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Welcome Set-Up

Help your potential members get a better understanding of what your community is about by setting up a welcome screen.

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Written by Returning AI
Updated over 4 weeks ago

The Welcome Screen is a key part of your Returning.AI community. It greets prospective members and shares important information to help the community run smoothly.

Before onboarding new members, ensure your Welcome Screen reflects your branding and clearly displays crucial information aligned with your community policies.

Your Welcome Page

We will begin customizing your Welcome page by heading to the Login & Registration page in your Community settings. The components of your Welcome Page are as follows

Login Registration Field

By default, new members registering to join your community will be required to provide the following information

  • First Name

  • Last Name

  • Email

  • Username

  • Password

When configuring your registration fields, you have the option of adding the following fields as required pieces of information.

  • Phone Number

  • Country

To make these fields mandatory, simply check the box next to the desired field.

Joining Requirements

Joining requirements allow you to control what information users must provide during registration and what they can choose to keep private. For example, setting "email" as a required field ensures that potential members must share their email. However, they can still decide whether to provide their first or last name to community owners.

Welcome Screen

Here, you can see a preview of your welcome modal. Add a short description to give potential members a quick overview of your community.

Rules and Disclaimers

Rules and disclaimers set clear expectations for acceptable behavior in your community. Prospective members must agree to these terms before joining. To ensure transparency, our audit log timestamps each acceptance, capturing user details and IP addresses to resolve any potential disputes.

To set up, click "Set Up Rules and Disclaimers." In the pop-up window, you can write custom rules tailored to your community or select from pre-written options. Once your list is complete, click "Save." To set them live, simply click on 'Enable, and your Rules and Disclaimers will be set live on your Welcome Page.

Custom Agreements

Similar to Rules and Disclaimers, you can create custom Privacy Policy and Terms & Conditions agreements that prospective members must accept before joining your community. Your custom agreements will appear above Returning.AI's standard terms.

To set them up, navigate to the Terms of Service & Privacy Policy sections in your community settings. Enter your agreements, then click "Save."

With your custom agreements in place, your Welcome page is ready to start onboarding new members!

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