Gating Discord

Gating Discord

Gating Discord

Manage access to your community on Discord with Beyond’s gating rules.

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Currently, we are 100% focused on Discord which gives you the best-integrated gating experience for your Discord server there is. Create rules in seconds and give your members the experience they deserve.

Before you can properly use the gating rules, makes sure that you have integrated the Beyond bot into your Discord server. Important: The bot role needs to be on top of all roles it manages.

Read more on connecting Beyond to Discord here:

Preparing Discord

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Before you can create specific gating rules, you need to prepare your Discord server. You will find a few example setups of Discord servers at the end of this page.
Create a role on Discord
Create a role on Discord
  • Create a Discord role (→ Link to Discord Help Center: How to create Discord roles) for every membership type you want to create. (Might take up to 3 minutes to sync the new role with Beyond)
This is how your channel might look like to new members
This is how your channel might look like to new members
  • Prepare a Discord channel from where your members can connect their wallets. Ideally, this is either the “Start here”, “Welcome”, or “Verify”-channel. It can be any channel.
    • Important: Make sure that the Beyond bot has writing access to this channel.
    • The bot needs to have permission to embed links into the channel.
  • Pro tip: Create private channels to test the Beyond integration and setup before introducing it publicly in your community.

Creating gating rules

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Navigate to app.beyond.so/gating in the Beyond control room. This is your central location to create, edit and remove rules.

You can create and combine as many rules as you need to create a tiered community within your Discord server. A gating rule is always split into the following parts:

  • Condition that needs to be true
  • Discord role that should be assigned if the condition is true

How to gate?

Decide if members just need to connect their wallets to verify and get a specific role or if they also need to hold a specific token in their wallet.

Choose one of the two gating options for this rule.
Choose one of the two gating options for this rule.

Gating by wallet

This is the ideal way to use Beyond to verify members. Keep out bots and spammers and create a healthy community from the ground up. We recommend always using at least one wallet gating rule as the basis of your setup.

Gating by wallet and token-check

Creating an exclusive area for token-holders in your Discord? With token-check your members connect their wallet and automatically get their special Discord role matching the tokens they are holding.

Testing definition

Define the tokens or specification that should be applied to the rule.

Specify the conditions of your check
Specify the conditions of your check

If you chose “Gating by wallet“

Members only need to connect their wallet. There is no need to specify this rule further.

If you chose “Gating by wallet and token-check”

This is the heart of our gating rules. You can specify

Choose the blockchain network

You can choose between the following networks

  • Ethereum
  • Polygon
  • Avalanche

Choose the token type

  • Non-fungible tokens (NFT: ERC-1155, ERC-721)
  • Fungible tokens (ERC-20)

Add your smart contract address

This is the unique identifier of your token smart contract.

Token details

Sometimes you want to build more granular gating rules. The token details help you to specify your rules even further.

  • If the token type is non-fungible you can specify the following details: Important: the type and value needs to be written 100% correct to work.
    • Trait type
    • Trait value
  • If the token type is fungible you can specify the following details:
    • Minimum amount of tokens someone needs to hold to get role assigned. You can create multiple rules checking the same token with different minimum amounts to create different thresholds. (eg. apply Silver role to people with or more than 5 tokens and also Gold role to people with 10 or more tokens)
    • Decimals is the number of zeroes used to represent a whole token. For most ERC20 contracts the default of 18 is used. Basically, smart contracts have a different way of calculating tokens than humans; we might transfer 1.0 ETH to a friend, but smart contracts don’t know how to handle decimal numbers, so they just use really huge numbers and divide it (eg. 1.0 ETH would be 1000000000000000000, or ‘1’ with 18 zeroes after it), to show it properly to us users. If you’re not sure, you can probably use ‘18’ here — but it’s best to check with your developer!

Which Discord role?

As a last step, you define the Discord role that is being granted to the user if the rule’s specifications are true.

Choose a Discord role
Choose a Discord role

Activate and save the rule

You can directly activate the rule and it will be effective immediately or create all rules you need first and then active them at the same time. You can always go back, edit or delete rules.

Activate and save the rule
Activate and save the rule

Allowing members to connect their wallet

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After connecting Beyond with Discord and creating gating rules the only thing outstanding is creating your members experience when connecting their wallets.

Note: If your members have connected their wallet with Beyond in other communities before they don’t need to connect again. They can, but they should already have the Discord roles assigned as soon as you active the rules.

The members side of the access management has the following two parts:

Join-button

There are different ways on how your community members can trigger the Beyond bot to send them a unique Join-button to access the connection page.

