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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 in the last hour

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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