9. Integrating Rakosell and your Discord Server (Subscription feature)
Last updated
Last updated
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
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.
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
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
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"
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
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
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
Discord Bot Token:
This is a unique key provided by Discord used to authenticate and authorize a bot application to operate within servers. When you create a Discord bot and register it through the developer portal, Discord generates a token. This token acts like a password for your bot, and it should be kept secure because it grants the bot access to perform actions in servers.
Discord Server ID:
Each Discord server (also known as a guild or group) has a unique identifier used to distinguish it from other servers. The server ID is a string of numbers, and you can obtain it by enabling Developer Mode on Discord and right-clicking on the server's name. Server IDs are particularly useful for developers and bots to target specific servers for operations.
Discord Role Name:
Roles in Discord help manage permissions and identities of members within a server. For example, you can create roles for administrators, moderators, or regular members, each with its own set of permissions. The role name refers to the label or name given to these roles, allowing you to manage and control member permissions and access accordingly.
Discord Username:
This refers to a user's identifier on Discord, typically displayed as username#discriminator
, such as ExampleUser#1234
. The username is unique in combination with the four-digit tag (the discriminator), ensuring that different users with the same name can be uniquely identified.
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:
Besides, you can also assign Discord roles to your members. Simply click on the member's profile to see an Assign Discord Role button, click this button and you can assign discord roles to your members manually.
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!