⚡Discord memberships

Include access to your exclusive community with every sale

Use the Helio Discord bot to include & assign roles/memberships to your exclusive community with every Helio sale (i.e. receive payment -> assign role).

Enable Developer Mode

Before proceeding, please enable developer mode for Discord. This will allow you to see the server, role and user IDs required to setup the Discord bot. See this Discord article on how to achieve this.

Channel & role setup

Log in to the Helio dashboard, select "Settings" --> "Integrations".

Hit "Authenticate" to allow the Helio bot to be installed via Discord. This authentication will use your Discord administrator credentials in your default browser to approve the installation of the bot for the required server as follows:

Select the server

Authorise the bot

Complete the captcha

Authorised!

Head back to the hel.io/settings and you will notice the Discord section has changed to allow you to enter the relevant IDs. Choose your Server ID and one or more Role IDs and hit "Save Settings".

Add your server and role IDs

Finalise Discord setup

Return to "Server Settings" -> "Roles" and you should now see the "Helio" role appear:

Check to see if "Helio" is on the roles

Select "Helio" to see the following. This is the bot role and should NOT be changed. Note that you can remove the bot in "Server Settings" --> "Integrations" if required.

Helio Bot Information

You MUST move the Helio bot above the roles that you want to assign due to Discord's role hierarchy logic. Drag the Helio role up above the "Helio Access" group as follows

Move Helio above the role you require the bot to change

Create a payment & assign the role members

• Hit CREATE PAYMENT to configure your Payment details and Pricing options. Choose a single payment to enable 1-time access, or a recurring payment to enable access for a subscription period (the role is also removed at the end of the subscription period)

• Advanced options -> Discord memberships -> load and select the role(s) you want to assign. Users are required to SSO with their Discord on the Pay Link. Untick the "require Discord login" box to make Discord an optional text field on the Pay Link.

  

Membership assigned real-time or claimed afterwards

Share the Pay Link anywhere. Buyers automatically receive the role upon purchase if they're already present in your server or they can join & claim their role later at hel.io/claims. They'll be reminded via email to claim (untick "E-mail address" if you choose not to collect & remind buyers). For recurring payments claims are valid until the subscription end date.

User claims Discord role after purchase

Users can also manage, stop and extend their subscription via the Helio dashboard. Users will also receive an email reminder to extend 3 days before the end of the subscription period