Module 6: Five Steps for Community Onboarding in Your Web3 Community

This module will provide valuable insights and tips to make your onboarding process more effective and enjoyable.

What you’ll learn: The ultimate five steps to help new members feel welcome and included in your Web3 community + how to use Zealy for successful onboarding.

The first step in onboarding new members is to create a clear and easy-to-follow welcome plan. This plan should include:

• Welcome message: Make sure to be warm and inviting. People need to feel part of your brand from step one.
• Introduction to the community: Give them an overview of what the community is about, its values, and what members can expect to gain from being a part of it.
• List all the resources to help new members get started: This should act as a quick and easy comprehensive guide that includes everything from guidelines to FAQs to member profiles.

Assigning key members from your community to onboard new users is an excellent way to help them navigate your project.

Buddies should be friendly, approachable, and knowledgeable about the community. When assigning this role, it's essential to match the new member's interests and skills with their buddy's expertise. This way, they can offer valuable advice and guidance to the new member and help them feel more comfortable and confident in the community.

Clear guidelines (for Discord, Telegram, Zealy Quests, etc.) are essential for a successful onboarding process. They help new members understand what is expected of them and how they can contribute to the community.

Guidelines should cover topics such as community rules, posting guidelines, and behaviour expectations. They should be easy to read and understand and should be easily accessible to all members.

Encouraging engagement is crucial for a successful onboarding process. You want new members to feel welcomed and included in the community, so we advise you to open channels for asking questions, participating in discussions, and sharing ideas in your socials.

To encourage engagement, you can create welcome threads, introduce new members to existing members or organize events and activities that new members can participate in.

Use your Zealy Questboard to improve your onboarding

We strongly advise you to use strategic Quests for your onboarding. If you have any important channels, docs, articles or pages you want your community to check out, this is a great way to put it all into steps.

Stork dedicated an exclusive category to make the process easy to find:

Here are some other great Onboarding Quest ideas, very effective according to the Zealy community:

Attend a community event or activity

This one is awesome for pumping your AMAs, Twitter spaces and any live event or streaming. We advise you to have this arranged in time so that more people can see it.

GM! Daily Connect

With Daily Connect on Zealy, you can ensure that your members see any new Quests or updates as soon as they're available.

Encourage your Product testing, installation, or feature trials

If you want to encourage people to interact with your project, consider promoting product testing, installation, or feature trials. These can be great tools for new members to experience your product and engage with it.

Step 5: Follow Up

Following up with new members is an essential part of the onboarding process. It shows them that you care about their experience and want to help them succeed in the community.

And yep! You can do this with Zealy! You can add quizzes, surveys and questions to your Questboard. Here's our suggestion:

Close your Onboarding with a Quiz

Mantle closes the onboarding with a Quiz to effectively measure the impact of their process.

When following up, it's important to be proactive and reach out to new members regularly.

The key metric for measuring the success of the onboarding process, voted by the Zealy community, is the Retention Rate of New Members.

It's important to track this metric over time so that you can evaluate the effectiveness of your onboarding process and identify areas for improvement.

Here's how you can calculate the retention rate:

(Number of new members - Number of churned members) / Number of new members x 100.

There are other ways to measure successful community onboarding, such as tracking the number of new members who join the community, the frequency of engagement among new members, the diversity of new members and the quality and quantity of content that new members contribute to the community.

By following these five steps, you can create an effective onboarding process that sets new members up for success within your Web3 community 😁

We hope these tips help you create a welcoming and engaging community. Happy onboarding!

Summary

Congratulations! You finished Module 6: Five Steps for Community Onboarding in Your Web3 Community.

Let’s review your learnings:

• Community onboarding is crucial for building a successful Web3 community.
• The onboarding process should include a clear and easy-to-follow welcome plan, clear guidelines, encouraging engagement, and follow-ups.
• The welcome plan should include a warm and inviting message, an introduction to the community, and a list of resources to help new members get started.
• Buddies (or anyone in charge to onboard your members) should be friendly, approachable, and knowledgeable about the community.
• Clear guidelines should cover community rules, posting guidelines, and behaviour expectations.
• Encouraging engagement is crucial, and new members should feel welcomed and included in the community.
• Following up with new members is essential and can be in the form of a survey, email, or one-on-one conversation.

So, do you want to keep learning? Look at the full course here and join the conversation on Discord to start building your network in the Web3 space today!‌