How Do I Set up a Welcome Checklist and Welcome Section For New Members?

The Welcome Checklist is a customizable way for you to introduce new members to your community.

Available on the Community plan and up, it allows you to easily curate content and features for new members to explore. It will be visible to all members by default, and will come with a number of options for you to edit as desired.

Set Up Your Welcome Checklist

The Welcome Checklist is visible from the right panel, regardless of what Space or Global Feature you are viewing. It can be managed by going to Network Settings > Premium Features > Welcome Checklist:

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You can turn off the Welcome Checklist here as well. There is currently no Welcome Checklist per Space but that is the direction we’d like to take this feature. In the meantime Hosts can still use the Welcome Section that’s available when the Space Feed is enabled.

As a Host you will be able to customize your Welcome Checklist with your own Articles, Posts, Spaces, Events, or Polls, as well as Mighty Suggestions. The option to preview the Welcome Checklist is web-only.

You can move the content around by selecting the three-line menu next to each article and changing the order:

The Welcome Checklist includes the following Mighty Suggestions (bolded are defaults):

  • Fill Out Your Profile

  • Adjust Your Notifications

  • Download the App

  • Cheer Something

  • Add a Comment

  • Start a Chat

  • Invite Someone to the Network

  • Follow a Member in the Network

  • RSVP to an Event

  • Introduce Yourself

You can create custom actions you want members to take in a Space and select the Space where you want the member to take the action from a dropdown list (Secret Spaces will not appear). When the member clicks on the checklist item, they will land in the assigned Space to complete the task:

If a member clicks on an item in the Checklist that links to a Space they're not a member of, they'll be prompted to join that Space.

Set Up a Welcome Section for a Space

On our Community plans and up, you can add a Welcome Section in Spaces.

The Welcome and Featured Sections are designed to function as the "Pinned Post" of your Mighty Network. You can add one or more Articles, Quick Posts, Polls, Questions, Events to both your Welcome and Featured Sections

Pinning and Unpinning Posts in Your Welcome Checklist and Welcome and Featured Sections

  1. How to Pin a Post:

    • Find the post you want to feature on the web version of your account.
    • Click the three-dot menu in the upper right corner of the post.
    • Select "Add This To..." from the prompt.
    • Choose to add the post to either the Welcome Section, Welcome Checklist, or Featured Section.
  2. How to Unpin a Post:

    • Open the post.
    • Click the three-dot menu.
    • Uncheck the previously selected option (Welcome Section, Welcome Checklist, or Featured Section) to unpin the post.

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Note: Posts can be pinned from a web browser only at this time. They cannot be pinned from the mobile app.

Reorder Posts in Your Welcome Section in a Space

When you add a post to your Welcome Section, it will show up by default at the front of the Welcome Section. To rearrange the order, click on the gear icon to get to the Space Settings > Highlights > Welcome Section > Manage. From there, you can drag and reorder the posts.   

The Welcome Section is a great feature for getting important information to your new members joining a Space. We look forward to seeing what you do with yours!

To learn all about how to set up a Featured Section in a Space or your Global Feed, check out this article!

Timeline for Active Welcome Section

New members will see the Welcome Section at the top of their Space Feed for the first week. After that, members will be able to see the Featured Section at the top of the Feed. Keep in mind, members can always see the Welcome Section in the Discovery feature of a Space.

Member Experience When Adding New Content to a Welcome Checklist

If a member has already completed the Welcome Checklist, they won't see the Checklist again as a pop-up from the right panel, even if new content is added.

To ensure members who've already completed the Welcome Checklist still see new content, switch on the Welcome Checklist in the Discovery Section. Existing members will be able to see new Welcome Checklist content there.

If a member is still working through the Welcome Checklist and new content is added, they'll be able to see the new content in their Welcome Checklist pop-up from the right panel.

 

Updated July 2023

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