If you're not yet familiar with it, Discord is a community platform/app with text and voice chat features, where you and your paid members can build a community you envision. Check out our What is Discord? if you need more information. Our Discord integration syncs your Discord server roles with your Membership tiers to grant exclusive server access and permissions. In this article, we are going to show you a step-by-step guide to completing the integration.
To set up your Discord integration properly, please follow these steps:
p.s. Please ensure you have created a discord server/channel with the member-specific role first
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- Create your Discord bot and obtain the "Bot Token"
- Assign the admin role to your Discord Bot at the Discord server
- Get your "Discord Server ID"
- Copy your "Discord Bot Token" and "Discord Server ID" to Rakosell
- Assign Discord roles to the respective Membership tiers
If your members need help troubleshooting their connection, feel free to contact us on FB messenger for help.
Step A: Create your Discord bot and obtain the "Bot Token"
- To set up a Discord bot for your server and private channel, please go to the Discord developer page to create an application and follow the steps below to complete the process
- In the settings page, go to the "Bot" section on the left menu, click the "Reset Token" button to get the token, and save it for later use
- Scroll down to the session below named "Privileged Gateway Intents", and switch on the following permissions:
- "PRESENCE INTENT" and "SERVER MEMBERS INTENT"
- Choose the "OAuth2" page on the left menu, scroll down to the "OAuth2 URL Generator" session, tick "Bot", and then tick "administrator" at the "Bot Permission" part that appears below (you can choose the right set of roles alternatively at your preference). Then a URL will be generated at the bottom, please copy and open the URL in a new browser window, and follow the steps to grant the permission
- In the new page, please follow the steps to grant the permissions
Step B: Assign the admin role to your Discord Bot at the Discord server
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Go to your Discord channel, and choose "server settings" at the top left menu. Choose the "Role" page and drag your bot name to the top, make sure your app name (which is the bot's role) is moved to the top of the other role. By doing so, the bot can perform actions related to the role you want to assign to your members
Step C: Get your "Discord Server ID"
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Go to your Discord page and click "User settings" at the bottom left next to your username. In the menu, scroll down to "App Settings" and choose "Advanced", to enable the "Developer Mode"
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Go to your Discord server, locate your Discord server name on the top left corner, right-click your mouse, choose "Copy server ID" and save this ID for later use
Step D: Copy your "Discord Bot Token" and "Discord Server ID" to Rakosell
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Now you have completed the necessary steps on Discord and obtained both the "Bot Token" and "Server ID", we can go back to the Rakosell portal for further setup
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At the Rakosell portal, go to the Membership plans page, and choose the plan (tier) you want to sync with the Discord role, in the editing page, scroll to the bottom, and paste the token and ID you copied previously. Also, please remember to add your Discord role name/ID. Then choose to add the field to allow your member to fill in their Discord username during the flow of subscription. Remember to save your changes
- Now you can see during the process of subscribing to a membership plan, a field will appear and ask your user to provide their Discord username. After the subscription process is completed, the Discord username will be assigned to your server/channel accordingly.
❗Key reminder❗
Please be reminded that your member has to join your Discord server before subscribing so the bot can assign the role to them in the Discord channel smoothly. We suggest you provide the reminder in the membership plan description or add a message on your landing page.
If a member is unable to change their account role in the Discord server after subscribing, they can log in to the member dashboard and perform the following steps:
All set! 🚀 Now you have completed the settings!
Here are some more information for your reference:
- When a member subscribes to a plan successfully, the system automatically adds their Discord username to the channel and assigns the role to them. By then they should be able to access the channel with the permissions accordingly. The role will be removed when they stop subscribing to the membership plan or are removed from it due to an outstanding subscription fee
- Please be reminded if you set your membership plan with a manual approval process, you will need to approve their subscription to proceed
- The discord sync also applies when you manually assign a membership plan to a member, as long as they provide a valid username
- You can check whether a member is successfully assigned to the channel on the following page: your Discord server > server setting > role
- When a member is subscribing to a plan and they already has a discord username entered in their profile page (or provided before), the username will be preloaded in the field. If they change it, they username shall be updated accordingly
If you need more support, please do not hesitate to contact us on FB messenger. Or join our Discord server to get in touch!
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