Community welcome
The screens a new person sees on their first visit (text, video, rules to accept and profile fields), required or skippable mode, who goes through them, and First steps, with up to 6 missions, points, badges and a congratulations at the end.
The welcome is the set of screens a new person sees on their first visit, before the community: an introduction, the welcome video, the rules to read and accept, the profile fields the community wants to know. After it come the First steps, a card with up to 6 missions (complete the profile, make the first post, go to the first event) that complete themselves through use and can give points and badges.
Where it is: in Settings › Welcome, for the owner and the admin.
What it's for
| Community | How it uses it |
|---|---|
| Community with a code of conduct | The first screen shows the rules with I have read and accept; nobody gets in without accepting, and the acceptance is recorded with the date and the text |
| Online school | A welcome video that must be watched to the end, and a mission "Complete the opening lesson" |
| Professional community | A screen asks for job title, company and interests (custom fields); the missions lead to the first introduction in the Feed and the first event |
| Open community | Skippable welcome: whoever is in a hurry goes straight in, and the First steps card stays in the Feed |
Who can
| Role | What they do |
|---|---|
| Owner and admin | Set up the screens, the mode and First steps, and see how many completed, skipped or are pending |
| Moderator and finance | Filter the member list by welcome status; they do not change the settings |
| Member | Goes through the welcome and sees their own First steps card |
The team (owner, admin, moderator and finance) never goes through the welcome or sees the First steps card.
How it works
The screens
From 1 to 5 screens, in the order the person will see them. Each screen has:
- Title (up to 120 characters) and text, with formatting.
- Video, optional: No video, Upload a video (up to 2 GB) or YouTube or Vimeo link. Only an uploaded video can have Continue only after watching to the end; with an outside link, it cannot be required.
- Rules, optional: in Ask to accept the rules, the text of the rules, one per line. The person only moves on by checking I have read and accept the rules. The acceptance is stored with the date and the text accepted at that moment, even if the rules change later.
- Profile fields, optional: up to 20 custom fields per screen, with the same checks as the profile. A required field must be filled in to move on.
The person sees the screens in order (Step 1 of 3), with Continue and, on the last one, Enter the community; if they leave halfway, they pick up where they stopped. View as member shows the screens as a new member sees them, without recording anything.
The mode
| Mode | What happens |
|---|---|
| Required (the default) | The community is blocked until the person completes the last screen |
| Can skip | The person sees Skip the welcome; whoever skips gets in and is not asked again |
The welcome comes before Complete your registration (see Sign-up and access): if a required field is still missing afterwards, the registration window comes next.
Who goes through it
When you switch the welcome on, you choose whether it also applies to existing members:
- Unchecked (the default): only members who join from now on go through it.
- Also apply to existing members: every member goes through it on their next visit.
Switching it off lets pending people in at once. Switching it back on does not reach whoever joined while the welcome was off: the count restarts when you switch it back on, unless Also apply to existing members is checked. Whoever already completed or skipped is never asked again.
First steps
On the same screen, below the screens, the First steps: 1 to 6 missions, each with the text shown on the card (How it shows on the card, up to 80 characters) and, in When the person, an action the platform already tracks:
| When the person | Done when they… |
|---|---|
| Completes their profile | have a photo and every required field filled in |
| Posts for the first time in a space | post in the chosen space |
| Answers a form | answer the chosen form |
| Registers for an event | register for an event (Any event, or the chosen one) |
| Completes a course | complete the chosen course |
- Each mission can give points (0 to 10,000, with gamification on) and a badge (see Badges). Completing them all can give a final badge (Badge for finishing them all).
- A mission is marked within about 1 minute of the action, with nothing for the person to do. The profile one is also checked when the card opens.
- Anything done before the mission existed does not count. Changing a mission's action or item also restarts its count; changing only the title, points or badge keeps whoever already did it.
- They apply to members who join after First steps is switched on, or to everyone with Show to existing members.
The card. The person sees the First steps card, with the progress (2 of 4) and each mission's points, at the top of the Feed column (even with the widgets off) and on their own member page, after the welcome. When all are done, they see the congratulations only once, get the final badge and the card disappears. Dismiss hides the card for good, and from then on no mission counts.
Tracking
The settings show how many members completed, skipped or are pending in the welcome and, for First steps, how many started (did at least one mission), completed and dismissed, with how many did each mission.
In the member list, the team uses the Welcome filter (Pending, Completed or Skipped). Each member's page shows the team the Welcome and first steps block, with the welcome status and the progress in the missions.
