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Discord communities are a treasure trove of business-relevant conversations, helpful product feedback, and, of course, premium memes. But, it’s hard to prioritize what to pay attention to or surface insights to your team when you’re not sure who’s doing the talking.
That’s because anonymity is the default mode for Discord — this makes it difficult to tie users to the identities recorded in your product and CRM and to get a holistic picture of your community. But not anymore.
In this playbook, we’ll show you how to automatically enrich user profiles to get full visibility into your Discord community. You’ll create a simple workflow that verifies the identity of a community member in order for them to gain access to messages and the ability to post in channels.
Before you get started on this playbook, there are a few preparation steps for you to consider if you have an existing Discord server. Take some time to read through the suggestions below, and feel free to reach out to our Customer Success team if you need more guidance.
You have two options to choose for member verification.
Prior to enabling the member verification workflow, we strongly recommend getting buy-in from both your team and community members. Here are a few things to consider.
Before setting up your Discord verification workflow, connect Common Room to your Discord server by following the interactive guide below (see the full setup guide here). Once you’ve completed the connection, a new role named Community Verification will be created on Discord.
After connecting Discord with Common Room, you’ll need to configure your server roles and permissions in Discord.
Next, you’ll create a new text channel to be used for verifying new members — we recommend naming it #start-here. You can also use an existing channel if you have one you’d prefer to use.
In this step you’ll create the Discord onboarding and verification workflow in Common Room. This workflow enables you to set the expectation that members need to verify their identities to gain access to your community, and creates the verification steps for them to follow.
After completing Step 4, immediately navigate back to your Discord server to finalize and launch the verification process. In this step you’ll restrict access to most or all channels in your Discord server except for members who have verified their identity and have been assigned the Verified role.
We recommend paying close attention to your community after launching the verification process, and responding to any community member questions that arise during this time.
By completing this playbook, you’ll know exactly who your community members are, enabling you to prioritize the activities and insights in your community.
The Community Verification role can assign roles to members, and read posts from channels it has been authorized to access. This role is created automatically when you first connect Discord to Common Room.
The Roomie role handles all messages in Discord that are created from Common Room workflows. This role is automatically created when you create and save a Common Room workflow that sends messages to Discord.
Yes, you can edit a workflow anytime. With the Discord onboarding and verification workflow, we’ll post your updated message after it’s edited and saved, so we suggest deleting any old Discord posts after that occurs.
If you see the error message, “Roomie bot does not have permissions to the selected channels. Please make sure Roomie bot is invited to the channel if it is a private channel.”, the Roomie role may have not been given permission to access your #start-here channel. Go to the channel settings → Permissions → Roles/Members, click the + icon, and add the Roomie
Yes. The default option will only show the message, “Thank you for verifying your identity!”, but you can customize the lading page to include different text. Here’s an example.
It is unlikely that 100% of your current members will end up verifying. This is due to a couple of reasons:
With those reasons in mind, the verification process will enable you to easily spot those members who are likely to be active participants in your community.
If members mention not being able to properly see the Community Verification bot, ensure they have enabled the “Show embeds and preview website links pasted into chat” option. To check, go to Discord User Settings → Text & Images → Embed and link previews
If your Discord server has other existing bots you should confirm that they still have the right permissions to function in any channels that may have become restricted during the verification setup above. In some instances you may need to manually give those bots the Verified role so they can continue working correctly.
Some communities might want to include a few other channels that everyone can view right off the bat, like #community-rules. If you’d like to do something similar, open the channel settings and make sure that the everyone role has permission to view those channels. And, make sure that #start-here is the top-most channel in the list so it’s the first thing new members see.
The purpose of the pre-launch announcement is to share your reasoning for the process and set expectations for the whole community. Typically, this is posted by a company employee so the community knows to trust the information being shared with them. It should cover the following:
Here’s an example:
Hi all! Name here from team.
We believe that to build a safe and inclusive community—one that fosters an environment where we can better support and collaborate together—requires knowing who is participating and engaging in this great community of ours.
With that in mind, we’ll soon be asking you all to verify your identities in order to unlock channels, roles, and permissions.
On launch date we’ll be launching the Community Verification bot and you’ll all be moved to the #start-here channel. Click the link posted by the bot and in a few easy steps, you’ll have verified your identity and unlocked full access.
The purpose of the verification announcement is to provide instructions on how a community member can verify their identity to unlock additional channels, roles, permissions, etc.
While it can be a simple text post, a short video walking through the process can help make the content more engaging and authentic. This prompt is typically posted in a #start-here channel.
Here’s an example:
Welcome to Community Name!
We believe in building a safe and supportive community, and we need your help. In just a few easy steps, you can verify your identity to unlock more channels.
Click the “Verify me!” link below posted by Community Verification bot to get started!
This is the message posted by the Community Verification bot asking members to click the link to verify.
Here's an example:
Please verify your identity to unlock more channels. Verify me!