is allowed to see , then I can also assign the role . Twitch streamer and I've essentially built the principle of these I've essentially built the principle of these reaction rolls using

[07:34] Discord's own tools. But let's move on . I can also means if I click on the plus sign here , I can select emojis that , I can select emojis that

[07:49] simply search for Purple here, mark the whole thing with Purple, yes, and then save it, and of course I can also add an answer for YouTube and assign the role here again . YouTuber, here too

[08:03] I can of course insert such a red, yes, square, save it and I already have my first question answer with automatic

[08:15] role assignment. In my case, for example, I don't need any more. I could add another question now, and as I said, We'll also take a look at the end of the video together, and

[08:29] everything will be adjusted or activated accordingly. I'll leave out the second question for now. There are also questions after joining, and these are not asked automatically, but come as an

[08:42] add-on to unlock further features later . Optional, if the user or member wishes. I'll show you where to find it. Let's add an example question.

[08:57] How are you doing? Answer: Good. Let's just use one channel as an example, e.g., the general voice channel, which you can see anyway. This is just one example. Save and then maybe give a bad answer.

[09:12] And that's how you get the channel Memes, because it makes you feel better. Save. As mentioned, let's take a look at what the category brings at the end of the video set that up. So, questions about joining are completely optional, only needed if

[09:27] required, depending on how large your server becomes. If you click " next" here, you will now be taken to the server instructions, and that's where things get several options. The first thing you can definitely do when setting up the server

[09:40] welcome sign. Tell new members what makes your community special and why you're looking forward to joining them . Actually, it's a kind of You can easily customize them here by clicking on them, then you can

[09:54] specify members with the permission to manage the guild and role. And here in the dropdown menu, you actually select the role that performs the greeting. In my case, it's me . And then you can customize the message

[10:07] entered here. However, you can also do it completely yourself and use the variable "Add username" in angle brackets for this purpose. In my case, for example, Moin username (exclamation mark).

[10:21] for example, Moin username (exclamation mark). Welcome to the Creator Test the topic of content creators. Saved, set up. You can see what it looks like, and it will now be rolled out to every new member on the server

[10:35] . Then you can make a list of to-dos, i.e., what new quite exciting, because it allows you to build automation systems. New members should join a channel and post something. New members

[10:50] should check out a channel. Let 's take a look at this. What's specified importantly, we still have to build something for that. I'll show you that at the end of the video. There is now the option to incorporate additional features here. For example,

[11:05] incorporate additional features here. For example, adding a task. Introduce yourself or something cooler. Say hello. Where? You simply select the channel where the whole thing should you could, for example, simply go to the introductions section here, and then

[11:19] upload a thumbnail if you wish. In this case, I'll just leave it out completed when, and that is precisely this automatism or this automation automatism. A

[11:32] member visits the channel or a member sends a message to the channel. In the " one channel. So, the whole thing needs to be stated. Another task could be, for example, follow me on Twitch. Then I select the "Links" channel, because that's where

[11:48] and then simply save the channel as a member who visited it. And so I am now building up the individual to-dos that someone should complete when

[12:00] , when we through it in the preview. Then there are resource pages,

[12:15] and with resource pages it is possible to n't do that myself. And there's a good reason for that, because if you

[12:27] add all of this as a resource page, for example, these channels will disappear from your server instructions and will no longer be displayed in the channel list. This can lead to some new members joining your server

[12:41] n't understand where they need to go to see them. Therefore, in my opinion, you can simply leave the whole thing out. Further down there is a banner for the

[12:53] server instructions. This only works if you have boosted the server. We do n't need that for the introduction, and if we scroll back up, then yes, we'll see the whole thing . We can now come to a conclusion. Click "next" below

[13:07] and if everything is correct, you should see this banner. Activation is possible, standard channels, everything's great, questions, everything's great, and server instructions, everything's great. There's one thing I'd like to address. We have

[13:21] now created just two to-dos together [music] . That means if we go back to this, you should of course have at least three here, as is you will get an error message here on this verification screen.

[13:34] Just a reminder, simply adding another to-do. All you have to do now is go to "Activate Introduction" and everything will become active. Now there's one more point, and I

[13:46] mentioned this earlier, you absolutely should activate it, because otherwise this introductory feature makes no sense, activate it, because otherwise this introductory feature makes no sense, reading the rules as a to-do during the introduction, but we haven't

[13:58] stored the rules anywhere. To do this, go to the "Access" tab in the server settings, where you will find server rules. Simply activate it and now you can enter your rules here. That

[14:12] means, for example, I can say: be friendly, don't insult moderators, do n't ping moderators, don't post your stream link. So, want there. This is not automatically checked, of course, but you can

[14:26] make your rules clear, and a to-do for a new member is to read and accept the rules. This means that if you have to ban someone because they violated it, you can be sure they were

[14:38] did it himself or not is beside the point . So feel free to spin it around. It's important to save changes, then the rules will be mentioned, you can also test the introduction; to do this, go to the

[14:53] introduction here, then to preview, and now you can see the server as if it were a completely new user. You are automatically redirected to the onboarding process, or in this case, the introduction in German, and you can see what it looks like.

[15:06] Here, for example, is a copy of this welcome message that we wrote ourselves. Here's what you need to do. Say hello, follow me on Twitch, send in your favorite meme and read the rules. To complete the process

[15:19] , a member must click here, for example. Then [music] say hello. I say hello. I can already completed from the introduction. And I can be

[15:33] Click on it and I'll move on to the next point, which is to send in your favorite meme. No, but I'm supposed to take a look at it the next point. Submit your favorite meme. Let's go inside.

[15:46] post my favorite meme here. So, I will be added by the system as a new member or new user on the Discord server through what you built . If we look up here again , there are also channels and

[16:00] roles, and if you click on them, you'll see, among other things, the question that was asked of us at the beginning, when we joined the server. You can answer it and unlock everything. So I

[16:13] automatically get the roles here. I also get asked the questions that we specifically set up for use after joining, such as how good or bad the responses are. And I can select that too. So

[16:28] you get there again and here, as I said, you can add questions after joining assign further roles or unlock channels. Completely optional. After watching this video, you should have the onboarding process perfectly set up on your Discord server

[16:42] questions or requests for future videos ? Feel free to write something about it in the comments. See you in the next video.