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

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

The Welcome Checklist allows you to easily curate content and features for your 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.

Here's what your members will see:

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Set Up Your Welcome Checklist

We recommend adding the Welcome Checklist to Discovery so that members who have completed the checklist will be able to return to it. On the main Activity Feed, it will appear in the feed and on the right-hand side.

Members can expand and minimize their Welcome Checklist while it is in progress. Once members have completed their Welcome Checklist (all boxes ticked), it will disappear.

The Welcome Checklist only exists at the Network level. The Welcome Section (see below) remains at the Groups and Courses level.

As a Host you will be able to customize your Welcome Checklist with your own Articles, Posts, Courses, Groups, Events, Topics, or Polls, as well as Mighty Suggestions by going to Network Settings > Content > Welcome Checklist. The option to preview the Welcome Checklist is web-only.

You will be able to move the content around by selecting the three-line menu next to each article and changing the order.

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To add an Article or Quick Post to your Welcome Section, navigate directly to the post you want to feature when you're on the web. Click on the three-dot menu in the upper right corner and follow the prompt that says "Add This To...".

To add a Course, Group, Topic, or Event to your Welcome Section, click on that tab on the left-hand Navigation bar. Then, click the 3-dot menu at the bottom right of the Course, Group, Topic, or Event and follow the prompt that says "Add This To..." Screen_Shot_2022-07-28_at_2.09.54_PM.png

 

From here, you'll see the option to add the post to either your Welcome Checklist or your Featured Section. To remove a pinned post from your Welcome Checklist, tap on the option to "Unpin" the post or uncheck the box.

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If nothing currently exists in your Welcome Checklist, five pre-selected “Mighty Suggestions” will appear in the Welcome Checklist to members (Introduce Yourself, Adjust Your Notifications, Cheer Something, Add a Comment, Start a Chat, Download the App).

Here is what your members will see:

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Members will receive notification reminders if they haven’t yet completed their Checklist (4 days and 10 days after they first click on the Welcome Checklist). If a member never interacts with the Welcome Checklist, we will not send a reminder.

Hosts and Moderators can toggle on or off notifications for when a member completes the Welcome Checklist via Personal Settings > Notifications.

If you'd prefer not to have a checklist, you can remove all items to hide it entirely. If you later change your mind, re-adding any items will turn the checklist back on for all members.

If you are on the Business Plan, you can Download Your Member List to see the status of which members have completed the Welcome Checklist.

Set Up a Welcome Section for a Group or Course

On both our Community and Business Plans, you will be able to add a Welcome Section in Groups or Courses. 

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, Courses, and Groups to both your Welcome and Featured Sections

Pin and Unpin Posts to the Welcome Section

To add a post to your Welcome Section or Welcome Checklist, navigate directly to the post you want to feature when you're on the web. Click on the three-dot menu in the upper right corner and follow the prompt that says "Add This To..."

From here, you'll see the option to add the post to either your Welcome Section (in a Group or Course) or your Featured Section. To remove a pinned post from your Welcome Section, tap on the option to "Unpin" the post or uncheck the box.

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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 Group or Course

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 Group/Course Content >Welcome Section > Manage. From there, you will be able to drag and reorder the posts.   

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

Updated July 2022

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