Community OS

Personalize onboarding

Onboarding experience for a user is the first introduction to the community. We can draw several lessons from the hospitality industry to give a 5-star personalised experience that welcomes new members into the community. Member onboarding is the most critical step towards community building. Here are few tips and tricks on how to create the best experience out of it!

📧 Welcome Email

  • Thank the member for taking the first step to join the community
  • Share highlights from what the user can expect; use the onboarding form inputs to customise what's relevant for the member depending on their responses
  • Give them a pro tip on how to get started / nudge them towards their first engagement

🤝 Greeting Message

  • Welcome the member on Slack/Discord and have a guided tutorial or steps on how to finish setting up
  • Customise the message for a personal touch
  • A short Loom video tour of the community or set-up flow could be great
  • Inform them about where they can head over to next and guide them towards their first action e.g. Say hi 👋 and post an introduction on the #introductions channel

🧐 Check-In personally

  • Check in to see if user is stuck at any stage
  • Get on a 1:1 call to help users navigate the community

💡 Share tips on how best to get involved with the community

  • Feature testimonials
  • Get existing members to share short 1-min videos of how best to get involved
  • Have an updated FAQs section

🛠️ Resources:

Greetbot - set-up a welcoming onboarding experience for your members on Slack

Discord Welcome Screen - set up a welcome experience for your new members on Discord Community Server

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