Send a Discord message to a specific channels (on app.beyond.so/settings)

Send the Join-button to a Discord channel
Send the Join-button to a Discord channel

You can send a Discord message with the Join-button to a channel of your choice from the settings area. Make sure that that the message is being posted in a channel where members can’t write messages, otherwise it might be hard for new members to find the message when the discussion grows.

Members type !gm or !connect

Alternatively and always possible, the community members can trigger the Beyond bot to send them a Join-button via direct message (they need to have this enabled) by typing !gm or !connect in any channel where the Beyond bot is included.

Connection page

When members hit the Join-button from Discord they will be led to a personalized connection page where they securely can connect their wallet and sign the connection message to Beyond. They only need to do this once to have their wallet connected.

After members have successfully connected their wallet you should be able to see their wallet address on the community insights page.

FAQ

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Frequently asked questions regarding the gating setup and access management. If your question is not being answered, please get in touch with us on Discord, via the Intercom bot in the bottom right corner or via email to help@beyond.so
  • What happens to the Discord roles if I delete the rule on Beyond?
    • All members who had the role applied on Discord will keep it.
  • Do members keep their roles after selling their tokens?
    • Beyond is listening to events on the blockchain all the time and revokes roles from users who sell the token/NFT.

Troubleshooting

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In case you might run into one of the following issues, here are potential ways to solve them. If the suggested solution doesn’t work please get in touch with us on Discord, via the Intercom bot in the bottom right corner or via email to help@beyond.so
  • What if my members have problems and don’t get the Discord role assigned properly?
    • The Beyond bot is on top of the roles it needs to manage
  • The join button message is not arriving in the specified Discord channel
    • The Beyond bot needs writing access to the channel
  • What if I can’t see all my Discord roles?
    • Re-trigger…
  • Why do I see Discord roles in Beyond that I’ve already deleted on Discord?
    • …

Example Setups

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Here are two real world examples on how you can use Beyond’s gating rules to set up your access management for Discord. We explain in detail what rules you need to create. These are two examples but you can customise Beyond to your specific needs. If you have questions on how to best set up your access management, feel free to get in touch with us.

Create a secure on Discord server

Goals

  • Only members who have connected a wallet are able to see any channels.
  • Secure the Discord server from bots and spammers.

Setup

  • Create a public welcome channel on Discord
  • Create as many private channels on Discord as you want
  • Create a role on Discord for verified members
  • Restrict access to the private channels by only showing the channel to members with the verified role.
  • Create a gating rule on Beyond. Choose the following specifications:
    • Wallet gated
    • Assign the verified role
  • Send the Join-button to the public channel

Result

  • All private channels will be hidden to members until they have connected their wallet to Beyond via the publicly available channel.
  • When connecting their wallet, they will receive the verified role on Discord.
  • You will see all the wallet addresses in your community insights.

Create a premium channel for holders of ≥ 100 $BEYOND

Goals

  • Set up a specific channel for members who hold at least 100 $BEYOND tokens

Setup

  • Have at least one public channel on Discord
  • Create a private channel on Discord for the token-holders
  • Create a role on Discord for members holding at least 100 $BEYOND tokens
  • Restrict access to the private channel by only showing the channel to members with the specific role.
  • Create a gating rule on Beyond. Choose the following specifications:
    • Wallet and token gated
    • Choose the Polygon network
    • Choose the token type Fungible tokens
    • Input your smart contract ID
    • Set the minimum amount of tokens the member needs to hold to 100
    • Assign the token-holder role
  • Send the Join-button to the public channel

Result

  • One channel will be hidden to all members until they have connected their wallet to Beyond via the publicly available channel, and until they hold at least 100 $BEYOND.
  • When connecting their wallet and holding at least 100 $BEYOND, members will receive the specific role on Discord.
  • You will see all the wallet addresses in your community insights.

Create a premium NFT community on Ethereum

Goals

  • Only members who have connected a wallet and hold a specific NFT are able to see any channels.
  • Secure the Discord server from bots and spammers.
  • Create a token holders-only community.

Setup

  • Create a public welcome channel on Discord
  • Create as many private channels on Discord as you want
  • Create a role on Discord for members who hold the specific tokens
  • Restrict access to the private channels by only showing the channel to members with the specific role.
  • Create a gating rule on Beyond. Choose the following specifications:
    • Wallet and token gated
    • Choose the Ethereum network
    • Choose the token type Non-fungible tokens
    • Input your smart contract ID
    • Assign the token-holder role
  • Send the Join-button to the public channel

Result

  • All private channels will be hidden to members until they have connected their wallet via the publicly available channel and hold a specific NFT from your specified collection .
  • When connecting their wallet successfully and owning the NFT, they will receive the token-role role on Discord.
  • You will see all the wallet addresses in your community insights.

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