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Integrating with Discord

A step by step guide on how to connect your Discord server to Podia.

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Written by Podia Labs
Updated over a week ago

Podia seamlessly integrates with Discord, allowing customers who buy products from your Podia site to access your Discord server.

In this article, we'll guide you through the steps to connect your Discord server to Podia.


Introduction

Podia integrates directly with Discord making it easy to send customers who purchase products from your Podia site to any communities you might have hosted in Discord.

This is a perfect way to host communities outside of Podia, especially if customers are already used to external platforms - such as Discord.

Additionally, the two-way integration lets you remove customers from your Discord server if they lose access to their products

Podia's Discord integration adds a Podia bot with permissions to your Discord server, making it possible for us to add and kick members, as well as assign roles.


Connecting to your Discord server

Here's how to connect Podia to your Discord server.

  1. From your dashboard, click on your Avatar in the top right-hand corner and select Settings.

  2. Locate the Integrations settings group and click on Edit next to the Connect Discord option.

  3. Click on the toggle to start the authentication process for your Discord account.

  4. Authorize the Podia bot to connect to your Discord account.

    Also, make sure to select the correct Discord server the Podia bot should be added to. Only one Discord server can be connected per Podia account.

  5. On the next page, make sure all 3 permissions are selected:

    Manage roles
    Kick members
    Create invites

    Unselecting one of these roles will cause the Podia bot to not work properly on Discord.

    Click on Authorize to move forward.

  6. After connecting Podia to your Discord server, the toggle will appear as enabled on Podia, indicating that the integration is active.

  7. After connecting Discord to your Podia account, you’ll see a new option: “Remove community access when a customer loses product access.”

    This setting lets you choose whether to automatically remove customers from your Discord server if they lose access to a product or are removed from it.

  8. To confirm your server is properly connected to Podia, head to the #general channel in your Discord server and check if the Podia bot has been added.

And that's it!

Your Discord server is now connected to your Podia account.


Associating Discord roles with Podia products

When a customer enrolls in a product, you can assign them a specific Discord role based on their enrollment.

This will automatically add customers who purchase a specific product on Podia to your Discord server with the assigned role you have set.

  1. Go to your Products page by clicking Products and choose "All products" from the dropdown.

  2. Click on Edit next to the product you'd like to set up the Discord role for.

  3. Navigate to the Details tab.

  4. Scroll down until you find the Integrations area.

  5. Under Community Integration, select the Discord role you’d like to assign to customers when they purchase this product. Here are the available options:

    No access: Purchasing the product won't give customers access to the connected Discord server.

    General access: Customers of this product will be added to the Discord server with general access permissions.

    Individual roles: Customers of this product will be added to the Discord server with the specific role you selected.


Understanding the customer experience

Joining your Discord server

Your customers need to open a Discord account (if they don’t already have one) and authorize the Podia Discord bot in order for them to successfully join your Discord server coming from Podia.

They can do this by clicking the Discord link from their customer dashboard or the link available in signup confirmation emails to get access to the server and be assigned the correct role (if applicable).

Discord banner in customer dashboard area

Discord link in signup confirmation emails

Customers can also find the Discord join link directly from their customer settings - in case they dismiss the Discord banner or lose the signup email.

Authorizing Podia's Discord bot

Once customers click to join the Discord server from Podia, they'll be asked to login or create an account (if they don't have a Discord account yet).

Once they login, they'll need to authorize the Podia Discord bot so we can fully manage their account and get them added to your Discord server.

After the authorization, customers will be redirected back to Podia and added to your Discord server. You’ll see a welcome message posted in the #general channel for each successful addition.

Having issues with our Discord integration? Check out our Troubleshooting Discord integration issues help doc.


FAQ & Troubleshooting

Can I integrate Discord with my Podia community?

No. Discord's integration is only available for Podia products.

This integration is designed to guide customers from your products to any external communities you may have hosted on Discord.

What happens to existing product customers?

Once you turn on the Discord integration for your account and enable it for a specific product, existing customers will start seeing the Discord banner on their accounts.

Clicking on the Discord banner would allow them to join your Discord server.

Is the Podia bot able to manage existing Discord members?

No.

The Podia bot can only manage Discord users who are added through the bot. Unfortunately, Podia can’t identify users already in a Discord server or link them to their Podia accounts, even if the bot is authorized with the same account.

To effectively manage users in your server, they must be added through the Podia bot.

I'm having issues with my Discord integration... HELP!

If you're having issues with Podia's Discord integration - such as customers not being properly added or roles not being properly assigned - check out our Troubleshooting Discord integration issues help doc.

Can I whitelabel Podia's bot?

No. Podia's bot added to Discord cannot be whitelabeled.

Do the roles of individual products get added when a customer signs up for a bundle?

Yes.

When a customer signs up for a bundle, any roles assigned to the individual products in the bundle will also be added, along with the role for the product bundle itself.


Still need help? If you have any questions, send an email to [email protected] or click the purple help icon to send us a message 😄

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