• Community Onboarding Tips for Success

    Community Onboarding Tips for Success
    Kaustubh Katdare

    Kaustubh Katdare

    @kaustubh-katdare
    Updated: Aug 14, 2025
    Views: 25

    I ignored community onboarding for a very long time. Looking back at my 20-year career as a community builder, skipping onboarding was one of the biggest mistakes I made.

    If there’s one thing I want you to remember, it’s this: onboarding your members is important at every stage of your community’s growth. In this article, I’ll share what I’ve learned about getting it right.

    TL;DR (I’m Busy)

    Community onboarding is about making a strong first impression.

    It’s your chance to make new members feel at home and build trust. Keep it simple and friendly. Focus on small wins and personalised welcomes.

    Start manually in the early stages, then add automation without losing the human touch. Get this right and your community will grow stronger with every new member.

    This Is My Community

    Your members have thousands of choices. Joining your community is optional. Onboarding begins long before they click “sign up.”

    It starts with the spark that makes them think, “This is my community. This is where I belong.”

    If you want the Gen Z version - it’s about creating the happy vibe that makes people want to join and stay.

    Welcome Me. Don’t Confuse Me

    Many communities make sign-up complicated - big forms to fill, long queues for approval and confusing steps.

    Well, I get it. Every community is different. If you must approve members, fine. But make it quick and straightforward. Eliminate unnecessary fields from your forms.

    Here’s what I did in one of the communities I managed: We moved the onboarding form behind the sign-up page. Members could sign-in with Google, then fill a short 3-field form after joining.

    It may not work for every community, but I really want you to rethink the entire sign-up process end-to-end.

    I’m a Human, Not a Robot

    In an AI-dominated world, people are already looking for authentic human communities.

    A warm, personalized welcome message will be well received by new members. I recommend -

    1. User person’s first name: Hey William or Hi Sarah!

    2. Keep it short. Aim for < 100 words.

    3. Share the “Why” of your community.

    Do Not:

    1. Overwhelm the user with terms and conditions

    2. Policy documents

    3. Rule book and regulations

    Keep it simple and human.

    Recommended reading: How to Write Community Guidelines and Rules.

    Give Members a Quick Win

    People love to feel like they’re making progress. Your onboarding should offer a small, meaningful action right away.

    Forget about generic badges and points. Instead, ask them to vote in a poll, like a post, update their profile, set a username, or reply to your welcome message.

    The goal is to make them feel like they’ve already contributed.

    Let Them Meet the Neighbours

    Keep in mind that early connections increase retention. It’s your job to create opportunities for members to meet others quickly.

    You could have a weekly welcome thread, an introduction post, or an automated welcome card that lets others say “hi.”

    If you’re the admin, a personal welcome from you will go a long way.

    Automation is Cool. People Are Better

    Automation can speed up onboarding. AI can even write personalised messages. But in the early days, send manual welcomes. Trust me, this is super important.

    If you’re getting five or fewer sign-ups a day, message each new member personally. When sign-ups increase, create templates and tweak them for speed.

    Later, reserve personal messages for members who take action - like posting or liking content.

    Onboarding Doesn’t End on Day One

    A single welcome message isn’t enough. Onboarding typically lasts two to four weeks.

    Keep engaging with new members. Mention them in discussions. Invite them to relevant conversations.

    If your community is technical or your members need help, be available. Support is part of onboarding.

    Don’t Push Too Hard

    Some members will remain passive. They may like a post or drop a short reply but never become active contributors. That’s fine.

    In my experience, only 1–2 out of every 200–500 members become highly active. This number varies widely.

    Be patient. Give gentle nudges. Invite them to participate, but don’t pressure them.

    Celebrate Small Wins

    Getting recognized for our positive actions is important. In the world of online communities, It fuels engagement. Celebrate first posts, tenth comments, or helpful replies.

    You can automate it or send personal messages like “Nice work!” or “Thanks for sharing.”

    Reddit does this well with badges for milestones. In my own communities, I often sent thank-you DMs. Members told me later these small gestures made them feel valued.

    Celebrating wins keeps the mood positive and builds a friendly, welcoming atmosphere.

    Recommended Reading: Fun Activities for Community Engagement.

    Final Thoughts

    Onboarding is not just another administrative step. It’s an emotional journey from “I joined” to “I belong here.”

    If you have questions about designing community onboarding, ask them below. I answer every question.

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  • Natasha Jain

    @iNatasha3h

    Excellent tips, Kaustubh. I still send personalized DMs to new members every day and it works.

    I wish to add - do not throw 'points' or 'badges' at new members. I once signed up on a new forum and received an email congratulating me for becoming an 'active member' of the community. It felt so weird.

  • Kaustubh Katdare

    @kaustubh-katdare3h

    Absolutely - a large enterprise platform does this; and it's so weird.

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