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How Do I Set Up a Welcome Checklist?

Learn how to set up and customize the Welcome Checklist to onboard new members, highlight key content, and track progress.

Updated today

The Welcome Checklist is a global onboarding feature in your Mighty Network that helps new members explore key actions and content when they first join. It’s a simple, customizable way to guide members through their first steps and ensure they understand your community’s purpose and features.

The Welcome Checklist appears as a flyout on the right side of the screen for all full members with Network access. It’s available on both desktop and mobile, and progress syncs automatically across devices.



Note: The Welcome Checklist is only available to full members with Network access. Limited members do not have access.

Why Use the Welcome Checklist

The Welcome Checklist helps you:

  • Onboard new members quickly and consistently.

  • Direct people to important posts, Spaces, or events.

  • Encourage engagement with default actions like commenting or reacting.

  • Track which members have completed key onboarding steps.

How to Set Up the Welcome Checklist

  1. Go to Admin > Setup > Member Welcome Checklist.

  2. Customize your Checklist:

    • Rearrange items using the three-line menu.

    • Add content such as Articles, Posts, Spaces, Events, Lessons, or Sections.

  3. Add Mighty Suggestions (defaults include):

    • Fill Out Your Profile

    • Adjust Your Notifications

    • Download the App

    • React to Something

    • Add a Comment

    • Start a Chat

    • Invite Someone to the Network

    • Follow a Member in the Network

    • RSVP to an Event

    • Introduce Yourself

  4. Add Custom Actions:

    • You can include actions tied to specific Spaces.

    • The Space’s visibility must be set to Who Can See This Space? → Anyone in the Network for members to access it.

  5. Write a Welcome Article (optional):

    • A Welcome Article is a great way to introduce your community’s purpose, values, and key features.

    • For inspiration, check out the Welcome Article in Mighty Community.

  6. Preview Your Checklist:

    • Available on web only, this allows you to see what members will experience.

  7. Disable the Checklist:

    • Turn the feature off anytime from the same setup menu.

Important Notes

Flyout Visibility

  • Once a member completes the Welcome Checklist, the flyout disappears permanently.

  • If you want members who have completed the Checklist to see new items, enable the Welcome Checklist in Global Discovery settings.

New Content for Incomplete Checklists

  • If a member hasn’t finished their Checklist, any new items you add will automatically appear in their flyout.

Tracking Progress

  • When you download your Member List, you’ll see which members have completed the Welcome Checklist.

Member Experience

For Members Who Have Completed the Checklist:

  • The flyout disappears once all items are finished.

  • New Checklist content remains visible in the Global Discovery section if it’s toggled on.

For Members Still Working on the Checklist:

  • Any new items you add appear automatically, ensuring their Checklist stays current.

Tips for Creating an Effective Welcome Checklist

  • Keep it short: Focus on the five to seven most important actions for new members.

  • Mix content types: Include a variety of items—Spaces, posts, events—to showcase what your Network offers.

  • Include quick wins: Early tasks like “React to a Post” or “Follow a Member” help members feel immediately connected.

  • Revisit regularly: Update your Checklist as your Network grows or changes focus.

Automations

On the Business plan and up, we have a trigger for "Completed Welcome Checklist". This means, you can set up an Automation that completes an action (ie: assigning a badge, sending a welcome message) whenever a new member completes the checklist.

To learn more, check out this article.

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