Automate with workflows
Two workflow triggers in the Members block:
- Completed the welcome: the person completed the last screen. Skipping does not fire it.
- Completed the first steps: the person did every mission, once per person.
Both also reach webhooks.
Step by step
A welcome with rules and video
Role: owner or admin.
- Open Settings › Welcome.
- On Screen 1, give the title Welcome to the community, a short text and, under Video, Upload a video, with Continue only after watching to the end.
- Add screen: on Screen 2, check Ask to accept the rules, write the rules and pick the fields Job title and Company under Profile fields.
- Under For the member, leave Required. Turn on Welcome on and decide whether to check Also apply to existing members.
- Check it with View as member and save.
First steps with a final badge
- On the same screen, turn on First steps and use Add mission: Complete your profile (Completes their profile, 50 points), Introduce yourself in the Feed (Posts for the first time in a space, space Introductions, 50 points) and Register for the next meetup (Registers for an event, Any event).
- Under Badge for finishing them all, choose Pioneer, decide on Show to existing members and save.
Example
Maria joins the community. Before seeing any space, she watches the video to the end, accepts the rules and fills in Job title. In the Feed, she finds the card First steps · 0 of 3. She completes her profile and posts her introduction: within about 1 minute the card shows 2 of 3 and she has 100 points. The next week, she registers for a meetup, sees the congratulations, gets the Pioneer badge, and the workflow with Completed the first steps adds her to the Active members group.
Common errors and how to fix them
| Situation | What to do |
|---|---|
| I switched the welcome on and existing members did not go through it | That is the default. Check Also apply to existing members |
| I cannot require the video to be watched to the end | Only an uploaded video allows it; with a YouTube or Vimeo link, it does not |
| I switched it back on and people who joined while it was off did not go through it | Switching back on only applies to people who join from then on; check Also apply to existing members |
| The mission was not marked | Wait about 1 minute. Check that the action was in the chosen space, form or course, and after the mission existed |
| The profile mission is not marked | The photo or a required profile field is missing |
| The mission gave no points | Gamification must be on |
| I cannot switch it on without a screen (or mission) | You need at least one screen to switch the welcome on, and one mission to switch First steps on |
Frequently asked questions
Does the team go through the welcome? No. Owner, admin, moderator and finance go straight in and do not see the First steps card.
Can the person see the welcome again? No: after completing or skipping, they are not asked again, even if you change the screens.
Do I have to mark missions by hand? No. Each mission completes itself through use, within about 1 minute.
Can the member ignore the card? They can dismiss it. It disappears for good, and the missions stop counting for that person.
In the API
GET and PUT /api/welcome/settings (owner and admin; other roles get 403): the screens (screens, 1 to 5, with title, body, video with mediaId and requireFinish or url, rules.text and fieldIds), mode (REQUIRED, the default, or SKIPPABLE), enabled and applyToExisting, with stats (completed, skipped, pending). First steps goes in the same route: missionsEnabled, missionsShowExisting, finalBadgeId and missions (1 to 6, with kind profile_completed, first_post with spaceId, form_submitted with formId, event_registered with optional eventId or course_completed with courseId, title, points from 0 to 10,000 and optional badgeId), with missionStats. A validation error returns 422 on the field (screens[0].title, missions[1].spaceId).
For the person themselves (any role): GET /api/welcome (the status, off, exempt, pending, completed or skipped, the current screen and the screens), POST /api/welcome/progress (completes the current screen: step, rulesAccepted, videoFinished and fields; a screen out of order returns 409) and POST /api/welcome/skip (only in skippable mode; otherwise 409). The card: GET /api/welcome/missions (status off, exempt, active, completed or dismissed, visible, celebrate, done of total and the missions), POST /api/welcome/missions/dismiss and POST /api/welcome/missions/celebrated (the congratulations were shown).
GET /auth/me returns welcomePending. GET /api/members filters with welcome=pending|completed|skipped, and GET /api/members/{id} returns welcome, with missions. The events member.welcome_completed (member, completedAt) and member.onboarding_completed (member, completedAt and missions, the number of missions) reach workflows and webhooks. See the API reference.
Through the assistant (MCP)
Ask to see or change the welcome and the missions ("turn on a required welcome with a rules screen"): get_welcome_settings and update_welcome_settings, which always asks to confirm. Who is pending: list_members with welcome: pending; someone's progress: get_member.